IX2-0603

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

MI355X is at ~264K and B300 to ~$344K

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.

image

② Atomic Claim

MI355X 約為 19.7 萬美元,B200 約升至 26.4 萬美元,B300 則約為 34.4 萬美元。

  • Epistemic Mode: ASSERTED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "attribute": "UNSPECIFIED_ATTRIBUTE",
  "context_nodes": [
    {
      "id": "04_knowledge_base/NVIDIA B200",
      "label": "B200"
    },
    {
      "id": "04_knowledge_base/NVIDIA B300",
      "label": "B300"
    }
  ],
  "entity": {
    "id": "04_knowledge_base/MI355X",
    "label": "MI355X"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "19.7",
      "26.4",
      "34.4"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "19.7",
      "26.4",
      "34.4"
    ],
    "value_text": "MI355X 約為 19.7 萬美元,B200 約升至 26.4 萬美元,B300 則約為 34.4 萬美元。"
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
entityMI355XMI355X
context_0B20004_knowledge_base/NVIDIA B200
context_1B30004_knowledge_base/NVIDIA B300

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。