VR2-0752
① SA Source
- Source: 開啟完整 SA 文章
- Section:
VR NVL72 TCO: BoM and Power Budget Analysis - Line hint:
941
Context Before
Helios memory costs are more likely to be passed through or re-priced by assemblers and therefore exhibit greater hikes in a memory upcycle. Therefore, we model lower memory price hikes for VR and GB compared to MI4XX below. Our MI400 rack assumptions reflect 6.77/GB for Nvidia, embedding volume discount structures vs the market contract price of $10.63/GB but reflecting the slack of volume economics vs NVIDIA.
Our AI Memory Model ↗ expects significant increases in LPDDR5 and DDR5 contract prices into 2Q26 and beyond and we expect to make further revisions higher in total server capex.
Evidence
the efficiency optimized Max-Q configuration runs at 1800W
Context After
Below we share detailed numbers on cost of servers, storage, networking, etc as well as what Nvidia plans to do with Groq.
② Atomic Claim
關於 Nvidia：以 efficiency 最佳化的 Max-Q configuration 則運行於 1,800W。
- Epistemic Mode:
ASSERTED - Mapping Status:
COMPLETE
③ Semantic Frame
{
"attribute": "EFFICIENCY",
"context_nodes": [],
"entity": {
"id": "02_companies/NVDA",
"label": "Nvidia"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [
"1,800W"
],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [
"1,800W"
],
"value_text": "關於 Nvidia：以 efficiency 最佳化的 Max-Q configuration 則運行於 1,800W。"
}
}④ Canonical Entity Mapping
| Role | Surface Label | Canonical Target |
|---|---|---|
| entity | Nvidia | NVDA |
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。