VR2-0758

① SA Source

Context Before

Source: SemiAnalysis AI TCO Model

Operating costs are similar for VR Max-P vs MI4XX given their comparable chip TDPs and given that most operating costs scale with respect to IT power requirements.

Evidence

For example a VR NVL 72 cluster deployed at a Hyperscaler with Arista networking would have a operating cost of $0.75 per gpu per hour, representing ~20% lower costs vs MI4XX deployed with a Hyperscaler with the same Arista networking

Context After

image

Source: SemiAnalysis AI TCO Model

② Atomic Claim

例如 VR NVL72 cluster 部署在 Hyperscaler、使用 Arista networking 時,每顆 gpu 每小時 operating cost 約 0.75 美元,約比同樣使用 Arista networking 的 MI4XX Hyperscaler 低 20%。

  • Epistemic Mode: ASSERTED
  • Mapping Status: PARTIAL

③ Semantic Frame

{
  "comparison_expression": "例如 VR NVL72 cluster 部署在 Hyperscaler、使用 Arista networking 時,每顆 gpu 每小時 operating cost 約 0.75 美元,約比同樣使用 Arista networking 的 MI4XX Hyperscaler 低 20%。",
  "entities": [
    {
      "id": "04_knowledge_base/Hyperscaler",
      "label": "Hyperscaler"
    },
    {
      "id": "02_companies/Arista",
      "label": "Arista"
    },
    {
      "id": "04_knowledge_base/GPU",
      "label": "gpu"
    },
    {
      "id": "04_knowledge_base/MI400",
      "label": "MI4XX"
    }
  ],
  "frame_type": "COMPARISON",
  "metric": "COST",
  "operator": "UNSPECIFIED_COMPARISON",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "0.75",
      "20%"
    ],
    "temporal_mentions": []
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
comparison_entity_0HyperscalerHyperscaler
comparison_entity_1AristaArista
comparison_entity_2gpuGPU
comparison_entity_3MI4XXMI400

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。