IX2-0607

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

This goes up as you move from H100s to GB300s, given chip TDP double, driving up operating costs per hour per GPU

Context After

image

Source: SemiAnalysis AI TCO Model

② Atomic Claim

H100 升級到 GB300 時,因晶片 TDP 約翻倍,每顆 GPU 的每小時 operating cost 也隨之上升。

  • Epistemic Mode: ASSERTED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "comparison_expression": "從 H100 升級到 GB300 時,因晶片 TDP 約翻倍,每顆 GPU 的每小時 operating cost 也隨之上升。",
  "entities": [
    {
      "id": "04_knowledge_base/H100",
      "label": "H100"
    },
    {
      "id": "04_knowledge_base/GB300",
      "label": "GB300"
    },
    {
      "id": "04_knowledge_base/GPU",
      "label": "GPU"
    }
  ],
  "frame_type": "COMPARISON",
  "metric": "POWER",
  "operator": "MULTIPLE_OF",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [],
    "temporal_mentions": []
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
comparison_entity_0H100H100
comparison_entity_1GB300GB300
comparison_entity_2GPUGPU

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。