由英特爾前員工創立的晶片新創 Delos Data 募得1億美元，投入AI網路

史蒂芬・內利斯（Stephen Nellis）報導By Stephen Nellis

舊金山，9月15日（路透）——由英特爾公司（Intel Corp）資深前員工創立的新創公司 Delos Data 周二表示，該公司已募得1億美元，用於開發晶片與軟體，讓資料能在日益複雜的AI資料中心內更快速流動。SAN FRANCISCO, Sept 15 (Reuters) - Delos Data, a startup founded by veterans of Intel Corp, 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.

在AI熱潮初期，資料中心通常大多由輝達（Nvidia）圖形處理器（GPU）組成，並以輝達專有的網路技術相互連接。不過，隨著這些資料中心的重點從訓練AI系統，轉向處理使用者請求、讓AI「代理」代為執行任務，Cerebras Systems 與超微半導體（Advanced Micro Devices）等輝達競爭對手也逐漸取得進展。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 and Advanced Micro Devices have gained traction.

就連輝達本身也已開始提供多種類型的運算晶片。為因應這種新的運算晶片多樣性，Delos Data 設計了一套複雜的網路晶片與軟體，但目標非常簡單：協助資料中心業者讓所有昂貴的運算設備盡可能快速地彼此通訊，並具備彈性，能適應資料中心業者現在或未來可能選擇的任何運算晶片組合。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.

Delos Data 技術長暨共同創辦人丹・戴利（Dan Daly）受訪時表示：「我們不知道代理式（AI）的下一種基礎設施架構會是什麼。但我們知道，我們能提供最迅速、最快速的資料搬移方式。」"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."

英特爾前執行長、現為創投公司 Playground 合夥人的季辛格（Pat Gelsinger）表示，運算晶片等待資料，仍是AI資料中心中最浪費金錢與能源的情況之一；Playground 參與了 Delos Data 這輪募資。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.

季辛格說：「我可以擁有全世界所有電腦，但如果無法讓這些裝置有效彼此通訊，我就只會有一堆發燙的硬體，在這裡耗電卻閒著沒事做。」"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.

參與此輪募資的其他投資人包括 Matrix Partners、Playground、Socratic Partners、Capricorn、Matter Venture Partners、IAG 與 DYNAMIQ。Other investors in the funding round were Matrix Partners, Playground, Socratic Partners, Capricorn, Matter Venture Partners, IAG and DYNAMIQ.

（史蒂芬・內利斯舊金山報導；林肯・費斯特編輯。）(Reporting by Stephen Nellis in San Francisco; editing by Lincoln Feast.)