$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.
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