129. AI’s Growth Engine: Dell’s Blowout, Snowflake’s Surge, Anthropic’s Rise

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/
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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