Ge Long Hui·2026-02-12 04:32Core Insights - Lenovo Group reported strong financial results for Q3 of the fiscal year 2025/26, with ISG infrastructure solutions revenue reaching 36.7 billion RMB, a year-on-year increase of over 31%, and significant narrowing of losses, exceeding market expectations [1] Group 1: Financial Performance - The ISG infrastructure solutions business group generated revenue of 36.7 billion RMB, reflecting a year-on-year growth of over 31% [1] - The AI server business showed remarkable performance with a revenue increase of 59% year-on-year and a substantial order backlog of 15.5 billion USD [1] - Revenue from Lenovo's Neptune liquid cooling solutions surged by 300% year-on-year, driven by increasing customer adoption in cloud and enterprise infrastructure [1] Group 2: Strategic Partnerships - Lenovo announced a strategic partnership with NVIDIA for the AI Cloud Gigafactory, positioning itself as a key beneficiary in the large-scale AI deployment sector [1]