Xin Lang Cai Jing·2026-01-04 02:26Core Insights - The discussion between NVIDIA CEO Jensen Huang and Lenovo CEO Yang Yuanqing highlighted the significant growth in AI collaboration, with a fivefold increase over the past few years and a potential for another fivefold increase in the next two years [1][2] - Both leaders emphasized the evolution of AI from generative AI to agent-based AI, which offers enhanced problem-solving and reasoning capabilities, with a focus on "hybrid AI" as a key opportunity for future development [1][2] Company Performance - Lenovo reported a 15% year-over-year revenue growth for Q2 of the fiscal year ending September 30, 2025, reaching $20.5 billion, surpassing market expectations and previous records during the pandemic; adjusted net profit increased by 25% to $512 million, outpacing revenue growth [6] - NVIDIA achieved record revenue of $57 billion for Q3 of fiscal year 2026, a 62% year-over-year increase, significantly exceeding market expectations of $55.19 billion; net profit rose by 65% to $31.9 billion [6] Strategic Developments - NVIDIA and Lenovo are jointly developing an enterprise-level AI system based on RTX Pro, with technical details expected to be announced at an upcoming global innovation technology conference [4] - Huang countered concerns about an AI bubble by highlighting the rapid expansion of the AI ecosystem, with more foundational model builders and startups emerging across various industries and countries [6]