鱼羊 发自 凹非寺 量子位 | 公众号 QbitAI 马斯克哐哐一顿左手倒右手，让SpaceX和特斯拉给xAI输血，背后大计划现在终于浮出水面—— 宣布启动史上最大规模芯片计划Terafab。 有多大？用"宇宙级"来形容不算过分：目标是每年生产超过1太瓦算力（目前全球AI算力年产出约为20吉瓦，1太瓦=1000吉瓦），其中80%部署至太空， 20%用于地面。 用马斯克自己的话说，"这是有史以来最宏伟的芯片制造计划"、"远超人们的想象"。 SpaceX的官方公告则直接定义这个计划为"迈向银河文明的下一步"。 具体来说，Terafab项目的第一步，是在美国奥斯汀建立"先进技术工厂"，将芯片开发的所有阶段all in one： 把从设计到制造，都整合到一起，最终为机器人、人工智能和太空数据中心制造芯片。 （等于要把英伟达和台积电的活都干了…） 马斯克旗下Tesla，以及新合并的SpaceX和xAI将携手推进这一计划。 "超出人们思考水平"的芯片计划 在Terafab的发布会上，马斯克阐述了自己发布这个计划的初衷，并透露了这个超级芯片计划的技术路线。 从发布会展示的图片来看，Terafab会落地位于奥斯汀的特斯拉总部 ...

RT Tesla Owners Silicon Valley (@teslaownersSV)ELON MUSK: “To reach a terawatt of compute per year, we need about 10 million tons to orbit annually. This is feasible—no new physics required—and I’m confident SpaceX can achieve it. We’re also scaling to a terawatt of solar for power. The remaining piece is a terawatt of compute, which is why we’re building Terafab.” ...

金融法草案向社会公开征求意见 司法部、中国人民银行、金融监管总局、中国证监会、国家外汇局在门户网站公布《中华人民共 和国金融法（草案）》，向社会公开征求意见。意见指出，国家加强金融市场风险监测，建立健 全金融市场风险快速反应机制，稳妥应对市场异常波动、市场恐慌、流动性枯竭等重大风险。国 务院金融管理部门和其他有关部门应当加强预期管理和政策统筹，开展金融领域重大政策影响评 估，协调重大信息发布，依法处置虚假信息或者误导性信息。 中国人民银行行长潘功胜3月22日在中国发展高层论坛2026年年会上表示，将继续实施适度宽松 的货币政策。综合运用存款准备金率、政策利率、公开市场操作等多种货币政策工具，保持流动 性充裕。 重要的消息有哪些 潘功胜：运用多种工具保持流动性充裕 商务部发布16项举措促进旅行服务出口、扩大入境消费 商务部发布《关于促进旅行服务出口 扩大入境消费的政策措施》。《政策措施》从扩大入境旅游 消费、便利入境商务活动、激活入境赛事消费、繁荣入境文娱消费、拓展入境健康消费、发展入 境教育培训消费、完善保障措施等7方面提出16条具体政策举措。从激发服务消费新需求的角 度，《政策措施》提出丰富入境游产品供给、 ...

The Terafab announcement is insane and I still cannot wrap my mind around it.Tesla + SpaceX dropping a $20B+ joint mega-fab in Texas with full vertical integration (logic, memory, packaging all under one roof) to crank out terawatt-scale AI chips for Optimus, FSD, robotics, and Starship missions?This isn’t just a factory… it’s the biggest vertical leap in compute history. My brain is officially buffering ...

Group 1 - Oil prices increased due to threats from U.S. President Donald Trump and Iran to target energy facilities in the Middle East, escalating tensions in the region [1] - Brent crude futures rose by $1.01, or 0.90%, reaching $113.20 per barrel, marking the highest settlement since July 2022 [2] - U.S. West Texas Intermediate crude was priced at $98.85 per barrel, up 62 cents, or 0.63%, following a previous gain of 2.27% [2]

Elon Musk took the stage in Austin on March 21 to officially launch Terafab, a joint venture between Tesla (TSLA), SpaceX, and xAI that he called "the most epic chip building exercise in history by far." The ambition is genuine. So is the risk. Investors need to understand both before drawing conclusions about what this means for the stock. Terafab is Tesla's plan to manufacture its own AI chips at scale within the United States. The goal is to end its dependence on external suppliers such as TSMC and S ...

Group 1 - SpaceX and Tesla are set to establish two advanced chip factories in Austin, Texas [1] - One factory will focus on producing chips for vehicles and humanoid robots, while the other will cater to artificial intelligence data centers [1]

Core Viewpoint - Elon Musk's Terafab project aims to manufacture chips for robotics, AI, and space data centers, to be built in Austin and jointly operated by Tesla and SpaceX [1][2]. Group 1: Project Overview - The initial phase will involve an "advanced technology fab" equipped to produce and test various types of chips [2]. - Musk has expressed concerns about the semiconductor industry's slow pace in meeting chip supply demands, stating that the Terafab is essential for the companies' future needs [3]. - The project aims to support a terawatt of computing power annually, with specific plans for chips that can provide 100 to 200 gigawatts on Earth and a terawatt in space [4]. Group 2: Industry Context - The semiconductor industry faces challenges, including a shortage of memory chips, as companies race to enhance computing power for AI applications [5]. - Establishing semiconductor facilities typically requires significant investment, often in the tens of billions, and can take years to become operational [5]. Group 3: Strategic Partnerships and Future Plans - The facility's location is near Tesla's existing headquarters and gigafactory, and Tesla has agreements with Samsung and other suppliers to meet its chip needs [6]. - The facility will produce two types of chips: one optimized for edge and inference applications, and another high-power chip for space use [7]. - Musk's vision includes launching AI data centers in space, with plans for a million data center satellites, and a potential IPO for SpaceX to raise up to $50 billion [8]. Group 4: Broader Ambitions - Musk's presentation included ambitious plans for launching satellites from the moon and a vision for a future of "amazing abundance" [10]. - Tesla's collaboration with xAI includes projects like Digital Optimus and the integration of xAI's chatbot into Tesla vehicles, alongside a $2 billion investment in xAI [11].

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RT tetsuo (@tetsuoai)SpaceX https://t.co/eWkj3iB2s7 ...