clm_e5a19bb4d221459889a04eeedf3ecf43_r3

VR2R-0461

回到這篇 SA Coverage

① SA Source

• Source: 開啟完整 SA 文章
• Section: Procurement and Cooling Vendor Implications
• Line hint: 589

Context Before

Source: CoolIT

Procurement and Cooling Vendor Implications

Evidence

The primary vendor implication of the updated cooling architecture and doubled power density relates to CDUs and the rack-to-CDU ratio. Today, a CDU can support around 10 GB200 racks. With a rack generating about 2x the heat, that ratio would need to decline unless CDU capacity increases, implying either more CDUs or higher-capacity CDUs. We believe most major operators expect to maintain a ratio of around 10 racks per CDU. As rack power density rises, this points to larger CDUs. Today, in-row CDUs offer cooling capacities up to roughly 2 MW, but we expect future facility CDUs to reach 3-6 MW. Delta currently leads in the CDU specialist segment, alongside Schneider Electric, Vertiv, and nVent. Foxconn and Quanta dominate the system integrator category.

Context After

Source: CoolIT

② Atomic Claim

SemiAnalysis 認為，多數 major operators 預期維持約 10 racks／CDU 的比例。

• Epistemic Mode: EXPECTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "EXPECTED_RACK_TO_CDU_RATIO",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/Coolant Distribution Unit (CDU)",
    "label": "CDU"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "SemiAnalysis expectation",
    "numeric_mentions": [
      "10"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "10"
    ],
    "value_text": "most major operators are expected to maintain around 10 racks per CDU."
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	CDU	04_knowledge_base/Coolant Distribution Unit (CDU)

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 認為，多數 major operators 預期維持約 10 racks／CDU 的比例。

V2 Semantic Frame Draft

{
  "attribute": "EXPECTED_RACK_TO_CDU_RATIO",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/Coolant Distribution Unit (CDU)",
    "label": "CDU"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "SemiAnalysis expectation",
    "numeric_mentions": [
      "10"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "10"
    ],
    "value_text": "most major operators are expected to maintain around 10 racks per CDU."
  }
}

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。