SA260324R-0378_r1

SA260324R-0378

① SA Source

• Source: 開啟完整 SA 文章
• Section: Mid-board Optics - Nvidia's War on Pluggables
• Line hint: 472

Context Before

4 MPO ports on the left, rather than OSFP cages. Source: Nvidia, SemiAnalysis

Evidence

The use of MBOM would block the use of any form of pluggable transceiver or AEC

Context After

, and naturally hyperscalers are saying “CP-Hell No” to that idea and are continuing to push for an OSFP cage so they can continue using pluggables.

② Atomic Claim

採用 MBOM 後，任何形式的 pluggable transceiver 或 AEC 都無法使用。

• Epistemic Mode: ASSERTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "ADOPTION_STATUS",
  "context_nodes": [],
  "entity": {
    "id": "04_knowledge_base/Pluggable transceiver",
    "label": "pluggable transceiver"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [],
    "value_text": "採用 MBOM 後，任何形式的 pluggable transceiver 或 AEC 都無法使用。"
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	pluggable transceiver	04_knowledge_base/Pluggable transceiver

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。