The bandwidth still doesn't quite compare to a GPU, and 128GB doesn't fit DeepSeek R1, however. If they bump it to 512GB for $5000 or so, that will disrupt the market.
256GB/s is on par with the M4 Pro at a much lower price.
You could run R1 671B using unsloth’s quantized version that fits in <80GB. Not sure why that would be a benchmark though, there’s nothing that can run the model at full precision right now except for (very slow) server hardware.