Prem Jonnalagadda (@premosphere) header
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Santa Clara, CA
Joined June 2016
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Prem Jonnalagadda retweeted
GPU utilization in the 30–50% range. That's a lot of idle CapEx. Christian Gallagher of Socratic on why a better interconnect for inference unlocks so much value at 100K+ GPU scale. Watch ⬇️
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Prem Jonnalagadda retweeted
Missed it at #OCPSummit26? Watch our CTO Dan Daly and Promode N. of Eridu on Breaking up the Monolith: Multi-rack Scale-up for 5,000+ GPUs. ▶️ youtube.com/watch?v=DwCqfqqj…
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Prem Jonnalagadda retweeted
Scale-up is headed past 72 devices to 1,000, then 10,000. Our CEO @edoe on “In the Arena” from #OCPSummit26: why resiliency matters as much as bandwidth, and why rack scale is a stepping stone to multi-rack AI. 🎧 techarena.ai/content/delos-d…
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Prem Jonnalagadda retweeted
Grab a ☕ and learn how to scale up across multiple racks for 5,000+ GPUs. Dan Daly (Delos CTO) + Promode N. (Eridu CTO) at #OCPSummit26 📍 Today · 8 AM · Room 220B Can’t make it? delosdata.com/ocp#ocp-form
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Prem Jonnalagadda retweeted
Sunrise with the Delos team at #OCPSummit26 ☀️ Scaling AI clusters past the rack? That’s the conversation we’re here for. Request a meeting: delosdata.com/ocp#ocp-form
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Prem Jonnalagadda retweeted
NVIDIA’s founders sketched their plans at a Denny’s. Ours started at a dinner in 2024, and yes, we kept the receipt. 🧾 @edoe and Dan Daly on how Delos Data began. Watch ⬇️
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Prem Jonnalagadda retweeted
AI infrastructure is getting bigger and increasingly heterogeneous. GPUs are only part of the story. Networking, memory, CPU, storage, power, cooling and connectivity are all critical to scaling AI. Some of the biggest breakthroughs may happen far below the model layer. The infrastructure is the innovation! reuters.com/business/hpe-boo…
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Prem Jonnalagadda retweeted
"We invested in Delos because it's the right team focused on the right problem." — @stanreiss , who backed Acacia Communications to a $4.5B exit. 🎥 Thank you for the partnership, Stan. #fasterinference #strongernetwork #AIinference
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Prem Jonnalagadda retweeted
Team. Technology. Market. That's how @PGelsinger decides where to invest, and he explains why Delos Data checks all three.
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Prem Jonnalagadda retweeted
We're headed to #OCPSummit26 in San Jose, Oct 12–15! Meet us in our invite-only whisper suite. Send us a note at ocpglobalsummit2026@delosdata.com @OpenComputePrj #StrongerNetwork #FasterInference
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Prem Jonnalagadda retweeted
What would it take to break out of today's limits to the size of scale-up domains, reaching thousands of GPUs in a single-hop domain? If you're headed to OCP Global Summit in two weeks, join Eridu CTO Promode Nedungadi and @delosdata CTO & Co-Founder Dan Daly as they discuss an open architecture for building multi-rack, single-hop domains of over 5000 GPUs. They'll present an architecture that shrinks collective-communication time, tightens token-generation tail latency, and lets a frontier model fit entirely inside a single domain. ▶️ "Breaking up the Monolith - An Open Architecture for Multi-rack Scale-up Domain of 5000+ GPUs" 🕗 Wednesday, Oct 14 at 8:00am 📍 Room 220B (SJCC Concourse Level) #OCPSummit26 #AIInfrastructure
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Prem Jonnalagadda retweeted
Thanks Delos Data for the lowdown on your new inference cluster architecture and software which aims to enable GPU (and XPU) scale-up domains up to 1000 and beyond. Buying racks as-is just doesn't offer enough flexibility for some customers: eetimes.com/startup-boosts-s…
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Prem Jonnalagadda retweeted
Eski Intel çalışanları tarafından kurulan çip girişimi Delos Data, yapay zeka veri merkezlerinde veri aktarımını hızlandıracak çip ve yazılımlar geliştirmek için 100 milyon dolar yatırım aldı. Tura; Matrix Partners, Playground ve Socratic Partners gibi isimler katıldı.
