联想杨元庆：AI不存在泡沫，需求将会持续增长

Core Viewpoint - The CEO of Lenovo Group, Yang Yuanqing, believes that there is no bubble in AI and anticipates sustained growth in AI demand across various sectors, including large language models, computer vision, autonomous driving, and industrial automation [1][2] Group 1: AI Business Growth - Lenovo's AI-related business revenue has increased to 30% of total revenue in the second fiscal quarter of 2025/26, marking a 13 percentage point year-on-year increase [1] - The company has launched over 200 AI technologies and hybrid AI product combinations, with its self-developed X-Engine significantly optimizing AI generation speed and energy consumption [1] Group 2: Enterprise AI Infrastructure - Lenovo is accelerating its layout in enterprise-level AI infrastructure, shifting the focus of AI computing from public cloud training to local data centers and edge-side inference [2] - The company aims to drive intelligent transformation for enterprise clients through hybrid AI solutions, customized services for vertical industries, and AI model factories, which is expected to open new market opportunities [2] Group 3: Market Challenges and Responses - Yang noted that the rapid development of AI technology has led to a surge in global demand for key components such as memory, flash storage, and solid-state drives, resulting in short-term price volatility [2] - Lenovo has established mature mechanisms to respond to the cost pressures arising from the recent imbalance in the storage chip market [2]