Core Insights - VAST Data has partnered with Nscale to create an advanced AI cloud infrastructure, aiming to scale to 300,000 NVIDIA Grace Blackwell GPUs globally [1][2][3] - Nscale is recognized as one of Europe's fastest-growing companies, leveraging VAST Data's AI Operating System to enhance AI infrastructure efficiency and unify data access [2][3] - The partnership aims to establish a fully vertically integrated, globally distributed AI cloud, with Nscale managing all layers of the stack, supported by VAST's unified data layer [3][4] Company Overview - VAST Data is positioned as the AI Operating System company, providing a unified software infrastructure that enables organizations to deploy AI effectively and automate complex workflows [5] - Nscale specializes in delivering vertically integrated compute infrastructure for AI workloads, with a focus on renewable energy and significant capacity expansion plans [6]

Core Insights - VAST Data Federal has announced a strategic partnership with Leidos to create a scalable model for cyber defense, leveraging AI technologies to enhance security operations for U.S. public sector agencies [1][3] - The collaboration aims to address the overwhelming volume of security events generated by global enterprises and federal agencies, which currently amount to trillions, by utilizing advanced AI and data processing capabilities [2][6] Company Overview - VAST Data Federal is a subsidiary of VAST Data, focused on delivering AI Operating Systems to defense, intelligence, and civilian agencies in the U.S. public sector [5][7] - The VAST AI Operating System integrates foundational data and compute services, enabling agencies to deploy intelligent systems and automate complex workflows [5][8] Technology and Solutions - The partnership will utilize NVIDIA AI Enterprise software, NVIDIA Morpheus, and BlueField Data Processing Units (DPUs) to enhance real-time inspection and inference capabilities [2][4] - Key features of the solution include immediate visibility across hot and historical data, agentic triage and response, and accelerated data analytics for cyber investigations [6] Operational Benefits - The collaboration aims to reduce alert fatigue and improve response times by automating security processes and enabling policy-driven actions [2][3] - The solution is designed to lower operational costs by eliminating data storage constraints and allowing for the retention of more telemetry data [6]

Core Viewpoint - Cisco and G42 announced a significant expansion of their collaboration to enhance secure AI infrastructure in the UAE, demonstrating Cisco's commitment to digital advancements in the region [1][4]. Collaboration Details - Cisco will power and secure a large-scale AI cluster deployed by G42, utilizing AMD's MI350X GPUs, integrating a full-stack secure AI infrastructure [2][7]. - Cisco will serve as the technology integrator within G42's Regulated Technology Environment (RTE), ensuring high levels of protection and governance for advanced compute infrastructure [3][10]. Strategic Importance - This collaboration is part of the broader US-UAE AI Acceleration Partnership, which aims to advance bilateral technology goals, including significant projects like the 1GW Stargate UAE cluster and the 5GW UAE-US AI technology campus [4][5]. - The partnership aims to address the gap in GPU capacity, as 92% of UAE organizations plan to deploy AI agents, but only 25% currently have robust GPU capacity [6]. Infrastructure and Technology - Cisco's end-to-end AI-ready data center solution will include Cisco UCS 885A servers with AMD MI350X GPUs, high-speed Nexus 9K 800G switches, and advanced security measures [9]. - The collaboration will enhance G42's network of trusted US technology partners, reinforcing a model based on transparency and accountability [10]. Leadership Statements - G42's CEO emphasized the collaboration as a deepening of trust and technological alignment between the US and UAE, focusing on building secure and compliant AI infrastructure [5]. - Cisco's CEO highlighted the partnership's role in powering the UAE's next wave of AI innovation and its significance in the UAE's digital transformation journey [5].