VR2R-0711
① SA Source
- Source: 開啟完整 SA 文章
- Section:
VR NVL72 TCO: BoM and Power Budget Analysis - Line hint:
615
Context Before
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.
Evidence
NVIDIA’s 2300W configuration represents the Max-P configuration, while the efficiency optimized Max-Q configuration runs at 1800W.
Context After
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
NVIDIA 的 2300W configuration 是 Max-P，而以效率最佳化的 Max-Q configuration 則運作在 1800W。
- Epistemic Mode:
ASSERTED - Mapping Status:
PARTIAL
③ Semantic Frame
{
"attribute": "MAX_P_MAX_Q_POWER_CONFIGURATION",
"context_nodes": [],
"entity": {
"id": "02_companies/NVDA",
"label": "NVIDIA"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": "Max-P and Max-Q are plain text configuration labels",
"numeric_mentions": [
"2300W",
"1800W"
],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [
"2300W",
"1800W"
],
"value_text": "Max-P is 2300W while efficiency-optimized Max-Q is 1800W."
}
}④ Canonical Entity Mapping
| Role | Surface Label | Canonical Target |
|---|---|---|
| entity | 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。