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130. Snowflake, Databricks, Cisco and the AI Arms Race
June 6, 2026
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 ag...Read more