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...
NVIDIA H200 GPU has 141 GB of memory, and the AMD Instinct MI300X GPU has 192 GB of HBM3 memory.