Serenity@aleabitoredditPost2026-06-27

Elon Musk's SpaceX/Musk entity acquires Mesh, an optical networking startup with 1.6T OSFP

Elon Musk's SpaceX/Musk entity acquires Mesh, an optical networking startup with 1.6T OSFP pluggable technology, highlighting the importance of optical interconnects. Mesh is seen as owning the optical engine/packaging, sourcing lasers likely from merchant suppliers like SIVE, while LITE and MTSI have some history. This is positive for merchant laser suppliers and M&A valuations, showing optical interconnects are a key direction.

“$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.”