> but then 128GB is starting to look cramped.

Indeed. This NVIDIA CPU will have a lifetime overlapping with the successor of Strix Halo, which has been announced recently and which increases the maximum amount of DRAM to 192 GB.

The Strix Halo CPU has better multi-threaded performance than this, so the only advantage of NVIDIA is that the top variants will have a bigger GPU than Strix Halo and its successor, but I assume that the variants with a bigger GPU will also be much more expensive.