Show Notes
TheCUBE Research’s John Furrier and Dave Vellante return for the latest episode of theCUBE Pod with a look at Dell’s strong quarter, Snowflake’s momentum and Anthropic’s growing position in AI. Furrier and Vellante connect the dots across enterprise demand, infrastructure strategy and the shifting economics behind artificial intelligence adoption. The episode focuses on Dell’s rack-scale AI servers, supply-chain advantages, Nvidia partnerships and GPU utilization. Furrier and Vellante also examine Snowflake’s product evolution, governance push and Anthropic’s monetization strategy, while weighing what these moves mean for deployment models, total cost of ownership, token economics and enterprise AI infrastructure. Read more: https://siliconangle.com/2026/06/01/ai-hardware-dell-data-center-growth-thecubepod/ New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1 Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308 YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Tech and Markets: Dell's Rise and Future Trends 02:39 - Dell's Strategic Moves and Innovations 05:10 - Trump's Impact and Dell's Strategic Evolution 07:22 - Title: Dell's AI Innovations and Infrastructure 12:45 - Water Cooling vs. Air Cooling Debate 16:20 - Enterprise Technology Trends and Predictions 20:28 - Snowflake's Competitive Landscape 24:48 - Conclusion and Upcoming Events This Week In Enterprise: Hardware’s back, baby: AI supercharges server, PC and memory sales AI demand is lifting hardware giants, with Dell, NetApp, HP, Micron, and SK hynix benefiting from servers, PCs, and memory. Software firms such as Snowflake, MongoDB, Salesforce, and UiPath are easing AI disruption fears, while Anthropic gains momentum and Pope Leo raises concerns about AI’s costs and risks. Check out the full article https://siliconangle.com/2026/05/29/hardwares-back-ai-supercharges-server-pc-memory-sales/ Watch the full podcast to find out why these industry pros were mentioned: Chirantan "CJ" Desai, president and CEO at MongoDB Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Vladimir Putin, president of Russia Donald Trump Jr., American businessman Michael Dell, chairman and CEO at Dell Technologies Jensen Huang, president, co-founder and CEO at Nvidia Jeff Clarke, chief operating officer and vice chairman of Dell Technologies Tom Sweet, former CFO at Dell Technologies David Floyer, analyst emeritus at theCUBE Research Arthur Lewis, president for infrastructure solutions group at Dell Technologies Chen Goldberg, senior vice president of engineering at CoreWeave George Gilbert, principal analyst at theCUBE Research #theCUBE #theCUBEPod #theCUBEresearch #Dell #Snowflake #Anthropic #Nvidia
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