This is Microsoft's Last Chance for AI

Watch on YouTube ↗  |  June 05, 2026 at 13:45  |  32:08  |  Bankless
Speakers
Ejaaz Ahamadeen — Co-Host, Limitless Podcast (Bankless)
Josh Kale — Co-Host, Limitless Podcast (Bankless)

Summary

The episode covers major AI and tech news from the week, including Microsoft's concept AI hardware and models at Build, NVIDIA's Computex announcements of new GPUs and CPU entry, Marvell being highlighted as the next trillion-dollar company, Blue Origin's rocket explosion, Cloudflare's bot traffic surpassing humans, OpenAI's compute crunch, Grok's new coding partnership, and Google's $85 billion capital raise. The hosts discuss the implications for AI investment and the scaling of data center infrastructure.

  • Microsoft unveiled concept AI devices and seven new models but does not plan to ship them.
  • NVIDIA announced Vera Rubin NVL72 and entry into the CPU market at Computex.
  • Jensen Huang declared Marvell the next trillion-dollar company due to networking needs.
  • Blue Origin's New Glenn rocket exploded during testing, delaying satellite launches.
  • Cloudflare reported that bot traffic now exceeds 57% of internet traffic.
  • OpenAI CFO confirmed compute is sold out through 2027, fueling capex spending.
  • Grok partnered with Cursor to enhance its coding model with a new agent harness.
  • Google raised an additional $85 billion, a move seen as bullish by the hosts.
Trade Ideas
Ejaaz Ahamadeen Co-Host, Limitless Podcast (Bankless) 9:02
NVIDIA expanding into CPUs, strong revenue.
NVIDIA announced entry into the CPU market at Computex, with a $20 billion revenue run rate expected this year, demonstrating successful expansion beyond GPUs into adjacent compute markets driven by AI demand.
NVDA HIGH
Ejaaz Ahamadeen Co-Host, Limitless Podcast (Bankless) 11:53
Marvell benefits from AI networking bottleneck.
Jensen Huang declared Marvell the next trillion-dollar company as it specializes in networking architecture for AI data centers, addressing the next bottleneck after compute and memory, and NVIDIA has invested $2 billion in the company.
MRVL HIGH
Ejaaz Ahamadeen Co-Host, Limitless Podcast (Bankless) 30:03
Google's capital raise is bullish.
Google raised $85 billion in a strategic move to strengthen its balance sheet for future AI CapEx, which is bullish because they have $126 billion already and are using creative financial bookkeeping to avoid future dilution, expecting the stock to rise.
GOOGL MED
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This Bankless video, published June 05, 2026, features Ejaaz Ahamadeen discussing NVDA, MRVL, GOOGL. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ejaaz Ahamadeen  · Tickers: NVDA, MRVL, GOOGL