AI Agents Turn Storage Into Memory
Renen Hallak, CEO of VAST Data, on AI agents creating infinite storage demand
The real implication is that agentic AI turns storage from a passive archive into an always on working memory layer. A chatbot mostly reads existing text and returns an answer. An agent constantly reads files, writes logs, generates code, saves intermediate outputs, and stores memory for later reuse. That shifts demand toward one system that can hold files, objects, and database style records together, while thousands of GPUs and services hit the same data pool at once.
-
VAST is building for mixed data, not just tables. Its platform lets the same data sit behind file access like NFS, object access like S3, and SQL queries, so teams can store a PDF, extract metadata from it, save embeddings, and run processing jobs without copying data into separate systems.
-
That matters more with agents because the output is compounding. The system has to keep source documents, model outputs, checkpoints, embeddings, tool traces, and generated media or code, then make them queryable later for retrieval, observability, and policy enforcement. In that world, cheap cold storage is not enough, because the data has to stay fast to read and write.
-
The competitive split is becoming clearer. HPC file systems like Weka and DDN are optimized for peak performance jobs, while enterprise storage from Pure, Dell, and NetApp is optimized for reliability in traditional IT. VAST is trying to collapse those tradeoffs by pairing shared flash storage with an integrated database and compute layer, which fits GPU clouds like CoreWeave and large enterprise AI deployments better than a storage only product.
Going forward, the winning data layer for AI will look less like a storage box and more like an operating system for machine generated work. As agents spread from coding into video, robotics, and enterprise workflows, the platforms that can keep every action, file, and memory object in one fast, governed system will capture more of the stack above basic storage.