Broken Silicon

Latest Episodes:

342. Nvidia RTX 5000 Supply, Ryzen 9 9950X3D2, AMD Gorgon Point, Intel Panther Lake Dec 30, 2025

Show notes

We discuss Nvidia throttling GPU supply, and new Ryzen and Intel Releases coming early 2026!
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RECORDED 12/21/2025

00:00 The Early MLID Era (Intro Banter)
5:35 Zen 6 Bridge Die Origins (Corrections)
7:35 hat leaks from 2025 excited us the most?
16:11 2026 Expectations
22:38 CES 2026 talk
31:18 R9 9950X3D2 and R7 9850X3D
38:26 64Mb BIOS causing Issues for X870/B850
40:32 RTX 50 SUPER, Nvidia Cutting GPU Supply, N1X
51:17 AMD Gorgon Point, Intel Panther Lake, Arrow Lake Refresh
1:02:33 Diamond Rapids, B770, Nova Lake, Lip-Bu Tan
1:21:20 RDNA 4 Refresh, Zen 6 Medusa Point, Zen 7 Grimlock Halo Performance
1:25:43 Steam Machine, Steam Frame, PSSR 2, FSR 4 for RDNA 3
1:35:51 Minimum SSD Storage, Price Crashes, XBOX Magnus
1:41:12 Happy New Year!

Links:
Last Time Dawid was On: https://youtu.be/qGVdD5X_Yd4
2025 CES Analysis: https://youtu.be/arXXWQImN-Y
Nvidia CPU Leak: https://youtu.be/D7rR69tMAxs
Legendary RX 9070 XT Performance Leak: https://youtu.be/bZ6NeSGad4I
Pictures of Zen 6: https://youtu.be/jek6D3fY1X8
RTX 5090 Lacking PhysX Dev Analysis: https://youtu.be/eUY-EIclo40
RX 9070 XT Analysis: https://youtu.be/Hof2EX8Mgo4
AMD ARM Sound Wave Leak: https://youtu.be/9lEsAA6zVjo
Zen 6 LP Cores Leak: https://youtu.be/CcXN9xoXwns
Zen 7 3D Core Leak: https://youtu.be/dDVeH3gBOtI
Zen 7 Early Specs Leak: https://youtu.be/bvHrJzB4-MQ
Pictures of Nvidia’s Gaming CPU: https://youtu.be/6tASUo7UqNw
RX 9080 XT ES Leak: https://youtu.be/HkUEijON-88
XBOX Ally X Analysis: https://youtu.be/cIylCjOf-FY
AMD Zen 7 Desktop Core Counts Leak: https://youtu.be/w6JBCsOtFs4
PS5 Cooling Flaw: https://youtu.be/KjR1uk9LI9c
Intel CEO Coverage: https://youtu.be/9l_2_xzBVzA
RDNA 5 Specs Leak: https://youtu.be/uLsykckkoZU
Intel Nova Lake Comprehensive Leak: https://youtu.be/sqnjiEOHx78
Zen 6 + RDNA 5 APU Shared Chiplets Leak: https://youtu.be/K0B08iCFgkk
RTX 50 SUPER Leak: https://youtu.be/9ii4qrzfV5w
PS6 Handheld Specs Leak: https://youtu.be/x-A3Bl2hXoQ
PS6 Home Console Leak: https://youtu.be/mmAX6XFQsA8
Intel Hammer Lake w/ Nvidia iGPU Leak: https://youtu.be/h9BdITGw9pY
Intel Panther Lake Comprehensive Leak: https://youtu.be/ExpNObGI124
Zen 6 Bridge Dies Leak: https://youtu.be/NPiZBmrj_Aw
XBOX Magnus Next-Gen Leak: https://youtu.be/X_pjrZQDerw
Zen 7 Grimlock Comprehensive Leak: https://youtu.be/B_mJQnNZl7k
Steam Machine Analysis: https://youtu.be/sJI3qTb2ze8
OpenAI RAM Hoarding Leak: https://youtu.be/BORRBce5TGw
OpenAI Buying Up RAM from Stores Leak: https://youtu.be/gi2InaYDTtI
RAM Executive Explains Shortages: https://youtu.be/mxTj5xcd1-Y
Samsung SATA SSD Cancelled Leak: https://youtu.be/qtQzR4ASkW8
PS6 Handheld Proof from Devs Leak: https://youtu.be/d6CRt9o8D4o
Zen 8 Penelope & Zen 9 Nemesis Leak: https://youtu.be/dvUa5eD874E
https://www.indiependent.co.uk/playstation-5-makes-up-over-half-of-all-console-sales-during-black-friday/
https://www.tomshardware.com/pc-components/gpus/physx-feature-unlocked-for-rtx-5090-with-rtx-3050-helper-to-enable-full-performance
https://www.pcgamer.com/hardware/graphics-cards/in-a-surprise-change-of-heart-nvidias-brought-32-bit-physx-support-back-to-rtx-50-series-graphics-cards-though-only-for-a-select-number-of-games/

