埃隆·马斯克收购了光学网络初创公司Mesh，该公司拥有1.6T OSFP可插拔技术，凸显了光学互联的重要性。Mesh掌握光学引擎/封装，可能从SIVE等供应商采购激光器，LITE和
埃隆·马斯克收购了光学网络初创公司Mesh，该公司拥有1.6T OSFP可插拔技术，凸显了光学互联的重要性。Mesh掌握光学引擎/封装，可能从SIVE等供应商采购激光器，LITE和MTSI与之也有一定历史。这对商用量产激光器供应商和并购估值是积极信号，表明光学互联是大势所趋。
“$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.”原帖：X / @aleabitoreddit ↗