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

Dawid joins to discuss RX 9000 vs RTX 5000, who won the console wars of 2025, and ongoing shortages. [SPON: Wondershare Recoverit AI Data Recovery FREE Trial: https://cutt.ly/ZtiZhwNe, 43% OFF: https://cutt.ly/WtiZhn63 – Recover More, Spend Less!] [SPON: Shop Micro Center's Holiday Deals: https://micro.center/2e848b ] [SPON: Check out ALL of Micro Center's Deals: https://micro.center/138101 ] [SPON: Visit Micro Center News: https://micro.center/914ea8 ] [SPON: 40% OFF Minisforum BD790i X3D and Other Products w/ “brokensilicon”: https://tidd.ly/3L6EU3v ] #recoverit #datarecovery #MacDataRecovery #RecoverFilesOnMac #RestoreMacData #MacFileRecoverySoftware #WondershareRecoveritV14 #RecoveritV14 #HowToRecoverFilesOnMac #CanYouRecoverDeletedFilesOnMac #BestMacDataRecoverySoftware #RecoverFilesAfterMacOSUpdate #RecoverFilesFromCorruptedSDCardMac #macos26 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 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PS6 Specs are confirmed & we discuss 2026 shortages! [SPON: Download Filmora15 to try the AI Features I showed w/ a FREE Trial: https://bit.ly/47HkLK1 ] [SPON: 65% OFF FlexiSpot Christmas w/ chances for FREE orders! ''YTE730'' for $30 OFF E7 desks: https://bit.ly/4rSm7JL / https://bit.ly/4rTC8iA ] [SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] #AITextToVideo #VideoEditing #AIEditing #FilmoraV15 #VideoEditingApp #Filmora #Filmora15 #FilmoraBoost @FilmoraWondershare 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Memory and Foundry Executive explains why there are DRAM shortages, and how long they will last. [SPON: $24 Win 11 Pro w/ "brokensilicon“ at CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% OFF EVERYTHING at Silver Knight PCs w/ “brokensilicon”: https://www.silverknightpcs.com/ ] 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tom is done eating turkey, and ready to drop a bunch of leaks that piled up over Thanksgiving Break! [SPON: Discover Easy, Affordable, and Reliable PCB manufacturing with JLCPCB! Register to get $70 New customer coupons: https://jlcpcb.com/?from=moore ] [SPON: "brokensilicon“ at CDKeyOffer for $24 Win 11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sadly It’s Bradley joins to discuss likely Steam Deck 2 specs, and what Steam Frame VR will cost! [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale for $24 Win 11: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% OFF EVERYTHING at Silver Knight PCs w/ “brokensilicon”: https://www.silverknightpcs.com/ ] 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We break down Steam Frame & Machine Strategy against XBOX & PS6, and leak Grimlock details! [SPON: Wondershare Recoverit Data Recovery FREE Trial: https://cutt.ly/Atw34hkf, 43% OFF: https://cutt.ly/4tw34Djk – Recover More, Spend Less!] [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale for $24 Win 11: https://www.cdkeyoffer.com/cko/Moore11 ] [Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ] #recoverit #datarecovery #MacDataRecovery #RecoverFilesOnMac #RestoreMacData #MacFileRecoverySoftware #WondershareRecoveritV14 #RecoveritV14 #HowToRecoverFilesOnMac #CanYouRecoverDeletedFilesOnMac #BestMacDataRecoverySoftware #RecoverFilesAfterMacOSUpdate #RecoverFilesFromCorruptedSDCardMac #macos26 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fabio joins to discuss what’s going on with RTX 50 SUPER, RDNA 4 Refresh, and the future of Zen! [SPON: AliExpress Double 11 Mega Sale until 11/19 is up to 90% OFF: https://s.click.aliexpress.com/e/_c4e6AXBV // https://s.click.aliexpress.com/e/_c3CXnc1z ] [SPON: AliExpress Discount codes: