共荣共生，联想与英伟达跨周期合作30年

Core Insights - The partnership between Lenovo and NVIDIA has evolved over 30 years, transitioning from traditional hardware collaboration to co-building AI factories, marking a significant leap in their relationship [2][12] - The collaboration showcases a rare symbiotic relationship in the tech industry, demonstrating resilience and adaptability across different technological eras [2][12] Historical Context - In the mid-1990s, Lenovo emerged as a key player in the PC market while NVIDIA was founded, with both companies initially collaborating on GPU procurement for PCs [4][5] - Lenovo's strategic introduction of NVIDIA's GPUs in high-end PCs and workstations helped both companies achieve significant market success, with Lenovo becoming a leader in the Chinese PC market by the early 2000s [5][6] Evolution of Collaboration - The partnership expanded into high-performance computing (HPC) in the 2010s, with Lenovo leveraging its system integration capabilities to build supercomputers using NVIDIA GPUs [7][8] - Innovations such as the Advanced Optimus technology for laptops and the integration of NVIDIA's Quadro graphics in Lenovo's workstations further solidified their collaboration in professional computing [7][8] AI Era Transformation - The explosion of generative AI in 2023 has transformed NVIDIA's GPUs into highly sought-after assets, while Lenovo's accumulated capabilities have positioned it to address new challenges in AI computing [10][11] - Lenovo's Neptune liquid cooling technology has become crucial for managing the heat generated by advanced NVIDIA chips, enabling efficient AI model deployment [10][11] Future Prospects - At CES 2026, Lenovo and NVIDIA announced ambitious plans for an AI cloud super factory, aiming to significantly reduce AI deployment times and scale operations to support trillion-parameter models [11][12] - The partnership is expected to quadruple in business scale over the next 3-4 years, driven by complementary technologies and a foundation of trust built over three decades [12][13] - This collaboration is set to redefine the AI infrastructure era, facilitating the transition of AI from cloud to edge computing across various industries [13]