Excellent post. Heck yes. And with MRDIMMs coming, we're going to get another >50% boost in throughput per channel real soon, with a massive uptick in max capacity (4x).

It feels like PCIe is a bit of a boat anchor here. There's a SATA->NVMe style transition waiting in the wings to make this all so much better. We really need post-PCIe GPUs. CXL with it's very small low latency flits. This is an "almost certainly not" but I wonder if you could mix PCIe and CXL so you could have the GPU memory expose vmeme as a bunch of CXL.mem pools but still have an otherwise pretty normal GPU. It seems madness that UALink went all in on GPU-to-GPU with no affordances for connecting to host computers.