Broken Silicon

The man behind AMD Threadripper joins to discuss the 2027 hardware and the AI Bubble.

[SPON: Check out SomniPods 3: https://shorturl.at/siDNk ]

[SPON: JLCPCB provides seamless workflows, transparent pricing, and verified quality for 1–4-layer PCBs, and new users receive $123 in coupons: https://jlcpcb.com/?from=Moore2 ]

[SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ]

#JLCPCB #pcbprototype #fullstackecosystem #cdkeyoffer #Somni #SomniPods

0:00 The State of Threadripper in 2026

15:04 What parts of AI are a bubble?

36:33 When and how will the bubble pop?

1:00:45 What would make AMD Pivot from AI to Gaming?

1:10:19 AMD's Marketing Department...

1:28:23 How would James have handled PS6 Discs?

1:37:54 AMD RDNA 5 Pricing Strategy

1:52:50 AMD Zen 6 Launch Strategy

1:58:17 How will AMD get you to buy AM6?

2:06:30 What happened to Userbenchmark?

Last Episode James was on: https://youtu.be/x9WV8r-T6LI?si=ttX9ovrlEUqXcVL9

James on Twitter: https://x.com/cavemanjim?lang=en

James's Work History: https://www.linkedin.com/in/jamesdprior/

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

GeForce gets scummy, UDNA is incredible, and XBOX is slaps PlayStation! We discuss!

[SPON: Wondershare Recoverit Sd Card Recovery: https://bit.ly/4pSw75j ]

[SPON: JLCPCB provides seamless workflows, transparent pricing, and verified quality for 1–4-layer PCBs, and new users receive $123 in coupons: https://jlcpcb.com/?from=Moore2 ]

[SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ]

#JLCPCB #pcbprototype #fullstackecosystem #wondershare #recoverit #cdkeyoffer

0:00 It's hot out there! (Intro Banter)

2:41 LG Bloatware, CGI, Fiji Bandwidth (Corrections)

11:25 Nvidia Hikes GeForce Prices while Bragging about MSRP Cards at QuakeCon 2026

20:19 REMINDER – RTX 5090 has massive Framerate Issues

22:14 Does DLSS5 5 even work when in motion?

26:48 RX 9050 4GB Analysis

35:50 Why is the RX 9050 so cutdown?

38:55 AMD RDNA 5 (UDNA?) Details Leaked

47:29 XBOX Positron Confirmed!

1:05:42 The Sony Backlash Continues

1:25:14 TSMC is MASSIVELY Expanding Capacity!

1:30:05 XBOX Gets PS4 Features, Intel Disappears E-Cores, AMD Medusa Update (Wrap-Up) 

1:45:53 Sony Stablecoin, PlayStation Canis TVs, PS VR2 & PS6 Handheld (Final RM)

Links:

https://www.techpowerup.com/351329/nvidia-geforce-rtx-50-series-faces-30-price-increase-in-south-korea

https://www.polygon.com/nvidia-graphic-card-prices-hike-ram-memory-crisis/

https://wccftech.com/gigabyte-hikes-gpu-prices-by-up-to-40-japanese-retailer-cancels-pre-orders-it-can-no-longer-honor/

https://www.tomshardware.com/pc-components/gpus/nvidia-sells-rtx-50-series-gpus-at-msrp-during-quakecon-2026-graphics-cards-sold-at-launch-prices-more-than-a-year-after-release-are-now-considered-an-attraction

https://en.gamegpu.com/news/igry/nvidia-raskryla-podrobnosti-dlss-5-i-podtverdila-eksklyuzivnost-dlya-rtx-50

https://www.youtube.com/watch?v=shweR_ghJFw

https://www.techspot.com/article/3157-amd-4gb-gpu/

https://www.tomshardware.com/pc-components/gpus/amds-new-radeon-rx-9050-is-roughly-30-percent-slower-than-the-rtx-5050-in-games-early-testing-shows-the-cheapest-8gb-rdna-4-gpu-comfortably-handles-1080p-gaming-but-doesnt-impress

