VR-COV-VR-TCO-83-0-CAPITAL_COST
① SA Source
- Source: 開啟完整 SA 文章
- Section:
VR NVL72 TCO: BoM and Power Budget Analysis - Line hint:
977
Context Before
Source: SemiAnalysis AI TCO Model ↗
Evidence
Context After
Source: SemiAnalysis AI TCO Model ↗
Inference throughput too can diverge materially from marketed peak FLOPS, meaning spec-sheet compute does not directly translate into real-world token generation performance. While the B300 is rated at 4,500 Dense FP8 TFLOPs versus 5,000 Dense FP8 TFLOPs for MI355, implying a 10% theoretical compute disadvantage and with same marketed memory bandwidth of 8TB/s measured inference token throughput from our InferenceX ↗ benchmarks shows B300 delivering roughly 6.3x the performance at 100 interactivity for Deepseek R1, using 8k input tokens and 1k output tokens.
② Atomic Claim
In the February 2026 Max-Q 1800W comparison model (4-year asset life), MI4XX / Arista / neocloud capital cost is US$3.24 per logical GPU-hour.
- Epistemic Mode:
ESTIMATED - Mapping Status:
COMPLETE
③ Semantic Frame
{
"attribute": "MODEL_CAPITAL_COST",
"context_nodes": [],
"entity": {
"id": "02_companies/AMD",
"label": "AMD"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [],
"value_text": "Max-Q 1800W; MI4XX / Arista / neocloud; US$3.24/logical GPU-hour; 4-year life"
}
}④ Canonical Entity Mapping
| Role | Surface Label | Canonical Target |
|---|---|---|
| entity | AMD | AMD |
⑤ V2 Draft（需要修正時直接編輯）
Inline repair
只編輯以下三個 Draft 區塊。完成後將
review_action設為REQUEST_REPAIR，再手動執行 Repair Preview。
執行腳本前，Draft 不會寫入 Claim Store 或 Graph。
V2 Atomic Claim Draft
In the February 2026 Max-Q 1800W comparison model (4-year asset life), MI4XX / Arista / neocloud capital cost is US$3.24 per logical GPU-hour.
V2 Semantic Frame Draft
{
"attribute": "MODEL_CAPITAL_COST",
"context_nodes": [],
"entity": {
"id": "02_companies/AMD",
"label": "AMD"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [],
"value_text": "Max-Q 1800W; MI4XX / Arista / neocloud; US$3.24/logical GPU-hour; 4-year life"
}
}V2 Revision Metadata Draft
{
"epistemic_mode": "ESTIMATED",
"mapping_status": "COMPLETE"
}⑥ 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。