363. Nvidia AI Bubble Cooked by 2027, AMD Morale Leak, RDNA 5 Comeback | Ed Zitron

Ed Zitron joins to explain why and when the AI Bubble will pop, AMD’s RDNA 5 pivot, and more!
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0:00 Who is Ed Zitron?
5:18 Access Journalism is Ruining Gaming & Inflated the Bubble
16:49 AMD Morale Leak – AI Promotes Incompetence
23:52 “Business Idiots” and the AI Bubble
35:35 AI ROI & Productivity
46:31 Datacenters Aren't Actually Being Built (And won't be...)
1:03:50 When will the AI Bubble Burst? (Answered)
1:11:12 RTX Spark & Nvidia's Bubble Exposure
1:17:17 AMD RDNA 5 - Ready for a Consumer Pivot in 2027?
1:23:49 What does a Post-Bubble World look like?

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https://www.amd.com/en/newsroom/press-releases/2025-10-6-amd-and-openai-announce-strategic-partnership-to-d.html

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