Broken Silicon

Josh joins to discuss Panther Lake, Gorgon Point, and what Zen 6 needs to keep AMD competitive!

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00:00 Testing Methodology (Intro Banter)

5:50 Is it Microsoft's Fault when laptops suck?

16:39 The Failure of Qualcomm "ARM on Windows"

30:51 False Advertising and Marketing

36:40 Horrible AI Naming and Panther Lake's Confusing Segmentation

44:04 Panther Lake Analysis

53:09 Are Nvidia Laptop dGPUs Obsolete?

56:48 4 x Xe iGPU Thoughts

1:05:19 Is AMD about to lose Laptop Market Share?

1:14:06 How much extra would we pay for Panther Lake over Gorgon Point?

1:25:24 Should Alder Lake + RTX 30 Series Laptop Owners Upgrade?

1:34:55 Zen 6 Medusa & Gorgon Halo - How AMD fights back!

1:45:14 Does Battery Life even matter anymore?

1:50:14 Windows power saving plans, x86 as efficient as ARM

1:57:01 Nvidia N1X - Is it ever coming out?

2:02:57 Will Nvidia lose laptop market share in 2026?

2:11:07 Was the AI push a mistake by OEMs?

Links:

Last Time Josh was on: https://youtu.be/ES0vaLIQbnc?si=Z4gtisB2Qa33BGUF

Best Laptop Deals: https://www.bestlaptop.deals/

Just Josh Panther Lake Review: https://youtu.be/Xjkzb-j6nKI?si=cekGKvmW9rCiS3sb

MLID Panther Lake Analysis: https://youtu.be/Lc05AAMG0Xo?si=RNS0TC1FUWQ3_yVO

MLID Gorgon Point and (More) PTL Analysis: https://youtu.be/Xj3lNfvCz1A?si=258mB-1eNye35zOV

RTX 50 EOL Leak 1: https://youtu.be/hZMAoC50iOw?si=oNM_ofNhA5q-4LCU

RTX 50 EOL Leak 2: https://youtu.be/Kx4kPVyZRw0?si=6ZbKcmYSNjvz8wXe

OpenAI RAM Leak: https://youtu.be/BORRBce5TGw?si=wZ0htXVp9zawYzYi

https://www.notebookcheck.net/AMD-Ryzen-AI-400-Performance-Analysis-Gorgon-Point-debuts-with-only-minor-improvements.1211982.0.html

https://www.notebookcheck.net/Intel-Panther-Lake-Core-Ultra-X9-388H-performance-analysis-Outpaces-Arrow-Lake-and-exceeds-Zen-5-in-efficiency.1212583.0.html

https://www.notebookcheck.net/Asus-ZenBook-Duo-UX8407-convertible-review-Intel-Panther-Lake-is-a-game-changer.1212285.0.html

https://youtube.com/watch?v=X9eYQTkzxqU

https://www.youtube.com/watch?v=Ke3Kgwg7bV0

https://youtu.be/Xjkzb-j6nKI?si=e1lijidusFywgit1

https://youtu.be/X9eYQTkzxqU?si=7u4lXt9dbx6NBPc7

https://forum.overclock3d.net/threads/amd-gorgon-halo-ryzen-ai-max-400-cpu-specifications-leak.105026/

https://www.windowscentral.com/microsoft/windows-11/microsoft-is-reevaluating-its-ai-efforts-on-windows-11-plans-to-reduce-copilot-integrations-and-evolve-recall

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Intel’s most important launch of 2026 is here, and Nvidia scandals are everywhere – we discuss.

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00:00 Power's Back and Dan's Putt-Putt Golf Injury (Intro Banter)

5:15 Nvidia Supply Scandals Explode

18:36 Will Nvidia leave Gaming?

23:49 Ryzen 7 9850X3D Early Analysis

33:28 AMD Gorgon Point Early Analysis

42:20 Intel Panther Lake Reviews are in!

59:53 Big Battlemage Professional Only?

1:03:01 Arrow Lake Refresh Benchmarks Leak

1:06:26 Nova Lake Desktop Targeting Late 2026 for Launch

1:15:33 Bartlett Lake won’t Even Be Supported by ASROCK

1:16:40 DLSS 4.5, AMD & Apple Eat Intel's Lunch, Switch 2 Lite, Sony Sells Bravia (Wrap-Up)

1:29:54 AI Hostility, RADEON Features, PLC SSD Tech (Final RMs)