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Prem Jonnalagadda retweeted
Delos Data, a startup founded by veterans of Intel Corp $INTC, on Tuesday said it has raised $100 million to develop chips and software that can move data around faster inside AI data centers that are quickly becoming more complex than ever before. In the early phase of the AI boom, data centers were often made up mostly of Nvidia graphics processing units (GPUs) wired together with proprietary networking technology from Nvidia. But as the focus of those data centers has shifted from training AI systems to fielding requests from users to have AI "agents" carry out tasks on their behalf, Nvidia rivals such as Cerebras Systems $CBRS and Advanced Micro Devices $AMD have gained traction. Even Nvidia itself has started offering multiple kinds of computing chips. In response to that new variety of computing chips, Delos Data has designed a complex set of network chips and software with a very simple goal: to help data center owners get all that expensive computing gear communicating as fast as possible, with the flexibility to adapt to whatever mix of computing chips the data center owner might choose, now or in the future. "We don't know what the next infrastructure architecture is going to be for agentic (AI)," Delos Data Chief Technology Officer and Co-Founder Dan Daly said in an interview. "But we do know that we can provide the quickest, fastest way to move that data around." Pat Gelsinger, the former CEO of Intel who is now a partner with Playground, a venture capital firm that joined the Delos Data funding round, said computing chips waiting for data remain one of the biggest wastes of money and energy in AI data centers. "I can have all the computers in the world, and if I can't get these devices communicating effectively with one another, I've got lots of hot hardware, burning watts and sitting here twiddling their thumbs," Gelsinger said. Other investors in the funding round were Matrix Partners, Playground, Socratic Partners, Capricorn, Matter Venture Partners, IAG and DYNAMIQ.
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Prem Jonnalagadda retweeted
A rodada de US$ 100 milhões da Delos Data aponta para um custo que quase nunca aparece na apresentação de um projeto de IA: o tempo em que chips caríssimos ficam esperando dados. A empresa não está criando outro modelo nem outra GPU. Está trabalhando em chips de rede e software para conectar uma mistura cada vez maior de Nvidia, AMD, Cerebras e outros aceleradores dentro dos data centers. Isso muda a conta. Comprar mais compute pode piorar o ROI quando a topologia, a movimentação de dados e as filas não acompanham. Você paga energia, refrigeração e depreciação por hardware parado. Antes de aprovar mais capacidade para agentes de IA, eu pediria três números: utilização real dos aceleradores, tempo perdido em comunicação e custo por tarefa concluída. “Temos mais GPUs” deixou de ser uma resposta financeira.
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Prem Jonnalagadda retweeted
Here is an example of Synorb's hunch playing out early. We test our service with all the major general purpose agents in the market. @Muse, Meta's hottest product ever, is in the mix too. It saw the funding announcement for Delos Data. But it also remembered reading an 8-K filing by Arista Networks, a public company that trades on the NYSE. It was then able to validate the thesis behind the investment led by the former CEO of Intel. Pat Gelsinger is obviously among the few people on earth who can have an informed view about this company and opportunity — but Muse connected the dots for a layman like me.
