作者 | 沈流 那一天，英伟达首席执行官黄仁勋还与联想集团董事长杨元庆完成了一场 "炉边谈话"。"第一次见面时，我们才都二十几岁"，黄仁勋说 。 在 英伟达总部，两位都已年过 60、相识已近30年的老友兴奋地讨论了AI技术已让商业世界发生了多么激动人心的改变。他们笃定未来的世界里 每家公司都将使用AI，每个行业都将建立在AI之上，每个国家也都将建设AI基础设施。而两家企业的合作将会覆盖从超级计算机、AI云、AI工 厂、企业AI，一直到机器人AI的所有商业领域。 杨元庆与黄仁勋都有理由足够兴奋 。 30年前，在古早的全球科技浪潮中，两家企业的规模还都小到无关紧要 ； 而 30年过去，英伟达在AI时 代已迅速成长为毫无争议的"全球算力之王"，而联想集团则在全球PC市占率第一的位置上已稳坐了逾十年，服务器营收规模排在前三， 手机 全球市占率排名前十， 成为 "全球计算设备之王"。 被杨元庆称之为 "不可思议"的是，两家企业在过去近30年的合作中，仅仅在过去两年的合作规模就较前面的28年翻了整整5倍。黄仁勋 则 激 进地认为 "没有理由在未来两年不能再翻五倍"。两人最终设定了一个目标：未来三年内，将两家公司的业务 合 ...

LAS VEGAS--(BUSINESS WIRE)--At CES® 2026, Lenovo™ unveiled a sweeping lineup of innovations across its wide portfolio, introducing smarter new personal AI experiences, first-of-its-kind proofs-of-concept, and major updates across its gaming, mobile, consumer, and commercial devices. From ThinkPadâ"¢ to ThinkBookâ"¢, ThinkCentreâ"¢, Yogaâ"¢, IdeaPadâ"¢, Legion, and Motorola, Lenovo is showing how its Smarter AI for All vision is coming to life through more adaptive devices, bold new form factors, and AI soft ...

5 月 11 日，福布斯中国发布了 2025 年人工智能科技企业 TOP 50 榜单。这份权威评选聚焦中国 AI 产业 核心赛道，依据技术创新能力、市场表现、成果应用及实际影响、团队与文化、投融资情况、长期愿景 和战略规划等多个维度进行综合考评。联想集团凭借其前瞻性的战略布局和卓越的执行力，成功入选这 份权威榜单，成为中国 AI 产业的核心代表。 值得注意的是，联想集团董事长兼 CEO 杨元庆因其对科技实业的坚守和带领联想集团智能化转型、推 动科技普惠的领航者实践，最近登上了《中国企业家》杂志 "2025 年度影响力企业家 " 榜单。杨元庆以 " 科技普惠 " 为初心，强调要推动 AI 技术普惠大众，这正是联想 " 全栈 AI" 战略的核心理念所在。联想 的目标是让 AI 不仅仅是少数企业的专属，而是能够被广泛应用于千行百业，让个人和企业都能从 AI 技术中受益。 在基础设施领域，联想构建了 " 一横五纵 " 的 AI 基础设施产品与方案组合。其中，行业领先的 " 海神 （Neptune）" 温水水冷技术，有效解决了 AI 计算高功耗的难题，实现了绿色算力。通过与英伟达、英 特尔等全球顶尖伙伴的战略合作，联想 ...

本报讯 （记者贾丽）12月21日，以"一起·了不起"为主题的2025 ThinkPad黑FUN礼在北京举行。会上， 著名体育解说员黄健翔与联想天禧个人超级智能体（以下简称"天禧AI"）足球智能体世界杯版展开"世 界杯人机对战"，分享ThinkPad AI PC为高效生产力保驾护航的实用体验。此外，两款ThinkPad经典原型 机首度亮相，为这场年度科技盛宴再添惊喜。 联想集团有限公司（以下简称"联想"）副总裁王忠表示，从荣登博物馆殿堂的经典"蝴蝶机"ThinkPad 701C，到率先推出全球首款商务AI PC，ThinkPad诠释着"科技创新、匠心品质、卓越体验"的品牌内 核。ThinkPad与天禧AI深度融合，正在把AI技术从"工具升级"，推向"生产力革命"。 作为ThinkPad长期合作伙伴，英特尔中国客户端消费业务总经理程淼表示："这是一场始于信任、成于 创新的伟大长跑"。他称，下一个十年，英特尔将与联想等合作伙伴更加紧密地携手一起，共创更了不 起的未来。下个月CES上英特尔将正式发布英特尔 酷睿 Ultra处理器（第三代），将为AIPC带来前所未 有的算力跨越。 联想作为2026 FIFA世界杯官方技 ...

