伯恩斯坦“泼冷水”:马斯克超级芯片工厂需5-13万亿美元资本开支,"比登陆火星还难"

华尔街见闻
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马斯克雄心勃勃的"Terafab"计划遭遇华尔街冷静审视。 据追风交易台,伯恩斯坦研究在最新报告中以详尽的量化测算指出,若要实现马斯克所设想的每年1太瓦算力生产目标,所需资本开支高达5至13万亿美元,所需晶圆产能相当于全球现有半导体产能总量,这一挑战"比登陆火星还难"。 马斯克上周末宣布启动"Terafab"项目,计划将人类算力生产规模扩张至每年1太瓦,约为当前全球算力供应总量(约20吉瓦)的50...

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