23日，消息称字节跳动已经决定在2026年面向人工智能领域的资本支出计划，总支出预计高达1600亿元 人民币，相较于2025年增长幅度为6.7%，再次印证了全球AI产业正处于高速扩张的黄金周期。 据知情人士透露，字节跳动总支出中约半数将用于采购先进半导体，以开发人工智能模型及应用。该知 情人士补充称，尽管中国头部企业能否获得英伟达芯片仍存在不确定性，但字节跳动已将明年人工智能 处理器的预算定为 850 亿元。 如此大规模的 AI 业务扩张，对服务器等硬件设备的需求呈现井喷式增长，而联想集团，作为全球服务 器市场的重要参与者，无疑将成为最直接的受益方之一。作为全球领先的智能硬件与算力基础设施服务 商，联想早就是字节跳动在算力领域的重要合作伙伴，尤其在服务器供应方面，双方合作已形成稳定且 深度的绑定。此次字节跳动1600亿元资本支出中，除半导体采购外，剩余巨额资金将重点投向AI计算 中心建设、算力集群搭建等基础设施领域，这必然带来服务器需求的大幅增长，联想作为核心供应商有 望直接承接大额订单，进一步扩大市场份额。 据业内人士分析，此次字节跳动大幅提升半导体采购预算，预计将进一步带动其对联想高端服务器、存 储及数据 ...

Group 1 - Lenovo and ByteDance have launched a "trusted hybrid computing solution" that sets a new benchmark for data security and privacy protection in the AI era, utilizing Volcano Engine's AI confidential computing core technology [1][2] - The solution is based on three core technologies: Trusted Execution Environment (TEE), trusted transmission, and end-cloud mutual trust, creating a security system that is safe both online and offline [1][2] - The rapid development of large model technology and the emergence of DeepSeek have accelerated the growth of AI in China, posing significant challenges to data security and personal privacy protection [1] Group 2 - The collaboration between Lenovo and ByteDance enhances the security capabilities of the Tianxi personal superintelligence by extending security from the terminal to the cloud, marking a milestone in building a secure and reliable hybrid AI architecture [2] - The Chinese security large model market is expected to experience explosive growth in the next three years, and Lenovo's trusted hybrid computing solution is strategically positioned to capitalize on this trend [2] - The partnership combines Lenovo's leading hardware capabilities with ByteDance's expertise in AI confidential computing and large model training, creating a comprehensive "end-edge-cloud-network-intelligence" solution [2] Group 3 - The Ministry of Industry and Information Technology has emphasized the promotion of large models in the manufacturing sector, aligning with Lenovo's trusted hybrid computing solution [3] - The solution has demonstrated a 40% increase in digital transformation efficiency for companies like Geely Automobile and Tongwei Co., Ltd. through mixed cloud solutions [3] - The collaboration between Lenovo and Volcano Engine aims to provide a replicable security development model for the global AI industry, facilitating China's competitive edge in the global AI landscape [3]