I heard a rumour that NVIDIA were going to swap from producing GPU's and start producing lunch boxes.
I can't provide a source, neither can you, such is life.
Discuss like an adult fella. He was quite correct in his statement, as was you if you are both going on rumours. AMD have priority with one supplier and Nvidia have priority with another. The telling thing will be on what level of GPUs come with HBM/2.