GB2-0017

① SA Source

Context Before

image

Source: SemiAnalysis GB200 Component & Supply Chain Model

Evidence

While for NVL36*2, each rack has a max TDP of ~67kW while both rack pairs take in ~132kW.

Context After

Compute Tray Diagrams & Cabling

The heart of the GB200 NVL72/NVL36x2 is the Bianca board. The Bianca board contains two Blackwell B200 GPUs and a single Grace CPU. The ratio between CPU and GPU is now 1:2 on a board compared to GH200, which is a 1:1 ratio. Most of the customers that evaluated GH200 have told Nvidia that it was too expensive as 1:1 CPU ratio was too much for their workloads. This is one of the main reasons why GH200 shipped in such low volumes compared to HGX H100 (2 x86 CPUs, 8 H100 GPUs). For Blackwell, GB200 volume is way up relatively and there will be crossover in unit shipments versus HGX Blackwell B100/B200.

② Atomic Claim

NVL36x2 每個 rack 的最大 TDP 約 67kW,兩 rack 合計約 132kW。

  • Epistemic Mode: ESTIMATED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "max_tdp",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/NVL36",
    "label": "NVL36"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "NVL36x2",
    "numeric_mentions": [
      "67kW",
      "132kW"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "67kW",
      "132kW"
    ],
    "value_text": "每 rack 約 67kW;兩 rack 約 132kW"
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
entityNVL36NVL36

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。