DriveNets builds disaggregated networking software and hardware for telecom operators to modernize infrastructure.
$410M
Investor undisclosed
A $410M round for disaggregated telecom infrastructure signals that operators are finally moving past vendor lock-in—this is real capex reallocation, not hype. DriveNets is likely burning this on R&D to harden their software stack and land anchor customers at scale, which means the playbook for selling into telecom is shifting from 18-month sales cycles to actual product-market fit. If you're building any infrastructure software targeting carriers, watch how they handle the AMD partnership—it's a template for how to make hardware commoditization work without becoming a commodity yourself.