Broken Silicon

Bryan joins to discuss when the AI Bubble pops and give corresponding PC Hardware Shopping advice.

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0:00 Inflation isn’t Getting Better (Intro Banter)

6:09 The AI Bubble & Collateralized GPU Debt

25:20 What will Pop the Bubble? (And when?)

36:36 Oracle's "Force Majeure" - Is this the bubble popping?

46:03 Will Prices Drop Next year?

54:13 Will Nvidia pivot back to GeForce w/ RTX 6090?

1:03:09 RTX 60 Series Hopes, AMD Zen 6

1:16:07 RAM Recycling in Asia, SFF Popularity

1:26:07 PC Shopping Advice, AMD Zen 6

1:34:40 Intel Branding, Life Advice

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Broken Silicon [A PC Hardware Podcast] is available on ALL platforms.

https://podcasts.apple.com/us/podcast/broken-silicon/id1467317304

https://open.spotify.com/show/6cdnW7YoDQJQy0g2CamWw2

Twitter: https://twitter.com/mooreslawisdead

All Music by SAHARA:

https://soundcloud.com/saharasuck

https://www.youtube.com/channel/UCffKc6rhZTkCLNtf4hyxwsg

Broken Silicon Logo by Tom.

Broken Silicon burning graphic by Tom & Sulphurous:

https://twitter.com/Sulphurous11

2021 Video Intro by Tom & abstractrealism on the MLID Discord

LINKS!!!!!!:

Check out Bryan: https://www.youtube.com/channel/UC9Tn-atYOt8qZP-oqui7bhw

Bryan's GPU Economics Video: https://youtu.be/jtp2mOnt7eA?si=-WMgpVLMjYP-CiMb

Positive AI Bubble Take: https://youtu.be/FvJspUbTQRI

Critical AI Bubble Take: https://youtu.be/WTRQJvzmJrs

Tom's Bubble Take: https://youtu.be/w8jiiVEW8r4

Last Time Bryan was on: https://youtu.be/SiwR5vh3C8M?si=px4l0z-VXhx2Kf28

https://youtu.be/Wq9hfhs_EvQ

https://youtu.be/CP98gJdcTCo

https://www.techpowerup.com/353086/dlss-5-boosts-rtx-5090-connector-power-spikes-to-647-w-pushing-past-90-c

https://youtu.be/uLsykckkoZU?si=rWikEGTITUvvQ7Pa

https://www.reuters.com/business/oracle-cites-force-majeure-shield-itself-controversial-data-center-bloomberg-2026-09-24/

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We expand on when you should expect the RTX 60 to launch, discuss RADEON’s version of DLSS 5, and give our thoughts on Jensen Huang telling the American people that they have no say in their future.

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#cdkeyoffer #david #backtoschool

0:00 Where is Fall for Nashville?! (Intro Banter)

3:05 Nvidia Rubin Client Timeline Leak

17:41 Next-Gen GPU Pricing Expectations

24:58 AMD Plans Price Hikes & RTX 5090 is Over $9000

31:23 Jensen & Trump Tell Americans They Have to Take Datacenters

46:16 AMD Generative Global Illumination and Neural Rendering

53:07 Will the PS6 have Neural Rendering?

57:53 Asha Sharma x Hideo Kojima Photoshoot for Physint

1:08:09 Sony Asks Devs about Ending Disc While Yoshida Takes Shots at Hulst

1:15:47 XBOX Dynamic Pricing, Nvidia CPU Overhead, RAM Pricing Drops (Wrap-Up)

1:38:53 Will RDNA 5 have upgradable RAM?

Links:

https://youtu.be/CP98gJdcTCo?si=SYKIrJJ01EbaSQMc

https://www.techpowerup.com/352788/amd-plans-10-price-hike-across-gpus-chipsets-and-possibly-cpus

https://www.newegg.com/p/pl?d=RTX+5090

https://www.techspot.com/news/113771-sources-another-10-price-increase-intel-cpus-job.html

https://www.axios.com/2026/09/14/trump-jensen-huang-nvidia-ai-all-in-summit

https://www.techspot.com/news/113778-jensen-huang-declares-agi-has-arrived-again-again.html

https://www.techspot.com/news/113820-california-bans-addictive-social-media-features-children-under.html

https://www.techspot.com/news/113906-ai-hallucination-nearly-started-war-between-us-china.html

https://www.reuters.com/world/asia-pacific/nvidia-ceo-attend-trump-dinner-xi-source-says-2026-09-15/

https://gpuopen.com/learn/temporally-stable-generative-illumination/?utm_source=chatgpt.com https://www.club386.com/amd-dlss-5-neural-lighting-rumour/ https://x.com/GameGPU_com/status/2100245261628965093

