Investors frame data movement as AI infrastructure's new constraint
2 Sep 16 · 11d ago · 2 articles · 1 source · development 2 of 2
Backers including Pat Gelsinger (Playground) and Stan Reiss (Matrix Partners) characterized the funding as tackling a shift in AI economics: as agentic workloads scale, performance is determined by network efficiency rather than compute alone.
“I can have all the computers in the world, and if I can't get these devices communicating effectively with one another, I've got lots of hot hardware, burning watts and sitting here twiddling their thumbs.”
Pat GelsingerEd Doe CEO and co-founder, Delos DataDan Daly CTO and co-founder, Delos Data
Pat Gelsinger General partner, Playground Global; former Intel CEOStan Reiss General partner, Matrix PartnersMatrix Partners, Playground, Socratic Partners, Capricorn, Matter Venture Partners, IAG, DYNAMIQ Lead investors
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first by Channel News Asia, 12d ago
All 2 developments of Delos Data raises $100M for AI data center networking chips →
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