Broken Silicon

Ed Zitron joins to explain why and when the AI Bubble will pop, AMD’s RDNA 5 pivot, and more!

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0:00 Who is Ed Zitron?

5:18 Access Journalism is Ruining Gaming & Inflated the Bubble

16:49 AMD Morale Leak – AI Promotes Incompetence

23:52 “Business Idiots” and the AI Bubble

35:35 AI ROI & Productivity

46:31 Datacenters Aren't Actually Being Built (And won't be...)

1:03:50 When will the AI Bubble Burst? (Answered)

1:11:12 RTX Spark & Nvidia's Bubble Exposure

1:17:17 AMD RDNA 5 - Ready for a Consumer Pivot in 2027?

1:23:49 What does a Post-Bubble World look like?

https://www.linkedin.com/in/edzitron/

https://www.wheresyoured.at/

https://www.youtube.com/@BetterOfflinePod

https://www.amd.com/en/newsroom/press-releases/2025-10-6-amd-and-openai-announce-strategic-partnership-to-d.html

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We breakdown the red flags from Nvidia’s N1X reveal, analyze the 9070 GRE, and discuss PS6 and Helix.

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0:00 Computex Overload (Intro Banter)

2:45 PS3's Nvidia GPU, PS5 Pro vs 9070 XT TOPS, OneDrive (Corrections)

8:50 Nvidia Stops Reporting Gaming Revenue

27:57 Nvidia RTX Spark Analysis - Red Flags Galore

45:03 AMD Soundwave is...where?

47:29 AMD RX 9070 GRE Launched Globally

54:40 AMD R7 7700X3D Unveiled, R7 5800X3D Revived

1:06:40 AMD Zen 6 X3D Taped Out – On Schedule for Early 2027!

1:14:38 Steam Deck OLED Price Increased to $949

1:24:24 My Plea to Valve to Save Steam Machine

1:35:41 Sony is Serious About Exclusives Next-Gen

1:44:57 PlayStation Logo in “XBOX” Games Showcase

1:51:29 XBOX Helix Backwards Compatibility

1:55:10 AI is Melting Down, Nvidia 4.5 Ray Reconstruction, Intel G3 handheld (Wrap-Up)

2:03:23 Thank You Letter (Final Reader Mail)

https://www.techpowerup.com/349255/nvidia-now-reports-geforce-gaming-gpu-revenue-under-edge-computing

https://www.notebookcheck.net/Nvidia-N1X-officially-confirmed-to-arrive-as-the-RTX-Spark.1312010.0.html

https://x.com/kellabyte/status/2061283195425853894

https://x.com/Kurnalsalts/status/2028500379349205093

https://www.youtube.com/live/wSp6AiNIrsY?si=d6zo0lD3k1H-c7lf

https://pcper.com/2026/06/sapphire-pulse-amd-radeon-rx-9070-gre-review-the-golden-rabbit-returns/

https://www.tweaktown.com/news/111867/amd-radeon-rx-9070-gre-available-now-competitive-1440p-performance-at-a-competitive-price/index.html

https://x.com/mooreslawisdead/status/2060887632888959404

https://youtu.be/XkQhkgzyUX0?si=g17_UTUaJFEnPxR_

https://www.engadget.com/2183930/amd-unveils-the-dollar329-ryzen-7-7700x3d-brings-back-the-5800x3d-for-dollar349/

https://www.techpowerup.com/349543/amd-formally-announces-ryzen-7-5800x3d-10th-anniversary-edition-and-ryzen-7-7700x3d

https://youtu.be/-Bxa1H8V6Ss

https://www.techspot.com/news/112600-amd-computex-ryzen-7-5800x3d-revival-7700x3d-launch.html#google_vignette

https://steamcommunity.com/groups/steam_hardware/announcements/detail/672869045073085539

https://www.techpowerup.com/349157/playstation-considering-revisiting-old-ips-ps3-game-revivals-also-on-the-cards

https://www.techpowerup.com/346886/insider-confirms-sony-ditching-pc-ports-youll-be-seeing-fewer-single-player-games-arrive-on-pc

https://x.com/NotiPlay_/status/2058947424861790670

https://x.com/asha_shar/status/2060501522556022919?s=20

Amazon says don’t waste money on AI usage: https://x.com/Polymarket/status/2060104070141002191

FL Sues OpenAI: https://www.cnn.com/2026/06/01/business/florida-sues-chatgpt-openai-sam-altman

Lisa Su Bood: https://www.pcgamer.com/hardware/amd-chief-dr-lisa-su-tells-mit-graduates-technology-itself-does-not-decide-what-the-future-looks-like-people-do/

Vera CPU does NOT impress (almost ties dual 64C Zen 5): https://www.techpowerup.com/349361/nvidia-vera-cpu-benchmarked-beating-intel-xeon-and-amd-epyc-in-select-workloads

