SA260324R-0206
① SA Source
- Source: 開啟完整 SA 文章
- Section:
Nvidia’s CPO Roadmap - Line hint:
221
Context Before
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.
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.
Evidence
Context After
For now – our best estimate of Nvidia’s CPO roadmap is as follows:
Rubin:
② Atomic Claim
SemiAnalysis expects the Feynman NVL1152 roadmap to change before launch.
- Epistemic Mode:
EXPECTED - Mapping Status:
PARTIAL
③ Semantic Frame
{
"frame_type": "CLAIM_ONLY",
"qualifiers": {
"condition_text": "承接前一條 NVL1152 SKU 尚距數年的語境",
"numeric_mentions": [],
"temporal_mentions": []
},
"reason": "ROADMAP_REFERENT_DEPENDS_ON_PRIOR_NVL1152_CONTEXT",
"statement": "SemiAnalysis expects the Feynman NVL1152 roadmap to change before launch."
}④ Canonical Entity Mapping
- 此
CLAIM_ONLYrevision 沒有 canonical Entity mapping。
⑤ V2 Draft（需要修正時直接編輯）
Inline repair
只編輯以下三個 Draft 區塊。完成後將
review_action設為REQUEST_REPAIR，再手動執行 Repair Preview。
執行腳本前，Draft 不會寫入 Claim Store 或 Graph。
V2 Atomic Claim Draft
SemiAnalysis expects the Feynman NVL1152 roadmap to change before launch.
V2 Semantic Frame Draft
{
"frame_type": "CLAIM_ONLY",
"qualifiers": {
"condition_text": "承接前一條 NVL1152 SKU 尚距數年的語境",
"numeric_mentions": [],
"temporal_mentions": []
},
"reason": "ROADMAP_REFERENT_DEPENDS_ON_PRIOR_NVL1152_CONTEXT",
"statement": "SemiAnalysis expects the Feynman NVL1152 roadmap to change before launch."
}V2 Revision Metadata Draft
{
"epistemic_mode": "EXPECTED",
"mapping_status": "PARTIAL"
}⑥ 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。