VR2R-0708_r1

VR2R-0708

① SA Source

• Source: 開啟完整 SA 文章
• Section: VR NVL72 TCO: BoM and Power Budget Analysis
• Line hint: 611

Context Before

Helios memory costs are more likely to be passed through or re-priced by assemblers and therefore exhibit greater hikes in a memory upcycle. Therefore, we model lower memory price hikes for VR and GB compared to MI4XX below.

Evidence

Our MI400 rack assumptions reflect $8.70/GB[[04_{k}nowledg{e}_{b}ase/LPDDR|LPDDR]]pricingfor[[02_{c}ompanies/AMD|AMD]]versus$6.77/GB for Nvidia, embedding volume discount structures vs the market contract price of $10.63/GB but reflecting the slack of volume economics vs NVIDIA.

Context After

Our AI Memory Model expects significant increases in LPDDR5 and DDR5 contract prices into 2Q26 and beyond and we expect to make further revisions higher in total server capex.

② Atomic Claim

SemiAnalysis 的 MI400 rack assumptions 採用：AMD 的 LPDDR 價格為 8.70 美元/GB，Nvidia 為 6.77 美元/GB，相較市場 contract price 10.63 美元/GB 皆反映 volume discount；兩者差距則反映 NVIDIA 更大的 volume economics。

• Epistemic Mode: ASSERTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "04_knowledge_base/MI400",
        "label": "MI400"
      },
      "role": "platform"
    },
    {
      "node": {
        "id": "04_knowledge_base/LPDDR",
        "label": "LPDDR"
      },
      "role": "memory"
    },
    {
      "node": {
        "id": "02_companies/AMD",
        "label": "AMD"
      },
      "role": "vendor"
    },
    {
      "node": {
        "id": "02_companies/NVDA",
        "label": "Nvidia"
      },
      "role": "vendor"
    }
  ],
  "qualifiers": {
    "condition_text": "rack-model assumptions with volume discount structures",
    "numeric_mentions": [
      "$8.70/GB",
      "$6.77/GB",
      "$10.63/GB"
    ],
    "temporal_mentions": []
  },
  "relation_type": "MI400_LPDDR_PRICING_ASSUMPTIONS_BY_VENDOR"
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
platform	MI400	MI400
memory	LPDDR	LPDDR
vendor	AMD	AMD
vendor	Nvidia	NVDA

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。