VR2R-0466
① SA Source
- Source: 開啟完整 SA 文章
- Section:
Procurement and Cooling Vendor Implications - Line hint:
388
Context Before
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.
Evidence
Foxconn and Quanta dominate the system integrator category.
Context After
The shift from liquid + air to 100% liquid systems, combined with higher flow rates and greater cooling capacity, will require changes across the cooling stack. Fans and radiators used in L2A CDUs will become less critical over time. That said, L2A is likely to maintain meaningful share during the current upcycle, where deployment speed matters more than full optimization, though the long-term trajectory clearly favors L2L. High-density L2L systems will also require redesigns across much of the TCS.
② Atomic Claim
Foxconn 與 Quanta 主導 system integrator category。
- Epistemic Mode:
ASSERTED - Mapping Status:
PARTIAL
③ Semantic Frame
{
"frame_type": "CLAIM_ONLY",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [],
"temporal_mentions": []
},
"reason": "VENDOR_NAMES_ARE_PLAIN_TEXT_IN_SOURCE_CLAIM",
"statement": "Foxconn and Quanta dominate the system integrator category."
}④ Canonical Entity Mapping
| Role | Surface Label | Canonical Target |
|---|---|---|
| — | — | — |
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。