what I read in I think the direct AMD press, it's essentially like a 10% upgrade to compute but mostly ram.

I agree, this is the direction AMD was going in to larger attached memory and they got hit by the memory cartel pricing; They likely were going to hit 256GB instead of this weird glitch in the sizing.

So, yes, of course they're going to hit higher memory sizes; but since they models are meant for laptops and to get the speed you want for inference, they're soldered, you have no real options.

Framework in particular might have a high value on ebay as I assume this will be a drop in replacement for their existing motherboard.