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AMD “just” has to write something like CUDA overnight. Imagine you’re in 1995 and have to ship Kubuntu 24.04 LTS this summer running on your S3 Virge.

They don't need to do anything software wise, inference is solved problem for AMD.

They sort of have. I'm using a 7900xtx, which has 24gb of vram. The next competitor would be a 4090, which would cost more than double today; granted, that would be much faster.

Technically there is also the 3090, which is more comparable price wise. I don't know about performance, though.

VRAM is supply limited enough that going bigger isn't as easy as it sounds. AMD can probably sell as much as they get their hands on, so they may as well still more GPUs, too.

Funnily enough you can buy GPUs where someone has done exactly that: solder extra VRAM into a stock model.