NIEK2-0329
① SA Source
- Source: 開啟完整 SA 文章
- Section:
Feynman NVL1152 Networking Topologies - Line hint:
399
Context Before
Feynman NVL1152 Networking Topologies
Within each Feynman Kyber rack, we tentatively assume double the bandwidth per logical GPU and double the NVLink Switch bandwidth to 28.8T and 57.6T respectively. Though Jensen, in the Financial Q+A the day after the GTC Keynote, characterized NVL1152 as “all CPO”, the key technical blog outlining the new rack form factors ↗ only strictly referenced CPO for rack to rack interconnect. We will discuss the potential topography for both options.
Evidence
We believe Nvidia is going for 448G uni-di only
Context After
Source: SemiAnalysis
② Atomic Claim
SemiAnalysis 認為 Nvidia 很可能只會採用 448G uni-di。
- Epistemic Mode:
INFERRED - Mapping Status:
PARTIAL
③ Semantic Frame
{
"attribute": "ADOPTION_STATUS",
"context_nodes": [],
"entity": {
"id": "02_companies/NVDA",
"label": "Nvidia"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [
"448"
],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [
"448"
],
"value_text": "SemiAnalysis 認為 Nvidia 很可能只會採用 448G uni-di。"
}
}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。