Milestone

Arkane Cloud selects VAST AI OS as data foundation of its French enterprise AI cloud

1 source4 of 4 claims verifiedNotable signal
Place in VP50
#37
Source
1
Claims verified
4 of 4

What happened

AI summaryWritten from 1 source, checked claim by claim

VAST Data announced on September 29, 2026, from Lyon, France, that Arkane Cloud had selected the VAST AI Operating System as the data foundation of its enterprise AI cloud in France. PNY Technologies, a value-added distributor with long-standing NVIDIA partnerships, worked with both companies on the infrastructure design and commercial delivery. Arkane Cloud, founded in 2020 and based in Lyon, launched its cloud platform about 18 months before the announcement. It offers locally operated GPU infrastructure, serverless inference APIs for open-source models, dedicated GPU clusters and high-performance storage, and said it hosts all customer data in certified French data centers.

According to the release, the VAST AI OS, built on VAST's DASE architecture, gave Arkane a unified data layer across its multi-tenant environment and let it run different NVIDIA Blackwell GPU classes on one architecture. Arkane described a staged path in which customers test a use case on shared infrastructure and later move to a dedicated AI factory. The release stressed sovereignty, security and cost predictability. PNY called Arkane Cloud a key customer. The release gave no contract value, customer count, deployment size or performance figures.

Key points

  1. Arkane Cloud chose the VAST AI OS as the data foundation of its enterprise AI cloud in France1
  2. Announced September 29, 2026 from Lyon; PNY Technologies worked on infrastructure design and commercial delivery1
  3. Arkane Cloud was founded in 2020 and launched its cloud platform about 18 months before the announcement1
  4. No contract value, customer count or deployment size was disclosed1

Why it matters

European sovereign-cloud customer

The release shows VAST's software underpinning a French provider that sells locally operated, French-hosted AI infrastructure. It adds a named European cloud customer to VAST's business.

Channel through PNY

PNY, a distributor that counts Arkane Cloud as a key customer, handled commercial delivery alongside VAST. That shows a distribution route into the French market, though no sales volumes were stated.

Revenue impact unknown

With no contract size or deployment figures, the release does not show how much revenue the win represents. It is a named customer rather than a quantified one.

In context

$1B$10B202120222023$9.1B
VAST Data priced rounds
RoundDatePost-money valuationRaisedLed by
Series CApr 16, 2020$1.2B$100MNext47
Series DMay 4, 2021$3.7B$83MTiger Global Management
Series EDec 6, 2023$9.1B$118MFidelity Management & Research Company
Post-money valuation at each priced round. Log scale.Hover a point for the round

Updated

Fact-check

  • Arkane Cloud selected the VAST AI Operating System as the data foundation of its enterprise AI cloud in France, announced September 29, 2026Confirmed by [1] VAST Data's own release, datelined Lyon, September 29, 2026. It is a company announcement, not an independent report.Verified
  • PNY Technologies worked on the infrastructure design and commercial delivery, and called Arkane Cloud a key customerConfirmed by [1] VAST Data, which describes PNY as a value-added distributor and quotes PNY calling Arkane Cloud a key customer.Verified
  • Arkane Cloud was founded in 2020 and its cloud platform launched about 18 months before the announcementConfirmed by [1] VAST Data, which gives the 2020 founding and the roughly 18-month platform age.Verified
  • No contract value or deployment size was disclosed[1] VAST Data's release contains no contract, customer-count, deployment-size or performance figures.Verified

Sources

  1. [1]VAST Data (opens in a new tab)Arkane Cloud Selects VAST Data to Help French Enterprises Move AI from Experimentation to ProductionWe already knew VAST as a best-of-breed data platform

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