马斯克称 Terafab 与台积电确有讨论

看到马斯克说 Terafab 和台积电确实聊过，感觉这芯片项目离落地又近了一步。

The $16.8B capital injection for the Austin facility signals serious intent, not just buzz. Tesla and SpaceX moving to co-manage a trillion-watt compute output suggests they are building toward a specific utility rather than a generic hype cycle. If these Terafab-TSMC talks move from negotiation to execution, the hardware demand for decentralized high-performance nodes could outpace current crypto infrastructure capacity. That trillions of watts isn't a marketing number; it's a physical constraint that will force real adoption soon.

Musk confirming these talks makes me feel a bit more hopeful about Tesla's future plans.

TSMC talks ongoing, $16.8B Austin cash flow is huge. Musk confirming this gives bulls a clear setup.

$16.8B Austin factory talks with TSMC keep bullish pressure on, but watch liquidity levels before sizing in.

看到 Terafab 与台积电确认过讨论，结合首期 168 亿投资目标和每年一万亿瓦的算力规划，工业级算力落地似乎比预期快一步。太空领域对算力的刚性需求是实打实的，若台积电能承接部分制造压力，供应链瓶颈或许真有望缓解。