There are reasons why I think Apple could potentially pull this off. First of all, this kind of system is going to be very expensive (interposers are complex and cost a lot of money). This is probably why we don’t see it much in everyday computing as companies prefer more conservative solutions that scale to different markets. But Apple doesn’t care about this. They don’t have to cater to different markets, they have their target pretty much locked in. The 16” MBP already costs a lot of money - and they might as well funnel the savings from using their own chips into a more expensive memory subsystem. This would also be advantageous to Apple, since nobody else would be even close to offering anything even remotely comparable.
What do you think?
Love the sound of it. If I understand correctly, the cost of these interposers is in the R&D stage where Apple is happy to invest its vast amounts of cash. It also sounds like once they have this running, they can scale it up or down to any SoC they want. So while it might start in the Mac Pro, it will eventually filter all the way down to even consumer MacBooks. People are already underestimating the value of Apple being able to differentiate itself from competitors. When they had PPC, they had a certain advantage particularly when they were first to go properly 64-bit with the G5 and people were falling over themselves to build Apple based supercomputer clusters from PowerMacs and then Xserves. With Intel inside they lost that advantage and its why they essentially abandoned the research markets because you could usually get something newer and cheaper from Dell or HP since they Xserves didn't update their CPU options more than once a year or so as Apple don't like tweaking models every three months.
Now they can design their own chips with all sorts of extra dedicated modules included for things like video processing, encryption, machine learning, etc they can do all sorts. Having some spectacular memory system that also gives them the ability to catch up and maybe even overtake AMD and Nvidia very quickly sounds like an absolute no brainer. Even less reliance on partners, lower production costs and superior products to attract new customers to the platform.
Currently there is nothing known about running Windows for ARM on these new Macs. Without that they are going to need to expand their market share to tempt software developers who have always held out into porting their product to Mac. Having hundreds of millions of iOS users will help, but I do think they are going to want to sell a lot more Macs than they have before.
Industry leading GPU performance with low power, great core count scaleability and insanely fast data throughput due to the memory system would mean they'd be building supercomputers again in no time flat.