Nvidia 4.5 RR: https://youtu.be/NvSYk0PjLrU?si=CbbcRQ5hjjORib9_

Intel G3 Handheld looks impressive: https://www.techpowerup.com/349450/intel-arc-g3-cpu-family-officially-released-for-handheld-gaming-pcs

ASUS ROG Ally X20: https://youtu.be/2ETXv-KrC6I?si=JDY8FinphXopDhY_

Sign of the times RE skips PS for VR: https://www.gamingbible.com/news/resident-evil-requiem-gets-another-free-game-mode-exclusive-to-pc-743441-20260518

First 1000Hz: https://www.lg.com/global/newsroom/news/media-entertainment-solution/lg-electronics-introduces-worlds-first-native-1000hz-full-hd-gaming-monitor/

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Vex joins to discuss the DIY Doomer Bubble, Zen 6/7 pushing down prices, Nova, Lake, and PS6!

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00:00 Vex, Extreme RGB, and Apple's Assault on Windows

12:24 DIY Doomerism, Steam Machine, RDNA 5 vs Nvidia

33:21 Next-Gen Consoles

38:35 Can Helix save XBOX?

53:40 PS6 Exclusive Boom & Optimization Advantage

1:01:47 FSR4 for XBOX Series X & PS5

1:17:36 Will PS6 & Helix be too expensive for families?

1:24:54 Do we really need more cores?

1:30:50 AM4/5/6 Upgrade Advice

1:48:50 Intel Hammer Lake P-Core Leak

1:53:32 The Coming of the 2nd PC Renaissance

1:59:57 Jensen’s Next Boom after AI

2:03:54 Air vs liquid cooling

2:10:39 Nvidia N1X, Zen 6/7 Budget CPU Boom

Last Episode Vex was on: https://youtu.be/fjp1iIXy10E?si=naXXBJuPJXDNRD4n

Check out Vex: https://www.youtube.com/channel/UChRFo9vcnuwvcz0DWTEaBNw

Intel Ending E-Cores: https://youtu.be/hicLIeott6E

Massive Zen 7 Leak: https://youtube.com/live/DXxxMwjku0s?feature=share

750W 5090 Ti: https://youtu.be/p5pZuUmpIyY

Full RDNA 5 Specs: https://youtu.be/uLsykckkoZU

Recent PS6 Leak: https://youtu.be/5zD1E6O5s_I

PS6 Orion Leak: https://youtu.be/mmAX6XFQsA8

PS6 Portable Leak: https://youtu.be/x-A3Bl2hXoQ

N1X Leak: https://youtu.be/o8FL3nVDM5M

Vex – Microsoft Desperate: https://youtu.be/tGr2nGJGkIo

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We dispel PS6 and XBOX Myths yet again, and discuss FSR 4.1 INT8 Performance across devices!

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00:00 Dan's Tornadoes and Tom's Nice Weather (Intro)

2:16 Steam controller Features (Corrections)

5:57 FSR 4.1 is coming to RDNA 3.5/3/2!

26:23 XBOX FSR 4.1 & PS5 "PSSR Lite"

38:38 Vulcan's Lack of FSR 4.1 & "1 Billion Gaming Devices"

42:36 AMD X970E PROM 21 "Rumors"

55:03 Intel Confirms Ongoing Collaboration NVIDIA

58:56 Intel ARC Celestial Cancellation Rumors

1:03:44 Nintendo Switch 2 Price Increases

1:09:22 XBOX Copilot Axed, Project Greenleaf Greenlit!

1:19:04 XBOX Dodges “Steam on Helix” Questions…

1:31:51 Sony isn’t Launching a 128-bit PS6…

1:43:44 AMD Market Share, B70 Benchmarks, Intel 290K Plus, GTA VI Release Date (Wrap-Up)

1:55:42 Half Life 3 for Steam Machine, GameStop buying eBay (Final RM)

Links:

https://www.techspot.com/news/112412-fsr-4-upscaling-finally-coming-older-radeon-gpus.html

https://youtu.be/yfDp_McpqUI

https://www.techpowerup.com/346098/amd-on-fsr-4-for-rdna-3-and-older-gpus-no-updates-to-share-at-this-time

https://www.techspot.com/news/112412-fsr-4-upscaling-finally-coming-older-radeon-gpus.html

https://youtu.be/yfDp_McpqUI

https://www.techpowerup.com/346098/amd-on-fsr-4-for-rdna-3-and-older-gpus-no-updates-to-share-at-this-time

https://www.techpowerup.com/348831/amd-x970e-chipset-based-on-same-promontory-21-silicon-as-x870e-and-x670e-native-support-for-cudimm

https://www.biostar.com.tw/app/kr/news/news.php?S_ID=691

https://x.com/Zed__Wang/status/2052051723116843155

https://www.techpowerup.com/348928/intel-ceo-confirms-ongoing-product-collaboration-with-nvidia

