AMD OEM Adoption and Supply Constraints

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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