NIEK2-0180

① SA Source

Context Before

image

Source: SemiAnalysis Networking Model

Evidence

One option is 4x100G from each LPU going to one OSFP cage, each OSFP escaping 800G of C2C from 2 LPUs

Context After

Nvidia’s CPO Roadmap

NVIDIA revealed its CPO Roadmap at the GTC Keynote 2026, with Jensen following up with additional commentary in the Financial Analyst Q+A meeting held the following day. Though many had their hopes up for CPO to be used for scale-up within the rack for Rubin Ultra Kyber, Nvidia’s focus was instead on using CPO to enable larger world size compute systems.

② Atomic Claim

其中一種配置是每顆 LPU 的 4×100G 全部連到一個 OSFP cage,每個 OSFP 從 2 顆 LPU 引出 800GC2C

  • Epistemic Mode: HYPOTHETICAL
  • Mapping Status: COMPLETE

③ Semantic Frame

{
  "comparison_expression": "其中一種配置是每顆 LPU 的 4×100G 全部連到一個 OSFP cage,每個 OSFP 從 2 顆 LPU 引出 800G 的 C2C。",
  "entities": [
    {
      "id": "04_knowledge_base/Groq LPU",
      "label": "LPU"
    },
    {
      "id": "04_knowledge_base/100G",
      "label": "100G"
    },
    {
      "id": "04_knowledge_base/OSFP (Octal Small Form-factor Pluggable)",
      "label": "OSFP"
    },
    {
      "id": "04_knowledge_base/800G",
      "label": "800G"
    },
    {
      "id": "04_knowledge_base/Chip-to-Chip Interconnect",
      "label": "C2C"
    }
  ],
  "frame_type": "COMPARISON",
  "metric": "COUNT",
  "operator": "MULTIPLE_OF",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "4×",
      "100",
      "2",
      "800"
    ],
    "temporal_mentions": []
  }
}

④ Canonical Entity Mapping

RoleSurface LabelCanonical Target
comparison_entity_0LPU04_knowledge_base/Groq LPU
comparison_entity_1100G100G
comparison_entity_2OSFP04_knowledge_base/OSFP (Octal Small Form-factor Pluggable)
comparison_entity_3800G800G
comparison_entity_4C2C04_knowledge_base/Chip-to-Chip Interconnect

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。