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Delos vs Nvidia, DDR5 Spot Price Spike & Mexico's China Chip Loophole
Audio is available on Spreaker — see link below.
AI hardware investors and engineers: Delos Data raises $100M to challenge Nvidia's inference networking dominance with open-standard chips, while DDR5 spot prices double and memory inventories hit dangerously low levels. Plus US policy targets China's Mexico rerouting loophole and the Trump-Xi summit leaves chip export controls untouched.
Audio is available on Spreaker — see link below.
A startup called Delos Data just raised over one hundred million dollars to build networking chips specifically for AI inference, and that's a direct challenge to the infrastructure layer Nvidia currently dominates. The product is called the Nonstop AI Data Interface chip.
Shift to memory, and the picture there is one of genuine supply stress becoming visible in pricing. DDR5 spot prices have spiked to thirty-one hundred dollars per sixty-four gigabytes.
SK Hynix is exploring US memory chip production for the first time, with Intel's Ohio facility at the centre of negotiations. A venture potentially involving Intel and major cloud providers is under discussion.
On the policy side, the US is proposing to extend USMCA rules of origin to AI hardware. The practical intent is to block Chinese chip manufacturers from rerouting products through Mexican assembly to avoid US export controls.
The September twenty-fourth Trump-Xi summit is unlikely to produce meaningful AI safety agreements. Chip export controls remain non-negotiable from the US side, and China's cooperation on AI safety continues to function as conditional geopolitical leverage rather than genuine policy alignment.
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