IX2-0606

① SA Source

  • Source: 開啟完整 SA 文章
  • Section: Total Cost of Ownership (NVL72, Blackwell, Blackwell Ultra, MI355, Hopper, MI325, MI300)
  • Line hint: 830

Context Before

image

Source: SemiAnalysis AI TCO Model

Evidence

Across comparable generations, operating costs per GPU are broadly similar because chip TDP is the dominant driver of TCO for operating costs

Context After

image

Source: SemiAnalysis AI TCO Model

② Atomic Claim

在可比較的世代中,每顆 GPU 的 operating cost 大致相近,因晶片 TDP 是 operating-cost TCO 的主要驅動因素。

  • Epistemic Mode: ASSERTED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "comparison_expression": "在可比較的世代中,每顆 GPU 的 operating cost 大致相近,因晶片 TDP 是 operating-cost TCO 的主要驅動因素。",
  "entities": [
    {
      "id": "04_knowledge_base/GPU",
      "label": "GPU"
    }
  ],
  "frame_type": "COMPARISON",
  "metric": "POWER",
  "operator": "UNSPECIFIED_COMPARISON",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [],
    "temporal_mentions": []
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
comparison_entity_0GPUGPU

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。