Broadcom → DriveNets Ltd.

Why this edge matters

Broadcom (leader in Design (Fabless)) is a tracked supplier of DriveNets Ltd. (challenger in AI & Data Center). Networking silicon leader and main designer of hyperscaler custom AI chips. Israeli firm providing disaggregated Network Cloud software and Ethernet AI fabric on white-box hardware. The edge is one of 1 tracked supplier of DriveNets Ltd. and one of 45 tracked customers of Broadcom.

Source: derived from both company records and the counted edges.

Concentration / risk note

Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier. DriveNets Ltd. has only 1 tracked supplier in this dataset. Concentration on the supplier side is high.

Basis: supplier position, few suppliers. Omitted on edges where the graph does not back a concentration claim.

The two companies

Broadcom (supplier)

Networking silicon leader and main designer of hyperscaler custom AI chips.

DriveNets Ltd. (customer)

Israeli firm providing disaggregated Network Cloud software and Ethernet AI fabric on white-box hardware.

Other tracked customers of Broadcom

• Alphabet (Google) · relationship
• Meta Platforms · relationship
• Apple · relationship
• Hon Hai (Foxconn) · relationship
• Quanta Computer · relationship
• Arista Networks · relationship
• OpenAI · relationship
• Amazon (Annapurna Labs) · relationship