Guan Cha Zhe Wang·2026-01-07 09:51Core Insights - Lenovo and NVIDIA announced a partnership to launch the "Lenovo AI Cloud Super Factory" at CES 2026, aimed at enhancing their collaboration in AI cloud services [1][4] - The initiative is designed to empower AI cloud service providers to deploy next-generation AI workloads and applications more rapidly, emphasizing the importance of delivery speed over mere computing power in the AI era [4] Group 1: Partnership and Collaboration - The partnership between Lenovo and NVIDIA aims to expand the boundaries of AI factories to Gigawatt level, simplifying cloud infrastructure deployment with higher efficiency and predictability [4] - The collaboration will support NVIDIA's latest Vera Rubin architecture, which includes six newly designed chips, significantly enhancing training time and reducing inference token costs [4][7] Group 2: Technological Advancements - NVIDIA's new Vera Rubin architecture features a third-generation Transformer engine in its Rubin GPU, with NVFP4 inference computing power reaching 50 PFLOPS, five times that of the previous Blackwell architecture [4][7] - The design of the six new chips allows for extreme synergy, which drastically shortens the time to first token for AI deployment and enables rapid scaling to tens of thousands of GPUs [7] Group 3: Market Trends and Future Outlook - Both companies anticipate that enterprise-level AI will become a core battleground, with hybrid AI as a key breakthrough point, and AI will permeate various sectors of the real economy, presenting significant market opportunities [7] - The scale of collaboration in AI between Lenovo and NVIDIA has increased fivefold over the past few years, with expectations to double again in the next two years [7]