马斯克又画大饼,真正能吃到的少之又少

国际金融报
3 hours ago

画饼大师马斯克又来了。日前,马斯克宣布启动“Terafab”项目,由特斯拉、SpaceX和xAI三家联合,要在美国得州建一座涵盖逻辑、存储和封装的超级芯片工厂,目标年产1太瓦(TW)算力(约1000亿-2000亿颗芯片),相当于当前全球产能的50倍,其中80%用于太空任务。这个饼画得够大——太瓦级产能、太空算力、自建全产业链,每一个词都精准踩在市场的G点上。但只要稍微冷静一下,就可以看出这个项目要...

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