倒计时 7 H 新商业创新 生态路演季 3.0 【倒计时1天！联想「新商业创新 生态路演季」3.0 深圳-ThinkPad专场明日启幕】 本次专场是ThinkPad首次公开招募创新生态伙伴，ThinkPad将开放千亿级商业生态，为顶尖技术和产品 铺平从高端产品链到全球市场的道路。8个具备尖端技术实力与清晰产业路径的项目将进行路演，它们 带来的不是构想，而是可被验证的工程样本与可被讨论的落地时间表。 扬帆起航，让创新自然发生！点击评论区链接，锁定现场观众席位&预约精彩直播 个 极 具 潜 力 的 项目 破 茧 而 出 区 怀揣奈甲 壬提成里 | 色 怀揣奇思 手握成果,角逐Top3 ...

联想生态路演季ThinkPad专场12月22日登陆深圳，现场将开放与ThinkPad产品负责人面对面 沟通的深度链接机会。这不仅是一场路演，更是加入ThinkPad产业链、抢占AI应用前沿的独 特机遇。 我们正身处边界消融的时代——实验室与产线、代码与产品、个体与生态的区隔正在技术浪潮中变得模 糊。 若问何处最能敏锐捕捉这一转变的脉搏，答案常常指向一个坐标：深圳。这里的空气里流动的不仅是湿 润的海风，更是电路板上流动的电流、算法中奔涌的数据，以及想法从萌发到量产之间，那种近乎本能 的紧迫感。"深圳速度"，正将蓝图直接转化为产品，带向全球。 在这样的土地上，创新不仅需要灵感，更需一套能将灵感高速转化为价值的系统性能力。这便是"联想 创新加速器"来到这里的原因——它并非简单的展示平台，而是一个深度耦合的"创新反应堆"：开放联 想在AI PC、智能基础设施及全球供应链的产业资源，为技术匹配场景、为产品对接通道、为创意注入 商业现实的动能。 联想生态所构建的，正是一座让硬核技术跨越鸿沟、走向市场的可靠桥梁，不仅助力钛方科技的触觉感 知技术实现了亿级消费电子市场的规模化落地，更协同Syrius炬星科技的机器人方案在联想 ...

一群建筑从业者正携手ThinkPad， 打破传统工地的"信息孤岛"。 传统的建筑工地，各成体系相互割裂：图纸锁在设计院的档案柜，进度记录在施工方的笔记本里，材料 数据散落在仓库的表格中。项目管理依赖经验，风险判断全凭直觉——这是一个被"信息孤岛"困住的行 业。 但如今，这一景象正在被彻底改写。在比姆泰客信息科技（上海）有限公司CEO王强强的ThinkPad屏幕 上，一座建筑的数字化分身正实时呈现：BIM协同平台三维动态展示着每根钢梁从工厂生产、到项目安 装全流程进度，智慧工地大屏统合了项目现场人员、机械、物料、环境、质量、安全等全方位信息并分 析，为项目管控提供科学决策依据。 "过去的生产和项目管理像一座座孤岛，看似繁忙却缺乏统一视角。"王强强介绍道，"现在，我们通过 AI、物联网与数字孪生技术，让建筑在数字世界里'活'了起来。" 0:00 打破信息孤岛， 建筑获得"数字生命" 在数字化浪潮席卷全球的今天，传统建筑行业正在经历一场静默的革命。 王强强的职业生涯，恰与中国建筑业数字化转型历程同步，而ThinkPad则成为了这段征程中最忠实的伙 伴。 过去的建筑工地，图纸在设计院，进度在施工方，材料在仓库，数据散 ...

Core Viewpoint - The construction industry is undergoing a silent revolution driven by digital transformation, breaking down "information silos" and enabling real-time observation of building processes through technologies like AI, IoT, and digital twin systems [2][4][5]. Group 1: Industry Challenges - Traditional construction sites operate in fragmented systems, with design documents, progress records, and material data scattered across various platforms, leading to inefficiencies and risks in project management [2][4]. - The reliance on experience and intuition for risk assessment has resulted in a lack of unified visibility and control, which has been a significant barrier to efficiency and safety in construction projects [4][5]. Group 2: Digital Transformation - A group of digital pioneers is integrating AI, IoT, and digital twin technologies to give buildings "digital life," transitioning the industry from traditional construction to modern intelligent manufacturing [4][9]. - The application of AI technology is accelerating across various construction processes, enhancing safety monitoring, resource optimization, progress management, and risk prediction, thus replacing outdated management practices with data-driven approaches [4][12]. Group 3: Company Overview - BIMTAIKE was established in 2020 to address the digital transformation needs of the construction industry, offering integrated project management platforms that connect data across the entire lifecycle of construction projects [9][21]. - The company has successfully implemented its digital solutions in nearly 1,400 key projects, demonstrating the effectiveness of its approach in enhancing project management and operational efficiency [21][23]. Group 4: Performance Metrics - BIMTAIKE's projects have shown significant improvements, such as reducing design changes by over 800 instances and increasing management efficiency by 85%, resulting in cost savings exceeding 3.5 million yuan [12][21]. - The integration of BIM technology has been shown to reduce design changes by 40% and improve construction efficiency by 20-30%, highlighting the tangible benefits of digital transformation in the industry [21]. Group 5: Future Trends - The AI market in the construction sector is projected to exceed $7.2 billion by 2029, with a compound annual growth rate of over 33%, indicating a strong trend towards AI-driven solutions in construction [16]. - The focus is shifting from general tools to more specialized vertical solutions, with companies exploring proprietary models and AI applications tailored to specific construction scenarios [16][18].

