theCUBE Podcast

The AI stack is turning into a full-contact race, and John Furrier and Dave Vellante put Snowflake, Databricks and Cisco under the microscope. In the latest theCUBE Pod, Furrier and Vellante connect field reporting from Cisco Live with theCUBE Research’s view of enterprise data and infrastructure strategy.
Vellante digs into Snowflake’s reinvention and Databricks’ developer pull, while Furrier sees Cisco’s opening in networking, optics and AI factory scale. The discussion keeps the focus practical: harmonized data, hybrid AI architectures, front-end agents, back-end systems of intelligence, token costs and security now define enterprise AI execution.
Read more https://siliconangle.com/2026/06/08/snowflake-ai-stack-cisco-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 - Title: "Exploring theCUBE Pod: Market Insights and Emerging Tech Trends
02:24 - AI and the Enterprise: Cisco and Networking
04:43 - Technological Innovation and Economic Trends
08:24 - Advancing AI: NVIDIA's Impact on Accelerated Computing and Hybrid Solutions
11:09 - Data as a Company’s Crown Jewel
14:09 - Systems of Engagement and Intelligence
16:39 - Competition Among Data Platforms
19:51 - Snowflake: Strategic Market Position and Evolution
25:55 - Visionaries in the AI Space
28:38 - Advancing AI: From Traditional to Optical Networking
35:21 - Future of Silicon and Networking Solutions
39:57 - Energy and Efficiency in AI Factories
45:47 - AI Tokenomics and Future Horizons
This Week in Enterprise:
The AI control race heats up
Anthropic’s cautionary AI message, SpaceX’s massive fundraising plans and Snowflake’s push to become an AI control plane frame a widening enterprise battle. Cisco, Microsoft and Nvidia are also staking claims, while Oracle, Apple’s WWDC and FinOps X add more signals about where AI infrastructure and strategy head next from here.
Check out the full article https://siliconangle.com/2026/06/05/filing-ipo-anthropic-says-ai-slow-fat-chance/

Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

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

Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.

New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
Apple Podcasts: https://lnkd.in/gGYj5sUQ
YouTube: https://lnkd.in/g5NaFcRu

Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends

127. The Great AI Buildout: Spending, Signals & the ROI Question

Watch the latest episode of theCUBE Pod, where analysts John Furrier and Dave Vellante break down the biggest trends and innovations shaping the tech world. From industry disruptions to emerging technologies, we bring you expert analysis and insider insights — so you stay ahead in the fast-evolving enterprise landscape.

New episodes every Friday. Subscribe for weekly tech analysis.
Spotify: https://lnkd.in/ge_TNsSX
Apple Podcasts: https://lnkd.in/gGYj5sUQ
YouTube: https://lnkd.in/g5NaFcRu

Watch the full lineup of theCUBE Pod https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu

#theCUBE #theCUBEpod #theCUBEresearch #EmergingTech #TechTrends