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341. RAM Crisis 2026 - Nvidia RTX 50 SUPER Delays, Steam Machine Price, AMD Zen 6 Dec 23, 2025

Show notes

Dawid joins to discuss RX 9000 vs RTX 5000, who won the console wars of 2025, and ongoing shortages.
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RECORDED 12/21/2025

0:00 Fun Facts about Dawid Appearances (Intro Banter)
2:47 Why Dawid switched for Mac for Work
11:49 AMD RDNA 4 vs RTX 50 Series
31:33 Is Nvidia RTX 50 SUPER Dead?
44:51 RX 9080 XT (lack of) Expectations, Nintendo Switch 2
53:51 XBOX Ally X and XBOX's Future
58:09 PlayStation 6 Handheld Excitement
1:08:26 XBOX Magnus vs Steam Machine Pricing
1:25:32 GTA VI on PS6, AMD RDNA 5 Specs
1:35:44 Zen 6 and Zen 7 Hype, Nvidia APUs
1:45:26 Intel Nova Lake through Hammer Lake Hopes
1:50:11 Shopping Advice and Hopes for 2026
2:08:04 Hopes for 2026

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340. PS6 Handheld CPU Leak, SSD Supply Shock, R7 9850X3D Benchmark, AMD FSR Redstone Dec 16, 2025

Show notes

PS6 Specs are confirmed & we discuss 2026 shortages!
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0:00 Dan’s in color again! (Intro Banter)
3:18 Console vs PC Gaming - Then vs Now, AMD on Linux (Corrections)
14:06 FSR Redstone – First Reviews are in…
29:58 RDNA 4 Price Increases Confirmed for Early 2026
35:50 Will Zen 6 get multiple layers of V-cache?
39:00 Micron Kills Off Crucial – What does this mean for PC Gamers?
49:53 Samsung to Halt SATA SSD Production
59:27 Will “budget” companies make SATA SSDs? Will peripherals get cheap?
1:16:08 (NEW Leak) PS6 Handheld CPU Specs Confirmed
1:24:01 PSSR2 Set to be MASSIVE Update for PS5 Pro
1:31:30 The Game Awards – Clair Obscur CLEANS UP!
1:40:38 R7 9850X3D & Panther Lake Benchmarks, Intel’s (Corrupt?) CEO, Console Sales (Wrap-Up)
1:51:34 PS5 vs Switch 2 vs XBOX vs Nex Playground BF Sales, Black Ops 7 (Final RM)

