GB2-0033
① SA Source
- Source: 開啟完整 SA 文章
- Section:
NVLink Scale Up Interconnect - Line hint:
295
Context Before
Source: SemiAnalysis
Evidence
Context After
As such, this is the reason Nvidia chose to use 5184 copper cables, which is a much cheaper, less power hungry, and more reliable option. Each GPU has 900GB/s unidirectional bandwidth. Each differential pair (DP) is capable of transmitting 200Gb/s in 1 direction thus it will take 72 DP per GPU for both directions. Since there are 72 GPUs per NVL72 rack, that would mean there is 5184 differential pairs. Each NVLink cable contains 1 differential pair thus there are 5184 cables.
This is a massive increase in copper content generation on generation. In a bit of a whiplash, we have seen some investors estimate that there is around 216k/NVL72 rack but this is completely wrong.
② Atomic Claim
SemiAnalysis 以 Nvidia 75% gross margin 推算，NVL72 的 NVLink transceivers 終端價格約 2.2032 百萬美元/rack。
- Epistemic Mode:
ESTIMATED - Mapping Status:
COMPLETE
③ Semantic Frame
{
"attribute": "estimated_customer_transceiver_cost",
"context_nodes": [
{
"id": "04_knowledge_base/NVLink",
"label": "NVLink"
},
{
"id": "02_companies/NVDA",
"label": "Nvidia"
}
],
"entity": {
"id": "04_knowledge_base/GB200 NVL72",
"label": "GB200 NVL72"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [
"75%",
"$2,203,200"
],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [
"75%",
"$2,203,200"
],
"value_text": "$2,203,200 per rack under 75% gross-margin assumption"
}
}④ Canonical Entity Mapping
| Role | Surface Label | Canonical Target |
|---|---|---|
| entity | GB200 NVL72 | 04_knowledge_base/GB200 NVL72 |
| context_0 | NVLink | NVLink |
| context_1 | Nvidia | NVDA |
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。