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Val Bercovici

Chief AI Officer, Weka

Verified interview transcripts, podcast appearances, and direct quotes from Val Bercovici, Chief AI Officer at Weka. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics

    Val Bercovici of Weka returns to break down where AI inference memory is heading. He and Vik cover KV cache compression, DeepSeek's cache read pricing out of China, NAND flash tiers, high bandwidth flash, and why CXL keeps losing to NVLink and RDMA over Ethernet. They close on small models at the edge and whether SaaS companies will buy Neoclouds to own their token stack. Chapters: 0:00 Intro and memory prices 3:00 Model routing and offloading 5:10 Network faster than motherboard 13:06 Four-tier memory hierarchy 19:40 KV cache and Jevons paradox 23:50 DeepSeek cache read pricing 31:40 Sliding…

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  • Shattering the AI Memory Wall — Val Bercovici, WEKA | SuperAI 2026

    WEKA's Val Bercovici on breaking through the memory bottleneck that limits today's AI workloads — enabling longer context, lower cost, and better performance. Speaker: Val Bercovici, WEKA Stage: WEKA Stage Recorded at SuperAI Singapore, 10 June 2026 Learn more about SuperAI: https://superai.com Follow us on X: https://x.com/superai_conf

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  • Storage Is the Spinal Cord of AI: Inside Singtel's Sovereign AI Cloud

    Singtel Digital InfraCo built RE:AI, a sovereign AI cloud keeping data in Singapore. CTO Manoj Prasanna Kumar joins WEKA's Val Bercovici on why storage sits at the center of it all. Read the Press Release for this partnership between Singtel Digital Infra Co’s RE:AI and WEKA: https://www.weka.io/company/weka-news... Manoj Prasanna Kumar, CTO of Singtel Digital InfraCo, sits down with Val Bercovici, Chief AI Officer at WEKA, to talk through their collaboration on RE:AI (Reimagine AI) — a sovereign AI cloud built for customers who need data stored and processed within Singapore. Manoj explain…

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  • Scaling Beyond the Memory Wall: How WEKA is Revolutionizing AI Inference

    We sat down with Valentin Bercovici to discuss the critical shift from hardware-heavy model training to the high-stakes world of AI inference, the origins of the "IO blender" in massive datasets, and how software-defined storage is the only way to scale past the current "Memory Wall" in AI compute. Valentin Bercovici is the Chief AI Officer at ‪@WekaIO‬, a data platform built for the most demanding AI and high-performance computing (HPC) workloads. With a storied background as the former CTO of NetApp and a key contributor to the early Kubernetes ecosystem, Valentin now leads WEKA’s efforts t…

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  • Val Bercovici, WEKA & Daniel Kearney, Firmus | NVIDIA GTC '26

    In this interview from the Nvidia GTC AI Conference and Expo, Val Bercovici, chief AI officer of WEKA, joins Daniel Kearney, chief technology officer of Firmus, to talk with theCUBE + NYSE Wired's Gemma Allen about how memory is emerging as the critical bottleneck — and competitive advantage — in the shift from chatbots to agentic AI. Bercovici explains how insatiable agent-driven token demand has transformed KV cache from a background concern into a keynote-level topic in just twelve months. A joint proof of concept between WEKA and Firmus demonstrated that arbitraging storage for memory with…

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  • Why Inference—Not Training—Drives AI Infrastructure | WEKA

    What’s driving AI infrastructure in 2025 and beyond? WEKA Chief AI Officer Val Bercovici sits down with Crusoe’s Kyle Sosnowski to reveal why the industry is shifting from training-focused to inference-optimized workloads, and what memory-bound optimization means for cloud providers and enterprises deploying AI at scale. Chapters 00:00 - What Do Subscalers Offer That Hyperscalers Cannot for AI Infrastructure? 01:24 - Why Is This the Decisive Year for Shifting from Training to Inference? 03:33 - How Does Memory Optimization and KV Cache Management Win the Inference Battle? 04:152 - What Is Sel…

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  • AI Token Economics and Prompt Caching Optimization | SemiAnalysis x WEKA

    How do AI token economics work? Why does prompt caching matter for reducing inference costs? Wei Zhou from SemiAnalysis and Val Bercovici from WEKA discuss the evolution of token pricing, KV cache hit rates, and GPU benchmarking strategies at AI Infra Summit 2025. What is token economics in AI? Token economics refers to the cost structure of serving AI models, where software has shifted from zero marginal costs to relatively high marginal costs. The price of input tokens, output tokens, and cached tokens reflects the hardware utilization required to produce each token. As Wei Zhou explains, "…

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  • A New Era of Context Memory with Val Bercovici from WEKA

    Vik and Val Bercovici discuss the evolution of storage solutions in the context of AI, focusing on Weka's innovative approaches to context memory, high bandwidth flash, and the importance of optimizing GPU usage. Val shares insights from his extensive experience in the storage industry, highlighting the challenges and advancements in memory requirements for AI models, the significance of latency, and the future of storage technologies. Takeaways Context memory is crucial for AI performance. The demand for memory has drastically increased. Latency issues can hinder AI efficiency. High bandw…

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  • Val Bercovici on Tokenomics, Memory, and the Future of Inference and the Real Bottleneck in AI

    AI is advancing fast, but the economics behind it are hitting a hard wall. In this fireside chat, Val Bercovici, Chief AI Officer at Weka, joins Keith Newman to break down the emerging discipline of tokenomics and the deeper system bottleneck driving today’s AI costs: GPU prefill and memory scarcity. Val explains why so many AI experiments fail when they hit production scale, how developers are running into shocking token bills, and why KV cache pressure and prefill limits are becoming the defining constraints for inference. He also explores shifting GPU supply, energy scarcity, and what 202…

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  • Context Platform Engineering to Reduce Token Anxiety — Val Bercovici, WEKA

    Context Platform Engineering is the set of skills and tools to design, size, and configure systems optimized for Agent Swarm Context, at any scale. “KV-cache hit rate is the single most important metric for a production-stage AI agent“ according to Manus AI. Context platform engineering simplifies the maximization of KV Cache hit rates. This talk covers WEKA’s new open source context platform engineering toolkit, which helps translate Service Level Agreement (SLA) requirements of AI Agents, into Agent+LLM inference platform Service Level Objectives (SLOs) which meet required SLAs. We presen…

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  • AI Token Economics, Agent Swarms, and the Path to AGI | Val Bercovici, Chief AI Officer of Weka

    Val Bercovici, Chief AI Officer of Weka, discusses the seasons of AI and the critical shift in the industry. Learn why we don't have real market rates for AI yet and how the future focus on efficiency will fundamentally change everything. Val also discusses the debate around AI regulation , the future of data scarcity and synthetic training , and why the cost per outcome is more important than the cost per token. In this Talk, Val Covers: 💰 The Uber Analogy for AI: Why subsidized rates for inference are unsustainable, and what we can expect by 2027. 🤖 The Agent Swarm Phenomenon: Understand t…

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  • Generative AI Storage Strategies: Val Bercovici on Tokenomics & GPU Performance with NAND Research

    WEKA's Val Bercovici and Steve McDowell from NAND Research have an in-depth discussion on the future of storage for generative AI in enterprises. Discover why AI tokenomics is critical for maximizing ROI and user satisfaction, and how traditional storage systems are struggling to keep up with high-demand AI workloads — especially during inference. Val shares insights on disaggregated storage, continuous data processing, and the impact of storage on GPU performance, highlighting the economic and operational implications for AI infrastructure. Whether you’re a data center leader, AI engineer,…

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