{"id":878406,"date":"2026-09-03T09:32:24","date_gmt":"2026-09-03T09:32:24","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/878406\/"},"modified":"2026-09-03T09:32:24","modified_gmt":"2026-09-03T09:32:24","slug":"dell-results-suggest-ai-productivity-boom-is-here","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/878406\/","title":{"rendered":"Dell Results Suggest AI Productivity Boom Is Here"},"content":{"rendered":"<p>  <img decoding=\"async\" class=\"w-full object-cover rounded-theme aspect-[16\/9] bg-bgr-tone\" loading=\"eager\"   src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2026\/09\/photo-1565273601018-d1da7cfed4f7.jpeg\" alt=\"Dell Results Suggest AI Productivity Boom Is Here\"\/><\/p>\n<p>I. Dell<\/p>\n<p>Dell Technologies&#8217; stock price is soaring (chart). The company delivered a major beat across the board for its fiscal 2027 second quarter (ended July 31), driven by massive, accelerating demand for AI infrastructure and strong legacy hardware performance. Revenues and earnings rose 58% y\/y and 203%, respectively. AI server revenue rose 100%, while traditional servers and networking revenues rose 122%. The results confirm that the AI infrastructure buildout remains in full swing. Strong demand for AI compute capacity points to accelerating AI adoption across the economy, which we think will drive a productivity boom.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2026\/09\/gateway-29.png\" class=\"kg-image\" alt=\"\" loading=\"lazy\" width=\"1920\" height=\"1080\"  \/><\/p>\n<p>II. Productivity<\/p>\n<p>We are already seeing signs of this productivity boom in the economic data. The Atlanta Fed&#8217;s GDPNow model currently estimates that real GDP is increasing by 4.8% (saar) in Q3, led by a whopping 21.5% increase in AI-supercharged fixed business equipment investment (chart).<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2026\/09\/gateway-22.png\" class=\"kg-image\" alt=\"\" loading=\"lazy\" width=\"1920\" height=\"1080\"  \/><\/p>\n<p>Output is booming, while labor input is rising at an anemic pace, a clear sign of robust productivity growth (chart).<\/p>\n<p>            Join thousands who rely on QuickTakes<\/p>\n<p style=\"margin: 0 0 1rem 0; opacity: 0.9;\">Unlock the rest of this QuickTakes post \u2014 plus all premium content<\/p>\n<p>                \u2713 5\u20138 market-moving QuickTakes each week (vs 1\u20133 on free)<br \/>\n                \u2713 Weekly video commentary from Dr. Yardeni<br \/>\n                \u2713 Complete research archive at your fingertips<\/p>\n<p>            <a href=\"https:\/\/www.yardeniquicktakes.com\/membership\/\" onclick=\"plausible(&#039;CTA_Click&#039;, {props: {location: &#039;paywall&#039;, member_status: &#039;logged_out&#039;, button_text: &#039;Unlock Everything&#039;, page_type: &#039;post&#039;, content_visibility: &#039;paid&#039;}})\" class=\"btn-shimmer-white\" style=\"display: inline-flex; align-items: center; gap: 0.375rem; font-weight: 600; color: #2e7e74; padding: 0.75rem 2rem; border-radius: 9999px; text-decoration: none; transition: all 0.3s; box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1);\" rel=\"nofollow noopener\" target=\"_blank\"><br \/>\n                Unlock Everything<\/p>\n<p>            <\/a><\/p>\n<p style=\"margin-top: 1rem;\">Already have an account? <a data-portal=\"signin\" href=\"#\/portal\/signin\" onclick=\"plausible('Signin_Click', {props: {location: 'paywall'}})\">Sign in<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"I. Dell Dell Technologies&#8217; stock price is soaring (chart). The company delivered a major beat across the board&hellip;\n","protected":false},"author":2,"featured_media":878407,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,105],"class_list":["post-878406","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-au","tag-australia","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/878406","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=878406"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/878406\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/878407"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=878406"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=878406"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=878406"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}