NuAxiSemiconductor trade intelligence
Elon Musk receives FTC greenlight to buy Mesh Optical as interconnects emerge as AI's tightest bottleneck — the move will expand Musk's growing stack of critical AI infrastructure
What happened
The FTC has granted approval for Elon Musk to acquire Mesh Optical Technologies. Mesh Optical specializes in optical interconnects designed to overcome the 'I/O wall' in AI clusters where copper limitations are becoming critical. Watch - This acquisition highlights the strategic shift towards optical networking to address data bottlenecks in AI infrastructure.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Optical interconnectsOptical networkingData center networking
Elon MuskMesh Optical Technologies
M&AOptical InterconnectsAI InfrastructureFTC
Source and time
Source: Tom's Hardware · 7/9/2026 · View original source
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