VR-COV-VR-TCO-83-1-OPERATING_COST

回到這篇 SA Coverage

① SA Source

Context Before

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Source: SemiAnalysis AI TCO Model ↗

Evidence

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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 / hyperscaler operating cost is US$0.92 per logical GPU-hour.

  • Epistemic Mode: ESTIMATED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "MODEL_OPERATING_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 / hyperscaler; US$0.92/logical GPU-hour; 4-year life"
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
entityAMDAMD

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 / hyperscaler operating cost is US$0.92 per logical GPU-hour.

V2 Semantic Frame Draft

{
  "attribute": "MODEL_OPERATING_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 / hyperscaler; US$0.92/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。