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Drivenets

Enterprise Software
DriveNets is an Israeli networking software company that lets telecommunications carriers and cloud providers build large-scale internet routing infrastructure using standard, commodity hardware instead of proprietary networking equipment.
$7.88B
+$6.20
136.78%
30 days ago
$4.53
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DriveNets was founded in 2015 by Ido Susan and Hillel Kobrinsky, based on the observation that the core routing infrastructure underlying major telecommunications networks and large cloud providers has historically depended on proprietary, vertically integrated networking hardware and software from a small number of large vendors, an approach that can be expensive and can limit a network operator's flexibility to scale capacity or adopt new capabilities independent of a single vendor's product roadmap, drawing an analogy to how large cloud computing providers had already moved away from proprietary computing hardware toward standardized, commodity servers running flexible software. DriveNets's core product, Network Cloud, applies a similar "disaggregation" approach to networking infrastructure, separating the networking software that handles routing decisions and network management from the underlying physical hardware, letting network operators build large-scale routing infrastructure using standard, commodity "white box" networking hardware from multiple manufacturers rather than being locked into a single vendor's proprietary, tightly integrated hardware and software stack. This disaggregated approach is designed to give large telecommunications carriers and cloud providers more flexibility, potentially lower costs, and faster ability to scale network capacity to meet rapidly growing data traffic demands, including traffic growth driven by streaming video, cloud computing, and increasingly AI workloads that require enormous data movement between data centers. DriveNets has positioned its technology as particularly relevant to the "AI infrastructure" buildout occurring across major cloud providers and hyperscale data center operators, since training and running large AI models at scale requires substantial, high-performance networking capacity connecting many data centers and computing clusters together. The company has raised substantial venture funding from investors including Bessemer Venture Partners, D1 Capital Partners, and Atreides Management, reaching a valuation exceeding $2 billion, positioning itself within the broader networking disaggregation trend alongside other software-defined networking approaches challenging traditional proprietary router vendors.
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