https://youtu.be/O0Ci9WiGgfY?si=QEG6q__mpsIqK74g

https://youtube.com/live/RjvbQ1GA96c

https://x.com/eXtas1stv/status/2084103712796975121

https://youtu.be/_WazPeflbzs?si=iQa54gWQ7Fe9QL_x

https://www.windowscentral.com/gaming/xbox/no-xbox-isnt-quitting-steam-but-it-is-doubling-down-on-pc-gaming-heres-how

https://www.ign.com/articles/xbox-will-reportedly-continue-to-support-physical-discs-following-ps6-backlash

https://www.videogameschronicle.com/news/were-going-to-cautiously-move-this-forward-sony-says-it-hears-playstation-disc-backlash-but-will-continue-its-plans/

https://insider-gaming.com/sony-says-its-product-is-more-affordable-than-high-end-pc-gaming/

https://www.pushsquare.com/news/2026/08/disc-based-ps5s-now-warn-buyers-about-the-impending-death-of-physical-games

https://x.com/i/trending/2085161358056714431

https://www.techspot.com/news/113376-mexico-gamer-congresswoman-takes-sony-court-over-physical.html

https://x.com/longislandviper/status/2085092987105579509

https://www.techpowerup.com/351326/tsmc-targets-100-000-n2-wafers-per-month-by-the-end-of-2026

https://www.techpowerup.com/351401/tsmc-sits-on-usd-1-billion-of-apple-chips-as-it-waits-for-dram

https://x.com/asha_shar/status/2085033696210665553

https://www.pushsquare.com/news/2026/08/xbox-will-copy-playstations-platinum-trophy-later-this-year

https://www.tomshardware.com/pc-components/cpus/intel-licenses-atom-class-x86-cores-to-startup-firm-reportedly-sharing-rtl-enabling-customer-to-build-its-own-custom-processors-based-on-x86-general-purpose-cores

https://x.com/InstLatX64/status/2050676542989013336?s=20

https://www.lenovo.com/us/en/p/laptops/legion-laptops/legion-7-series/lenovo-legion-7a-gen-11-15-inch-amd-gaming-laptop/len101g0054#models

https://x.com/mooreslawisdead/status/2085833863796834412

https://www.techpowerup.com/351431/amd-rdna-4m-igpu-support-arrives-in-open-source-mesa-gpu-driver

https://www.pcgamer.com/gaming-industry/saudi-arabias-usd55-billion-takeover-of-electronic-arts-will-happen-next-week/

https://www.gamesradar.com/games/pokemon/the-japanese-patent-office-has-officially-had-enough-of-nintendo-rejecting-a-patent-attached-to-the-palworld-lawsuit-with-rarely-seen-sass/

https://www.pcmag.com/news/upgradable-laptop-maker-framework-suffers-breach-affecting-all-customers

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

Jez Corden from Windows Central and the XB2 Podcast joins to discuss next-gen strategy!

[SPON: “brokensilicon” for $35 OFF MINISFORUM MS-03 Panther Lake MiniPC: https://tidd.ly/4wE5Bza ][SPON: JLCPCB provides seamless workflows, transparent pricing, and verified quality for 1–4-layer PCBs, and new users receive $123 in coupons: https://jlcpcb.com/?from=Moore2 ]

[SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ]

#JLCPCB #pcbprototype #fullstackecosystem #cdkeyoffer #minisforum

0:00 Game Studios in Walsall & Champagne, Illinois (Jez Introduction)

5:52 Why XBOX One’s Digital Pitch Failed

24:01 XBOX Helix Specs and Strategy

44:13 How XBOX Profits with Steam on Helix

1:03:36 XBOX Positron Disc to Digital Leak

1:30:04 Sony’s Killed the Vibe - That could kill PS6

1:37:10 Could XBOX let you digitize PlayStation games?!

1:42:42 A Fair All-Digital PS6…

1:51:16 Is leaning too much on old IP dangerous for the business model

1:58:22 XBOX Helix Exclusives Strategy

2:04:30 AMD RDNA 5 Performance Leak

2:13:02 Does Helix need an "S" Model?

