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The Weighted Average

Wire

Delos Data raises $100M for AI networks

Delos Data raised over $100 million to launch Nonstop AI, a network-and-software stack that claims 10× lower latency and 10× higher efficiency for inference; the company’s announcement says agentic token demand could grow roughly 300× by 2030. The performance figures are vendor claims, and the release supplies no customer deployment evidence. Infrastructure teams should profile interconnect stalls before buying more accelerators, using Cornelis’s active-fabric utilization case as a reminder that recovered capacity stays a hypothesis until measured.