clm_249c2b7f5c1141089e9121d2e7f0fad7_r1

NIEK2-0187

① SA Source

• Source: 開啟完整 SA 文章
• Section: Nvidia’s CPO Roadmap
• Line hint: 213

Context Before

Source: SemiAnalysis AI Networking Model ↗, Nvidia

Evidence

In the Rubin Generation, Nvidia will offer the Rubin GPU in an Oberon NVL72 form factor with an all-copper scale-up network. For Rubin Ultra, as we expected, there will only be a copper scale-up option for Rubin Ultra in the Oberon and Kyber Rack form factor. Rubin Ultra will also be offered in a larger world size system that connects 8 Oberon Racks of 72 Rubin Ultra GPUs to form what will be referred to as NVL576. CPO scale-up will be used to build the larger world size, connecting between the racks in a two-tier all to all network, though scale-up inside the racks will remain copper-based.

Context After

When we reach the Feynman Generation, CPO usage will expand via another large world size rack, the NVL1152 which is formed by combining 8 Kyber racks. While the Nvidia Technical Blog ↗ that outlines the rack configuration roadmap states that “NVIDIA Kyber will scale up into a massive all-to-all NVL1152 supercomputer using similar direct optical interconnects for rack-to-rack scale-up”, Jensen Huang in a Financial Analyst Q+A session did say that NVL1152 in Feynman would be “all CPO”. There is some disagreement on whether copper will still be used for scale-up within the rack or whether CPO will replace copper.

Nvidia’s approach has been to use copper where they can, and optics where they must. The architecture of NVL1152 in the Feynman generation will follow the same principle. It is clear that the NVL1152 will adopt CPO to connect between racks, but from GPUs to NVLink Switches is currently copper POR. Nvidia is unable to achieve another doubling of electrical lane speed from 224Gbit/s bi-di to 448Gbit/s uni-di means bandwidth isn’t that amazing.

② Atomic Claim

在 Rubin 世代，Nvidia 將以 Oberon NVL72 form factor 提供 Rubin GPU，且 scale-up network 全部採用 copper。

• Epistemic Mode: ASSERTED
• Mapping Status: PARTIAL

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "02_companies/NVDA",
        "label": "Nvidia"
      },
      "role": "user_or_subject"
    },
    {
      "node": {
        "id": "04_knowledge_base/NVIDIA Oberon",
        "label": "Oberon NVL72 form factor"
      },
      "role": "used_entity"
    },
    {
      "node": {
        "id": "04_knowledge_base/GPU",
        "label": "GPU"
      },
      "role": "used_entity"
    },
    {
      "node": {
        "id": "04_knowledge_base/Scale-up network",
        "label": "scale-up network"
      },
      "role": "used_entity"
    },
    {
      "node": {
        "id": "04_knowledge_base/Copper",
        "label": "copper"
      },
      "role": "used_entity"
    }
  ],
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "relation_type": "USES"
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
user_or_subject	Nvidia	NVDA
used_entity	Oberon NVL72 form factor	04_knowledge_base/NVIDIA Oberon
used_entity	GPU	GPU
used_entity	scale-up network	04_knowledge_base/Scale-up network
used_entity	copper	Copper

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。