Broken Silicon

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

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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

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XBOX, PlayStation, and even AI are imploding…and RTX 50 SUPER & RDNA 4 x8 MFG seem to be real.

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0:00 Tom’s First Migraine (Intro Banter)

5:06 Stop Asking for PS6 BOM Analysis (Corrections)

8:38 XBOX’s Bloody July

24:22 Are XSX price increases good for Helix?

31:44 Sony Plans to Kill Physical Discs

55:52 PlayStation Dev Backlash Leak

1:03:59 Are the GTA VI Preorder numbers fake?

1:10:18 How PS6 Can Keep Disc Support

1:19:55 AMD Zen 6 Launches THIS month!

1:25:16 FSR 8x Multi-Frame Generation in the works

1:30:51 NVIDIA 50 SUPER Specs Confirmed, RTX 60 Series AFK

1:36:11 Nvidia reportedly cancels quad-die Rubin Ultra GPU

1:40:53 Would Jensen be fired if Nvidia misses the next bubble?

1:43:58 The AI Bubble Might be Popping Already

1:55:58 Asha Task Force, Nova Lake AVX-512 E-Cores, Zen 6 Benchmarks, G6 SSD (Wrap-Up)

2:02:27 Should you sell your DDR4 now? What's special about LPDDR GPUs? (Final RM)

Links:

https://x.com/asha_shar/status/20741240087953694826

https://x.com/i/trending/2074202778855944552

https://www.techpowerup.com/350549/xbox-to-lay-off-3-200-workers-in-year-long-reset

https://www.reddit.com/r/KotakuInAction/comments/1co5mvc/xbox_is_sending_xbox_merch_to_employees_they_just/ this is 2 years old…

https://mp1st.com/news/xbox-keep-multiplayer-games-multi-platform-single-player-exclusive

https://twistedvoxel.com/microsoft-used-minecraft-profits-to-fund-xbox-portfolio/

https://www.bloomberg.com/news/articles/2026-07-07/behind-xbox-s-big-layoffs-a-streaming-strategy-that-failed

https://x.com/mooreslawisdead/status/2075391218368856257

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 https://youtu.be/Im-hIvUEIXA

https://gamerant.com/ps5-discs-work-offline/

https://www.techpowerup.com/350648/amd-confirms-epyc-venice-zen-6-cpus-launch-on-july-22-23-at-advancing-ai-event

https://overclock3d.net/news/gpu-displays/amd-drivers-gain-fsr-8x-multi-frame-generation-references-and-more/

https://www.techpowerup.com/350588/nvidia-geforce-rtx-50-super-gpus-surface-online

https://youtu.be/b4MDefppcVA

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-reportedly-cancels-quad-die-rubin-ultra-gpu-in-favor-of-dual-gpu-design-report-claims-complex-design-purportedly-scrapped-over-manufacturing-execution-concerns

https://www.tomshardware.com/pc-components/gpus/nvidias-kyber-rack-for-rubin-ultra-slips-to-2028

https://www.tomshardware.com/pc-components/gpus/nvidia-groq-3-lpu-and-groq-lpx-racks-join-rubin-platform-at-gtc-sram-packed-accelerator-boosts-every-layer-of-the-ai-model-on-every-token

https://x.com/SemiAnalysis_/status/2071700428249596290

https://x.com/SemiAnalysis_/status/2073874671498387899

https://www.2oceansvibe.com/technology/zuckerberg-meta-ai-miscalculated-8000-job-cuts-july-2026/

https://www.reuters.com/business/zuckerberg-says-ai-agent-development-going-slower-than-expected-2026-07-02/

https://www.marketwatch.com/story/is-meta-giving-up-on-cutting-edge-ai-wall-street-is-divided-over-potential-cloud-pivot-7c5ffc5d

https://www.reuters.com/world/iran-war-live-tehran-retaliates-kuwait-bahrain-after-second-day-us-strikes-2026-07-09/

https://www.opb.org/article/2026/07/07/oregon-data-center-general-electric-rate-hikes/

https://nypost.com/2026/07/07/business/your-401k-could-be-at-risk-if-the-ai-bubble-bursts-treasury-report/

https://www.techspot.com/news/113040-starlink-doubles-prices-jet-owners-hikes-hardware-costs.html

https://seekingalpha.com/news/4612703-forget-ai-bubble-socgen-warns-of-a-japan-bond-crisis

https://www.trendforce.com/presscenter/news/20260703-13134.html

MS Forced to Pay: https://www.tomshardware.com/video-games/xbox/brazilian-court-orders-microsoft-to-restore-a-gamers-account-and-digital-library-after-it-told-him-to-rebuy-his-games

