Broken Silicon

Jez Corden from Windows Central and the XB2 Podcast joins to discuss next-gen strategy!

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0:00 Game Studios in Walsall & Champagne, Illinois (Jez Introduction)

5:52 Why XBOX One’s Digital Pitch Failed

24:01 XBOX Helix Specs and Strategy

44:13 How XBOX Profits with Steam on Helix

1:03:36 XBOX Positron Disc to Digital Leak

1:30:04 Sony’s Killed the Vibe - That could kill PS6

1:37:10 Could XBOX let you digitize PlayStation games?!

1:42:42 A Fair All-Digital PS6…

1:51:16 Is leaning too much on old IP dangerous for the business model

1:58:22 XBOX Helix Exclusives Strategy

2:04:30 AMD RDNA 5 Performance Leak

2:13:02 Does Helix need an "S" Model?

Check out Jez: https://www.windowscentral.com/author/jez-corden

https://www.windowscentral.com/gaming/xbox/xbox-helix-and-steam-and-why-it-no-longer-makes-sense

https://news.xbox.com/en-us/2026/07/27/ubisoft-xbox-pc/

https://x.com/mooreslawisdead/status/2083282550487720373

https://youtu.be/5zD1E6O5s_I

https://youtu.be/O0Ci9WiGgfY

https://youtu.be/x-A3Bl2hXoQ

https://youtu.be/mmAX6XFQsA8

https://youtu.be/X_pjrZQDerw

https://youtu.be/hvuN_4C5fx0

https://youtu.be/zyoaVlsUCgM

https://youtu.be/oROywsaqoWI

https://insider-gaming.com/xbox-console-price-hike-in-europe-shocking-jump/

https://www.youtube.com/watch?v=uP4E3xNU9pU

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Zen 6 might have several advantages against Intel’s initial NVL launch according to our sources…

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0:00 Getting back into Elden Ring (Intro Banter)

4:33 Frame Gen, Steam Machine's Magical Size (Corrections)

14:06 PlayStation and XBOX Network Outages

22:47 How would we Market PS6?

29:14 PS6 Ray Tracing Performance

31:38 XBOX Backward Compatibility Comes to PC

38:48 Steam Deck 2 and Next-Gen Performance

48:31 NVIDIA DLSS 5 Progress Update

58:49 Zen 6 Revealed at AMD Advancing AI 2026

1:11:53 Intel Nova Lake Release Date Leak

1:22:02 Intel Confirms Hyper-Threading’s Return!!!

1:24:45 Intel Q2 Earnings, 7700X3D Review, PSN Boycott, LG Monitor Spyware (Wrap-Up)

Links:

https://www.ign.com/articles/sonys-nightmare-month-gets-worse-as-playstation-network-goes-down-leaving-fans-unable-to-play-digital-games-just-weeks-after-killing-disc-controversy-erupted

https://x.com/mooreslawisdead/status/2080774239964336177

https://www.windowscentral.com/gaming/xbox-live-services-are-currently-down-could-this-be-why-players-cant-access-halo-campaign-evolveds-early-access

https://news.xbox.com/en-us/2026/07/22/xbox-backward-compatibility-on-pc/?ocid=Announce_soc_omc_xbo_tw_Photo_lrn_7.22.2

https://www.purexbox.com/news/2026/07/it-sure-sounds-like-xbox-360-games-are-coming-to-backwards-compatibility-on-pc

https://x.com/TheLunarixus/status/2079994620688093204

https://www.techpowerup.com/350916/nvidia-shows-dlss-5-progress-and-technical-details-at-siggraph-2026

https://www.youtube.com/live/crEztVjfAPM?si=JgbeHp0Ix0J31ulE

https://www.techpowerup.com/351017/amd-advancing-ai-live-blog-tracking-the-latest-developments-in-ai

https://www.tomshardware.com/pc-components/cpus/amds-256-core-epyc-9996-venice-claims-up-to-a-3-4x-jump-over-intel-xeon-competition-20-percent-over-nvidia-vera-zen-6-comes-with-up-to-1024mb-of-l3-16-channel-memory-and-5ghz-clock-speeds

https://youtu.be/j6mOaxkq31Y

https://overclock3d.net/news/cpu_mainboard/nova-lake-when-intel-nova-lake-release-schedule-leaks/

https://www.oregonlive.com/silicon-forest/2026/07/intel-plans-fresh-layoffs-this-time-in-its-data-center-group.html

https://www.techpowerup.com/351049/intel-reaffirms-multithreading-returns-in-2028-with-coral-rapids

https://www.investing.com/news/transcripts/earnings-call-transcript-intel-tops-q2-2026-estimates-as-shares-rebound-after-hours-93CH-4810201 https://youtu.be/hicLIeott6E

Intel Earnings: https://finance.yahoo.com/markets/stocks/article/intel-stock-falls-nearly-8-despite-big-q2-earnings-beat-121538508.html

7700X3D Review: https://www.techspot.com/review/3150-amd-ryzen-7700x3d/#A_Good_CPU_at

AMD gets in on circular financing by investing in Anthropic, as Anthropic buys MI450s: https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus

Google to allow 3rd Party Stores: https://x.com/TimSweeneyEpic/status/2077466644364877985#google_vignette

PS Blackout: https://insider-gaming.com/gamers-plan-playstation-blackout-means-nothing-to-sony/

Steam Deck Price Hike Destroys Sales: https://www.techspot.com/news/113220-valve-steam-deck-price-hike-has-completely-destroyed.html

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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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