$SpaceX(SPCX.US) / 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 Tech(POET.US)?Maybe $Lumentum(LITE.US) and $Macom Tech(MTSI.US) 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.
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