Check out Jez: https://www.windowscentral.com/author/jez-corden

https://www.windowscentral.com/gaming/xbox/xbox-helix-and-steam-and-why-it-no-longer-makes-sense

https://news.xbox.com/en-us/2026/07/27/ubisoft-xbox-pc/

https://x.com/mooreslawisdead/status/2083282550487720373

https://youtu.be/5zD1E6O5s_I

https://youtu.be/O0Ci9WiGgfY

https://youtu.be/x-A3Bl2hXoQ

https://youtu.be/mmAX6XFQsA8

https://youtu.be/X_pjrZQDerw

https://youtu.be/hvuN_4C5fx0

https://youtu.be/zyoaVlsUCgM

https://youtu.be/oROywsaqoWI

https://insider-gaming.com/xbox-console-price-hike-in-europe-shocking-jump/

https://www.youtube.com/watch?v=uP4E3xNU9pU

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

Zen 6 might have several advantages against Intel’s initial NVL launch according to our sources…

[SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ]

[SPON: Use “brokensilicon” to save on Minisforum G1 Pro RTX 5060 Mini PC: https://tidd.ly/3NToSen ]

[SPON (USA): Get 8% OFF ARZOPA 180Hz Monitor w/ “NM8PF8CM”: https://shorturl.at/SFGER ]

[SPON (CAD): Get 8% OFF ARZOPA 180Hz Monitor w/ “NM8PF8CM”: https://shorturl.at/6Li0W ]

#cdkeyoffer #minisforum #ARZOPA

0:00 Getting back into Elden Ring (Intro Banter)

4:33 Frame Gen, Steam Machine's Magical Size (Corrections)

14:06 PlayStation and XBOX Network Outages

22:47 How would we Market PS6?

29:14 PS6 Ray Tracing Performance

31:38 XBOX Backward Compatibility Comes to PC

38:48 Steam Deck 2 and Next-Gen Performance

48:31 NVIDIA DLSS 5 Progress Update

58:49 Zen 6 Revealed at AMD Advancing AI 2026

1:11:53 Intel Nova Lake Release Date Leak

1:22:02 Intel Confirms Hyper-Threading’s Return!!!

1:24:45 Intel Q2 Earnings, 7700X3D Review, PSN Boycott, LG Monitor Spyware (Wrap-Up)

Links:

https://www.ign.com/articles/sonys-nightmare-month-gets-worse-as-playstation-network-goes-down-leaving-fans-unable-to-play-digital-games-just-weeks-after-killing-disc-controversy-erupted

https://x.com/mooreslawisdead/status/2080774239964336177

https://www.windowscentral.com/gaming/xbox-live-services-are-currently-down-could-this-be-why-players-cant-access-halo-campaign-evolveds-early-access

https://news.xbox.com/en-us/2026/07/22/xbox-backward-compatibility-on-pc/?ocid=Announce_soc_omc_xbo_tw_Photo_lrn_7.22.2

https://www.purexbox.com/news/2026/07/it-sure-sounds-like-xbox-360-games-are-coming-to-backwards-compatibility-on-pc

https://x.com/TheLunarixus/status/2079994620688093204

https://www.techpowerup.com/350916/nvidia-shows-dlss-5-progress-and-technical-details-at-siggraph-2026

https://www.youtube.com/live/crEztVjfAPM?si=JgbeHp0Ix0J31ulE

https://www.techpowerup.com/351017/amd-advancing-ai-live-blog-tracking-the-latest-developments-in-ai

https://www.tomshardware.com/pc-components/cpus/amds-256-core-epyc-9996-venice-claims-up-to-a-3-4x-jump-over-intel-xeon-competition-20-percent-over-nvidia-vera-zen-6-comes-with-up-to-1024mb-of-l3-16-channel-memory-and-5ghz-clock-speeds

https://youtu.be/j6mOaxkq31Y

https://overclock3d.net/news/cpu_mainboard/nova-lake-when-intel-nova-lake-release-schedule-leaks/

https://www.oregonlive.com/silicon-forest/2026/07/intel-plans-fresh-layoffs-this-time-in-its-data-center-group.html

https://www.techpowerup.com/351049/intel-reaffirms-multithreading-returns-in-2028-with-coral-rapids

https://www.investing.com/news/transcripts/earnings-call-transcript-intel-tops-q2-2026-estimates-as-shares-rebound-after-hours-93CH-4810201 https://youtu.be/hicLIeott6E

