VR2R-0696_r1

VR2R-0696

① SA Source

• Source: 開啟完整 SA 文章
• Section: VR NVL72 TCO: BoM and Power Budget Analysis
• Line hint: 603

Context Before

Our TCO Model runs on a 4y useful life for the purpose of calculating capital cost per hour to reflect a conservative business case, but

Evidence

most Neoclouds and Hyperscalers will use a 5-6y depreciation period and we think it is best to look at EBIT margins using this depreciation period.

Context After

Our preferred yardstick is Project IRR, which is agnostic to the chosen depreciation period.

② Atomic Claim

多數 Neoclouds 與 Hyperscalers 會採用 5–6 年 depreciation period；SemiAnalysis 認為評估 EBIT margins 時，以這個折舊期間較合適。

• Epistemic Mode: ASSERTED
• Mapping Status: PARTIAL

③ Semantic Frame

{
  "attribute": "DEPRECIATION_PERIOD",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/Hyperscaler",
    "label": "Hyperscaler"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "Neocloud is plain text",
    "numeric_mentions": [
      "5-6y"
    ],
    "temporal_mentions": [
      "5-6 year depreciation period"
    ]
  },
  "value": {
    "numeric_mentions": [
      "5-6y"
    ],
    "value_text": "most Neoclouds and hyperscalers use a five-to-six-year depreciation period; this is preferred for EBIT-margin analysis."
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	Hyperscaler	Hyperscaler

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。