clm_6941f2b54ca84a15b0cc610ebad889dd_r1

IX2-0602

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: 822

Context Before

In addition to new models, we are actively working on adding both TPU and Trainium.

Total Cost of Ownership (NVL72, Blackwell, Blackwell Ultra, MI355, Hopper, MI325, MI300)

Evidence

As an example, MI300X compute tray content sits at ~$138Kversus$170K for H100 SXM, and the gap widens further in later generations

Context After

This similar dynamic carries over into the Blackwell generation, where an increase in GPU content drives rising total Server cost, in turn driving higher total upfront cluster capex per server, resulting in higher capital cost of ownership.

② Atomic Claim

例如，MI300X compute tray content 約為 13.8 萬美元，而 H100 SXM 約為 17 萬美元，且後續世代差距進一步擴大。

• Epistemic Mode: ASSERTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "comparison_expression": "例如，MI300X compute tray content 約為 13.8 萬美元，而 H100 SXM 約為 17 萬美元，且後續世代差距進一步擴大。",
  "entities": [
    {
      "id": "04_knowledge_base/MI300X",
      "label": "MI300X"
    },
    {
      "id": "04_knowledge_base/Compute Tray",
      "label": "compute tray"
    },
    {
      "id": "04_knowledge_base/H100",
      "label": "H100 SXM"
    }
  ],
  "frame_type": "COMPARISON",
  "metric": "COMPUTE_PERFORMANCE",
  "operator": "COMPARES_WITH",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "13.8",
      "17"
    ],
    "temporal_mentions": []
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
comparison_entity_0	MI300X	MI300X
comparison_entity_1	compute tray	04_knowledge_base/Compute Tray
comparison_entity_2	H100 SXM	H100

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。