VR2-0242

① SA Source

Context Before

The challenge with this is that the volumes of SSDs going to ICMS / CMX are quite overblown by the industry. We worked through the math in the Memory model and Tokenomics model .

BlueField-4 will be the silicon anchor of this third network. Positioned on the storage array, it terminates NVMe-oF and RDMA traffic at line rate and manages KV movement independently of host CPUs and GPUs. With 2×400G SerDes links providing 800Gb/s of bandwidth, integrated Grace CPU, and LPDDR, BlueField-4 would act as the controller for a distributed context memory fabric. In a preferred DGX-style configuration, a single BlueField-4 per tray may serve four Rubin processors, with the DPU dedicated purely to KV cache traffic and not shared with generic storage I/O.

Evidence

The new CMX/ICMS ecosystem will likely include leading storage providers such as Weka

Context After

Power Delivery

The power delivery module sits above the BlueField-4 module. The module receives 50V power from the internal busbar cable. Then the current is stepped down to 12V with a modular power brick. Then, 12V current is delivered to the Orchid module, the BlueField-4 module, the management modules via smaller internal busbars.

② Atomic Claim

新的 CMX/ICMS ecosystem 可能包含主要 storage provider Weka

  • Epistemic Mode: EXPECTED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "additional_nodes": [],
  "frame_type": "RELATION",
  "object": {
    "id": "02_companies/WEKA",
    "label": "Weka"
  },
  "predicate": "INCLUDES_PROVIDER",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "subject": {
    "id": "04_knowledge_base/Inference Context Memory Storage",
    "label": "CMX/ICMS"
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
subjectCMX/ICMS04_knowledge_base/Inference Context Memory Storage
objectWekaWEKA

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。