联想云基础设施业务
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联想集团刘军:基础设施业务盈利基础稳固,第二财季营收近300亿元
Xin Lang Ke Ji· 2025-11-21 06:10
Core Insights - Lenovo Group's infrastructure business reported nearly 30 billion yuan in revenue for the second fiscal quarter, marking a 24% year-on-year growth driven by strong demand for AI infrastructure, expansion of new customers, and a dual-track strategy of cloud and enterprise infrastructure [1] Group 1: Revenue Growth - The overall revenue of Lenovo increased by 30% year-on-year, benefiting from the commercialization of artificial intelligence [1] - AI infrastructure revenue experienced high double-digit growth [1] Group 2: Business Strategy - Lenovo's infrastructure strategy is characterized by a "one horizontal and four verticals" approach, which includes heterogeneous computing solutions, servers, storage, networking, and software & hyper-convergence [1] - The dual-driven approach of cloud infrastructure and enterprise infrastructure is steadily advancing [1] Group 3: Competitive Advantages - Lenovo has established clear differentiation advantages through heterogeneous computing scheduling and liquid cooling technologies [1] - The Lenovo SSG solutions and service offerings have significantly contributed to the growth of AI infrastructure business [1]