Links:
https://www.techpowerup.com/review/amd-fsr-4-redstone/
https://www.techspot.com/article/3072-amd-fsr-redstone/
https://youtube.com/live/g38VR-GJp7o?feature=share
https://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-business
https://www.youtube.com/watch?v=9A-eeJP0J7c
https://youtu.be/mxTj5xcd1-Y
https://youtu.be/qtQzR4ASkW8
https://youtube.com/live/g38VR-GJp7o?feature=share
https://www.techspot.com/news/110581-clair-obscur-expedition-33-dominates-game-awards-nine.html
https://www.youtube.com/watch?v=WhQm-ExRz60
https://x.com/jukan05/status/1999717102924747092
B650 Boards Get More Production: https://www.techpowerup.com/343815/amd-supposedly-resuscitates-discontinued-b650-chipset-motivated-by-diy-cost-fluctuations
9850X3D Allegedly 5% faster than 9800X3D: https://x.com/x86deadandback/status/1997243685969506797
Panther Lake Allegedly Benchmarked: https://www.techpowerup.com/343912/upcoming-flagship-panther-lake-apu-geekbenches-above-amds-best-ryzen-ai-mobile-chip
Intel’s CEO Could be Enriching Himeself: https://www.reuters.com/business/intel-pursued-deals-that-boosted-ceo-lip-bu-tans-fortune-sources-say-2025-12-10/
PS5 outsells Switch 2, XBOX Loses to Nex Playground: https://www.indiependent.co.uk/playstation-5-makes-up-over-half-of-all-console-sales-during-black-friday/
XBOX Pornhub traffic drops 69%: https://www.techspot.com/news/110562-xbox-suffers-brutal-69-drop-pornhub-traffic-playstation.html
Black Ops 7 is a Disaster: https://www.techspot.com/news/110583-black-ops-7-markedly-underperforms-sales-player-count.html

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339. PS6 and RTX 6090 Delayed by Shortages? RAM Executive Explains | Dave Eggleston Dec 09, 2025

Show notes

A Memory and Foundry Executive explains why there are DRAM shortages, and how long they will last.
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0:00 How the RAM Business Works
14:09 RAM Shortages - Who’s to blame?
24:05 History of RAM Shortages - What we can learn from the past...
28:10 Micron Killing Crucial - How will this affect gamers?
33:10 OpenAI's RAM Deals, AI Bubble Analysis
50:37 What's the Next PC Hardware Shortage?
55:33 Will PS6 and RTX 6000 Series get delayed?
1:15:48 When will the RAM Shortages End?
1:21:35 Could Intel start manufacturing RAM?
1:25:09 What will things look like in 2028?
1:29:27 DDR2 Memories, DDR6 ECC, Persistent Memory, Global Foundries

Last Time Dave was on: https://youtu.be/qWbilWAOhVo?si=Sn5mXniY9vXgZ5wl
Check out Dave's Career on LinkedIn: https://www.linkedin.com/in/deggleston/
https://www.nbcnews.com/business/autos/automakers-forced-cut-production-amid-global-shortage-computer-chips-n1254311
https://en.wikipedia.org/wiki/ChangXin_Memory_Technologies

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338. Ryzen 7 9850X3D Stepping Leak, OpenAI DDR5 Buyout WARNING, AMD GPU Price Hikes Dec 02, 2025

Show notes

Tom is done eating turkey, and ready to drop a bunch of leaks that piled up over Thanksgiving Break!
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0:00 Livestream Rescheduling and Thanksgiving (Intro Banter)
5:53 Assassin’s Creed Shadows and Power Generation (Corrections)
11:31 OpenAI’s Dirty DRAM Deal (Yes, RADEON is Raising Prices)
24:50 (NEW Leak) OpenAI DDR5 Store Buyout Leak
33:59 When will RAM prices go back down?
42:13 Many Techtubers Gave Horrible Advice
49:50 AMD Radeon RX 9060 Reviewed
54:52 (NEW Leak) RTX 50 SUPER & RDNA 4 Refresh Update
59:47 AMD FSR Redstone Ray Regeneration "Tested" in Black Ops 999
1:07:18 Steam Machine Pricing - Valve Throws Water on $400 Rumors
1:25:44 Panther Lake-H + Intel Workstation Leaks!
1:31:01 (NEW Leak) R7 9850X3D + R9 9950X3D2 Stepping Details
1:37:52 RDNA 5 GDDR7, Nova Lake NPU6, Apple x Intel, Nvidia x Intel (Wrap-Up)

