VR2R-0462_r1

VR2R-0462

① SA Source

• Source: 開啟完整 SA 文章
• Section: Procurement and Cooling Vendor Implications
• Line hint: 386

Context Before

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.

Evidence

As rack power density rises, this points to larger CDUs.

Context After

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.

② Atomic Claim

隨 rack power density 上升，這指向更大型的 CDU。

• Epistemic Mode: ASSERTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "additional_nodes": [],
  "frame_type": "RELATION",
  "object": {
    "id": "04_knowledge_base/Coolant Distribution Unit (CDU)",
    "label": "CDU"
  },
  "predicate": "DRIVES_LARGER",
  "qualifiers": {
    "condition_text": "as rack power density rises",
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "subject": {
    "id": "04_knowledge_base/Power Density",
    "label": "power density"
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
subject	power density	04_knowledge_base/Power Density
object	CDU	04_knowledge_base/Coolant Distribution Unit (CDU)

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。