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

Page: https://stenobird.com/podcast/broken-silicon-86783/365-nvidia-ai-bubble-cooked-by-2027-amd-morale-leak-rdna-5-comeback-ed-zitron
Text version: https://stenobird.com/podcast/broken-silicon-86783/365-nvidia-ai-bubble-cooked-by-2027-amd-morale-leak-rdna-5-comeback-ed-zitron.md
Podcast: [Broken Silicon](https://stenobird.com/podcast/broken-silicon-86783)
Published: 2026-06-09T14:00:00+00:00
Episode link: https://bleav.com/shows/broken-silicon/episodes/363-nvidia-ai-bubble-cooked-by-2027-amd-morale-leak-rdna-5-comeback-ed-zitron/
Audio file: https://pscrb.fm/rss/p/mgln.ai/e/1385/injector.simplecastaudio.com/151e6a26-d130-48ba-b40f-32565cff7ac3/episodes/4a0882f7-8c27-495b-9458-dd45e9c3140f/audio/128/default.mp3?aid=rss_feed&awCollectionId=151e6a26-d130-48ba-b40f-32565cff7ac3&awEpisodeId=4a0882f7-8c27-495b-9458-dd45e9c3140f&feed=a0erDdmX
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Duration seconds: 5617

## Resource

Ed Zitron joins to explain why and when the AI Bubble will pop, AMD’s RDNA 5 pivot, and more! [SPON: Wondershare Recoverit V14 AI-Powered Data Recovery: https://cutt.ly/pt0IMyPG ] [SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] #recoverit #VideoRecovery #PhotoRecovery #datarecoverysoftware #recoverdeletedfiles #recoverformatteddrive #recoverlostdata #bestdatarecoverysoftware #howtorecoverdeletedfiles #partitionrecovery #recoverdeletedpartition #recoverformattedpartition #harddrivedatarecovery #externalharddriverecovery #USBdatarecovery #SDcardrecovery 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? https://www.linkedin.com/in/edzitron/ https://www.wheresyoured.at/ https://www.youtube.com/@BetterOfflinePod https://www.amd.com/en/newsroom/press-releases/2025-10-6-amd-and-openai-announce-strategic-partnership-to-d.html

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## Transcript

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