Take a look at the die shot of a 5090:
http://dieshot.com/wp-content/uploads/2025/03/Dieshot-GB202-...
It has 32gb of RAM and memory controllers are about 10% of the the total area. What would you have to do for 1024gb of RAM?
Not to mention the price would be astronomical.
I.e. instead of 64 bit channels they do 16 (or maybe 32) bit. That lowers the die area needed on the chip for memory controllers.
But it also impacts bandwidth, AFAIK an M4 ultra is still on the order of 1/4 the bandwidth of something like a 5090
Take a look at the die shot of a 5090:
http://dieshot.com/wp-content/uploads/2025/03/Dieshot-GB202-...
It has 32gb of RAM and memory controllers are about 10% of the the total area. What would you have to do for 1024gb of RAM?
Not to mention the price would be astronomical.