Ge Long Hui·2026-01-08 02:22Core Insights - The collaboration between Lenovo and NVIDIA has evolved significantly over the past 30 years, transitioning from a supplier relationship to a comprehensive partnership focused on AI and computing solutions [1][2][3] - Both companies aim to expand their business cooperation by four times within the next three years, building on a recent fivefold increase in collaboration over the past two years [2][3] - The partnership is positioned to leverage the shift in the AI industry from training-driven models to inference and application-driven models, emphasizing the need for accessible and cost-effective computing solutions [4][7][10] Company Collaboration - NVIDIA hosted a special event for Lenovo, marking the first time it has held such a large-scale event for an external partner, indicating Lenovo's growing importance in NVIDIA's global AI ecosystem [1][2] - The two companies have a long-standing relationship that has evolved from GPU supply to a full-stack AI strategic partnership, with both leaders expressing excitement about the future of AI in various industries [2][3][4] - The collaboration is characterized by a shared understanding of the need for AI to be integrated into real-world applications, with Lenovo focusing on making AI accessible and manageable for enterprises [11][12][18] Technological Evolution - NVIDIA's CEO highlighted the transition from traditional computing paradigms to a new AI-driven platform, where AI becomes a foundational capability akin to an operating system [6][7] - The partnership aims to redefine how AI technologies are deployed, with Lenovo's expertise in system integration complementing NVIDIA's advancements in computing power [11][12][18] - The collaboration is expected to cover a wide range of applications, from AI factories to robotics, as both companies work to address the challenges of deploying AI at scale [10][12][13] Market Positioning - Lenovo has established itself as a leader in the global PC market and server revenue, while NVIDIA is recognized as the "king of computing power" in the AI era [2][3] - The partnership is strategically positioned to capitalize on the massive market opportunity presented by the need to modernize computing infrastructure, estimated at $10 to $15 trillion over the past 30 years [7][10] - Both companies are focused on creating a comprehensive ecosystem that integrates hardware and software solutions for AI applications, ensuring that AI technologies can be effectively utilized in various industries [11][12][18]