[chessgecko]

I think you're right on the price, but just to give some false hope. I think newish hbm (and this is hbm2e which is a little older) is around $15/gb so for 128 gb thats $1920. There are some other cogs, but in theory they could sell this for like $3-4k and make some gross profit while getting some hobbyist mindshare/research code written for it. I doubt they will though, it might eat too much into profits from the non pcie variants.

[p1esk]

in theory they could sell this for like $3-4k

You’re joking, right? They will price it to match current H100 pricing. Multiply your estimate by 10x.

[chessgecko]

They could, I know they wont, but they wouldn't lose money on the parts

[ksec]

> is around $15/gb

This figure is old and I dont think $15 cuts it anymore. My guess would be $20 if not exceeds it.