Impact: HighNetworking Capacity and Inventory Planning2026-06-01· DriveNets / PR Newswire
DriveNets raises $410 million to scale networking infrastructure for large AI deployments
Israel-based DriveNets has raised $410 million in Series D funding to expand production capacity and inventory for Ethernet-fabric infrastructure supporting large-scale AI deployments. The company is responding to rising demand for network systems used in AI data centres.
The Dataleo angle
The supply-chain issue is the conversion of AI-infrastructure demand into component reservations, inventory commitments and qualified manufacturing capacity. Growth should be assessed against supplier concentration, delivery reliability, deployment timing and the risk of building inventory faster than customer installations.