VR2R-0710_r1

VR2R-0710

① SA Source

• Source: 開啟完整 SA 文章
• Section: VR NVL72 TCO: BoM and Power Budget Analysis
• Line hint: 613

Context Before

Our AI Memory Model expects significant increases in LPDDR5 and

Evidence

DDR5 contract prices into 2Q26 and beyond and we expect to make further revisions higher in total server capex.

Context After

NVIDIA’s 2300W configuration represents the Max-P configuration, while the efficiency optimized Max-Q configuration runs at 1800W. Regardless of which configuration Nvidia claims both can hit the same peak clocks and therefore achieve marketed 50 PFLOPS FP4 performance. While the underlying hardware is the same, the TCO implications are due to operating costs from different levels of power consumption.

② Atomic Claim

DDR5 contract prices 預期在 2Q26 及之後持續上升，SemiAnalysis 也預期會進一步上修 total server capex。

• Epistemic Mode: EXPECTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "EXPECTED_CONTRACT_PRICE_AND_SERVER_CAPEX_IMPACT",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/DDR5",
    "label": "DDR5"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "2Q26"
    ],
    "temporal_mentions": [
      "2Q26 and beyond"
    ]
  },
  "value": {
    "numeric_mentions": [
      "2Q26"
    ],
    "value_text": "DDR5 contract prices are expected to increase into 2Q26 and beyond, prompting further upward revisions to total server capex."
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	DDR5	DDR5

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。