https://www.polygon.com/switch-2-price-increase/

https://www.nintendo.co.jp/corporate/release/en/2026/260508.html

https://x.com/asha_shar/status/2051746410660593933

https://youtu.be/zyoaVlsUCgM?si=0Ovhlmr616BjpU_b

https://x.com/mooreslawisdead/status/2054635792534823143

https://x.com/mooreslawisdead/status/2054637261275177410

https://x.com/mooreslawisdead/status/2054685327214706714

https://x.com/mooreslawisdead/status/2054638136802599128

https://www.theverge.com/news/926609/sonys-ps5-sales-plummet-memory-costs-price-hikes

https://www.tomshardware.com/pc-components/cpus/amd-reaches-46-percent-of-server-x86-cpu-revenue-intel-still-controls-70-percent-of-the-consumer-pc-market-share

https://www.tomshardware.com/pc-components/gpus/intels-arc-pro-b70-workstation-gpu-with-32gb-of-vram-gets-tested-in-games-roughly-twice-as-fast-as-arc-b580-on-average-beats-rtx-5060-ti-in-some-titles

https://www.tomshardware.com/pc-components/cpus/the-core-ultra-7-270k-was-too-good-so-intel-scrapped-the-flagship-core-ultra-9-290k-plus-benchmarks-of-the-290k-prototype-find-slim-2-percent-faster-performance-in-gaming-and-applications

https://www.theverge.com/tech/926376/apple-airpods-cameras-ai-production

https://www.reuters.com/business/apple-intel-have-reached-preliminary-chip-making-deal-wsj-reports-2026-05-08/

https://www.techpowerup.com/349082/samsung-starts-shutting-down-chip-production-lines-ahead-of-18-day-worker-strike

https://www.tomshardware.com/pc-components/gpus/amd-announces-mi350p-pcie-ai-accelerator-card-with-144gb-of-hbm3e-roughly-40-percent-faster-in-fp16-and-fp8-theoretical-compute-compared-to-nvidias-h200-nvl-competitor

https://www.tomshardware.com/pc-components/gpus/amd-is-reportedly-developing-an-entry-level-rdna-4-gpu-with-8gb-of-vram-rx-9050-rumored-to-debut-with-2048-cores-more-than-rx-9060

Ridiculous Xperia 1 VIII AI Post: https://www.techradar.com/phones/sony-xperia-phones/this-must-be-engagement-farming-nothing-ceo-pokes-fun-at-sony-for-awful-xperia-1-viii-social-post-showing-its-ai-camera-assistant-tool-making-photos-look-worse

PS5 Player Count Widget: https://www.techpowerup.com/349094/sony-rolls-out-public-playstation-5-player-count-beta-widget

Sony “Undecided” on Price (again, duh): https://www.videogameschronicle.com/news/sony-says-it-hasnt-yet-decided-on-ps6-release-date-and-price-will-consider-changing-business-models/

Further Evidence of my “Easier Next-Gen” Theory: https://wccftech.com/sony-ai-game-development-strategy-larian-backlash/

GTA6 is Actually Almost Ready: https://x.com/Tom_Henderson/status/2054886100926132475

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A Game Developer joins to discuss Next-Gen Console & Graphics Card Strategy.

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00:00 Lead Artist for Massive Damage Games

2:31 Nintendo Switch 2 Price Hikes - First of many?

15:05 Steam Machine - A Game Dev's Perspective

25:30 Steam Machine Pricing & Competitiveness

48:50 PS6 Release Date

1:10:17 PS6 Exclusives - Is a blitz coming?

1:21:51 Leveraging Sony’s IP Next-Gen

1:28:44 XBOX Killing Copilot, Helix Discussion

1:42:20 Steam on XBOX Helix (?)

1:59:26 AMD RDNA 5 vs Nvidia

2:21:53 Has DLSS 5 already lost? Will RDNA 3 get FSR 4?

Last Time Bryan was on: https://youtu.be/BO7jZFz97Tg?si=NORUYGtTZbRkAbgv

Bryan's Twitter Account: https://x.com/bryanheemskerk

https://x.com/asha_shar/status/2051746410660593933

https://www.videogameschronicle.com/news/sony-says-it-hasnt-yet-decided-on-ps6-release-date-and-price-will-consider-changing-business-models/

https://youtu.be/zyoaVlsUCgM?si=0Ovhlmr616BjpU_b

https://www.polygon.com/switch-2-price-increase/

https://www.reddit.com/r/steammachine/comments/1t8g9vw/reference_to_the_steam_machine_in_the_reservation/

https://x.com/carygolomb/status/2053477052477554742

https://www.techpowerup.com/348883/dlss-5-gamers-prefer-original-visuals-many-await-real-world-results

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