Market effects and AMD's position

Intel’s most important launch of 2026 is here, and Nvidia scandals are everywhere – we discuss.
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00:00 Power's Back and Dan's Putt-Putt Golf Injury (Intro Banter)
5:15 Nvidia Supply Scandals Explode
18:36 Will Nvidia leave Gaming?
23:49 Ryzen 7 9850X3D Early Analysis
33:28 AMD Gorgon Point Early Analysis
42:20 Intel Panther Lake Reviews are in!
59:53 Big Battlemage Professional Only?
1:03:01 Arrow Lake Refresh Benchmarks Leak
1:06:26 Nova Lake Desktop Targeting Late 2026 for Launch
1:15:33 Bartlett Lake won’t Even Be Supported by ASROCK
1:16:40 DLSS 4.5, AMD & Apple Eat Intel's Lunch, Switch 2 Lite, Sony Sells Bravia (Wrap-Up)
1:29:54 AI Hostility, RADEON Features, PLC SSD Tech (Final RMs)

Links:

https://youtu.be/hZMAoC50iOw https://youtu.be/Kx4kPVyZRw0
https://youtu.be/leNBIkmtolY
https://www.techpowerup.com/345251/amd-closely-tracking-memory-ecosystem-and-working-with-aibs-to-maintain-radeon-msrps
https://x.com/mooreslawisdead/status/2014438506169246171
https://x.com/mooreslawisdead/status/2014446321915064470
https://www.techspot.com/news/111043-nvidia-may-have-ended-open-price-program-incentivized.html
https://x.com/McAfeeDavid_AMD/status/2014352353827099091
https://www.tomshardware.com/pc-components/cpus/amds-next-gaming-champ-to-debut-at-usd499-and-you-can-already-buy-it-ahead-of-launch-ryzen-7-9850x3d-is-usd20-more-expensive-than-the-ryzen-7-9800x3d
https://www.tomshardware.com/pc-components/cpus/amds-ryzen-7-9850x3d-could-save-you-hundreds-on-your-new-build-during-the-ram-crisis-cpu-tech-nearly-eliminates-the-performance-difference-between-cheap-and-expensive-ram
https://x.com/9550pro/status/1998042512448246034?s=20
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://map.datacapable.com/i/nes/
https://www.intel.com/content/www/us/en/products/sku/245526/intel-core-ultra-x9-processor-388h-18m-cache-up-to-5-10-ghz/specifications.html
https://forum.overclock3d.net/threads/amd-gorgon-halo-ryzen-ai-max-400-cpu-specifications-leak.105026/
https://youtube.com/live/a2vlK4DBZ2I
https://www.techpowerup.com/345246/core-ultra-9-290k-plus-arl-s-refresh-cpu-geekbenched-test-shows-9-uplift-over-285k
https://www.techpowerup.com/345539/intel-core-ultra-series-4-nova-lake-processors-launch-in-late-2026
https://www.youtube.com/watch?v=sqnjiEOHx78
https://d1io3yog0oux5.cloudfront.net/_db4f6cce29f5706fc910ca439515a50e/intel/db/887/9159/prepared_remarks/Intel-4Q2025-Earnings-Call+1+%281%29.pdf
https://videocardz.com/newz/asrock-confirms-its-z790-and-other-lga-1700-motherboards-will-not-support-bartlett-lake-cpus
https://www.techpowerup.com/345539/intel-core-ultra-series-4-nova-lake-processors-launch-in-late-2026
https://www.youtube.com/watch?v=sqnjiEOHx78
https://d1io3yog0oux5.cloudfront.net/_db4f6cce29f5706fc910ca439515a50e/intel/db/887/9159/prepared_remarks/Intel-4Q2025-Earnings-Call+1+%281%29.pdf
https://videocardz.com/newz/asrock-confirms-its-z790-and-other-lga-1700-motherboards-will-not-support-bartlett-lake-cpus
https://www.techspot.com/article/3080-nvidia-dlss-45-vs-40/
https://www.techpowerup.com/345547/asus-addresses-reports-of-800-series-motherboards-killing-amd-ryzen-7-9800x3d-cpus
https://www.tomshardware.com/pc-components/cpus/intel-shares-down-13-percent-as-company-only-manages-to-shrink-losses-in-latest-earnings-demand-to-outpace-2026-supply-usd300-million-deficit-comes-despite-more-than-usd20-billion-in-outside-investment-from-nvidia
https://www.techspot.com/news/111032-apple-amd-each-hold-about-20-laptop-cpu.html
https://youtu.be/UmPEZPgjcWg?si=VV1_5Fq9csWbV7mJ
https://www.techpowerup.com/345223/amd-ryzen-ai-max-392-strix-halo-faster-than-ryzen-9-7900x-in-first-tests
https://www.techpowerup.com/345546/hkepc-divulges-speculative-amd-ryzen-ai-max-400-gorgon-halo-product-stack
https://x.com/geoffkeighley/status/2014018027570786386?s=20
https://www.techpowerup.com/345276/nintendo-portal-lists-mysterious-switch-2-osm-is-a-lite-variant-coming
https://x.com/mooreslawisdead/status/2011955179390730724
https://x.com/shinobi602/status/2014463533744885780
https://www.engadget.com/home/home-theater/sony-is-handing-control-of-its-bravia-tv-business-to-chinas-tcl-120957252.html

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