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VR200
11 atoms · 跨 6 天 · 首见 2026-05-08 · 最近 2026-06-25
三色: 🟦 fact 7 · 🟥 take 4 · stance ▲2/▼0/◆3
来源: X 11
时态: fresh:9 · aging:2
标签: 好数字:7 · 好信源:4 · 好观点:2 · 好思考:1
叙事 (narrative) (1)
- 2026-05-08
[老化中] · delivery deadline
VR200, yes, supposedly January 27 delivery - if VR does not have the amount of teething troubles that GB200 had
tags: 好信源 · → daily
value: date=2027-01-27
预测 (forecast) (2)
- 2026-05-31 · 受益于Blackwell学习
Most learning of GB200/GB300 will carry over to VR200.
tags: 好思考 · → daily
value: direction=carry over
- 2026-06-02 · rack metric to watch is time to first at-scale production token
The VR200 & MI455 rack metric to watch out for is time to first at-scale production token TTF-(ASP)-T
tags: 好观点 · → daily
立场 (position) (1)
- 2026-06-25
[老化中] · MLCC价值量倍数应用范围
For VR200 apply 5-10x MLCC multiple
tags: 好观点·好信源 · → daily
value: qty=5-10x
事实 (fact) (7)
- 2026-06-25 ⭐ · 每机架总MLCC价值
VR200每机架总MLCC价值: $4,320
tags: 好数字·好信源 · → daily
value: qty=$4,320
- 2026-06-25 ⭐ · Compute PCB单板MLCC价值
VR200 Compute PCB单板MLCC价值: $90
tags: 好数字·好信源 · → daily
value: qty=$90
- 2026-05-31 · 单价
VR200 is probably 15-20M
tags: 好数字 · → daily
value: qty=15-20M · date=2026-06-01
- 2026-05-21 · GPU成本
GPU costs 4M on VR200
tags: 好数字 · → daily
value: qty=$4M · date=N/A
- 2026-05-21 · 内存成本
Memory is 2M on VR200
tags: 好数字 · → daily
value: qty=$2M · date=N/A
- 2026-05-20 · 单机架内存组件成本
A single VR200 rack will require $2M+ in memory components, a 435% increase from the current gen
tags: 好数字 · → daily
value: qty=$2M+
- 2026-05-20 · 内存组件成本增幅
a 435% increase from the current gen
tags: 好数字 · → daily
value: qty=435% · direction=increase
时间轴 (近 20)
- 2026-06-25 ·
fact · 每机架总MLCC价值 · → daily
- 2026-06-25 ·
fact · Compute PCB单板MLCC价值 · → daily
- 2026-06-25 ·
position · MLCC价值量倍数应用范围 · → daily
- 2026-06-02 ·
forecast · rack metric to watch is time to first at-scale production to · → daily
- 2026-05-31 ·
forecast · 受益于Blackwell学习 · → daily
- 2026-05-31 ·
fact · 单价 · → daily
- 2026-05-21 ·
fact · GPU成本 · → daily
- 2026-05-21 ·
fact · 内存成本 · → daily
- 2026-05-20 ·
fact · 单机架内存组件成本 · → daily
- 2026-05-20 ·
fact · 内存组件成本增幅 · → daily
- 2026-05-08 ·
narrative · delivery deadline · → daily
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