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Lenovo Chair: AI Has Entered Universal Stage, Definitely Not a Bubble as Whole
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LENOVO GROUP (00992.HK) Chairman Yang Yuanqing said AI will be a growth driver for the group in the future. He noted that every major innovation sees substantial investments and fierce competition in its early stage, which may lead to bubbles in certain areas, such as the inevitable one in large language models. However, AI as a whole is definitely not a bubble.

AI has now entered a deeper universal stage, where large-scale infrastructure investments will spur the development of more terminal devices and applications, Yang pointed out. Estimating that demand for AI infrastructure will shift from training to inference, he added that LENOVO GROUP will launch multiple inference servers to drive ISG business growth.

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