VR2-0751
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
NVIDIA’s 2300W configuration represents the Max-P configuration
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
NVIDIA 的 2,300W configuration 對應 Max-P。
- Epistemic Mode:
ASSERTED - Mapping Status:
PARTIAL
③ Semantic Frame
{
"attribute": "UNSPECIFIED_ATTRIBUTE",
"context_nodes": [],
"entity": {
"id": "02_companies/NVDA",
"label": "NVIDIA"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [
"2,300W"
],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [
"2,300W"
],
"value_text": "NVIDIA 的 2,300W configuration 對應 Max-P。"
}
}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。