MOORES5 = $39-5, MOORES10 = $89-10, MOORES25 = $149-25, MOORES45 = $259-45, MOORES60 = $349-60, MOORES70 = $459-70, MOORES120 = $599-120 ] [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale for $24 Win 11: https://www.cdkeyoffer.com/cko/Moore11 ] #AliExpress #AliExpressFinds #AllonAE 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 ] [SPON: Special Offer: Get started with Easy, Affordable, and Reliable PCB Manufacturing at JLCPCB! Claim your $10 coupon for Flex PCBs here: https://shorturl.at/Dfz94 ] 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD has CONFIRMED leaked RDNA 5 Ray Tracing is INSANE, XBOX Ally X launched, and Intel Panther Lake was finally officially unveiled! [SPON: "brokensilicon“ at CDKeyOffer = $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] [Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ] 00:00 Got through 2 colds, headaches, my snail is alive (Intro) 10:00 ROG XBOX Ally X Releases to Mixed Reviews 34:58 XBOX Ally X sounds like a near Paper launch 40:08 Gamepass value 45:51 XBOX Magnus Specs Leaked! 58:22 Hybrid console/PC, NPU and chiplet layout 1:03:36 RDNA 5 vs Blackwell RT performance, V-cahce for GPUs? 1:10:38 Sony x AMD Video Details RDNA 5 Features 1:19:20 Universal compression tool coming to RADEON and Magnus, Canis in a VR headset 1:22:21 Intel takes the wraps off Panther Lake 1:32:30 PTL, AMD AI deal, Maia 3, TSMC, MSI, USB-C Power Bricks, M5, BF6 (Wrap-Up) 1:45:16 BF6 likes Blackwell much more than ADA, what if Intel foundries was the best one by 2035, AMD using Samsung nodes, 9070 XT hits MSRP, MLID (Final RMs) Links: https://www.polygon.com/rog-xbox-ally-x-review/ https://youtu.be/21MuOmb5K7s https://youtu.be/YLIuOlB8QJo?si=2irSUk8R_hhcEeZW https://youtu.be/21MuOmb5K7s https://youtu.be/X_pjrZQDerw https://youtu.be/Fuq8MWpq6KI?si=6HRxpA6ZcsQ0-ZUE https://www.tomshardware.com/video-games/console-gaming/sony-and-amd-tease-likely-playstation-6-gpu-upgrades-radiance-cores-and-a-new-interconnect-for-boosting-ai-rendering-performance https://youtu.be/ItXPvGrI6gY?si=ptwdLA3p_q5uuPUC https://www.tomshardware.com/pc-components/cpus/intel-takes-the-wraps-off-panther-lake-first-18a-client-processor-brings-the-best-of-lunar-lake-and-arrow-lake-together-in-one-package WTF graphics does PTL use? https://www.pcgamer.com/hardware/graphics-cards/intel-attempts-to-clarify-whether-the-new-xe3-igpu-in-panther-lake-is-next-gen-celestial-technology-but-im-left-confused-and-fearing-for-the-future-of-intel-arc-graphics/ AMD Circular AI Deal: https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus IFS 18A chosen by MS for Maia 3: https://www.techpowerup.com/342003/intel-foundry-reportedly-secures-18a-order-from-microsoft-for-maia-3-accelerator TSMC Manufacturing N2 before 2026: https://www.techpowerup.com/341954/tsmc-to-begin-n2-volume-production-before-year-end MSI in Hot Water over 5090 Sales to China: https://www.tomshardware.com/pc-components/gpus/msi-fervently-denies-rtx-5090-sales-in-china-after-pallets-of-illicit-gpus-spotted-in-the-country-company-says-it-has-identified-unauthorized-distribution-unrelated-to-our-sales-policy EU Mandates USB-C for Power Bricks: https://www.tomshardware.com/tech-industry/power-bricks-and-wall-warts-must-be-usb-c-by-2028-new-eu-legislation-also-adds-power-rating-labels-for-power-units-and-cables 3nm Apple M5 Unveiled: https://www.techpowerup.com/341930/apple-unleashes-m5-the-next-big-leap-in-ai-performance-for-apple-silicon BF6 shatters records: https://www.techpowerup.com/341977/battlefield-6-shatters-records-as-the-biggest-launch-in-franchise-history-with-7-million-copies-sold Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.