VR2R-0467_r1

VR2R-0467

① SA Source

• Source: 開啟完整 SA 文章
• Section: Procurement and Cooling Vendor Implications
• Line hint: 390

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. Foxconn and Quanta dominate the system integrator category.

Evidence

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.

Context After

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

從 liquid + air 轉向 100% liquid cooling，再加上更高 flow rate 與更大 cooling capacity，會要求整個 cooling stack 發生變化。

• Epistemic Mode: ASSERTED
• Mapping Status: PARTIAL

③ Semantic Frame

{
  "attribute": "COOLING_STACK_CHANGE_REQUIREMENT",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/液冷散熱",
    "label": "liquid cooling"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "cooling stack components are not individually canonicalized in source claim",
    "numeric_mentions": [
      "100%"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "100%"
    ],
    "value_text": "the shift from liquid plus air to 100% liquid systems, with higher flow and capacity, requires changes across the cooling stack."
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	liquid cooling	04_knowledge_base/液冷散熱

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。