https://x.com/asha_shar/status/2099387332764020742 https://x.com/PlayStation/status/2097875212427735146 https://x.com/XBOX/status/2097875843309797880 https://www.windowscentral.com/gaming/xbox/xbox-has-acquired-rights-to-publish-hideo-kojimas-physint-from-playstation

https://www.tweaktown.com/news/113635/shuhei-yoshida-and-adam-boyes-recreate-playstations-famous-disc-sharing-meme-this-time-with-no-physical-game/index.html

https://www.youtube.com/live/ItJQ09mraxw?si=8HAirR_1oNRctE7N

https://www.techpowerup.com/352846/final-fantasy-7-revelation-expected-to-require-around-200-gb-of-storage

https://www.eurogamer.net/marvel-wolverine-sales-ps5-physical-controversial-reviews

https://alineaanalytics.substack.com/p/wolverine-sells-19m-despite-the-online

https://www.windowscentral.com/gaming/xbox/ubisoft-joins-xboxs-disc-to-digital-program-with-more-publishers-to-follow

https://insider-gaming.com/xbox-game-pass-dynamic-pricing/

https://youtu.be/1sC8eVVLFUE?si=d3KLq6tXMk76Xlrr

https://www.techspot.com/products/pc-games/control-resonant.330927/

https://www.techpowerup.com/review/control-resonant-performance-benchmark/7.html

https://www.techspot.com/news/113800-modders-show-rtx-5090-works-flawlessly-8-pin.html

https://www.techpowerup.com/352863/amd-claims-epyc-venice-beats-nvidia-vera-by-2-24x-in-new-white-paper

https://youtu.be/3SEMeJUDzLA?si=f7FHeNWGOraicMfF

https://www.tomshardware.com/laptops/framework-cuts-32gb-and-64gb-memory-prices-for-new-laptop-13-pro-issues-retroactive-refunds-modular-laptop-maker-secures-limited-quantity-of-lpcamm2-ram-at-lower-cost

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Gene Park from The Washington Post was with Kojima right before he was blindsided by Sony…

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#cdkeyoffer #MINISFORUM #backtoschool

0:00 The State of Gaming Journalism

13:54 Will GTA VI fuel a new gaming boom?

21:25 The Kojima-Sony Fallout

30:28 What happened to Wolverine?

38:23 The PlayStation Formula is Getting OLD

46:29 Will Sony recognize they are blowing this?

59:22 Is there a divide between reviewers and gamers’ taste?

1:04:14 PlayStation’s Mismanagement of Studios & Funds

1:14:08 If PS6 Fails…what’s Plan B?

1:21:23 Can XBOX actually challenge PlayStation again?

1:29:45 Nvidia DLSS 5 and Next-Gen Tech

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Address Fan Mail to:

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Broken Silicon [A PC Hardware Podcast] is available on ALL platforms.

https://podcasts.apple.com/us/podcast/broken-silicon/id1467317304

https://open.spotify.com/show/6cdnW7YoDQJQy0g2CamWw2

Twitter: https://twitter.com/mooreslawisdead

All Music by SAHARA:

https://soundcloud.com/saharasuck

https://www.youtube.com/channel/UCffKc6rhZTkCLNtf4hyxwsg

Broken Silicon Logo by Tom.

Broken Silicon burning graphic by Tom & Sulphurous:

https://twitter.com/Sulphurous11

2021 Video Intro by Tom & abstractrealism on the MLID Discord

LINKS!!!!!!:

Check out Gene: https://x.com/GenePark

Gen’s Wolverine Review: https://www.washingtonpost.com/style/2026/09/10/marvel-wolverine-has-heart-lacks-ambition/

MLID Article on why PS6 should Fail: https://www.mooreslawisdead.com/post/ps6-should-fail-and-you-were-never-a-playstation-fan-if-you-disagree

https://youtube.com/live/ItJQ09mraxw

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

https://x.com/i/trending/2098094579283095936

https://www.tomshardware.com/video-games/console-gaming/playstation-store-buy-button-class-action-may-never-reach-a-courtroom

https://www.tweaktown.com/news/113028/sony-is-now-putting-disc-death-warning-stickers-on-ps5-boxes-proving-it-has-no-plans-on-reversing-its-decision/index.html

