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In this interview from Fully Connected 2026, Alon Horev, co-founder and chief technology officer of VAST Data, joins theCUBE's John Furrier and Dave Vellante to discuss how data movement has emerged as the critical bottleneck of the agentic AI era. Horev traces VAST's origins back to 2016, before the AI boom, when the company set out to bring HPC-grade performance to enterprise storage. He explains how falling flash prices and faster RDMA networking over commodity Ethernet finally made disaggregated architectures practical, letting compute separate from storage at exabyte scale. Horev also unpacks how agent memory differs from GPU memory, describing why offloading KV cache to persistent storage prevents costly recomputation during long-running agentic sessions. The conversation explores how VAST's architecture aligns closely with NVIDIA's emerging storage hierarchy, including its contributions to the Dynamo software stack and disaggregated prefill-decode inference. Horev details the company's long-standing partnership with NVIDIA on BlueField and RDMA, noting how that foundation now extends into scheduling and distributed KV cache movement across GPU fleets. He breaks down VAST's DataSpace capability, which allows GPU-intensive jobs to run against cached data from other regions rather than requiring workloads to move to where data resides. Horev also touches on the growing importance of explainability and traceability as enterprises deploy agents against sensitive data, pointing to recent industry incidents as proof that recorded agent interactions are both a compliance necessity and a valuable source for fine-tuning future models. From KV cache offload to distributed agent memory, Horev outlines why solving data movement at scale will define the next phase of the AI infrastructure race. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Journey Through AI: The Rise of Infrastructure and Data 03:13 - Advances in Compute and Storage 05:33 - Disaggregated Architectures 07:52 - Optimizing Systems and Caching Techniques 11:07 - Aligning Strategies: NVIDIA and VAST's Data Movement Challenges 14:38 - Envisioning Tomorrow: AI and Reflections #theCUBE #FullyConnected #theCUBEresearch #VASTData #CoreWeave #AI #AIInfrastructure

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