DriveNets 2025: The Inflection Point

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In 2025, DriveNets crossed a threshold — operationally, strategically and commercially.

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Scaling AI Clusters Across Multi-Site Deployments

1. More than a billion dollars in bookings

DriveNets passed the $1B booking milestone in 2025!

We won large opportunities with top service providers, which will be completed over the next four years. Some of these large-scale network transformations simplify operations by consolidating infrastructure and introduce AI-assisted networking.

2. Winning large AI networking projects

We also won major AI networking projects with leading AI players, NeoClouds, and enterprises building their own AI infrastructure. DriveNets enables these customers to scale-up, scale-out and scale-across, and interconnect their AI clusters, storage, and front-end networks on a single fabric.

A key enabler for successfully building such infrastructure was DIS (DriveNets Infrastructure Services). It leverages our expertise and enables our customers to have full ownership of the cluster lifecycle – from design to first token.

As a result, we gained substantial AI solution revenue in 2025.

3. Strategic agreements with top AI players

We’ve signed strategic agreements with top industry players (more details to follow later this year). We’re also participating in proofs-of-concept in some of the largest AI clusters in the world (we’re talking LARGE, very large clusters!).

4. Demonstrated the highest-performance Ethernet-based AI fabric

Our AI solutions, based on lossless Ethernet connectivity, demonstrated the highest performance compared to any other Ethernet solution. In fact, our AI fabric delivers better performance than InfiniBand for any type of collective communication – as measured by NCCL bus bandwidth, for example!

We’re also deploying the first production implementation of scale-across connectivity for multi-site AI clusters.

5. For the first time, DriveNets turned cash-flow positive

These are my top five takeaways for 2025, my fifth year at DriveNets — and they make me really optimistic about 2026 😉