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    John Furrier and Dave Vellante discuss Dell's fantastic earnings, the AI hardware market and what to expect at Snowflake Summit 2026 on the latest episode of theCUBE Pod.AI play_arrow

    On theCUBE Pod: Dell’s AI hardware business pays dividends; Snowflake and Anthropic fare well at the stocks

    Artificial intelligence adoption has brought hardware back in style, with Dell Technologies Inc. having an astounding week. The hardware firm saw an 88% jump in revenue and its stock closed up at 33% last week. These amazing numbers reflect how AI is pushing enterprises to seek more compute power — ...

    BY DEVONY HOF - 2 HOURS AGO

    AI

    On theCUBE Pod: Dell’s AI hardware business pays dividends; Snowflake and Anthropic fare well at the stocks

    BY DEVONY HOF - 2 HOURS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      AI

      Personal agents light the fuse as Snowflake and Databricks move up the AI stack

      The artificial intelligence wave is starting to look a bit like the personal computer era – with some obvious differences. The first similarity is personal productivity. Individuals are taking control of their own work with agents, open tools and repeatable skills, much like power users once did with spreadsheets, word ...

      BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 2 DAYS AGO

      AI

      Personal agents light the fuse as Snowflake and Databricks move up the AI stack

      BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 2 DAYS AGO

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