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

https://kotaku.com/sony-says-selling-more-ps5s-is-now-secondary-to-getting-its-players-to-spend-more-2000729852

https://x.com/HIDEO_KOJIMA_EN/status/2097877506401681753

https://www.pcgamer.com/games/action/sony-reportedly-reverses-course-on-live-service-co-op-horizon-game-after-negative-player-feedback/

https://www.gamespot.com/articles/shenmue-3-revived-at-long-last-at-e3-2015/1100-6428167/

https://www.polygon.com/bluepoint-games-sony-playstation-failure/

https://kotaku.com/analyst-claims-sonys-latest-ps5-exclusive-saros-isnt-selling-great-either-2000695652

https://youtu.be/x-A3Bl2hXoQ?si=PdiBf46EGQXUYjX6

https://www.sony.com/en/SonyInfo/IR/library/presen/er/06q4_sony.pdf

https://ravi64.com/phil-spencer-xbox-farewell/

https://en.wikipedia.org/wiki/Heat_death_of_the_universe

https://x.com/MarvelGames/status/2097860106931052740

https://www.youtube.com/watch?v=9TDch5fTx8o

https://x.com/LuayPrince/status/2097892580033749143

https://youtu.be/_WazPeflbzs?si=uckt7jSTt3tUnami

https://www.gamespot.com/articles/sony-shuts-down-bluepoint-games-dev-behind-consistently-great-remakes/1100-6538292/

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The RTX 50 disaster tour continues, Sony confirms disc production, and Medusa looks INCREDIBLE!

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0:00 Sleepy Dads & House Hunters (Intro Banter)

4:37 Intel Diamond Rapids & Panther Lake-X Performance (Corrections)

9:49 Nvidia DLSS 5 Releases to Endless Debate & Reliability Concerns

30:17 Does DLSS 5 at least look good? What truth is it held to?

40:04 RX 9070 XT Matches RTX 5090 in COD & Star Wars Zero Company

50:21 Will Zen 6 save Nvidia?

55:15 RX 9050 4GB Tested – Wow PCIe Gen 5 Helps!

1:08:38 AMD Zen 6 APUs will be INSANE

1:12:06 XBOX Raises Streaming Prices

1:16:58 LGA 1954 & AM5 Socket Longevity Confirmed!

1:23:38 How long do we wait to upgrade?

1:28:27 Sony Confirms Disc Production isn’t Ending (MLID Right AGAIN!)

1:36:53 Would The Witcher 4 skip PS6 for its initial launch?

1:42:00 XBOX Disc-to-Digital Launches - IT'S AWESOME!

1:45:54 Sony loses the plot, TLOU3 Confirmed, Apple’s Trying to Kill OpenAI (Wrap-Up)

1:59:31 AI Bubble Comparisons, Apple Super Cores, "piece of content” (Final RM)

MAJOR SPONSORS:

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CDkeyoffer Cheap Windows & Gaming Keys:

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Office 2016 ($29): https://www.cdkeyoffer.com/cko/Moore16

Office 2019 ($53): https://www.cdkeyoffer.com/cko/Moore19

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Buy MS Win 11 Pro OEM KEY GLOBAL at：https://www.cdkeyoffer.com/

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Links:

https://x.com/compusemble/status/2092998382776144307

https://youtu.be/58FagrSqC4M?si=cvJKME375yFMnG42

https://www.techpowerup.com/352262/early-dlss-5-testing-suggests-the-rtx-5090s-single-power-connector-might-be-the-bottleneck

https://ordinarytech.ca/blogs/news/used-gpus-in-2026-smart-buy-or-ai-worn-time-bomb

https://youtu.be/Pm4yZbwkSaw?si=2gDGikb7AnOWiJQb

https://www.youtube.com/watch?v=tXZ-OP6kpLs

https://www.techpowerup.com/352330/nvidia-confirms-dlss-5-for-geforce-rtx-40-series-is-coming

https://www.techpowerup.com/352360/modders-get-dlss-5-working-on-amd-graphics-cards-though-performance-is-rough

https://www.techpowerup.com/352412/dlss-5-testing-ends-in-a-melted-rtx-5090-connector-power-shoots-past-600-w

https://www.theverge.com/games/989978/nvidia-dlss-5-rtx-40

https://youtu.be/Pm4yZbwkSaw

https://youtu.be/SpZmH0_1gWQ?si=iPejCIooeEusYOAz

https://x.com/mooreslawisdead/status/2094167124692398421

https://www.techpowerup.com/review/star-wars-zero-company-performance-benchmark/3.html

https://x.com/mooreslawisdead/status/2094664740484063417

https://x.com/mooreslawisdead/status/2094892590327824561

https://youtu.be/Pm4yZbwkSaw?si=oHxIoDbva8AiIZpd

https://www.techpowerup.com/352288/leak-confirms-intels-long-term-socket-plan-with-lga-1954

https://youtu.be/sqnjiEOHx78?si=p2rOlZdIFV9VZp1l

https://www.techpowerup.com/351994/amd-confirms-am5-compatibility-with-olympic-ridge-desktop-zen-6

