DriveNets

Ido Susan, CEO and Co-Founder, and Hillel Kobrinsky, Chief Strategy Officer and Co-Founder of DriveNets, sit down with Nasdaq's Kristina Ayanian to tell the story of how a networking company that quietly runs most of AT&T's core ended up at the center of the AI infrastructure buildout. Fresh off a $410M Series D backed by new strategic investor AMD alongside lead investors Bessemer and Atreides, they explain why the most expensive idle asset in the world today is a GPU waiting on the network—and how fixing that broken layer inside today's AI clusters became DriveNets' path to owning the fabric layer of a rapidly shifting, open, multi-vendor, and increasingly heterogeneous AI landscape.