SpaceX may spend up to $119B on ‘Terafab’ chip factory in Texas

SpaceX 拟斥资 1190 亿美元在德州建设“Terafab”芯片工厂

SpaceX, Elon Musk’s space company that also houses his AI company, xAI, is considering spending $55 billion, at least initially, to build a semiconductor factory in Grimes County, Texas, according to a proposal on the county website. 根据德克萨斯州格莱姆斯县（Grimes County）网站上的一份提案显示，埃隆·马斯克（Elon Musk）旗下的太空公司 SpaceX（该公司同时也容纳了他的 AI 公司 xAI）正考虑投资至少 550 亿美元，用于在该县建设一座半导体工厂。

The company estimates it may spend a total of $119 billion on the project, which would be a “multi-phase, next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility,” according to the filing. 据文件显示，该公司预计该项目的总投资额可能高达 1190 亿美元。该项目将被打造为一座“多阶段、下一代、垂直整合的半导体制造与先进计算制造设施”。

Musk has previously outlined plans for the project, dubbed “Terafab,” that will also see Tesla contributing resources. The companies have roped chipmaking giant Intel into the effort, aiming to develop chips for AI servers, satellites, SpaceX’s proposed data center in space, as well as autonomous Tesla vehicles and robots. 马斯克此前曾概述过这一被称为“Terafab”的项目计划，特斯拉也将为该项目贡献资源。这些公司已拉拢芯片制造巨头英特尔（Intel）参与其中，旨在为 AI 服务器、卫星、SpaceX 拟议中的太空数据中心，以及特斯拉的自动驾驶汽车和机器人开发芯片。

The billionaire has said the manufacturing facility will, sometime in the future, manufacture enough chips to provide 1 terawatt of power per year, arguing that semiconductor manufacturers aren’t making chips quickly enough for his companies’ artificial intelligence and robotics needs. “We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab,” he wrote. 这位亿万富翁表示，该制造设施在未来某时将能生产出足够的芯片，以提供每年 1 太瓦（terawatt）的算力。他认为，目前的半导体制造商生产芯片的速度无法满足其旗下公司在人工智能和机器人领域的需求。“我们要么建造 Terafab，要么就没芯片可用，而我们需要芯片，所以我们必须建造 Terafab，”他写道。

However, Musk wrote in a tweet on Tuesday that Grimes County, Texas, was only one of several locations under consideration for the factory. 不过，马斯克周二在推特（现为 X）上发文称，德克萨斯州的格莱姆斯县只是该工厂考虑的多个选址地点之一。

The filing comes as Musk has doubled down on ensuring xAI has enough computing power available to train and power its Grok series of AI models. He’s also intent on capitalizing on the demand for AI compute by building data centers in space, which he has cited as a big reason for combining xAI with SpaceX. The combined entity is said to have a valuation of $1.25 trillion and is expected to go public in June. 此次提交的文件正值马斯克加倍努力确保 xAI 拥有足够的计算能力，以训练和驱动其 Grok 系列 AI 模型之际。他还打算通过在太空建设数据中心来利用 AI 算力需求，他曾将此作为将 xAI 与 SpaceX 合并的重要原因。据悉，合并后的实体估值达 1.25 万亿美元，预计将于 6 月上市。