LINKS:

https://www.bloomberg.com/news/articles/2025-11-21/ubisoft-results-delay-came-after-sales-restatement-loan-breach
https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
https://youtu.be/BORRBce5TGw
https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
https://x.com/Jukanlosreve/status/1990209819895312608
https://www.tomshardware.com/pc-components/dram/openais-stargate-project-to-consume-up-to-40-percent-of-global-dram-output-inks-deal-with-samsung-and-sk-hynix-to-the-tune-of-up-to-900-000-wafers-per-month
https://www.techspot.com/review/3060-amd-radeon-9060/
https://youtu.be/RuASMLRGFus?si=dCy_Iw7U1gUgbvBo
https://www.youtube.com/watch?v=Ynb4raivIpM
https://www.youtube.com/watch?v=6IWzvKxkKVc
https://www.tomshardware.com/video-games/pc-gaming/the-upcoming-steam-machine-wont-be-subsidized-like-consoles-to-hit-a-more-attractive-price-target-suggesting-high-relative-pricing-valve-engineer-confirms-the-device-competes-with-only-the-pc-market
https://www.reddit.com/r/Steam/comments/1owg6ge/build_with_exact_steam_machine_specs_is_770_so_it/?utm_source=embedv2&utm_medium=post_embed&utm_content=action_bar&embed_host_url=https://www.techspot.com/news/110364-valve-explains-why-steam-machine-priced-like-pc.html
https://x.com/carygolomb/status/1992734570899472434
https://x.com/mooreslawisdead/status/1989434787488989693
https://x.com/mooreslawisdead/status/1989433045473001967
https://x.com/Dexerto/status/1993037588928598342
https://www.techpowerup.com/343263/intels-alleged-flagship-panther-lake-h-ultra-9-386h-chip-gets-geekbenched
https://youtu.be/ExpNObGI124
https://www.techpowerup.com/343200/intel-w890-workstation-platform-details-leak-ahead-of-granite-rapids-ws-launch
https://x.com/Olrak29_/status/1995002677106020687
TSMC Arizona suffers power outage: https://www.culpium.com/p/tsmc-arizona-outage-saw-fab-halt
Samsung Sampling RDNA 5 GDDR7 Speeds: https://www.techpowerup.com/343267/samsung-starts-sampling-3-gb-gddr7-running-at-36-gbps
XBOX Full Screen comes to All PCs: https://www.techpowerup.com/343165/xbox-full-screen-experience-comes-to-every-windows-pc
XboX Crocs launch: https://news.xbox.com/en-us/2025/11/24/xbox-crocs-jibbitz/
https://news.xbox.com/en-us/2025/11/24/xbox-crocs-jibbitz/
Nvidia Accused of Enron-Style Accounting: https://www.techspot.com/news/110377-nvidia-denies-enron-style-accounting-accusations-amid-ai.html
Nvidia Buying up LPDDR5X (Bad for Zen 6 Medusa): https://www.techpowerup.com/343074/nvidia-demand-may-double-lpddr5x-and-server-dram-prices-in-2026
Intel Nove Lake Rumored to Deliver 74 TOPS w/ NPU6: https://www.techpowerup.com/343227/intel-nova-lake-npu-6-delivers-74-tops-for-desktop-ai-pcs
Apple Partnering with Intel: https://www.forbes.com/sites/antoniopequenoiv/2025/11/28/intel-stock-pops-as-analyst-sounds-alarm-on-potential-apple-partnership/

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337. Steam Deck 2 = AMD Zen 7? Steam Machine and Steam Frame Price | SadlyItsBradley Nov 25, 2025

Show notes

Sadly It’s Bradley joins to discuss likely Steam Deck 2 specs, and what Steam Frame VR will cost!
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0:00 YouTuber Misconceptions (Intro Banter)
4:46 2023 to 2025 VR Market Retrospective
15:14 Apple Vision Pro – Failure or First Steps?
24:00 Is the VR Market Healthy in 2025?
29:12 Steam Frame Specs Analysis
39:25 What will the Steam Frame cost?
49:30 Steam Deck 2 - Waiting for Zen 7?
1:01:50 Steam Machine Price Analysis
1:12:52 Steam Machine vs XBOX
1:17:12 The Future of Steam Machines
1:21:21 AMD x Valve, Steam Controller