The most expensive part of the AI buildout might be the waiting. Delos Data raised $100 million on September 15 to fix it. The startup was founded by Intel veterans, led by co-founder and CTO Dan Daly. They watched the early AI boom wire every data center with Nvidia GPUs and Nvidia's own proprietary networking. Then the chip mix started fragmenting. Nvidia rivals like Cerebras and AMD gained traction, and even Nvidia started offering multiple kinds of chips. Daly's bet is on the fabric, not the chips: "We don't know what the next infrastructure architecture is going to be for agentic AI. But we do know that we can provide the quickest, fastest way to move that data around." Pat Gelsinger, the former Intel chief executive who backed the round through Playground Global, put it plainly: chips waiting for data are one of the biggest wastes of money and energy in AI data centers. His version was blunter. Rooms full of hot hardware, burning watts, twiddling their thumbs. This makes sense when you look at what a public company like Arista disclosed in a 8-K filing for its Q2. We had used Muse to analyze it on the Synorb graph: revenue of $3.036 billion, the first quarter above $3 billion. Next quarter guided to about $3.3 billion. A 45.4 percent operating margin. And a new 1.6-terabit portfolio built specifically for AI fabrics. That pull took under four seconds. That is Arista telling the market the interconnect layer is where the money is going. Delos is going after the same opportunity from the software side: if the bottleneck is chips talking to each other, the market buying Arista's fabrics is the market buying Delos's fix. The demand is real because it's on the record. Delos is selling the fix. Arista's filing proves the market is real. Manifest ID: 1785932954070362014
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Prem Jonnalagadda retweeted
Delos raises $100m for faster datacentre networking ICs 📢🌟 Delos Data, a startup founded by ex-Intel engineers, has raised over $100 million to pursue networking chips for datacentres 👉 electronicsweekly.com/news/b…
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Prem Jonnalagadda retweeted
AIニュースまとめ|9/22(火)昼 ① Xiaomi、MiMo-V2.6をオープンウェイト公開(9/21) ②【続報】Grok 4.7、GitHub Copilotで選択可能に(9/21) ③ CXMT、5世代目DRAM「G5」が量産入り(9/20) ④【続報】Crusoe、39億ドル調達で評価額309億ドル(9/17) ⑤ 元Intel勢のDelos Data、1億ドル調達(9/15) 各ニュースの詳細はこの下に。 ──────────────── ① Xiaomi、MiMo-V2.6をオープンウェイト公開(9/21) Xiaomiが「MiMo-V2.6」のProとFlashをHugging Faceで公開しました。MITライセンスで、重みに加えて学習コードと7,000超のタスク環境も同時に出しています。 Proは総パラメータ約1.02兆・アクティブ約420億、Flashは約3,090億・アクティブ約150億。Artificial AnalysisのIntelligence IndexではProが46を記録し、オープンウェイトの首位に立ちました。Xでは歓迎の声が目立ち、なかでも軽いFlashを「手元で動かせる」と評価する開発者が多い印象。 ──────────────── ②【続報】Grok 4.7、GitHub Copilotで選択可能に(9/21) xAIが公開したGrok 4.7が、同じ日のうちにGitHub Copilotのモデル選択に加わりました。対象はPro・Pro+・Max・Business・Enterpriseで、VS Code、Visual Studio、Copilot CLI、JetBrains、Xcode、Eclipseなどから選べます。 価格は前世代のGrok 4.6と同じ100万トークンあたり入力2ドル・出力6ドルで、コンテキストは50万トークン据え置き。課金は従量制、展開は段階的に進む形です。 ──────────────── ③ CXMT、5世代目DRAM「G5」が量産入り(9/20) 中国のメモリメーカーCXMTが、合肥で開かれた世界製造業大会で第5世代DRAM基盤「G5」の量産開始を発表しました。四重パターニングで、メモリアレイの活性領域ハーフピッチを11.95ナノメートルまで詰めています。 同社によれば、ウェハ1枚から取れるダイ数は前世代比で50%以上の増加。すでに24Gb品のLPDDR5Xを2種類量産しており、中〜高価格帯のスマートフォン向けに供給する構え。 ──────────────── ④【続報】Crusoe、39億ドル調達で評価額309億ドル(9/17) AIデータセンターを手がけるCrusoeが、シリーズFで39億ドルの初回クローズを発表しました。ポストマネー評価額は309億ドル。9月上旬に「評価額300億ドルで30億ドルを調達」と報じられていた案件が、上振れして着地した形です。 共同リードはAtreides Management、Mubadala Capital、Valor Equity Partners。NvidiaやFounders Fund、GIC、カタール投資庁、TPGも名を連ねます。資金はテキサス州アビリーンの1.2ギガワット級キャンパスと、トラックで運べるモジュール型設備「Spark」の展開に充てるとのこと。 ──────────────── ⑤ 元Intel勢のDelos Data、1億ドル調達(9/15) 元Intelの技術者らが立ち上げたDelos Dataが1億ドルを調達しました。用途はGPUそのものではなく、AIデータセンター内でチップ間のデータ移動を速くするネットワーク半導体とソフトウェアの開発です。 リードはMatrix PartnersとPlayground。Playgroundのパートナーで、元Intel CEOのPat Gelsinger氏も参加しています。学習中心から推論・エージェント運用へ負荷が移るなかで、次の詰まりはチップの性能ではなく配線側に来るという読み。
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Prem Jonnalagadda retweeted
We're excited to be part of OCP Global Summit, happening next month in San Jose! We're looking forward to discussing how we're solving the network bottleneck in AI data centers. If you'll be there, we hope to see you: 🖥️ At our booth in the expo hall, where our team will be talking about our frontier network switching systems ⚙️ On Wednesday in a session featuring Eridu CTO Promode Nedungadi and Delos CTO Dan Daly discussing how to scale AI infrastructure across multiple racks without losing latency 💻 In our private meeting room, where we'll be providing demos and updates Contact us at ocpglobal2026@eridu.ai to schedule time to connect or learn more. #OCPSummit26 #AIInfrastructure
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