I was thinking of their graphics cards which currently max out at 48GB, but true, their HPC accelerators do have a lot more memory now. In the case of Nvidia they would be a trade-off for rendering though since their HPC chips lack the raytracing acceleration hardware which their graphics chips have.

Besides, in the current climate I don't think VFX companies would be eager to bid against AI companies for access to H100/H200s, the VFX companies don't have infinite venture capital goldrush money to burn...