Broken Silicon

Tim from Hardware Unboxed joins to set the record straight on Nvidia GPU supply in 2026.

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00:00 Best part of working at HUB, ranking difficult things (intro)

06:15 Nvidia Cutting RTX 50 Series Supply – The Truth

18:50 (NEW Leak) Nvidia’s 2026 Supply WORSENS

26:20 Nvidia’s Dishonesty – Why bother lying?

33:32 RTX 60 Series Expectations

40:46 (NEW Leak) Do Devs think 8GB GPUs will hurt Next-Gen?

51:32 DLSS 4.5 vs FSR 4, FSR 4 on RDNA 3

1:06:06 FSR 4 on RDNA 3, RDNA 5 Strategy

1:18:41 (NEW Leak) Intel Panther Lake Expectations

1:25:26 B770 Battlemage Expectations

1:36:48 CAMM Memory – Perfect for Zen 7 on AM5?

1:41:43 OLED vs Mini LED, Monitor Shopping Advice

Links:

Last Time Tim was on: https://youtu.be/V7xhz8_ZhjI

Hardware Unboxed: https://www.youtube.com/@Hardwareunboxed

HUB Podcast: https://www.youtube.com/@TheHardwareUnboxedPodcast

Monitors Unboxed: https://www.youtube.com/@monitorsunboxed

MLID Arrow Lake Refresh Leak: https://youtube.com/live/a2vlK4DBZ2I?feature=share

https://www.techpowerup.com/345305/intel-core-ultra-9-290hx-plus-in-msi-laptop-stomps-285hx-in-leaked-passmark-run

Nvidia Effectively Cancelling High End GPUs: https://youtu.be/hZMAoC50iOw

Nvidia Effectively Cancelling RTX 5090: https://youtube.com/live/YdZxQiO4qj4

HUB 5070 Ti EOL Reporting: https://youtu.be/yteN21aJEvE?si=d6OuAwB6oJO1R7fY

https://press.asus.com/news/statements/asus-rtx-5070ti-5060ti-statement/

https://www.techpowerup.com/345224/nvidia-reportedly-ends-geforce-rtx-5070-ti-production-rtx-5060-ti-16-gb-next

https://www.techpowerup.com/345251/amd-closely-tracking-memory-ecosystem-and-working-with-aibs-to-maintain-radeon-msrps

HUB DLSS 4.5 Testing: https://youtu.be/36zbGPECzDI?si=6AvToovRkd0yTcZF

https://www.newegg.com/alienware-aw2725q-26-7-quantum-dot-oled-240-hertz-black/p/3D4-000V-00090

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We have new AMD & Nvidia leaks, and a lot to say about the CES announcements…

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00:00 What a Weird CES! (Intro Banter)

1:59 2021 Shortage Factors (Corrections)

5:02 DLSS 4.5 Analysis

27:19 (NEW LEAK) AMD FSR 4 on RDNA 3 Development Paused

43:30 AMD Confirms Zen 6 Design and Performance!

51:08 AMD Unveils Gorgon Point, 9850X3D, and (Kinda) 9950X3D2!

1:00:58 Intel Panther Lake Unveiled

1:15:51 RTX 5090 Confirmed to be “Effectively EOL”, RTX 50 & 6000 Delay Concerns

1:19:44 What would a good RDNA 4 Refresh look like?

1:28:11 Intel Wildcat, RAM Espionage, Strix Halo Motherboard, GTA VI (Wrap-Up)

1:41:38 Linux Eating Windows, Half Life 3, Tom (Not) Married, Firing Dan (Final RM)

LINKS:

https://www.nvidia.com/en-us/geforce/news/dlss-4-5-dynamic-multi-frame-gen-6x-2nd-gen-transformer-super-res/

https://youtu.be/36zbGPECzDI https://youtu.be/TeLpB93yLR4 https://youtu.be/UFhiXX11Omw

https://www.techpowerup.com/344926/nvidia-answers-techpowerup-questions-on-dlss-4-5-6x-multi-framegen-and-240-hz-mode

https://www.tomshardware.com/pc-components/gpus/community-tests-confirm-dlss-4-5-yields-20-percent-performance-loss-on-older-rtx-30-and-20-series-gpus-compared-to-dlss-4-0-nvidia-warnings-ring-true-following-rollout

https://overclock3d.net/news/gpu-displays/did-amd-tease-rdna-3-fsr-4-support-in-its-reveal-slides/

https://www.tomshardware.com/pc-components/gpus/amd-hints-at-officially-open-sourcing-fsr-4-upscaling-and-frame-generation-technology-in-the-wake-of-accidental-release-accidental-release-may-have-forced-the-companys-hand

https://www.tomshardware.com/pc-components/gpus/amd-leaves-the-door-open-to-experimenta-fsr-redstone-support-on-rdna3

https://x.com/mooreslawisdead/status/2008374260322971758

https://youtu.be/q9bVaq499eE

https://www.techspot.com/news/110834-amd-unveils-ryzen-ai-400-gorgon-point-ryzen.html

