VR2-0752

① SA Source

Context Before

Helios memory costs are more likely to be passed through or re-priced by assemblers and therefore exhibit greater hikes in a memory upcycle. Therefore, we model lower memory price hikes for VR and GB compared to MI4XX below. Our MI400 rack assumptions reflect 6.77/GB for Nvidia, embedding volume discount structures vs the market contract price of $10.63/GB but reflecting the slack of volume economics vs NVIDIA.

Our AI Memory Model ↗ expects significant increases in LPDDR5 and DDR5 contract prices into 2Q26 and beyond and we expect to make further revisions higher in total server capex.

Evidence

the efficiency optimized Max-Q configuration runs at 1800W

Context After

Below we share detailed numbers on cost of servers, storage, networking, etc as well as what Nvidia plans to do with Groq.

image

② Atomic Claim

關於 Nvidia:以 efficiency 最佳化的 Max-Q configuration 則運行於 1,800W。

  • Epistemic Mode: ASSERTED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "EFFICIENCY",
  "context_nodes": [],
  "entity": {
    "id": "02_companies/NVDA",
    "label": "Nvidia"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "1,800W"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "1,800W"
    ],
    "value_text": "關於 Nvidia:以 efficiency 最佳化的 Max-Q configuration 則運行於 1,800W。"
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
entityNvidiaNVDA

⑤ Human Review

請在 Properties 逐項確認:

  • 原文 → Atomic Claim 是否忠實
  • Atomic Claim → Semantic Frame 是否忠實
  • Canonical Entity mapping 是否正確
  • Epistemic mode 是否保留原文語氣
  • 最後選擇 review_action

Review state

Markdown 內文不是正式 approval。只有 Apply bridge 寫入的 Decision Ledger event 才是正式決策。