2025-06-13_amd-advancing-ai-mi350x-and-mi400-ualoe72-mi500-ual256::AMD25-0020

① SA Source

Context Before

Source: SemiAnalysis Estimates

Below, we will go over the differences from our estimates back in April and the details of the Helio rack.

Evidence

The Helio rack is wide - it appears to be about two ORV3 rack wide. The rack contains 18 compute trays split evenly - 9 at the top and 9 at the bottom with 6 UALoE switch trays in the middle of each group of compute trays.

Context After

image

Source: AMD, SemiAnalysis Estimates

② Atomic Claim

Helios rack 約兩個 ORV3 rack 寬,含 18 compute trays(上/下各 9)以及中間的 UALoE switch trays。

  • Epistemic Mode: ESTIMATED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "attribute": "helios_rack_layout",
  "context_nodes": [
    {
      "id": "04_knowledge_base/UALoE",
      "label": "UALoE"
    }
  ],
  "entity": {
    "id": "04_knowledge_base/MI400",
    "label": "MI400"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "Helios rack",
    "numeric_mentions": [
      "2",
      "18",
      "9",
      "9",
      "6"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "2",
      "18",
      "9",
      "9",
      "6"
    ],
    "value_text": "~2 ORV3 racks wide; 18 compute trays split 9+9; UALoE switch trays centrally placed"
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
entityMI400MI400
context_0UALoEUALoE

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。