https://www.pushsquare.com/news/2026/09/sony-factory-will-still-have-significant-ps5-disc-manufacturing-capacity-after-physical-media-deadline

https://x.com/mooreslawisdead/status/2096745859425648887

https://x.com/mooreslawisdead/status/2092716905026965927

https://x.com/asha_shar/status/2092621209955635606

https://news.xbox.com/en-us/2026/08/26/your-discs-now-also-digital/?ocid=Platform_soc_omc_xbo_fb_Photo_lrn_8.26.2

https://www.ign.com/articles/playstation-claims-digital-games-are-not-really-owned-by-players-in-response-to-class-action-lawsuit

https://www.youtube.com/watch?v=7EXGoebeJtY

https://www.techspot.com/news/113726-gta-6-extended-look-draws-over-50-million.html

https://www.gamesradar.com/entertainment/drama-shows/neil-druckmann-doubles-down-on-distancing-naughty-dog-from-the-last-of-us-season-3-saying-he-had-no-involvement-in-the-hbo-shows-creative-direction/

https://www.tomshardware.com/video-games/cloud-gaming/xbox-game-pass-adds-monthly-time-limits-subscribers-and-non-subcribers-can-buy-more-hours-to-keep-gaming

https://youtu.be/6oetArwJhZc?si=Y_fkf_bmwHebf0kX

https://x.com/bfbulletin/status/2092357893391544580?s=46

https://www.techpowerup.com/352372/amd-reportedly-prepares-new-ryzen-5-7500-six-core-cpu-for-am5-socket

https://www.tomshardware.com/pc-components/cpus/amd-unveils-threadripper-halo-station-an-ai-workstation-packing-96-cores-and-dual-liquid-cooled-mi350p-accelerators-the-most-powerful-workstation-in-the-world-can-run-trillion-parameter-models-says-amd

https://www.techpowerup.com/352310/nvidia-n1x-comes-in-two-skus-20c-cpu-and-6-144c-gpu-or-18c-cpu-and-5-120c-gpu

https://youtu.be/ofcdHlKJ9W0?si=iwOLzeHJe7kHKxZR

https://www.techspot.com/article/3165-gamer-and-vibecoder/

https://x.com/edels0n/status/2094562096755470432

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Dustin from the Sacred Symbols podcast joins to leak PlayStation details, and discuss next-gen consoles!

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

0:00 Dustin loves his Baby more than Podcasting?!

6:05 XBOX Disc-to-Digital, PlayStation Going All-Digital

21:48 Will Sony Backtrack on Killing Physical?

38:07 Why the Backlash Could Still Work

57:16 How PlayStation Backtracks (At no cost to Sony)

1:17:25 Could PS6 support Disc-to-Digital like XBOX?

1:23:50 GTA VI Extended Look Reactions

1:32:02 Will GTA VI be limited to 30 FPS?

1:48:09 PS5 Pro Enhanced Leak (GTA 6 Performance Requirements)

1:58:21 Devs avoiding the GTA6 Release Window

2:02:40 If GTA6 is 30 FPS on PS5 - Your Gaming PC is in TROUBLE

2:08:57 Nvidia DLSS 5

2:29:15 AMD RDNA 5, Nvidia CPU overhead

2:33:20 Next-Gen Controller Design, What Excites us about PS6/Helix?

Check out Dustin's YT: https://www.youtube.com/channel/UCMwQosJMLPfBF7tNeFaEkUQ

Check out Sacred Symbols: https://www.youtube.com/channel/UCt9BGe6i2lJepl-B_zwX6VA

Pork Poncho: https://x.com/PorkPoncho/status/2092678996316061989?s=20

https://x.com/DustinCanFly/status/2093149772144140733

https://x.com/longislandviper/status/2092740360380223613

https://x.com/longislandviper/status/2090141358757384318

https://x.com/longislandviper/status/2091958290250940858

https://youtu.be/wSm9GTUttBs?si=pXZG7i-10B_ftpIe

https://youtu.be/vBJycUtfrn4?si=h7SjpWmJkv4OYi_x

https://youtu.be/yoUux9ifBBE?siODUVvxspXlEP_q

https://youtu.be/VTrH5rNCRUE?si=fG6xuVRUw4roQV-r

https://mp1st.com/news/rumor-sony-reportedly-reconsidering-delaying-digital-only-plans-due-to-xbox-pushing-for-100-physical-strategy-for-xbox

https://x.com/mooreslawisdead/status/2092760251086823699

https://www.tweaktown.com/news/97602/sony-confirms-playstation-5-pro-by-filing-copyright-strike-against-leakers-video-on-ps5/index.html

https://x.com/mooreslawisdead/status/2094167124692398421

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