LENOVO GROUP(HK:00992) Zheng Quan Shi Bao Wang·2025-11-10 10:19Core Insights - Lenovo has once again secured the top position in the HPC TOP100 list with 43 systems, marking its 11th consecutive year as the leader in annual quantity share [1] - The demand for computing power is shifting from training to inference and post-training phases, with a predicted global spending on generative AI reaching $644 billion by 2025, a 76.4% increase from 2024, with approximately 80% allocated for AI hardware [1] - The emergence of "super-intelligent integration" technology is becoming a mainstream trend to address the challenges posed by AI large models, combining HPC with intelligent computing capabilities to meet diverse computing needs across industries [1] Industry Challenges - The underlying computing infrastructure faces new challenges related to transmission, computation, storage, and scheduling, necessitating a critical evolution in computing facilities [2] - Lenovo aims to drive AI implementation through comprehensive computing layouts and technological innovations, ranking among the top three in China's AI server market sales in the first half of 2025 [2] Technological Innovations - Lenovo has introduced three families of servers: data processing computing servers, AI training computing servers, and inference application computing servers, to support the evolution of computing architecture [2] - The latest version of Lenovo's heterogeneous intelligent computing platform 3.0 includes breakthroughs such as AI inference acceleration algorithm sets, AI compilation optimizers, and self-healing systems for fault prediction [2] Successful Implementations - Lenovo's integrated training and inference solution has achieved significant results, such as improving MFU from 30% to 60% in national-level AI cluster scenarios [3] - In the education sector, Lenovo collaborated with Peking University to build a high-performance computing platform, drastically reducing the time for MRI results from 15 minutes to approximately 20 seconds [3] - The new generation liquid-cooled high-performance computing platform "Blue Whale No. 1" for Nanjing University's high-performance computing center was completed and operational in September [3]