> Intel or AMD making an affordable high-VRAM card is win-win.

100% agree. CUDA is a bit of a moat, but the earlier in the hype cycle viable alternatives appear, the more likely the non CUDA ecosystem becomes viable.

> It's not clear what they're thinking by not offering this.

They either dont like making money or have a fantasy that one day soon they will be able to sell pallets of $100,000 GPUs they made for $2.50 like Nvidia can. It doesn't take a PhD and MBA to figure out that the only reason Nvidia have, what should be a short term market available to them is the failings of Intel and AMD and the VC / Innovation side to offer any competition.

It is such an obvious win-win that it would probably be worth skipping the engineering and just announcing the product, for sale by the end of the year and force everyones hand.