Mesh Optical Technologies raises $50M to build optical transceivers for AI data centers

SpaceX veterans launched Mesh Optical Technologies with a $50M Series A led by Thrive Capital. The startup mass-produces optical transceivers that convert signals between fiber and computers, essential for connecting GPUs in large AI clusters. A million-GPU cluster needs 4-5M transceivers. The US-based company aims to manufacture 1,000 units/day within a year, positioning as an alternative to the Chinese firms that dominate the market. Founders see themselves getting ahead of potential national security restrictions on Chinese-made components.

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