特斯拉TeraFab项目引发AI主权与垂直整合之争

Tesla Inc. became a focal point of online debate in the final week of March 2026 after unveiling TeraFab, a proposed semiconductor manufacturing initiative valued at approximately $25 billion in Austin, Texas. The project, described as a joint venture between Tesla, SpaceX, and xAI, is designed to manufacture advanced two-nanometer chips in-house — a move that would significantly expand the group’s control over its artificial intelligence hardware stack. The announcement quickly spread across financial platforms, technology forums, and social media channels, where influencers framed the initiative as more than a manufacturing investment. …