New updates have been reported about DriveNets.
Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
DriveNets has integrated its Fabric Scheduled Ethernet (FSE) solution into the Dell AI Factory, positioning the company at the core of high-performance networking for large AI deployments. The move gives Dell enterprise and cloud customers a new Ethernet-based fabric option for demanding AI use cases, including large multi-tenant clusters, GPU-as-a-Service models, multi-site AI fabrics, and converged back-end and storage networks, all aimed at maximizing GPU utilization and accelerating time to deployment.
As part of Dell’s Extended Technologies Complete program, DriveNets is contributing a full-stack FSE offering, incorporating pre-scheduled traffic, cell-based load balancing, and end-to-end Virtual Output Queuing to deliver consistent, low-latency, lossless Ethernet performance at scale. Dell customers will gain access to the complete DriveNets software stack, including its mature DNOS network operating system and the AI Cluster Orchestrator, which automates cluster provisioning, benchmarking, and ongoing operations, allowing faster rollout and more predictable performance of very large AI infrastructures.
DriveNets CEO Ido Susan said the collaboration builds on existing joint customer engagements and extends DriveNets’ AI networking capabilities across Dell’s broader AI infrastructure portfolio, strengthening DriveNets’ position as a core technology provider for hyperscalers, “neo cloud” providers, and enterprises building next-generation AI fabrics. DNOS, with more than a decade of large-scale deployment experience in some of the world’s most demanding networks, underpins the new offer and de-risks adoption for operators needing carrier-grade reliability for AI workloads.
Strategically, the Dell AI Factory integration expands DriveNets’ distribution and channel reach while reinforcing its pitch that Ethernet-based AI fabrics can rival or displace InfiniBand for large-scale AI training and inference clusters. With DriveNets-powered networks already carrying over 30% of U.S. internet traffic for major service providers, this announcement signals an effort to leverage that credibility in telecom-scale networking to capture share in the rapidly growing AI infrastructure market, with direct implications for revenue growth, ecosystem partnerships, and competitive positioning against incumbent AI networking solutions.

