TechFlow News, June 27: Elon Musk has received regulatory approval to acquire Mesh Optical Technologies, a photonic communications startup founded by former SpaceX engineers. The company specializes in high-speed optical module technology, with products applicable to AI data centers and Starlink laser communications.
Trader Serenity believes this acquisition could benefit the AI optical interconnect supply chain—including optical component suppliers such as Sivers Semiconductors, POET Technologies, Lumentum Holdings, and MACOM Technology Solutions—and signals that major tech companies are continuing to increase investments in optical interconnect technologies, potentially accelerating future M&A activity and industry growth.
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