马斯克也“站到了光里”：收购高速光模块初创公司获监管批准

澎湃新闻06-29

马斯克也“追光”。　　美国联邦贸易委员会（FTC）在当地时间6月25日披露的文件显示，世界首富埃隆·马斯克收购高速光模块初创企业Mesh Optical Technologies的交易已获得监管批准，为这笔交易扫清了主要反垄断障碍。　　FTC“提前终止等待期”文件显示，收购方登记为Elon Musk（埃隆·马斯克），被收购方为Mesh Optical Technologies ...

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approval","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ac58dd3afcbc323480385ad607fefcac","symbols_score_info":{"TSLY":0.6,"TLA":0.6,"CRSH":0.6,"TSLA":1.86,"TEST":0.6,"TSDD":0.6,"TSLO":0.6,"09366":0.6,"TSYY":0.6,"TSLG":0.6,"TESL":0.6,"TSLS":0.6,"TSLZ":0.6,"TSLL":0.6,"09766":0.6,"SPXC":1.84,"TSII":0.6,"TSLT":0.6,"07766":0.6,"TSL":0.6,"TSLI":0.6,"TSLQ":0.6,"TSLR":0.6,"07366":0.6,"TSLW":0.6,"TSLP":0.6},"content_text":"马斯克也“追光”。　　美国联邦贸易委员会（FTC）在当地时间6月25日披露的文件显示，世界首富埃隆·马斯克收购高速光模块初创企业Mesh Optical Technologies的交易已获得监管批准，为这笔交易扫清了主要反垄断障碍。　　FTC“提前终止等待期”文件显示，收购方登记为Elon Musk（埃隆·马斯克），被收购方为Mesh Optical Technologies Corporation。这意味着监管机构已提前完成反垄断审查，交易无需等待法定审查期结束即可继续推进。　　不过公开文件未披露任何限制性条件，也未公布交易金额、交割时间及股权安排。　　值得注意的是，FTC文件中列明的收购主体为马斯克个人，而非SpaceX公司。尽管外界普遍认为此次交易将强化SpaceX的通信和人工智能基础设施布局，但截至目前，马斯克、SpaceX及Mesh Optical均未正式公布完整交易细节。　　事实上，Mesh Optical和SpaceX渊源颇深。　　公开资料显示，Mesh Optical正式成立于2025年，由三名前SpaceX工程师Travis Brashears、Cameron Ramos和Serena Grown-Haeberli共同创办。三人在SpaceX期间曾参与Starlink卫星激光通信系统研发。今年2月，公司结束隐身运营状态，对外宣布完成由Thrive Capital领投的5000万美元A轮融资，并开始推进面向AI数据中心的高速光通信产品开发。　　根据公司资料，Mesh Optical主要研发高速光收发器，通过光信号实现数据中心服务器之间的数据传输，相较传统电连接方案具有更低功耗和更低传输时延，可应用于人工智能数据中心等高性能计算场景。　　外媒分析认为，此次收购反映出马斯克正进一步布局AI基础设施关键硬件。随着人工智能模型规模不断扩大，高速光互连已成为GPU集群和大型数据中心的重要组成部分。由于Mesh Optical创始团队长期参与Starlink激光通信研发，其技术未来也有望应用于SpaceX的卫星通信系统，实现地面数据中心与航天通信技术的协同。　　随着AI模型规模持续扩大，单个数据中心往往需要部署数万颗GPU协同运算。相比计算芯片本身，GPU之间的数据交换速度正逐渐成为影响训练效率的重要瓶颈。高速光收发器作为服务器、交换机和GPU集群之间的数据传输核心部件，被业内视为AI基础设施的重要组成部分。近年来，随着AI投资持续升温，800G和1.6T等高速光模块供不应求，英伟达、博通等产业链企业均不断强化相关布局。　　还有分析认为，若交易最终完成，Mesh Optical不仅有望为马斯克未来的AI基础设施提供关键互连技术，还可能增强其供应链自主可控能力。过去几年，从自研AI芯片、建设算力集群，到持续扩展Starlink卫星网络，马斯克一直试图减少对外部关键技术的依赖。将高速光通信纳入自身体系，有助于降低未来采购风险，并提升软硬件协同优化能力。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation,merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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