特斯拉宣布启动TeraFab芯片项目，另投20亿美元加码xAI

新财闻

02/03

全球市值最高的汽车制造商特斯拉(TSLA.US)正以前所未有的力度加码人工智能(AI)布局。公司首席执行官马斯克在最新财报电话会上宣布，特斯拉将投入巨资建设一座名为“TeraFab”的芯片制造工厂，以应对未来三到四年可能出现的“芯片墙”瓶颈。同时，特斯拉还披露将向马斯克旗下的AI初创公司xAI投资约20亿美元，进一步深化其在AI领域的战略部署。自建“TeraFab”：打破供应链与地缘政治双重约束...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203173715a6cdf8f5&s=b><strong>新财闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球市值最高的汽车制造商特斯拉(TSLA.US)正以前所未有的力度加码人工智能(AI)布局。公司首席执行官马斯克在最新财报电话会上宣布，特斯拉将投入巨资建设一座名为“TeraFab”的芯片制造工厂，以应对未来三到四年可能出现的“芯片墙”瓶颈。同时，特斯拉还披露将向马斯克旗下的AI初创公司xAI投资约20亿美元，进一步深化其在AI领域的战略部署。自建“TeraFab”：打破供应链与地缘政治双重约束...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203173715a6cdf8f5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2756315664.SGD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) 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xAI","themeId":"ed482210ddeba8ad911aa07dd2d2ba0e","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYY":0.6,"TSLS":0.6,"TSLO":0.6,"TSLG":0.6,"TSLQ":0.6,"TSDD":0.6,"TSLT":0.6,"TSLP":0.6,"CRSH":0.6,"TESL":0.6,"TSL":0.6,"07766":0.6,"TSLZ":0.6,"TSLA":1.98,"TSII":0.6,"TSLI":0.6,"TSLY":0.6,"TSLR":0.6,"TSLW":0.6},"content_text":"全球市值最高的汽车制造商特斯拉(TSLA.US)正以前所未有的力度加码人工智能(AI)布局。公司首席执行官马斯克在最新财报电话会上宣布，特斯拉将投入巨资建设一座名为“TeraFab”的芯片制造工厂，以应对未来三到四年可能出现的“芯片墙”瓶颈。同时，特斯拉还披露将向马斯克旗下的AI初创公司xAI投资约20亿美元，进一步深化其在AI领域的战略部署。自建“TeraFab”：打破供应链与地缘政治双重约束马斯克在会议上明确指出，当前依赖三星电子(SSNLF.US)、台积电(TSM.US)及美光科技(MU.US)等供应商的模式已无法满足特斯拉在AI、自动驾驶和机器人领域日益增长的芯片需求。“为了解除三四年内可能出现的制约，我们必须建设特斯拉TeraFab，”他表示，“这是一座集逻辑芯片、存储芯片和封装于一体的大型本土化芯片工厂。”这一决策背后，是马斯克对地缘政治风险的深切担忧。当前，世界非常依赖台积电及其本土产能来供应尖端芯片。马斯克警告称：“我认为人们可能低估了一些地缘政治风险，这些风险将在几年后成为主要因素。”马斯克近期已多次释放信号，暗示特斯拉或将自主生产芯片，以应对他所认为的“AI竞赛中的关键瓶颈”。在与X Prize基金会创始人Peter Diamandis的播客对话中，马斯克用行业术语解释道：“若不建晶圆厂，我们将撞上‘芯片墙’。摆在我们面前的路只有两条：要么撞墙，要么建厂。”诚然，芯片制造的经济挑战极其严峻。建设尖端工厂需要数百亿美元的固定成本，且从建设到全面运营耗时漫长。此外，特斯拉还需从多个供应商处采购复杂设备，尤其是光刻机巨头阿斯麦(ASML.US)的关键设备。尽管如此，自建芯片工厂符合马斯克一贯的垂直整合战略。通过将关键组件内部化，特斯拉及其关联公司(SpaceX、xAI、Neuralink和The Boring Company)能够以远超供应链的速度推进创新。20亿美元注资xAI同日，特斯拉在第四季度财报中宣布，已同意向马斯克于2023年创立的xAI投资约20亿美元，参与该公司此前宣布的200亿美元融资轮。xAI以开发AI聊天机器人及图像生成工具Grok而闻名，被视作对OpenAI的直接竞争。特斯拉表示，此项投资“基于与其他投资者此前商定的市场条款”，并已签订框架协议，开始“评估两家公司之间潜在的AI合作”。投资预计在2026年第一季度完成，但需满足常规监管条件。事实上，市场对特斯拉投资xAI早有预期，分析师认为，特斯拉将从xAI的先进模型及不断攀升的估值中获益。Zacks Investment Research股票策略师Andrew Rocco表示：“在特斯拉传统电动汽车业务增长放缓的背景下，(这一举措令)公司投资者得以参与到如火如荼的AI热潮中。”然而，xAI近期正面临全球多国监管机构的调查。欧盟委员会、加州司法部以及澳大利亚、印度、爱尔兰、法国等监管机构已就Grok启动正式调查。该工具被指在整合至社交平台X后，能够基于未经授权的真人照片大规模生成和传播深度伪造色情图像。马来西亚、印度尼西亚等国已迅速暂停Grok服务，直至该公司停止生产被当地法律视为非法的内容。值得注意的是，特斯拉已在部分电动车娱乐系统中内置Grok功能。此次投资将进一步加深两家公司在AI产品化方面的协同。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}