COVID-era shortages vs. today's capacity build

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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