AI infrastructure scale DriveNets commands a leadership position in high-scale networking for AI infrastructure with customers like AT&T and Comcast, and is actively expanding AI Fabric offerings and long-distance AI superclusters, presenting substantial cross-sell opportunities to hyperscalers, cloud providers, and telecom operators investing in AI workloads.

Strategic partnerships Recent and ongoing partnerships with industry giants such as Dell Technologies, AMD, and VAST Data, along with collaborations on reference architectures, create entry points for joint solutions and co-selling with a broad ecosystem of data center hardware and AI software providers.

Massive installed base With tens of service providers globally and over half of AT&T’s core network traffic carried by DriveNets, there is a proven referenceable footprint to accelerate expansion with Tier 1 operators and large cloud providers seeking scalable disaggregated networking.

Funding momentum Significant funding in 2026 totaling over 1.0B including Series D led by prominent investors signals strong growth trajectory and budget availability within customer organizations for upgrading AI networking platforms, enabling sales cycles with risk appetite for large-scale deployments.

Product acceleration Recent launches of AI Fabric extensions, 2600SL and 2601S platforms, and long-distance AI superclusters indicate a roadmap oriented toward rapid deployment at scale, providing clear angles for pilots, proofs of concept, and enterprise-grade upsell opportunities to improve performance and efficiency.