NIEK2-0196
① SA Source
- Source: 開啟完整 SA 文章
- Section:
Nvidia’s CPO Roadmap - Line hint:
217
Context Before
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.
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.
Evidence
The architecture of NVL1152 in the Feynman generation will follow the same principle
Context After
While 448G high speed SerDes have big challenges for shoreline, reach, and power versus using a die-to-die connection to an optical engine, the manufacturing challenges, cost, and reliability for Feynman necessitate using copper to the Switch.
With that said, the NVL1152 SKU is years out – and the roadmap is highly likely to shift. For now, our base case stands at copper being used within each rack and CPO between the racks, but this could easily change.
② Atomic Claim
Feynman generation 的 NVL1152 架構將遵循相同原則。
- Epistemic Mode:
ASSERTED - Mapping Status:
PARTIAL
③ Semantic Frame
{
"comparison_expression": "Feynman generation 的 NVL1152 架構將遵循相同原則。",
"entities": [
{
"id": "04_knowledge_base/NVIDIA Feynman Architecture",
"label": "Feynman generation"
},
{
"id": "04_knowledge_base/NVL1152",
"label": "NVL1152"
}
],
"frame_type": "COMPARISON",
"metric": "UNSPECIFIED_METRIC",
"operator": "EQUAL_TO",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [],
"temporal_mentions": []
}
}④ Canonical Entity Mapping
| Role | Surface Label | Canonical Target |
|---|---|---|
| comparison_entity_0 | Feynman generation | 04_knowledge_base/NVIDIA Feynman Architecture |
| comparison_entity_1 | NVL1152 | NVL1152 |
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。