联想全面升级基础设施筑牢算力底座

Core Insights - The 7th China Supercomputing Conference concluded with Lenovo achieving the top position in the HPC TOP100 list for the 11th consecutive time, showcasing its strong capabilities in computing infrastructure [1][2] - Lenovo was recognized as a "Leading Enterprise in Computing Power" and its innovative solution was included in the "2025 China Computing Power Application Classic Cases" [1] - The conference introduced the concept of "computing power economy," emphasizing the direction and pathways for the new computing power industry [2] Computing Power Demand - There is a significant shift in market demand from training to inference and post-training phases, leading to explosive growth in inference computing power requirements [3] - Gartner predicts that global spending on generative AI will reach $644 billion by 2025, a 76.4% increase from 2024, with approximately 80% allocated to AI hardware for inference scenarios [3] Lenovo's Technological Innovations - Lenovo has made substantial advancements in server hardware innovation and AI computing optimization, ranking among the top three in China's AI server market sales in the first half of 2025 [4] - The company has introduced a comprehensive range of servers, including data processing, AI training, and inference application servers, to meet the evolving demands of AI applications [4] Industry Applications - Lenovo is driving the large-scale implementation of AI across various industries, including manufacturing, education, and finance, with notable benchmark cases [5] - The "Blue Whale No. 1" liquid-cooled high-performance computing platform was established for Nanjing University, demonstrating high space utilization efficiency with 360 computing nodes and two high-performance storage systems [5] Future Outlook - The year 2025 is anticipated to be crucial for the evolution of global AI infrastructure, with Lenovo's China Infrastructure Business Group planning to expand its business scenarios [6] - The company aims to create a robust computing service engine focused on "AI-driven" and "localized" strategies to support the intelligent transformation of various industries [6]