2025-06-13_amd-advancing-ai-mi350x-and-mi400-ualoe72-mi500-ual256::AMD25-0021

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

Each compute tray contains four MI400 GPUs, while each switch tray contains two Tomahawk 6 102.4T Ethernet switches running at 200G per lane.

Context After

image

Source: AMD, SemiAnalysis Estimates

② Atomic Claim

Helios 每 compute tray 含 4 顆 MI400 GPU;每 switch tray 含 2 顆 102.4T Tomahawk 6 Ethernet switches、200G/lane。

  • Epistemic Mode: ASSERTED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "04_knowledge_base/Compute Tray",
        "label": "Compute Tray"
      },
      "role": "compute_tray"
    },
    {
      "node": {
        "id": "04_knowledge_base/MI400",
        "label": "MI400"
      },
      "role": "gpu"
    },
    {
      "node": {
        "id": "04_knowledge_base/Tomahawk 6",
        "label": "Tomahawk 6"
      },
      "role": "switch"
    },
    {
      "node": {
        "id": "04_knowledge_base/Ethernet",
        "label": "Ethernet"
      },
      "role": "ethernet"
    },
    {
      "node": {
        "id": "04_knowledge_base/200G",
        "label": "200G"
      },
      "role": "lane_rate"
    }
  ],
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "4",
      "2",
      "102.4T",
      "200G"
    ],
    "temporal_mentions": []
  },
  "relation_type": "HELIOS_TRAY_COMPOSITION"
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
compute_trayCompute Tray04_knowledge_base/Compute Tray
gpuMI400MI400
switchTomahawk 604_knowledge_base/Tomahawk 6
ethernetEthernetEthernet
lane_rate200G200G

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。