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=1Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwuFind 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 Trends02:39 - Dell's Strategic Moves and Innovations05:10 - Trump's Impact and Dell's Strategic Evolution07:22 - Title: Dell's AI Innovations and Infrastructure12:45 - Water Cooling vs. Air Cooling Debate16:20 - Enterprise Technology Trends and Predictions20:28 - Snowflake's Competitive Landscape24:48 - Conclusion and Upcoming EventsThis Week In Enterprise:Hardware’s back, baby: AI supercharges server, PC and memory salesAI 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 MongoDBBrian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSEVladimir Putin, president of RussiaDonald Trump Jr., American businessmanMichael Dell, chairman and CEO at Dell TechnologiesJensen Huang, president, co-founder and CEO at NvidiaJeff Clarke, chief operating officer and vice chairman of Dell TechnologiesTom Sweet, former CFO at Dell TechnologiesDavid Floyer, analyst emeritus at theCUBE ResearchArthur Lewis, president for infrastructure solutions group at Dell TechnologiesChen Goldberg, senior vice president of engineering at CoreWeaveGeorge Gilbert, principal analyst at theCUBE Research#theCUBE #theCUBEPod #theCUBEresearch #Dell #Snowflake #Anthropic #Nvidia