Asha Task Force: https://www.techspot.com/news/113067-federal-reserve-taps-xbox-ceo-asha-sharma-lead.html

Minecraft Servers Illegal?!: https://www.pcgamer.com/gaming-industry/esa-bafflingly-declares-private-minecraft-servers-illegal-in-stop-killing-games-hearing-we-consider-it-piracy-we-have-lawsuits/

State of Decay 3 Survives: https://www.pushsquare.com/news/2026/07/state-of-decay-3-is-still-coming-undead-labs-commits-to-ps5-survival-game-as-it-exits-xbox

Intel Raises Core Ultra 200S Pricing: https://www.techspot.com/news/112980-intel-raises-prices-core-ultra-200s-plus-cpus.html

AVX-512 returning to P/E-Cores for Nova Lake: https://www.tomshardware.com/pc-components/cpus/avx-512-support-is-reportedly-returning-with-intels-next-gen-nova-lake-cpus-latest-linux-kernel-patches-reveal-p-cores-and-e-cores-will-gain-native-512-bit-execution

10C MDS-P Might outright beat Strix Point: https://www.techpowerup.com/350613/amd-10-core-medusa-point-zen-6-apu-reappears-in-geekbench-with-improved-performance

RTX 5050 9GB Cancelled? https://www.techpowerup.com/350424/nvidia-geforce-rtx-5050-9-gb-edition-reportedly-cancelled

Expanded RAM Production Again: https://www.reuters.com/world/asia-pacific/south-korean-president-unveil-massive-ai-chip-investment-drive-2026-06-29/

RAM Slowing: https://www.trendforce.com/presscenter/news/20260703-13134.html

G6 SSD: https://www.techspot.com/news/113042-samsung-unveils-fastest-pcie-gen-6-ssd-capable.html

Bad Review for 1000Hz Panel: https://www.techspot.com/review/3137-philips-evnia-1000hz/

SM 1080p30: https://www.igorslab.de/en/steam-machine-verified-valve-sets-30-fps-at-1080p-as-the-minimum-standard/

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Steve joins to discuss if Next-Gen Consoles are cooked and if AMD has an opening against Nvidia in 2027!

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0:00 Is 2026 really worse than 2021?

8:06 Nvidia RTX 60 Launch Expectations Leak

15:00 AMD’s FSR 4.1 Messaging Blunders

32:34 How will Nvidia Walk back DLSS 5? Are devs lazy?

42:22 Will the RTX 6060 have 8GB?

54:30 RDNA 5 - a rare opening for AMD?

1:01:02 When will the AI Bubble pop?

1:15:13 PlayStation Killing Disc Support

1:30:23 Intel Nova Lake, AMD Zen 6

1:49:09 Why we're optimistic about 2027

Last Time Steve was on: https://youtu.be/mJvUtFYPj-4?si=NfiIf7Xbrcvka6CC

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

https://www.techspot.com/review/3082-amd-ryzen-9850x3d/

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

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We discuss all of the recent price hikes, AMD Zen 6 and RDNA 5 rumors, and Steam Deck 2!

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0:00 Heatwaves Cook Upper Earth (Intro Banter)

4:13 Mac Mini RAM (Corrections)

6:29 FSR 4.1 comes to RDNA 3 and Works GREAT!

22:09 Does FSR 4.1 on RDNA 3 change recommendations?

29:18 Valve Launches Steam Machine, Teases Steam Deck 2

46:46 STOP GASLIGHTING US!

55:10 Would OEMs ship PCs w/ SteamOS?

