IX2-0027

① SA Source

Context Before

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Evidence

Nvidia GPUs also dominate when it comes to energy efficiency, with much lower all-in provisioned picoJoules of energy per token across all workloads

Context After

Turning to AMD, we find that the biggest issue with inference on their systems and using their software is composability . That is, many of AMDs inference optimization implementations work well in isolation, but when combined with other optimizations, the result is not as competitive as one would expect. Specifically, the composability of disagg prefill, wideEP and FP4 inference optimizations needs significant improvement.

While performance is competitive on AMD when enabling just a subset of the SOTA inference optimizations, enabling all three major optimizations that labs use, AMD’s performance is currently not competitive with Nvidia’s. We strongly recommend to AMD that they focus heavily on composability of different inference optimizations. We have been told that AMD will start focusing on software composability of FP4+distributed inferencing across their whole software stack. This will happen after Chinese New Year as most of their disagg prefill+wideEP 10x inference engineers are based in China

② Atomic Claim

Nvidia GPUs 在能源效率上也居領先,各種 workload 的 all-in provisioned picoJoules per token 都明顯較低。

  • Epistemic Mode: ASSERTED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "comparison_expression": "Nvidia GPUs 在能源效率上也居領先,各種 workload 的 all-in provisioned picoJoules per token 都明顯較低。",
  "entities": [
    {
      "id": "02_companies/NVDA",
      "label": "Nvidia"
    },
    {
      "id": "04_knowledge_base/GPU",
      "label": "GPUs"
    }
  ],
  "frame_type": "COMPARISON",
  "metric": "EFFICIENCY",
  "operator": "LESS_THAN",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [],
    "temporal_mentions": []
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
comparison_entity_0NvidiaNVDA
comparison_entity_1GPUsGPU

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。