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Thanks for the detailed response, I really appreciate it.

What I had in mind was an AMD Strix Halo machine, but it seems to have none of the advantages you mentioned. It's neither high bandwidth, nor does it have CUDA support, nor does it have support from the big OEMs. All the boards are from relatively obscure Chinese vendors.

It seems like all the major OEMs have rallied behind Nvidia, if you look at the upcoming RTX Spark laptops.

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