↳ 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: CAF Watcher 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. Operator telemetry strengthens assessments, but participation is never mandatory.

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

Power & Grid Substrate (E): 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.
Thermal Dissipation & CDU Limits (T): 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.
Cluster Topology & Optical Fabric (N): 86/100. Engineered specialized flat spine-and-leaf networks supporting tens of thousands of heterogeneous GPUs with RoCEv2 RDMA and automated congestion notification.
Silicon & Advanced Packaging (O): 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

Every claim evaluated by CAF Watcher is grounded in public regulatory filings, utility interconnection disclosures, environmental permitting reports, or peer-reviewed engineering papers.