https://x.com/mooreslawisdead/status/2008385139080864062

https://x.com/mooreslawisdead/status/2008375778610692591

https://m.weibo.cn/status/5252104692436806

https://www.techpowerup.com/344935/amd-reportedly-hints-about-later-launch-of-ryzen-9-9950x3d2-cpu https://www.techpowerup.com/344782/amd-launches-ryzen-7-9850x3d-the-worlds-fastest-gaming-cpu-gets-even-faster https://www.tomshardware.com/laptops/gaming-laptops/asus-puts-strix-halo-in-the-tuf-gaming-a14-strong-integrated-graphics-in-a-very-thin-chassis

https://www.techpowerup.com/344763/intel-launches-core-ultra-series-3-panther-lake-mobile-processors-on-intel-18a-node https://www.notebookcheck.net/Intel-Panther-Lake-with-Arc-B390-takes-on-AMD-Ryzen-Strix-Halo-and-GeForce-RTX-4050-in-our-first-gaming-benchmarks.1200743.0.html

https://www.techspot.com/news/110861-intel-amd-clash-over-who-power-next-wave.html

https://www.bhphotovideo.com/c/product/1939343-REG/msi_prestige_14_flip_ai_d3mtg_001us_prestige_14_flip_ai.html/overview

https://youtu.be/x2binSxQ7mo?si=X_LiNVnNk88rwMpJ

https://x.com/meng59739449/status/2008905020423676276

https://www.techpowerup.com/344578/leaks-predict-usd-5000-rtx-5090-gpus-in-2026-thanks-to-ai-industry-demand

https://youtube.com/live/YdZxQiO4qj4

https://x.com/mooreslawisdead/status/2008997170670915874

https://www.techpowerup.com/344984/entry-level-intel-core-series-3-wildcat-lake-mobile-processor-spotted-at-ces

https://x.com/Megatron_ron/status/2003812489230737553

https://www.tomshardware.com/pc-components/ddr4/samsung-to-delay-its-planned-ddr4-end-of-life-due-to-signing-a-long-term-non-cancellable-non-returnable-contract-with-key-customer-agreement-will-not-alleviate-consumer-shortage-supply-earmarked-for-server-clients

https://www.techspot.com/news/110812-nvidia-unveils-vera-rubin-early-signaling-faster-ai.html

https://www.tweaktown.com/news/109642/minisforum-bd395i-max-motherboard-at-ces-2026-built-in-amd-strix-halo-apu-use-your-own-gpu/index.html

https://www.purexbox.com/news/2025/12/xbox-owner-thinks-theyve-found-a-major-design-flaw-that-impacts-game-performance

https://www.engadget.com/gaming/playstation/prices-for-an-old-star-wars-game-have-ballooned-because-of-its-role-in-a-ps5-jailbreak-230604276.html

https://x.com/GTAVI_Countdown/status/2009028844762656854

https://www.digitaltrends.com/computing/lg-display-all-set-to-debut-27-inch-4k-oled-rgb-stripe-panel-at-ces-2026/

https://news.samsung.com/au/samsung-unveils-new-odyssey-gaming-monitor-lineup-featuring-world-first-6k-3d-and-ultra-high-resolution-displays#:~:text=Odyssey%20G6%3A%20The%20World%27s%20First,is%20simulated%20for%20illustrative%20purposes

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An engineer that works in the US Defense Industry joins to discuss the challenges of 2026.

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00:00 Problems with Tech Journalism

15:21 War Thunder Miltech Leaks

20:30 Defense Contracting and Red Tape

29:38 CHIPS Act Failures

48:29 RAM Shortages and US National Security

51:04 Leading Edge Node Importance, US Actions in Venezuela

1:03:19 What do Defense Engineers think about AI?

1:16:44 Intel vs AMD for Defense Hardware

1:22:36 AMD’s Laptop Strategy for 2026

1:34:15 Intel Panther Lake - what would make it succeed?

1:41:41 Has Uncle Sam given up on Intel?

1:47:03 Nvidia Exhaustion

1:51:12 Ryzen 7 9850X3D Strategy

Last Time Guest was on: https://youtu.be/fqUn_Jdo1mg

https://www.reuters.com/business/aerospace-defense/mock-house-cia-source-special-forces-us-operation-capture-maduro-2026-01-03/

https://www.rockpapershotgun.com/war-thunder-player-once-again-leaks-classified-military-documents-to-win-an-argument

https://grist.org/energy/utah-mine-critical-minerals-rare-earths/

https://nypost.com/2025/12/02/us-news/usps-ev-fleet-behind-schedule-with-3b-in-taxpayer-funds-spent-and-only-612-trucks-built/

https://nypost.com/2025/12/02/us-news/usps-ev-fleet-behind-schedule-with-3b-in-taxpayer-funds-spent-and-only-612-trucks-built/

https://youtu.be/8jDUVtUA7rg?si=sHkZBQ6VsuNSKhZK

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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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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

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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