Check out Bradley: https://www.youtube.com/c/SadlyItsBradley
Last Bradley Episode (Definitely worth Checking out to see what we discussed in 2023): https://youtu.be/3kIoBT6Mgqc?si=5m6XlRdH4i1lGtd_
Bradley's Latest Deckard Video: https://youtu.be/G3l2tATGvMI?si=Qz85C1JrNW0ZPqze
Steam Machine MLID Analysis: https://youtu.be/sJI3qTb2ze8
https://www.asiaone.com/digital/ps5-wont-be-cheap-you-think-says-playstation-boss
https://www.tomshardware.com/pc-components/dram/dram-prices-surge-171-percent-year-over-year-ai-demand-drives-a-higher-yoy-price-increase-than-gold

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336. Steam Machine AMBUSHES XBOX Magnus, AMD Zen 7 Halo iGPU Early Leak, Valve Frame Nov 18, 2025

Show notes

We break down Steam Frame & Machine Strategy against XBOX & PS6, and leak Grimlock details!
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[Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ]

00:00 Knee Injuries & Aquascaping (Intro Banter)
4:55 NPUs & RTX 3050 6GB Usefulness (Corrections)
11:12 Valve Announces Steam Machine to Massive Fanfare!
24:00 Are More OEM Steam Machines Coming?
29:14 Steam Machine is NOT an XBOX (And that's a Problem for MS)
43:39 Steam Frame & Valve's New Controller
56:49 Nvidia RTX 50 SUPER Allegedly Delayed to Q3 2026
1:05:21 AMD Zen 7 Grimlock Specs Leaked
1:08:50 (NEW Leak) Grimlock Halo Performance Whispers
1:22:07 AMD Officially Confirms Zen 6, Zen 7, and RDNA 5 Details!
1:31:36 Is the AI Bubble already Popping?
1:41:15 DGX Gaming, Intel, Ryzen 5 9500F, PlayStation Cross-Buy (Wrap-Up)

Links:

https://youtu.be/OmKrKTwtukE https://youtu.be/356rZ8IBCps https://youtu.be/yLrr-nu1uRM
https://youtu.be/sJI3qTb2ze8 https://youtu.be/klyGYcgtDUU https://gamingbolt.com/cyberpunk-2077-runs-in-upscaled-1440p-60-fps-on-steam-machine-performance-is-reportedly-near-ps5 https://x.com/mooreslawisdead/status/1990214361026003401 https://x.com/mooreslawisdead/status/1988432610951852284 https://youtu.be/6c4PQhJMfRk?si=wa9xZ5Vt3fgrsZbX
https://youtu.be/356rZ8IBCps https://youtu.be/dU3ru09HTng
https://www.techpowerup.com/342778/nvidias-partners-reportedly-lack-final-geforce-rtx-50-series-super-specifications
https://youtu.be/B_mJQnNZl7k
https://www.youtube.com/live/qRnZAQZLPeI?si=klZHJrK0uFRkDLth
https://www.techpowerup.com/342625/amd-reports-record-q3-2025-revenue-of-usd-9-2-billion
https://ir.amd.com/news-events/financial-analyst-day
https://www.extremetech.com/computing/companies-are-quietly-rehiring-the-workers-they-replaced-with-ai
https://www.businessinsider.com/michael-burry-ai-stocks-nvidia-meta-oracle-hyperscalers-jim-chanos-2025-11
https://stocktwits.com/news-articles/markets/equity/michael-burry-fires-back-at-palantir-ceo-alex-karp-over-ai-short-jab/cLPc4HGREcZ
https://edition.cnn.com/2025/11/06/tech/openai-backtracks-government-support-chip-investments
DGX very bad at gaming: https://www.techspot.com/news/110177-nvidia-dgx-spark-can-run-cyberpunk-2077-but.html
Intel Confirms AVX10.2 & APX for Nova Lake: https://www.techpowerup.com/342881/intel-officially-confirms-avx10-2-and-apx-support-in-nova-lake
AMD 9500F Reviewed: https://www.techspot.com/review/3051-amd-ryzen-9500f/
FSR Redstone Launches w/ BO7: https://x.com/AMDGaming/status/1989007091890004337
Didn’t realize that PS5 Mining GPU launched: https://www.techspot.com/news/110191-120-ps5-apu-based-cryptomining-board-can-run.html
Horizon MMO?: https://www.techpowerup.com/342877/sonys-horizon-series-is-getting-an-mmo
New Cheaper PS5 for Japan: https://x.com/eTeknix/status/1988532243204051203
Sony Planning Cross-Buy Feature: https://www.techpowerup.com/342671/sony-plans-cross-buy-feature-to-unify-game-library-across-pc-and-playstation
Valve Explains waiting for SD2: https://www.ign.com/articles/valve-says-it-has-a-pretty-good-idea-of-what-steam-deck-2-is-going-to-be-explains-why-its-holding-off-for-now

