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AIQuiet 11d · day 12

Delos Data raises $100M for AI data center networking chips

Intel veterans' startup targets bottleneck in agentic AI: moving data between chips faster than today's networks allow.

newest coverage 11d agosummary written 11d ago3 pieces Newswires

What to know

  • Delos Data closed a $100M Series funding round to address network latency as the new bottleneck in AI data centers, as agentic workloads scale beyond single processors.
  • The company's Delos Nonstop AI platform claims to deliver 10x lower latency and 10x higher efficiency, allowing data centers to mix GPUs, accelerators, and other chips without performance degradation.
  • Investors including Pat Gelsinger and Matrix Partners frame this as a fundamental shift: compute power alone no longer determines AI performance; data movement efficiency now does.
  • The startup targets a market driven by projected 300x growth in token demand by 2030, with agentic inference workloads accounting for most of that growth.

“Delos is attacking the part of the AI stack where the value is now getting decided. For years the assumption was that more compute buys more output. That relationship has broken down at inference scale.”

Stan Reiss, General partner, Matrix Partners · Delos Data press release ↗ · Sep 14

Ed Doe CEO and co-founder, Delos DataDan Daly CTO and co-founder, Delos DataPat GelsingerPat 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

Delos Data raises $100M for AI data center networking chips
prnewswire.com

How it unfolded 2 developments, newest first · click a bar or a number to jump articles

Peak 2 pieces in 3h at Sep 16, 11 AM; 3 pieces over 13 days (3 articles) Sep 15, 8 AM — 1 piece · 1 article — Newswires 1Sep 15, 11 AM — quietSep 15, 2 PM — quietSep 15, 5 PM — quietSep 15, 8 PM — quietSep 15, 11 PM — quietSep 16, 2 AM — quietSep 16, 5 AM — quietSep 16, 8 AM — quietSep 16, 11 AM — 2 pieces · 2 articles — Newswires 2Sep 16, 2 PM — quietSep 16, 5 PM — quietSep 16, 8 PM — quietSep 16, 11 PM — quietSep 17, 2 AM — quietSep 17, 5 AM — quietSep 17, 8 AM — quietSep 17, 11 AM — quietSep 17, 2 PM — quietSep 17, 5 PM — quietSep 17, 8 PM — quietSep 17, 11 PM — quietSep 18, 2 AM — quietSep 18, 5 AM — quietSep 18, 8 AM — quietSep 18, 11 AM — quietSep 18, 2 PM — quietSep 18, 5 PM — quietSep 18, 8 PM — quietSep 18, 11 PM — quietSep 19, 2 AM — quietSep 19, 5 AM — quietSep 19, 8 AM — quietSep 19, 11 AM — quietSep 19, 2 PM — quietSep 19, 5 PM — quietSep 19, 8 PM — quietSep 19, 11 PM — quietSep 20, 2 AM — quietSep 20, 5 AM — quietSep 20, 8 AM — quietSep 20, 11 AM — quietSep 20, 2 PM — quietSep 20, 5 PM — quietSep 20, 8 PM — quietSep 20, 11 PM — quietSep 21, 2 AM — quietSep 21, 5 AM — quietSep 21, 8 AM — quietSep 21, 11 AM — quietSep 21, 2 PM — quietSep 21, 5 PM — quietSep 21, 8 PM — quietSep 21, 11 PM — quietSep 22, 2 AM — quietSep 22, 5 AM — quietSep 22, 8 AM — quietSep 22, 11 AM — quietSep 22, 2 PM — quietSep 22, 5 PM — quietSep 22, 8 PM — quietSep 22, 11 PM — quietSep 23, 2 AM — quietSep 23, 5 AM — quietSep 23, 8 AM — quietSep 23, 11 AM — quietSep 23, 2 PM — quietSep 23, 5 PM — quietSep 23, 8 PM — quietSep 23, 11 PM — quietSep 24, 2 AM — quietSep 24, 5 AM — quietSep 24, 8 AM — quietSep 24, 11 AM — quietSep 24, 2 PM — quietSep 24, 5 PM — quietSep 24, 8 PM — quietSep 24, 11 PM — quietSep 25, 2 AM — quietSep 25, 5 AM — quietSep 25, 8 AM — quietSep 25, 11 AM — quietSep 25, 2 PM — quietSep 25, 5 PM — quietSep 25, 8 PM — quietSep 25, 11 PM — quietYesterday, 2 AM — quietYesterday, 5 AM — quietYesterday, 8 AM — quietYesterday, 11 AM — quietYesterday, 2 PM — quietYesterday, 5 PM — quietYesterday, 8 PM — quietYesterday, 11 PM — quietToday, 2 AM — quietToday, 5 AM — quietToday, 8 AM — quietToday, 11 AM — quietToday, 2 PM — quietToday, 5 PM — quiet ◂ 1 earlier2
Sep 16Sep 17Sep 18Sep 19Sep 20Sep 21Sep 22Sep 23Sep 24Sep 25yesterdaynow · 8:27 PM ET
  1. 2

    Investors frame data movement as AI infrastructure's new constraint

    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 Gelsinger
    1. 1 outlet Delos Data, a chip startup founded by Intel veterans, raises $100 million for AI networks

      first by Channel News Asia, 12d ago

  2. 1

    Delos Data announces Nonstop AI product suite

    The company launched Delos Nonstop AI, a platform addressing network as the 'chokepoint' in AI infrastructure. The suite includes the Delos Nonstop AI Data Interface (claimed to deliver 10x lower latency and 10x higher efficiency), Clusters, and Server products, all built on a Reference Architecture.

    “The most expensive idle asset in a data center is a GPU, CPU or an accelerator waiting on the network.”
    — Ed Doe
    1. 1 outlet Delos Data Closes over $100 Million to Deliver Delos Nonstop AI™ for Faster, Stronger, More Efficient AI Capacity

      first by Delos Data, 11d ago

  3. background

    Delos Data closes $100M funding round — The Intel-founded startup announced it raised over $100 million from Matrix Partners, Playground, Socratic Partners, Capricorn, Matter Venture Partners, IAG, and others to develop network chips and software for AI data centers.