Intel Earnings: https://finance.yahoo.com/markets/stocks/article/intel-stock-falls-nearly-8-despite-big-q2-earnings-beat-121538508.html

7700X3D Review: https://www.techspot.com/review/3150-amd-ryzen-7700x3d/#A_Good_CPU_at

AMD gets in on circular financing by investing in Anthropic, as Anthropic buys MI450s: https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus

Google to allow 3rd Party Stores: https://x.com/TimSweeneyEpic/status/2077466644364877985#google_vignette

PS Blackout: https://insider-gaming.com/gamers-plan-playstation-blackout-means-nothing-to-sony/

Steam Deck Price Hike Destroys Sales: https://www.techspot.com/news/113220-valve-steam-deck-price-hike-has-completely-destroyed.html

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

Michael from NXG joins to discuss next-gen hardware, PlayStation, XBOX, and AI Bubbling Popping.

[SPON: Increase muscle mass and decrease fat with David. Head to https://davidprotein.yt.link/oMeGe3o to get a free carton with an order of four or more. ]

[SPON: JLCPCB provides seamless workflows, transparent pricing, and verified quality for 1–4-layer PCBs, and new users receive $123 in coupons: https://jlcpcb.com/?from=Moore2 ]

[SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ]

#JLCPCB #pcbprototype #fullstackecosystem #david #cdkeyoffer

0:00 We are in a Time of Change

6:17 XBOX Firings Reaction

15:58 XBOX Helix Pricing, Steam Machine Discussion

27:49 GTA VI Sales - Softer than expected?

35:10 Will Sony Backtrack?

1:07:47 PS5 discs could just be PS6 discs!

1:11:42 AI Bubble & RAM Shortages

1:23:20 China’s Impact on the AI Bubble

1:28:27 Is the AI Bubble already Popping?

1:51:11 AMD Zen 7 Snowmass Leak, Steam Deck 2, XBOX Handhelds

LINKS!!!!!!:

Last Time Michael was on: https://youtu.be/cIylCjOf-FY

Check out NX Gamer: https://www.youtube.com/c/NXGamer

NX Gamer's Reaction to Sony Killing Physical: https://binarydinosaur.co.uk/playstation-ejects-their-disc-business

https://youtu.be/BkA0bkb6ZO0?si=KyhveHVDxuwUaSki

https://youtu.be/rJrqHyojaa4?si=DH4hQJQPe10ziJFX

https://youtu.be/wdZrELSuWTA

https://youtu.be/Im-hIvUEIXA

https://www.pcgamer.com/gaming-industry/dutch-consumer-group-suing-playstation-argues-the-end-of-physical-discs-just-proves-its-point-sony-alone-decides-what-a-game-costs-and-even-how-long-you-are-allowed-to-use-it/

https://www.ign.com/articles/sony-faces-anti-trust-lawsuit-from-mexican-lawmakers-over-its-decision-to-end-production-of-physical-games

https://www.levelup.com/en/news/playstation-faces-class-action-lawsuit-over-allegedly-misleading-ps-store-practices/

https://x.com/Pirat_Nation/status/2073178062204604827?s=20

https://x.com/SuperSisi/status/2074620174922399819

https://blog.playstation.com/2026/07/01/physical-disc-production-ending-in-january-2028-for-new-games-releasing-on-playstation-consoles/

https://x.com/mooreslawisdead/status/2074586632250945634

https://x.com/mooreslawisdead/status/2074580724699578543

https://x.com/mooreslawisdead/status/2074579403690876952

https://x.com/mooreslawisdead/status/2074221814222668147

https://x.com/mooreslawisdead/status/2074208345523683707

https://youtu.be/VTrH5rNCRUE

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