WEKA's Bold Bet: Can Flash Storage Replace GPU Memory for AI?
WEKA's CEO explains how WEKA uses flash to extend GPU memory for low-latency AI inference. We examine the tech, market opportunity, and what investors should verify. What WEKA does: presents low-latency flash as effective GPU memory and integrates with inference engines. Product stack: Neural Mesh (shared file system) and Axon (pooled GPU-server storage) explained. Market forces: shift from training to inference and DRAM/HBM scarcity driving demand for lower TCO. Partnerships and positioning: integrations with Nvidia, DPUs, cloud and OEM partners and enterprise features. Investor takeaways: va…