马斯克收购光网络初创公司Mesh

$SPCX / Elon Musk acquires Mesh, an optical networking startup.

Which is working on 1.6T OSFP (pluggable).

It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies.

$SIVE is one of the more startup friendly plausible merchant suppliers as seen with Ayar to $POET?

Maybe $LITE and $MTSI that were have a little history too, but less so.

Regardless it’s very positive a lot of startups recently like Celestial have been acquired by Marvell.

For both merchant laser supplier revenue (working with startups -> having hyperscalers like SpaceX drive revenue after being designed in already).

As well as valuations from M&A desirability.

Goes to show how optical interconnects is the right direction if Elon Musk is directly buying these companies.