↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER
ByteDance (Doubao & Seed) Grade A-
Asia's highest-volume consumer AI inference engine: mega-clusters in Western China and high-throughput serving · Category: Asian AI Frontier
Executive Physical Feasibility & Delivery Audit
Institutional Baseline: Evaluated under the Compute Availability Factor (CAF v1.0) specification by Richie Adomako (Serpens Inc., ResearchGate ID 414150400). CAF evaluates stated accelerator capabilities against empirical physical reality (interconnection queues, electrical substations, liquid cooling heat transfer, and optical network fabrics). Missing public evidence is classified as unknown—it is never treated as zero capacity.
CAF INTERVAL
[0.43 – 0.73]
DELIVERY GAP SCORE
36 pts
OPERATING POWER
1.21 GW
vs 0.58 GW announced
EVIDENCE CONFIDENCE
MEDIUM (65%)
Physical Coupling Pillars (E, T, N, O)
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Power & Grid Substrate (E = [object Object]): 86/100. Secured priority power allocations in Ningxia and Inner Mongolia under the "East Data, West Computing" project at electricity rates under $0.035/kWh.
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Thermal Dissipation & CDU Limits (T = [object Object]): 84/100. Inner Mongolia and Ningxia boast low average annual ambient temperatures (5°C to 8°C), enabling free-air economizers for over 280 days per year.
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Cluster Topology & Optical Fabric (N = [object Object]): 86/100. Engineered specialized flat spine-and-leaf networks supporting tens of thousands of heterogeneous GPUs with RoCEv2 RDMA and automated congestion notification.
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Silicon & Operational Availability (O = [object Object]): 72/100. Navigating US chip export controls by stockpiling H800/A800 silicon while co-designing custom domestic ASICs with TSMC (within legal bounds) and domestic packaging.
Attributable Public Evidence Ledger