Links:

https://youtu.be/hZMAoC50iOw https://youtu.be/Kx4kPVyZRw0

https://youtu.be/leNBIkmtolY

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

https://x.com/mooreslawisdead/status/2014438506169246171

https://x.com/mooreslawisdead/status/2014446321915064470

https://www.techspot.com/news/111043-nvidia-may-have-ended-open-price-program-incentivized.html

https://x.com/McAfeeDavid_AMD/status/2014352353827099091

https://www.tomshardware.com/pc-components/cpus/amds-next-gaming-champ-to-debut-at-usd499-and-you-can-already-buy-it-ahead-of-launch-ryzen-7-9850x3d-is-usd20-more-expensive-than-the-ryzen-7-9800x3d

https://www.tomshardware.com/pc-components/cpus/amds-ryzen-7-9850x3d-could-save-you-hundreds-on-your-new-build-during-the-ram-crisis-cpu-tech-nearly-eliminates-the-performance-difference-between-cheap-and-expensive-ram

https://x.com/9550pro/status/1998042512448246034?s=20

https://www.notebookcheck.net/AMD-Ryzen-AI-400-Performance-Analysis-Gorgon-Point-debuts-with-only-minor-improvements.1211982.0.html

https://www.notebookcheck.net/Intel-Panther-Lake-Core-Ultra-X9-388H-performance-analysis-Outpaces-Arrow-Lake-and-exceeds-Zen-5-in-efficiency.1212583.0.html

https://www.notebookcheck.net/Asus-ZenBook-Duo-UX8407-convertible-review-Intel-Panther-Lake-is-a-game-changer.1212285.0.html

https://youtube.com/watch?v=X9eYQTkzxqU

https://www.youtube.com/watch?v=Ke3Kgwg7bV0

https://youtu.be/Xjkzb-j6nKI?si=e1lijidusFywgit1

https://youtu.be/X9eYQTkzxqU?si=7u4lXt9dbx6NBPc7

https://map.datacapable.com/i/nes/

https://www.intel.com/content/www/us/en/products/sku/245526/intel-core-ultra-x9-processor-388h-18m-cache-up-to-5-10-ghz/specifications.html

https://forum.overclock3d.net/threads/amd-gorgon-halo-ryzen-ai-max-400-cpu-specifications-leak.105026/

https://youtube.com/live/a2vlK4DBZ2I

https://www.techpowerup.com/345246/core-ultra-9-290k-plus-arl-s-refresh-cpu-geekbenched-test-shows-9-uplift-over-285k

https://www.techpowerup.com/345539/intel-core-ultra-series-4-nova-lake-processors-launch-in-late-2026

https://www.youtube.com/watch?v=sqnjiEOHx78

https://d1io3yog0oux5.cloudfront.net/_db4f6cce29f5706fc910ca439515a50e/intel/db/887/9159/prepared_remarks/Intel-4Q2025-Earnings-Call+1+%281%29.pdf

https://videocardz.com/newz/asrock-confirms-its-z790-and-other-lga-1700-motherboards-will-not-support-bartlett-lake-cpus

https://www.techpowerup.com/345539/intel-core-ultra-series-4-nova-lake-processors-launch-in-late-2026

https://www.youtube.com/watch?v=sqnjiEOHx78

https://d1io3yog0oux5.cloudfront.net/_db4f6cce29f5706fc910ca439515a50e/intel/db/887/9159/prepared_remarks/Intel-4Q2025-Earnings-Call+1+%281%29.pdf

https://videocardz.com/newz/asrock-confirms-its-z790-and-other-lga-1700-motherboards-will-not-support-bartlett-lake-cpus

https://www.techspot.com/article/3080-nvidia-dlss-45-vs-40/

https://www.techpowerup.com/345547/asus-addresses-reports-of-800-series-motherboards-killing-amd-ryzen-7-9800x3d-cpus

https://www.tomshardware.com/pc-components/cpus/intel-shares-down-13-percent-as-company-only-manages-to-shrink-losses-in-latest-earnings-demand-to-outpace-2026-supply-usd300-million-deficit-comes-despite-more-than-usd20-billion-in-outside-investment-from-nvidia

https://www.techspot.com/news/111032-apple-amd-each-hold-about-20-laptop-cpu.html

https://youtu.be/UmPEZPgjcWg?si=VV1_5Fq9csWbV7mJ

https://www.techpowerup.com/345223/amd-ryzen-ai-max-392-strix-halo-faster-than-ryzen-9-7900x-in-first-tests

https://www.techpowerup.com/345546/hkepc-divulges-speculative-amd-ryzen-ai-max-400-gorgon-halo-product-stack

https://x.com/geoffkeighley/status/2014018027570786386?s=20

https://www.techpowerup.com/345276/nintendo-portal-lists-mysterious-switch-2-osm-is-a-lite-variant-coming

https://x.com/mooreslawisdead/status/2011955179390730724

https://x.com/shinobi602/status/2014463533744885780

https://www.engadget.com/home/home-theater/sony-is-handing-control-of-its-bravia-tv-business-to-chinas-tcl-120957252.html

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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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