Delos Data has unveiled a new interconnect architecture designed to keep AI builders from becoming permanently locked into one vendor’s networking stack.
According to HPCwire the outfit was founded in 2025 by Delos Data chief executive Ed Doe and chief technology officer Dan Daly. Their backgrounds include Broadcom, Intel, Fulcrum Microsystems and Barefoot Networks.
At the AI Infra Summit on 15 September 2026, Delos unveiled its Nonstop AI reference architecture, dubbed MoXI. The name covers its mixture of interconnects, XPUs, memory, storage, physical layers, topologies, networks and models.
The hardware will come in three forms. An I/O chiplet offers more than 30 Tbps, near-packaged optics provide more than 10 Tbps, and a PCIe card delivers more than 400 Gbps.
Delos wants interfaces that work across copper, pluggable optics, and emerging co-packaged optics. Protocol support includes Nvidia’s NVLink, UALink, Ethernet and InfiniBand across scale-up, scale-out and larger distributed systems. The company claims its Nonstop AI products can operate at about 100 nanoseconds of latency, compared with microseconds for a conventional NIC.
“The data interface to endpoints in AI workloads is a critical enabler of performance. It stitches everything together in the right way,” Daly said.
Delos claims its Data Interface targets 10x faster performance, 10x stronger resiliency and 10x greater scale than endpoints can achieve today. Hardware handles recovery from dead accelerators, broken links and routine software updates.
The bigger idea is to let expensive compute from different suppliers talk without years of joint engineering. Delos says its interface can bridge different data semantics between GPUs, dataflow engines, CPUs, memory and flash.
That could matter as AI infrastructure becomes less uniform. Nvidia Blackwell GPUs provide huge low-precision compute performance, while machines such as Cerebras’ Wafer-Scale Engine take a very different approach to shifting and processing data.
Delos has meanwhile released Morpheus, a PCIe development and testing card for validating IP against real workloads and different network topologies. Its Mosaic software is already in production, while the Asterion AI server is scheduled to begin customer sampling at the end of 2026.
The company has raised more than $100 million from investors including Matrix, Playground, Socratic Partners, Capricorn’s Technology Impact Fund, Matter Venture Partners and IAG. Delos plans to spend the cash to expand its hardware and software engineering teams and accelerate product development and sales.
