SpaceX在IPO文件中披露，因AI芯片严重短缺，其轨道AI布局受阻，供应远不达计划需求，被迫临时采购增加风险。为应对危机，公司拟与特斯拉及xAI共建Terafab晶圆厂以缓解困境。
根据《纽约时报》和CNBC报道，SpaceX计划在德克萨斯州奥斯汀市投资至少550亿美元建设名为“Terafab”的AI芯片制造厂，以申请税收优惠。该项目源自格莱姆斯县公共听证会公告，若增加建设阶段，总投资或达1190亿美元。埃隆·马斯克在三月首次宣布该雄心计划。
英特尔宣布加入马斯克旗下Terafab AI芯片项目，与SpaceX、特斯拉及xAI达成战略合作，共同推进全球领先的芯片制造计划。该项目集逻辑芯片、存储与先进封装于一体，核心目标为实现每年1太瓦算力产出，以支持下一代人工智能发展。
马斯克宣布SpaceX与特斯拉将在奥斯汀建设专用芯片制造中心“Terafab”，以垂直整合供应链，满足人工智能与机器人技术对半导体的爆发式需求。
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