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DF Direct Weekly #232 Is Now Available (Patreon)

Published:
2025-09-20 20:08:52
Edited:
2025-09-22 09:32:08
Imported:
2026-06

Content

A quick word before the blurb: owing to upcoming embargo schedules, we may well bring the public release version of this video forward to 16:00 BST on Sunday.

In the latest exciting episode of DF Direct Weekly, Alex and Oliver share impressions on the PC and PS5 versions of Dying Light: The Beast in the wake of review code problems stopping us from delivering a full review. Meanwhile, the shocking news of an Intel/Nvidia partnership demands attention from the team, before Rich shares his experiences of testing the leaked FSR4 INT8 version on RDNA 3 hardware. There's eyebrow-raising disbelief around the Gearbox CEO's reactions to Borderlands 4 performance critiques, while pricing for the Strix Halo-equipped GPD Win 5 confirms that the most powerful handheld ever made will arrive with an elevated price-point to match.

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Files

DF Direct Weekly #232: Dying Light: The Beast, Intel/Nvidia Partnership, Borderlands 4 Controversy

Digital Foundry is now fully independent! Join the DF Supporter Program and support the team: https://bit.ly/3jEGjvx In the latest exciting episode of DF Direct Weekly, Alex and Oliver share impressions on the PC and PS5 versions of Dying Light: The Beast in the wake of review code problems stopping us from delivering a full review. Meanwhile, the shocking news of an Intel/Nvidia partnership demands attention from the team, before Rich shares his experiences of testing the leaked FSR4 INT8 version on RDNA 3 hardware. There's eyebrow-raising disbelief around the Gearbox CEO's reactions to Borderlands 4 performance critiques, while pricing for the Strix Halo-equipped GPD Win 5 confirms that the most powerful handheld ever made will arrive with an elevated price-point to match. Go here to check out DF merch! https://store.digitalfoundry.net Subscribe for more Digital Foundry: http://bit.ly/DFSubscribe 0:00:00 Introduction 0:01:02 News 1: Dying Light: The Beast shows great PC, PS5 performance 0:20:28 News 2: Intel, Nvidia form chip partnership 0:32:58 News 3: Version of FSR 4 runs across wide range of GPUs 0:51:27 News 4: Combative Gearbox boss addresses Borderlands critics 1:10:17 News 5: GPD Win 5 arrives with hefty price tag 1:22:37 Supporter Q1: Can you explain Virtual Shadow Maps? 1:28:16 Supporter Q2: Shouldn’t you praise PSSR more for looking sharp in motion? 1:34:20 Supporter Q3: Do next-gen consoles need 50GB of RAM for AI? 1:40:15 Supporter Q4: Why do you think AMD Redstone is built to run without discrete AI hardware? 1:44:08 Supporter Q5: Could Intel and Nvidia produce their own console?

Comments

Buzz Bee Spoke

Alex in the thumbnail making fun of your micro stutter.

Aliasing Anonymous

Hey Rich, the NVIDIA deal is more about keeping the current US administration happy than it is about hardware opportunities. Washington lobbied NVIDIA for months behind the scenes to help Intel out by taking a stake Warren Buffet-style. Obviously opportunities for development exist; yet NVIDIA’s greatest concern right now is the administration limiting its overseas trade in AI chips - and this administration has no qualms about leveraging its power to get what it wants, fair or not. $5B is worth the price just to keep export controls at bay.

StooMonster

Nvidia acquired its stake in Intel through a direct purchase of common stock on the public market, rather than through any alternative structure or private arrangement. Nvidia invested $5 billion, purchasing Intel shares at $23.28 per share, which gave Nvidia approximately a 4% to 5% stake in Intel. This deal makes Nvidia one of Intel’s largest shareholders and was executed as a straightforward equity investment, subject to customary closing conditions and regulatory approvals. In return for Nvidia boosting Intel's stock price with this transaction is that it is part of a broader partnership, which also includes strategic and technical collaboration to develop advanced AI and data-centre products, as well as new consumer chip architectures leveraging both companies’ strengths. Agreed, the equity portion of the deal is purely a public equity investment—Nvidia did not conduct a buyout, private placement, convertible note, or any non-standard equity structure—like a Warren Buffet style investment. As you say, I think this keeps the US administration happy as they don't want Intel to collapse.

Aliasing Anonymous

By Warren Buffet I was referring to taking a stake very publicly to help reassure investors. Obviously it’s not Buffet-ish in that it’s not a “good deal” on paper. I suspect the months of wrangling was NVIDIA trying to leverage a deal for preferred equity - Intel no doubt pushed back hard with the white house since they really can’t afford to hemorrhage more cash on dividends right now, and ultimately the administration had more leverage here. I’m actually not convinced we’ll see significant collaboration on even consumer products, and even if we do I’m not sure how much it’ll help. Intel’s problems are much deeper than moving gaming devices, and NVIDIA can’t afford to buy up fab capacity if it would jeopardize the greatest gold rush in a generation.