VR2R-0463_r1

VR2R-0463

① SA Source

• Source: 開啟完整 SA 文章
• Section: Procurement and Cooling Vendor Implications
• Line hint: 388

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

Evidence

Today, in-row CDUs offer cooling capacities up to roughly 2 MW

Context After

, 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

關於 CDU：目前 in-row CDUs cooling capacity 最高約 2MW。

• Epistemic Mode: ASSERTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "CAPACITY",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/Coolant Distribution Unit (CDU)",
    "label": "CDU"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "2MW"
    ],
    "temporal_mentions": [
      "目前"
    ]
  },
  "value": {
    "numeric_mentions": [
      "2MW"
    ],
    "value_text": "關於 CDU：目前 in-row CDUs cooling capacity 最高約 2MW。"
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	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。