2026.01.07 本文字数：2556，阅读时长大约5分钟 作者 |第一财经 刘佳 当地时间1月6日，拉斯维加斯夜幕降临，在世界上最大的球形建筑Sphere里，英伟达CEO黄仁勋、英特 尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙相继登场。 在芯片行业竞争日趋激烈、技术路线与生态之争持续升级的背景下，这四家芯片巨头中既有合作伙伴， 也有彼此最直接的竞争者。尽管它们同处AI叙事框架，却鲜少出现在同一舞台。 这一次将四大巨头共同推至舞台中央的，是联想。在CES 2026期间举行的联想全球创新科技大会 （Tech World）上，芯片四巨头齐聚，也清晰地勾勒出一个正在重塑中的产业逻辑：当AI从训练走向推 理、从云端走向本地与边缘，成为枢纽的，不再只是单一芯片厂商，而是能够整合多元算力、打通智能 硬件场景落地的系统级玩家。 黄仁勋：重塑10万亿美元产业 黄仁勋是当晚最先点燃现场气氛的嘉宾。 几天前，他刚刚与联想集团董事长杨元庆碰面，二人立下新年合作目标——未来三年内，将双方的业务 合作规模扩大至原来的四倍。 过去三十年里，联想与英伟达的合作涵盖了从个人电脑、工作站到高性能计算、GPU 服务器、机器人 等。 ...

Core Viewpoint - The article highlights the collaboration and competition among major chip manufacturers, including NVIDIA, Intel, AMD, and Qualcomm, during the Lenovo Tech World event, emphasizing the shift in the AI landscape from training to inference and the need for integrated systems that can leverage diverse computing power [3][4]. Group 1: Collaboration and New Opportunities - NVIDIA's CEO Jensen Huang and Lenovo's Chairman Yang Yuanqing aim to quadruple their business collaboration over the next three years, reflecting a long-standing partnership that has evolved through various technological shifts [5][6]. - The collaboration focuses on the "Lenovo AI Cloud Super Factory," which aims to standardize AI infrastructure, transforming highly customized AI deployments into industrialized solutions [6][8]. - This partnership is expected to help cloud service providers reduce the "time to first token" for AI deployment and scale up to support trillion-parameter models [8]. Group 2: Competitive Landscape - AMD's CEO Lisa Su introduced the Helios rack-level AI platform, positioning it as a challenge to NVIDIA's GPU-centric approach, emphasizing the need for robust system-level infrastructure to support larger models and higher throughput [10][11]. - Intel's new CEO Pat Gelsinger announced the Aura Edition AI PC, showcasing a shift from traditional PCs to AI-enhanced computing experiences, indicating a blend of legacy computing with new AI paradigms [11]. - Qualcomm's CEO Cristiano Amon focused on AI-native endpoints, highlighting the evolution of wearable devices into "personal intelligent companions," which aligns with Lenovo's strengths in ecosystem and global channels [12]. Group 3: Industry Trends and Insights - The article notes that the market for wearable devices is expected to exceed one billion units, indicating significant growth potential in this segment [13]. - The collaboration among the four chip giants illustrates a new industry consensus that the true value of AI lies not in having the most powerful chip, but in the ability to transform computing power into usable capabilities for businesses and users [13].