Lightbits Labs reported record growth in 2025 as enterprises increasingly standardized on NVMe over TCP–based software-defined storage to support AI, analytics, and cloud-native workloads. The company cited accelerated adoption across financial services, e-commerce, neo-cloud providers, and cloud service providers, as organizations moved away from legacy SAN and HCI platforms that struggle with predictable performance and cost efficiency at scale.
According to the company, software purchases increased 3x year over year, average deal size doubled, and Lightbits recorded its largest first-time deployment, exceeding four times its typical initial capacity. Eran Kirzner said these trends reflect a shift in how enterprises evaluate storage, with AI training, inference, real-time analytics, and transactional workloads driving demand for predictable latency and scalable performance in production environments.
Lightbits’ NVMe over TCP software-defined block storage runs on standard Ethernet and commodity hardware, targeting lower infrastructure cost and operational complexity. The company said customers achieve up to 5x greater hardware efficiency compared with legacy SDS platforms, such as Ceph Storage. During 2025, Lightbits expanded ecosystem integrations across Kubernetes, KubeVirt, OpenStack, and enterprise Linux, and introduced new management, resilience, and hardware-optimized configurations for AI-focused deployments.
- Reported 3x year-over-year growth in software purchases and 2x increase in average deal size
- Largest first-time customer deployment exceeded 4x typical initial capacity
- NVMe over TCP–based SDS positioned for AI, real-time analytics, and high-frequency transaction workloads
- New capabilities include Intelligent Cluster Management and expanded Kubernetes integrations
- Hardware-optimized AI storage launched with Supermicro platforms using AMD technology
- Ecosystem collaborations highlighted with CYBERTEC and Arctera, including OpenShift-focused resilience demonstrations
“By combining Supermicro’s industry-leading server platforms with Lightbits’ block storage software, we’ve enabled our joint customers to achieve the performance and scale required for today’s AI and Kubernetes workloads,” said Lawrence Lam, Vice President of Solutions and Technology at Supermicro.
🌐 Analysis
The reported growth at Lightbits aligns with broader enterprise and hyperscale trends toward disaggregated, Ethernet-based storage architectures optimized for AI and cloud-native environments. As NVMe over TCP adoption expands, competition continues to intensify among software-defined storage vendors seeking to replace legacy SAN and HCI platforms with more power- and cost-efficient designs validated in production deployments.