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335. Nvidia RTX 5080 SUPER Cancelled? AMD RX 9080 XT & RDNA 5 | Ancient Gameplays Nov 11, 2025

Show notes

Fabio joins to discuss what’s going on with RTX 50 SUPER, RDNA 4 Refresh, and the future of Zen!
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00:00 What drives Fabio? (Intro Banter)
3:13 AMD RDNA 2 "Maintenance Mode" Controversy
25:45 Intel’s Failure to win XBOX Magnus
32:27 Nvidia vs AMD Driver Quality
40:07 Nvidia RTX 50 SUPER - Cancelled?
46:41 RX 9080 XT GDDR7 - Cancelled?
56:46 AMD RDNA 5 Strategy
1:07:21 Is it time to stop recommending AM4?
1:15:00 R9 9950X3D2 vs Intel Nova Lake
1:30:31 AMD Zen 7 – A Zen 5 Threadripper Killer on AM5
1:35:16 Budget AMD Strix Halo in 2026!
1:42:48 RADEON vs Nvidia Image Quality

Last Time Fabio was on: https://youtu.be/7lIxlcrz548
Check out Ancient Gameplays: https://www.youtube.com/ancientgameplays
https://youtu.be/yMVjE4kxjXM
AMD Zen 7 Full Leak: https://youtu.be/B_mJQnNZl7k
https://www.techspot.com/news/110176-ram-shortages-could-derail-nvidia-rtx-50-super.html
https://www.notebookcheck.net/LG-Display-tipped-to-release-new-27-inch-and-1-000-Hz-gaming-monitor-panel-technology.1154000.0.html
https://www.techspot.com/news/110102-user-backlash-spurs-amd-clarify-maintenance-mode-driver.html

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334. Nvidia RTX 5000 + AMD RX 9000 Q4 Supply Leak, R9 9950X3D2, RDNA 2 Driver Fiasco Nov 04, 2025

Show notes

Gamers be WARNED about THESE products if you want them before Christmas…
[SPON: Shop Savings All November Long: https://micro.center/7b9233 ]
[SPON: Check out Micro Center’s Newest Store: https://micro.center/1c535d
[SPON: Visit Micro Center News: https://micro.center/f7fb20 ]
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00:00 Pumpkins & Dan’s Thanksgiving Birthday (Intro Banter)
06:16 Rare Earth Minerals & Deposits (Corrections)
9:17 DDR5 Price Increases
17:58 RTX 5000 & RX 9000 Q4 Supply Leak
32:58 AMD puts RDNA 1/2 “Maintenance Mode” Controversy
42:16 Nvidia N1X Launch Timeframe Leak
52:45 AMD R9 9950X3D2 & R5 7500X3D Rumored for Early 2026 Launch
58:16 AMD Zen 6 Delay Concerns
1:10:44 Liquid cooling, Intel 18A, XBOX AI AI AI (Wrap-up)
1:22:46 Stiff Upper Lip, Queasy Update (Final RM)

