SpaceX在IPO文件中披露，因AI芯片嚴重短缺，其軌道AI佈局受阻，供應遠不達計劃需求，被迫臨時採購增加風險。爲應對危機，公司擬與特斯拉及xAI共建Terafab晶圓廠以緩解困境。
根據《紐約時報》和CNBC報道，SpaceX計劃在德克薩斯州奧斯汀市投資至少550億美元建設名爲“Terafab”的AI芯片製造廠，以申請稅收優惠。該項目源自格萊姆斯縣公共聽證會公告，若增加建設階段，總投資或達1190億美元。埃隆·馬斯克在三月首次宣佈該雄心計劃。
英特爾宣佈加入馬斯克旗下Terafab AI芯片項目，與SpaceX、特斯拉及xAI達成戰略合作，共同推進全球領先的芯片製造計劃。該項目集邏輯芯片、存儲與先進封裝於一體，核心目標爲實現每年1太瓦算力產出，以支持下一代人工智能發展。
馬斯克宣佈SpaceX與特斯拉將在奧斯汀建設專用芯片製造中心“Terafab”，以垂直整合供應鏈，滿足人工智能與機器人技術對半導體的爆發式需求。
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