1:00:00 XBOX Prices Increased

1:05:25 Game Pass 3rd Party Deals "Paused"

1:07:33 PS6 Delayed? RAM Prices in 2027?

1:14:36 Will Nintendo launch a Switch 2 Pro?

1:16:42 GTA 6 confirmed at $80 for the Standard and $100 for Ultimate Edition

1:32:07 Intel Nova Lake 52-Core Draw 474 W in PL2

1:35:44 AMD STILL Targeting 7GHz for Zen 6, RDNA 5 Launching 2027

1:39:32 Upgrading to Zen 6 vs Zen 7, N1X vs Nova Lake, Low-End RDNA 5

1:49:07 PS7 Confirmed, PS6 Frame Gen, Bungie Gutted, B70 Bad at Gaming (Wrap-Up)

1:56:39 Bolt - Finally a 3rd GPU Competitor? (Final Reader Mail)

Links:

https://www.techpowerup.com/350264/fsr-4-1-shows-massive-performance-gains-on-rdna-3

https://www.tweaktown.com/news/112325/amds-new-fsr-4-1-for-rdna-3-also-works-on-rdna-3-5-and-rdna-2-gpus/index.html

https://www.youtube.com/watch?v=dsP5-sJnq_M

https://www.computerbase.de/artikel/grafikkarten/fsr-upscaling-4-1-rdna-3-test.98045/seite-3

https://youtu.be/Evkc4FtK5_w https://www.ldlc.com/fiche/PB00745922.html

https://www.xda-developers.com/someone-built-their-own-steam-machine-at-valves-original-price-point-and-its-a-solid-contender/

https://www.notebookcheck.net/Insider-says-599-Steam-Machine-price-was-possible-if-Valve-managed-memory-shortage.1330130.0.html

https://x.com/HardwareSteam/status/2070149453701435555

https://www.tweaktown.com/news/112348/valve-offers-update-on-steam-deck-2-says-its-close-but-still-has-one-issue-to-solve/index.html

https://x.com/mooreslawisdead/status/2069904009494765764

https://x.com/mooreslawisdead/status/2069506270772519331

https://x.com/mooreslawisdead/status/2070223218841899165

https://news.xbox.com/en-us/2026/06/25/xbox-console-price-update/

https://x.com/IdleSloth84_/status/2071364342419804610

https://x.com/mooreslawisdead/status/2071359923493937405

https://www.techspot.com/news/112883-gta-6-standard-edition-confirmed-cost-80-while.html

https://gamerant.com/playstation-future-dedicated-console-ps6/

https://www.techpowerup.com/350334/intel-nova-lake-s-52-core-oc-sku-to-draw-474-w-in-pl2-mode

https://youtu.be/CbWD5dhyYjQ

https://youtu.be/55sZNPeSZ74

https://gamerant.com/playstation-future-dedicated-console-ps6/

https://www.techspot.com/news/112874-sony-best-selling-playstation-games-year-mostly-ones.html

https://www.techspot.com/news/112872-valve-working-intel-amd-nvidia-make-steamos-run.html

https://insider-gaming.com/bungie-studio-head-justin-truman-stepping-down/

https://www.pcgamer.com/games/horror/big-companies-told-hideo-kojima-hes-crazy-for-making-od-its-something-that-no-one-has-ever-seen-before/

https://www.youtube.com/watch?v=D-XceWITCQg

Links:

https://www.techpowerup.com/350264/fsr-4-1-shows-massive-performance-gains-on-rdna-3

https://www.tweaktown.com/news/112325/amds-new-fsr-4-1-for-rdna-3-also-works-on-rdna-3-5-and-rdna-2-gpus/index.html

https://www.youtube.com/watch?v=dsP5-sJnq_M

https://www.computerbase.de/artikel/grafikkarten/fsr-upscaling-4-1-rdna-3-test.98045/seite-3

https://youtu.be/Evkc4FtK5_w https://www.ldlc.com/fiche/PB00745922.html

https://www.xda-developers.com/someone-built-their-own-steam-machine-at-valves-original-price-point-and-its-a-solid-contender/

