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> What Apple is doing is inflexible and expensive.

High bandwidth, High capacity, and cheap ... pick 2.

If you need memory bandwidth for more then 64GB Apple is unmatched at anywhere close to the price. Apple has a unique combination of GPU like memory bandwidth, without the GPU like memory limits.

> You could add a $1000 discrete GPU to that and have money left over.

Yes, but you'd also have 1/8th the CPU memory bandwidth and a max GPU ram of 16-20GB.

> [ proposed hybrid HBM + dram]

Possible, but it's a large complex solution that will significantly increase hardware + development costs for a niche market, even if you leave the dimms empty. Trick is will the HBM actually improve performance? Say you have a 128GB LLM, how much will adding 16GB of HBM improve performance? If the fast memory (HBM) is 16GB it's going to be very tempting to just use a GPU.

> 128GB of RAM, it isn't available

M1 studio ultra has a 128GB config for $4,800. It hasn't been refreshed for the M2 yet, but the gen2 is 24GB (m2), 48GB (pro), and 96gb (max). Stands to reason the m2 ultra will have twice the ram of the m2 max, just like the m1 ultra allows double the m1 max. So likely 192GB real soon. Rumors claim a release at WWDC in June, recent OS updates mention 3 new desktop models.

800GB/sec to 192GB ram is quite unique in today's market. There are some similar solutions like the Arm base A64FX which has multiple stacks of HBM memory, but a max ram of 32GB. As you might imagine they aren't cheap either.




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