Elon Musk's Latest Acquisition: FTC Clears Deal for Optical Module Startup Founded by Ex-SpaceX Engineers, 1.6Tbps Tech Targets AI Infrastructure

The FTC has approved Elon Musk's acquisition of optical module startup Mesh Optical Technologies, founded by ex-SpaceX engineers behind Starlink's laser inter-satellite links. Its flagship Alpha C1 transceiver achieves 1.6Tbps speeds, promising to revolutionize data transfer between servers and GPUs with lower latency and power consumption, potentially reshaping AI computing infrastructure.

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Wall Street Whale Call Sparks AI Chip Stock Surge: Unpacking the Logic Behind Cerebras' Price Volatility

A public buy call from investment firm Serenity triggered a sharp intraday rise in AI chip stock Cerebras. The trading platform price showed a notable premium over the after-hours quote, revealing market divergence. Serenity is bullish on its long-term potential from the OpenAI partnership but acknowledges high current valuation, highlighting the immediate impact of institutional views on niche AI leaders.

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