Yeah, it definitely feels like something to do with providing the GPU tile with more memory bandwidth. Maybe they'll try to bolt on a GDDR6 interface. Well, something else to ponder I suppose.I think the prevailing theory is that ADM is some kind of extra cache. Perhaps on an active version of the base die? Something like the "In-Package Memory here"?
I kinda just scrubbed through the Investor Meeting presentation, but it seemed like they were talking about integrating their Movidius VPU IP (or something like it) into MTL and future platforms as an AI play. That looks like it will probably land in the SoC tile though.