clm_c1248331143a4480bc32983805d3af1e_r1

IX2-0188

① SA Source

• Source: 開啟完整 SA 文章
• Section: Unpacking Inference Providers’ Unit Economics
• Line hint: 332

Context Before

Source: SemiAnalysis InferenceX

Evidence

If we assume no cache hits and that Crusoe is using at least H200s with SOTA inference techniques like MTP, disagg

Context After

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② Atomic Claim

若假設沒有 cache hits，且 Crusoe 至少使用 H200s，並搭配 MTP、disagg 等 SOTA inference techniques。

• Epistemic Mode: HYPOTHETICAL
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "additional_nodes": [
    {
      "id": "04_knowledge_base/Multi-Token Prediction",
      "label": "MTP"
    }
  ],
  "frame_type": "RELATION",
  "object": {
    "id": "04_knowledge_base/H200",
    "label": "H200s"
  },
  "predicate": "USES",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "subject": {
    "id": "02_companies/Crusoe",
    "label": "Crusoe"
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
subject	Crusoe	Crusoe
object	H200s	H200
additional_0	MTP	04_knowledge_base/Multi-Token Prediction

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。