LINKS:
https://www.tomshardware.com/pc-components/storage/server-dram-prices-surge-50-percent
https://www.tomshardware.com/pc-components/mini-pc-maker-minisforum-to-hike-prices-citing-significant-increase-in-our-overall-costs-barebones-models-not-affected-suggesting-change-caused-by-memory-chip-shortages
https://youtu.be/TIHwpPfKXz8?si=3YjBFDS7i8QeKs0F
https://www.trendforce.com/news/2025/10/29/news-cxmt-confirms-lpddr5x-mass-production-began-in-may-high-speed-variant-under-customer-trials/
https://www.youtube.com/live/YdZxQiO4qj4?si=7goOA7xJiyyCjFbI
https://www.techspot.com/news/110040-nvidia-tells-partners-prioritize-16gb-rtx-5060-ti.html
https://www.pcgameshardware.de/AMD-Radeon-Grafikkarte-255597/News/RDNA-1-und-2-Finaler-Radeon-Treiber-fuer-Battlefield-6-und-Bloodlines-2-1485427/
https://www.tomshardware.com/pc-components/gpu-drivers/amd-clarifies-that-rdna-1-and-2-will-still-get-day-zero-game-support-and-driver-updates-discrete-gpus-and-handhelds-will-still-work-with-future-games
https://www.techpowerup.com/342481/amd-clarifies-maintenance-mode-for-radeon-rx-5000-6000-series-first-day-game-support-remains
https://youtu.be/lgEU9Fcxmes
https://www.tomshardware.com/tech-industry/semiconductors/users-question-dgx-spark-performance
https://x.com/momomo_us/status/1982425776311206186
https://youtu.be/lgEU9Fcxmes
https://www.cpubenchmark.net/cpu.php?cpu=AMD+RYZEN+AI+MAX%2B+388+w%2F+Radeon+8060S&id=7006
Liquid Cooling OneXPlayer Strix Halo Handheld: https://www.techpowerup.com/342333/onexplayer-officially-reveals-water-cooled-amd-strix-halo-powered-onexfly-apex-gaming-handheld
Intel 18A Still shows Issues: https://www.tomshardware.com/pc-components/cpus/intels-pivotal-18a-process-is-making-steady-progress-but-still-lags-behind-yields-only-set-to-reach-industry-standard-levels-in-2027
XboX president confirms “next-gen HW”: https://variety.com/2025/gaming/news/xbox-ally-handheld-release-president-sarah-bond-interview-1236555575/
XboX fullscreen experience shows up in Preview update for MSI Claw handheld: https://www.youtube.com/watch?v=wrdz1-rCCS4
AI Bubble “might not pop”…it’s “different this time” lol: https://finance.yahoo.com/news/markets-are-wrestling-with-ai-market-bubble-that-might-not-pop-sailpoint-ceo-says-185737254.html

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333. Nvidia's RTX 6090 Pivot? AI Bubble Timing & Intel Q3 Earnings | Prof G Markets Oct 28, 2025

Show notes

Ed Elson of Scott Galloway’s Markets Podcast joins to discuss the AI Bubble bursting, how that would affect Nvidia, and Intel’s future…
[Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ]
[SPON: "brokensilicon“ at CDKeyOffer = $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ]

00:00 Why does legacy media struggle to be authentic?
8:28 Intel’s Q3 Earnings Pop – Low Expectations?
24:22 Can America win AI just by spending more? (No Seriously)
31:09 AI Bubble Explained
40:52 Dotcom Bubble vs AI Bubble
46:17 Are we just Edgelord Haters?
51:09 How will the Bubble BURST?
1:05:46 Who will suffer from AI Bursting?
1:18:42 Nvidia Buying Intel, Jensen's RTX 6090 Pivot?

Check out Prof G Markets: https://www.youtube.com/@TheProfGPod
https://futurism.com/artificial-intelligence/aws-outage-amazon-fired-workers-ai
https://www.intc.com/news-events/press-releases/detail/1753/intel-reports-third-quarter-2025-financial-results
https://x.com/mooreslawisdead/status/1981828635104264557
https://www.tipranks.com/news/amd-promises-mi450-will-be-the-best-solution-available-on-the-market-should-nvidia-be-scared
https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html
https://www.youtube.com/watch?v=Oeepx2ZLrCA

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