Keep in mind the strix halo APU has a 256 bit wide memory bus and the Mac Ultra has a 1024 bit wide memory bus.
Here's hoping the Nvidia Digit (GB10 chip) has a 512 bit or 1024 bit wide interface, otherwise the Strix Halo will be the best you can do if you don't get the Mac Ultra.
I mean it remains to be seen if it will be compute or bandwidth bound, I am sure mac ultra will also have double or triple compute as well.
But in either case its going to do much better than currently available CPUs with easily upgradeable ram. I would not be surprised to see 128gb configurations for around 3k (going of the ASUS g13 announced pricing of arround 2k for 32gb version and them saying it will go up to 128gb).
At that point sure it might not compete with max but its at a much more acceptable price point, it will not be a device you get just for the AI, but a mobile workstation that you can also run some local models on for normal money. Will need to wait and see. I know I am not buying anything from ASUS either way.
Here's hoping the Nvidia Digit (GB10 chip) has a 512 bit or 1024 bit wide interface, otherwise the Strix Halo will be the best you can do if you don't get the Mac Ultra.