Thread · June 2026

SpaceX Acquires Optical Transceiver Startup for Terafab AI Data Center Links

SpaceX acquires Mesh Optical Technologies to secure advanced optical interconnects needed for massive Terafab-powered AI clusters and orbital compute.

Key facts

FTC early termination granted June 25 for acquisition
Mesh founded by former SpaceX engineers; $50M Series A in Feb 2026
Focus on high-speed optical transceivers for AI data centers

TERAFAB: Under FTC number 20261601, Elon Musk received early termination approval on June 25th to acquire Mesh Optical Technologies Corp.

— @SERobinsonJr

How the story unfolded

Friday, June 26, 2026 1 source
- @SERobinsonJr Post
Monday, June 29, 2026 1 source
- datacenterdynamics.com Elon Musk gets FTC nod to acquire data center optics business Mesh Optical - DCD The company also plans to partner with Musk's business, Tesla, on chip manufacturing, under a project known as TeraFab.
Wednesday, July 1, 2026 2 sources
- @R6BTuxYEfb96385 Post
- finance.yahoo.com Elon Musk wins approval to acquire communications startup amid AI data center push Early this year, SpaceX acquired xAI, his artificial intelligence startup, which is now working with Tesla Inc. and SpaceX on a massive computer chip-making facility Musk has dubbed Terafab.
Thursday, July 9, 2026 1 source
- tomshardware.com 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 | Tom's Hardware Characteristic of the world's richest ... now building Terafab, a vertically integrated, multi-billion-dollar semiconductor manufacturing facility aimed at producing chips capable of delivering an unprecedented over 1 terawatt of AI compute capacity annually....