VR2-0701

① SA Source

Context Before

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Source: SemiAnalysis AI Networking Model

Evidence

This means that gearboxes within the AECs will have to be used to convert 200G per lane SerDes speed at the NIC to 100G per lane SerDes speed at the switch

Context After

Meta will not be the only hyperscaler using 1.6T AECs for its VR200 deployments, however. We think xAI will use 1.6T AECs for both NIC-to-TOR and switch-to-switch connectivity at the leaf, spine and core layers. It will be a single-plane network replacing most 1.6T transceivers at the switch boxes – and this can give Credo plenty of pricing power.

Hyperscaler Customization and Assembly Logistics

② Atomic Claim

這代表 AECs 內需要使用 gearboxes,把 NIC 端每 lane 200G SerDes speed,轉換成 switch 端每 lane 100G SerDes speed。

  • Epistemic Mode: ASSERTED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "04_knowledge_base/Active electrical cable",
        "label": "AECs"
      },
      "role": "user_or_subject"
    },
    {
      "node": {
        "id": "04_knowledge_base/NIC",
        "label": "NIC"
      },
      "role": "used_entity"
    },
    {
      "node": {
        "id": "04_knowledge_base/200G",
        "label": "200G"
      },
      "role": "used_entity"
    },
    {
      "node": {
        "id": "04_knowledge_base/SerDes",
        "label": "SerDes"
      },
      "role": "used_entity"
    },
    {
      "node": {
        "id": "04_knowledge_base/100G",
        "label": "100G"
      },
      "role": "used_entity"
    }
  ],
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "200",
      "100"
    ],
    "temporal_mentions": []
  },
  "relation_type": "USES"
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
user_or_subjectAECs04_knowledge_base/Active electrical cable
used_entityNICNIC
used_entity200G200G
used_entitySerDesSerDes
used_entity100G100G

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。