内容来源：https://aibusiness.com/data-centers/tesla-spacex-spend-16-8b-terafab-chip-factory-texas

内容总结：

马斯克旗下太空探索技术公司（SpaceX）与特斯拉宣布，将在得克萨斯州开工建设一座名为“Terafab”的大型半导体制造基地，初期投资高达168亿美元。该项目位于休斯顿外的格林姆斯县，马斯克在社交媒体上称其将成为“地球上最大、最具价值的建筑”。

据SpaceX官网介绍，该基地规划制造空间超过1亿平方英尺，是有史以来规模最大的芯片制造项目之一。SpaceX表示，仅其自身与特斯拉的芯片需求合计就超过1太瓦计算能力，已超出当前全球供应水平。公司坦言，尽管对现有芯片供应商表示感谢并鼓励其扩产，但供需之间的巨大缺口正是Terafab项目启动的核心原因。

该工厂将集先进逻辑芯片和存储芯片的研发、封装与测试于一体。所产芯片将用于特斯拉的Optimus人形机器人、无人驾驶Cybercab，以及SpaceX计划中的太空数据中心所需的高功率芯片。为缓解外界对数据中心耗水量的担忧，企业表示将使用邻近的Gibbons Creek水库水源，而非抽取当地地下水。

在完成初期投资后，SpaceX表示未来扩建阶段的总投资可能进一步大幅增加。此举标志着马斯克在AI业务垂直整合上迈出又一步。今年早些时候，SpaceX与其AI公司xAI（已更名为SpaceXAI）合并，将AI研发与太空数据中心计划纳入同一体系。随后SpaceX于6月上市，成为史上规模最大的IPO。此外，英特尔已于今年4月披露将参与Terafab项目，但具体参与方式与规模尚未公开。

中文翻译：

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此举出炉之际，埃隆·马斯克旗下公司正寻求为AI、机器人和太空数据中心确保芯片产能。
SpaceX和特斯拉即将开始在得克萨斯州建造Terafab——一座大型半导体制造综合体，初期投资达168亿美元。
马斯克在X平台上发帖称，该厂址将建成“地球上最大、最有价值的建筑”，位于得克萨斯州格兰姆斯县，地处休斯顿郊外。
SpaceX在其网站上发布的消息称，计划建设超过1亿平方英尺的制造空间，使其成为有史以来提议的最大芯片制造项目之一。
这家太空公司将该设施定位为满足自身和特斯拉合计的巨大芯片需求，其估计算力需求超过1太瓦——高于当前全球供应总量。
该公司写道：“尽管我们深切感谢现有芯片供应商，并鼓励他们尽可能扩大生产，但供需之间日益扩大的鸿沟正是Terafab存在的核心必要性。”
该工厂将作为一个集先进逻辑芯片和存储芯片的研发、封装和测试于一体的中心。
这些芯片将用于特斯拉和SpaceX的AI项目，包括特斯拉Optimus人形机器人和无人驾驶Cybercab的处理器，以及为SpaceX计划中的太空数据中心设计的高功率芯片。
针对外界对数据中心耗水量的持续担忧，两家公司表示计划使用附近Gibbons Creek水库的水，而非依赖当地地下水。
在初期投资之后，SpaceX表示未来扩建阶段可能将总投资推高至远超当前水平。
该项目标志着马斯克AI业务向更深层次垂直整合迈出的又一步。
SpaceX于今年早些时候与马斯克的AI公司xAI（已更名为SpaceXAI）合并，将其AI项目和太空数据中心计划纳入同一企业架构之下。SpaceX随后于6月上市，成为史上最大规模的IPO。
英特尔预计也将参与Terafab项目，该公司于今年4月披露了参与计划，但其参与的性质和规模尚未公开。

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The move comes as Elon Musk’s companies look to secure chip capacity for AI, robotics and space-based data centers.
SpaceX and Tesla are set to begin construction of Terafab, a massive semiconductor manufacturing complex in Texas, with an initial investment of $16.8 billion.
The site, which Musk claimed will be “the largest and most valuable building on Earth” in a post on X, will be built in Grimes County, Texas, outside Houston.
In a post on its website, SpaceX said more than 100 million square feet of manufacturing space is planned, making it one of the largest chip manufacturing projects ever proposed.
The space company positioned the facility as meeting the significant combined chip demand from itself and Tesla alone, which it estimates to be in excess of 1 terawatt (TW) of compute -- more than the current global supply.
“While we are deeply appreciative of our current chip suppliers and encourage them to expand production whenever possible, this looming gulf between supply and demand is at the core of Terafab’s necessity,” the company wrote.
The plant will function as a center for developing, packaging and testing advanced logic and memory chips in one location.
The chips will be used across Tesla and SpaceX’s AI projects, including processors for Tesla’s Optimus humanoid robots and driverless Cybercabs, as well as high-power chips intended for SpaceX’s planned space-based data centers.
To address ongoing concerns about data center water consumption, the companies said they plan to use water from the nearby Gibbons Creek Reservoir rather than relying on local groundwater.
After the initial investment, SpaceX said future expansion phases could push total funding much higher.
The project marks another step toward greater vertical integration of Musk’s AI operations.
SpaceX merged with Musk’s AI company xAI (which has been renamed SpaceXAI) earlier this year, bringing its AI efforts and plans for space-based data centers under the same corporate umbrella. SpaceX subsequently went public in June in what became the largest IPO in history.
Intel is also expected to contribute to the Terafab project, with the company revealing its involvement in April this year. The nature and scale of its involvement, however, have not been disclosed.