Ge Long Hui·2026-01-23 13:11Core Viewpoint - China has reportedly requested top tech companies like Alibaba to prepare orders for H200 artificial intelligence chips, marking a significant step in Nvidia's return to the Chinese market [1] Group 1: Market Impact - If the news is accurate, there will be a surge in demand for hardware devices such as servers [1] - Lenovo Group, a key player in the global server market and the largest supplier of servers to Alibaba, is expected to secure more server orders, making it one of the direct beneficiaries [1] Group 2: Company Collaboration - Lenovo has a long-standing and deepening partnership with Alibaba, having collaborated since 2017, and has been a significant server supplier for Alibaba Cloud [1] - In April 2025, Lenovo's Chairman and CEO Yang Yuanqing revealed that Lenovo servers have gained favor with major clients like Alibaba and ByteDance [1] Group 3: Product Offering - From a hardware supply perspective, Lenovo can provide customized, high-performance server products to meet Alibaba's diverse needs in cloud computing, big data processing, and AI model training [1] - Additionally, Lenovo and Alibaba have extensive cooperation in AI PCs and intelligent solutions for industries and enterprises [1]