Onboard HBM memory is definitely going to be expensive. I feel that only in some small niche of the HPC market where such a high-bandwidth memory CPU system (i.

Onboard HBM memory is definitely going to be expensive. I feel that only in some small niche of the HPC market where such a high-bandwidth memory CPU system (i.e. memory-bottlenecked programs) would be useful, for everyone else GPUs (or TPUs for ML specific applications) would continue to be the better choice.