# 成本 / TCO · 日跟踪 · 2026-10-05

> 日期：2026-10-05（Asia/Shanghai，周一）。专题正文：`intel/topics/cost.md`。原料：`/workspace/intel/archive/2026-10-05/`（窗口 10-02 早报后→10-05 早；周末无 archive）；对照 2026-10-02 日跟踪。抓取：Saved 266 / skipped 29 / errors 40；blocked_hosts：blocksandfiles.com、docs.redhat.com、e.huawei.com、support.huawei.com、www.nextplatform.com、www.reddit.com、www.theregister.com。

## 摘要
- **中强 NEW（媒体分析，list price）· Xeon 6+ 定价阶梯：** 6960E+ 约 $4,600 → 6970E+ 约 $7,700 → 6980E+ $9,900 → 6990E+ 接近 $15,000；旗舰**每核成本溢价约 63%**；STH："memory costs often dominate server pricing these days"——**Intel list 通常有折扣**。
- **中强 NEW（媒体报道）· 内存涨价继续传导：** DGX Spark 128GB/4TB 从首发 $3,999 调至 **约 $6,950**；新 64GB 版 **$4,999**（10-23）；STH 主编引述"paying **$2000 for 64GB ECC RDIMMs**"、"Memory prices are still increasing"——**与 10-01 Sangfor×Gartner DRAM 短缺 / VMware Memory Tiering 成本叙事同向（续档对照，勿重复抬）**。
- **规划含义：** HCI 节点 BOM 中内存占比上升 → 内存分层（NVMe tiering）、核/内存配比、per-core 授权（VCF/VVF）三者需联动重算。
- **续档 ·** VVF 9.1 Cost Case（厂商自称）；Digital Realty 40%/50%/37%。

## 原文摘录

### STH · Intel Xeon 6+ SKU List and Value Analysis: Clearwater Forest Runs Wide（媒体分析）
- 归档：`industry/intel-xeon-6-sku-list-and-value-analysis-clearwater-forest-runs-wide-0d5dd057.*`
- URL：https://www.servethehome.com/intel-xeon-6-sku-list-and-value-analysis-clearwater-forest-runs-wide/

> Intel Xeon 6+ Chip SKUs: 144 to 288 Cores, $5K to $15K  
> … customers get it all: 2 socket support, 12 channels of DDR5 (and MRDIMM) memory, 96 PCIe lanes, and Intel's new Application Energy Telemetry (AET)…  
> The low-TDP 6990E+ is just 1.15W/core, and the 6980E+ in low-TDP mode slides in right under that at 1.14W/core. For some sense, a 192-core AMD EPYC 9965 ranges between 2.34W/core and 2.60W/core.  
> … the 144-core Xeon 6960E+ is the cheapest chip, at a list price of just over $4600. That is followed by the 6970E+ at around $7700, the 6980E+ at $9900, and finally the flagship Xeon 6990E+ at just shy of $15,000. … around a 63% premium on per-core costs.  
> … memory costs often dominate server pricing these days.

### STH · NVIDIA DGX Spark 64GB Launched and Big 128GB GB10 Price Increases（媒体报道）
- 归档：`industry/nvidia-dgx-spark-64gb-launched-and-big-128gb-gb10-price-increases-5230937a.*`
- URL：https://www.servethehome.com/nvidia-dgx-spark-64gb-launched-and-big-128gb-gb10-price-increases/

> … the new DGX Spark 64GB is available from Acer, ASUS, Dell, Gigabyte, HP, and MSI on Friday, Oct. 23, starting at $4,999. … retains the NVIDIA ConnectX-7 200GbE networking…  
> … the NVIDIA DGX Spark 128GB/ 4TB launched at $3999 about a year ago. The new price is $6950 for that model.  
> Memory prices are still increasing…  
> "Yikes, but we are paying $2000 for 64GB ECC RDIMMs, so pricing logically must increase."（STH 主编引述）

### 续档指针
- Sangfor DRAM × aSV 6.11：`tracking/topics/cost/2026-10-01.md`