Die Shrink 161: Intel Bailouts, Nvidia AI vs AOL.com, AMD X970 for Zen 6 (Mail Bag 30)
Added 2025-10-01 22:38:29 +0000 UTCTom and Dan CRAAAAAACK open the mail bag to discuss the failures of semiconductor investing in the USA, the AI bubble, RDNA 5, Zen 6, and future AM5 Chipsets!
0:00 Intel Bailouts & Chips Act Failures
4:37 Maxwell vs Kepler, Switch 2 SOC for Laptops, Nvidia Shield 2
16:31 Nvidia Edison, AI Bubble
24:41 % Yields at TSMC, Dev DLSS Targets, RDNA 5 Die Strategy
33:09 AMD X970 for Zen 6, Nova Lake vs Zen 7 DDR5 Concerns
40:07 XBOX Magnus CPU, Mandatory Ray Tracing
https://finance.yahoo.com/news/nvidia-100-billion-openai-investment-110000256.html
https://www.techspot.com/review/2984-doom-dark-ages-benchmark/#google_vignette
https://youtu.be/Oeepx2ZLrCA?si=RKpMp8gaCPwQVGv-
Comments
Was the Shield a failure? Never seen evidence of a price cut and it's still recommended as one of the best streaming media devices even with it being so old.
Steven Dick
2025-10-02 09:15:16 +0000 UTC
