VR2R-0665

① SA Source

Context Before

The catch is that 102.4T Minipack-4 switches may not be shipped in time for Vera Rubin NVL72 rack deployments, and if this were to be the case, some NSF clusters will be shipped using 51.2T Minipack-3 switches instead. This means that gearboxes within the AECs will have to be used to convert 200G per lane SerDes speed at the NIC to 100G per lane SerDes speed at the switch.

Evidence

Meta will not be the only hyperscaler using 1.6T AECs for its VR200 deployments.

Context After

We think xAI will use 1.6T AECs for both NIC-to-TOR and switch-to-switch connectivity at the leaf, spine and core layers. It will be a single-plane network replacing most 1.6T transceivers at the switch boxes—and this can give Credo plenty of pricing power.

② Atomic Claim

Meta 不會是唯一在 VR200 deployments 採用 1.6T AEC 的 hyperscaler。

  • Epistemic Mode: ASSERTED
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "02_companies/META",
        "label": "Meta"
      },
      "role": "operator"
    },
    {
      "node": {
        "id": "04_knowledge_base/Hyperscaler",
        "label": "hyperscaler"
      },
      "role": "operator_type"
    },
    {
      "node": {
        "id": "04_knowledge_base/Active electrical cable",
        "label": "AEC"
      },
      "role": "cable"
    }
  ],
  "qualifiers": {
    "condition_text": "VR200 is plain text in source claim",
    "numeric_mentions": [
      "1.6T"
    ],
    "temporal_mentions": []
  },
  "relation_type": "HYPERSCALERS_USE_1P6T_AEC_FOR_VR200"
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
operatorMetaMETA
operator_typehyperscalerHyperscaler
cableAEC04_knowledge_base/Active electrical cable

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。