VAST Data vs Confluent
Side-by-side comparison of AI visibility scores, market position, and capabilities
Closed a $1 billion Series F at a $30 billion valuation in April 2026, backed by NVIDIA and Fidelity, after surpassing $500M in committed ARR with its AI Operating System platform.
About
VAST Data builds the AI Operating System — a unified platform combining all-flash storage (DataStore), an AI-native database (DataBase), and a globally distributed namespace (DataSpace) into a single infrastructure stack. The platform is purpose-built for organizations training, running, and managing AI models and agents at scale. In 2026, VAST launched AgentEngine, a production-grade deployment layer for multi-agent AI stacks with full auditability and MCP integration.
Enterprise Kafka platform by Kafka's original creators; $950M revenue growing 25%, powering real-time data pipelines for AI, fraud detection, and event-driven systems.
About
Confluent is an enterprise data streaming platform built around Apache Kafka, providing fully managed Kafka infrastructure, stream processing, and data integration capabilities that enable real-time data pipelines and event-driven architectures. Founded in 2014 by Jay Kreps, Jun Rao, and Neha Narkhede — the original creators of Apache Kafka at LinkedIn — Confluent is headquartered in Mountain View, California and listed on NASDAQ with approximately $950 million in annual revenue growing ~25% year-over-year.
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