The hidden data bottleneck in AI factories

Everyone talks about GPUs. But in real-world AI infrastructure, the bottleneck is often somewhere else: the data layer. Kim Isenberg speaks with Sven Breuner from VAST Data about the infrastructure behind modern AI systems — from GPU utilization and storage architecture to HPC, inference, data movement and the concept of AI factories.

As companies invest billions into GPUs, many discover that compute alone is not enough: if data cannot move fast enough, GPUs sit idle, training becomes inefficient and inference struggles to scale.