VR2R-0660::SPLIT02

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① SA Source

Context Before

image

Source: SemiAnalysis AI Networking Model ↗

Evidence

For Meta, we think the VR NVL72 deployments will comprise only of non-scheduled fabric (NSF) clusters built using Tomahawk 6-based Minipack-4 OCP Rack 102.4T switches in each datacenter. While Meta will be using optics to connect all the switches within its cluster, it will use 1.6T AECs for NIC-to-TOR connections once 1.6T AECs become broadly available in the market. We expect the 1.6T AEC ramp to happen in the second half of calendar year 2026.

Context After

image

Source: SemiAnalysis AI Networking Model ↗

② Atomic Claim

SemiAnalysis expects Meta to use 1.6T AECs for NIC-to-TOR once they are broadly available.

  • Epistemic Mode: EXPECTED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "NIC_TOR_INTERCONNECT",
  "context_nodes": [
    {
      "id": "04_knowledge_base/1.6T",
      "label": "1.6T"
    },
    {
      "id": "04_knowledge_base/Active electrical cable",
      "label": "AECs"
    },
    {
      "id": "04_knowledge_base/NIC",
      "label": "NIC"
    }
  ],
  "entity": {
    "id": "02_companies/META",
    "label": "Meta"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "market availability of 1.6T AECs",
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [],
    "value_text": "SemiAnalysis expects Meta to use 1.6T AECs for NIC-to-TOR once they are broadly available."
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
entityMetaMETA
context_01.6T1.6T
context_1AECs04_knowledge_base/Active electrical cable
context_2NICNIC

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

SemiAnalysis expects Meta to use 1.6T AECs for NIC-to-TOR once they are broadly available.

V2 Semantic Frame Draft

{
  "attribute": "NIC_TOR_INTERCONNECT",
  "context_nodes": [
    {
      "id": "04_knowledge_base/1.6T",
      "label": "1.6T"
    },
    {
      "id": "04_knowledge_base/Active electrical cable",
      "label": "AECs"
    },
    {
      "id": "04_knowledge_base/NIC",
      "label": "NIC"
    }
  ],
  "entity": {
    "id": "02_companies/META",
    "label": "Meta"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "market availability of 1.6T AECs",
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [],
    "value_text": "SemiAnalysis expects Meta to use 1.6T AECs for NIC-to-TOR once they are broadly available."
  }
}

V2 Revision Metadata Draft

{
  "epistemic_mode": "EXPECTED",
  "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。