Core Viewpoint - The "super cycle" of storage chip prices is likely to persist for some time, driven by the increasing demand for high-bandwidth memory from AI accelerators like NVIDIA's H100, leading to significant price increases in DRAM and NAND chips [4][20]. Supply Chain Dynamics - The demand surge for high-performance SSDs and high-end memory from AI data centers has led manufacturers to prioritize production for higher-margin products, resulting in a squeeze on supply for mid-range DDR and client SSDs, thus pushing up prices [7]. - By 2025, the global DRAM market revenue is expected to exceed $200 billion, with HBM contributing over half of the profit growth despite accounting for less than 30% of the market [7]. - The average bill of materials (BOM) for laptops typically sees DRAM and NAND accounting for 10-20% of costs, meaning a 20% increase in storage costs could raise BOM by $30-50, potentially eroding 3-6 percentage points of gross margin if manufacturers cannot pass on costs [7][8]. Impact on PC Manufacturers - Consumer-oriented manufacturers like Dell, HP, and Acer are particularly vulnerable to rising storage costs due to their high reliance on the consumer market, where price sensitivity is extreme [8]. - According to Morgan Stanley, Dell and HP are the most sensitive to storage price increases, with expected declines in PC gross margins of 2-4 percentage points in FY2026 [8]. - Lenovo and Apple are viewed as potential beneficiaries of the storage price uptrend due to their strong customer bases and supply chain management capabilities [4][5]. Resilience of Lenovo and Apple - Lenovo's high proportion of enterprise customers (over 65%) allows for better cost transfer capabilities compared to competitors reliant on consumer sales [12]. - Lenovo's market share exceeds 25%, providing significant leverage in supply chain negotiations, while its long-term contracts with enterprise clients help stabilize pricing [11][12]. - Apple maintains strong control over its supply chain through long-term contracts with suppliers, allowing it to secure favorable pricing and prioritize its production needs [16][17]. Long-term Outlook - The current surge in storage chip prices is reshaping the cost structure of the PC industry, with Lenovo and Apple positioned to weather the storm better than their competitors [10][19]. - The ongoing "super cycle" may accelerate market share differentiation among PC manufacturers, potentially benefiting Lenovo and Apple in the long run [20].

Core Viewpoint - The global storage chip contract prices have experienced a rare nonlinear surge since Q2 2025, driven by the high demand for high-bandwidth memory (HBM) from AI accelerators like NVIDIA's H100, leading to a significant impact on traditional PC DRAM and NAND supply and pricing [2][4][18] Supply Chain Dynamics - The demand for high-performance SSDs and HBM has led manufacturers to prioritize production for higher-margin products, resulting in a squeeze on mid-range DDR and client SSD supplies, which in turn drives up spot and contract prices [4][5] - By 2025, the global DRAM market revenue is expected to exceed $200 billion, with HBM contributing over half of the profit growth despite accounting for less than 30% of the market [4][5] Impact on PC Manufacturers - Traditional PC manufacturers like Dell, HP, and Acer are facing significant pressure on profit margins due to rising storage costs, with estimates suggesting a potential decline in PC gross margins by 2-4 percentage points for Dell and HP in FY 2026 [6][10] - The average storage cost increase of 20% for an $800 laptop could add $30-$50 to the bill of materials (BOM), potentially eroding 3-6 percentage points of gross margin if manufacturers cannot fully pass on costs [5][6] Resilience of Lenovo and Apple - Lenovo and Apple are viewed as exceptions that may benefit from the storage price surge due to their strong customer bases and supply chain management capabilities [3][18] - Lenovo's PC business has a high proportion of enterprise customers (over 65%), allowing for better cost transferability and stability compared to competitors reliant on consumer markets [10][12] - Apple's supply chain control and high-end product positioning enable it to transfer costs more effectively, with a lower BOM percentage for storage components [15][16] Competitive Advantages - Lenovo's market share and procurement strategies provide it with significant bargaining power, allowing it to secure better contract prices and prioritize delivery from suppliers [14][18] - Apple maintains a strong position in the supply chain through long-term contracts with suppliers, ensuring priority access to components and lower costs [15][16] Market Outlook - The ongoing surge in storage chip prices is likely to reshape the cost structure of the entire PC industry, with Lenovo and Apple expected to maintain or even expand their market shares amid the turmoil [18]