https://www.notebookcheck.net/Insider-says-599-Steam-Machine-price-was-possible-if-Valve-managed-memory-shortage.1330130.0.html

https://x.com/HardwareSteam/status/2070149453701435555

https://www.tweaktown.com/news/112348/valve-offers-update-on-steam-deck-2-says-its-close-but-still-has-one-issue-to-solve/index.html

https://x.com/mooreslawisdead/status/2069904009494765764

https://x.com/mooreslawisdead/status/2069506270772519331

https://x.com/mooreslawisdead/status/2070223218841899165

https://news.xbox.com/en-us/2026/06/25/xbox-console-price-update/

https://x.com/IdleSloth84_/status/2071364342419804610

https://x.com/mooreslawisdead/status/2071359923493937405

https://www.techspot.com/news/112883-gta-6-standard-edition-confirmed-cost-80-while.html

https://gamerant.com/playstation-future-dedicated-console-ps6/

https://www.techpowerup.com/350334/intel-nova-lake-s-52-core-oc-sku-to-draw-474-w-in-pl2-mode

https://youtu.be/CbWD5dhyYjQ

https://youtu.be/55sZNPeSZ74

https://gamerant.com/playstation-future-dedicated-console-ps6/

https://www.techspot.com/news/112874-sony-best-selling-playstation-games-year-mostly-ones.html

https://www.techspot.com/news/112872-valve-working-intel-amd-nvidia-make-steamos-run.html

https://insider-gaming.com/bungie-studio-head-justin-truman-stepping-down/

https://www.pcgamer.com/games/horror/big-companies-told-hideo-kojima-hes-crazy-for-making-od-its-something-that-no-one-has-ever-seen-before/

https://www.youtube.com/watch?v=D-XceWITCQg

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

We leak Sony’s strategy for PS6, discuss XBOX Exclusives, and Steam Machine!

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00:00 How Gaming Has Changed Over 20 Years

27:45 PS6's Exclusive Pivot

35:55 What must next-gen consoles fix?

47:36 PS6 VFI Leak - Sony's Strategy is Clear

55:31 PlayStation AI Next-Gen, PS3 Backwards Compatibility

1:14:47 XBOX Helix Pricing & Strategy under Asha Sharma

1:24:02 Should PlayStation be more open?

1:33:17 XBOX Exclusives

1:40:51 Steam Machine Analysis

2:15:58 PS VR2 on PS6, PlayStation Account Hacks, Next-Gen Optimism

Check out Ryan's Channel: https://www.youtube.com/@MysticRyan

https://www.pushsquare.com/news/2026/06/theres-no-ambiguity-in-sonys-strategy-trusted-journalist-on-ps5s-exclusivity-approach-after-wishy-washy-ceo-statement

https://www.windowscentral.com/gaming/call-of-duty/head-of-xboxs-call-of-duty-studio-treyarch-retires-after-22-years

https://www.ign.com/articles/gta-6-cover-artwork-revealed-pre-orders-begin-june-25

https://www.pushsquare.com/news/2026/05/prominent-ps5-podcasters-account-hacked-social-engineering-concerns-amplified

https://youtu.be/66QzlDewigE?si=yhval-49inCQZ4c-

https://www.digitalfoundry.net/articles/digitalfoundry-2025-kingdom-come-deliverance-2-is-shaping-up-well-on-playstation-and-xbox-cons

https://www.tomshardware.com/video-games/console-gaming/valve-steam-machine-review

https://youtu.be/Huw11M9aaMk?si=PfIsOx5m_jK9VfOk

https://x.com/jackhuynh/status/2069059207383720091

https://kotaku.com/gabe-newell-valve-steam-yacht-mansion-billionaire-2000707539

https://youtu.be/Huw11M9aaMk?si=ifiKSgqkSeU8pZCV

https://www.reddit.com/r/Steam/comments/1llbocw/anyone_else_thinks_it_sucks_that_we_no_longer_get/

https://www.digitalfoundry.net/news/2026/06/weirdly-the-steam-machine-only-has-one-stick-of-ddr5-ram-heres-why

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