The infamous vapourware Glaze3D from Bitboys (ex-demosceners!) didn't even ship, and yet we now have tile based rendering in all GPUs because of how that technology first went to mobile by way of Qualcomm, and then desktop GPUs.
What I'm saying is, truly fundamental tech has a way of surviving bad companies / business decisions, eventually; as the article points out, they use HBM because they have to.