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/a... New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://open.spotify.com/show/1hBxlS6... Apple Podcasts: https://podcasts.apple.com/us/podcast... YouTube:    • theCUBE Pod with John Furrier & Dave Vellante   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 #theCUBE #theCUBEPod #theCUBEresearch #Dell #Snowflake #Anthropic #Nvidia