Shulou(Shulou.com)11/24 Report--

With the continuous evolution of technology, China's digital and intelligent reform is standing at a new starting point. Artificial intelligence (AI), as the core driving force leading a new round of technological change, is promoting various industries to accelerate the change of digital intelligence. In this process, the investment demand of IT with AI as the core has become increasingly prominent, and all kinds of enterprises have increased their investment in AI to ensure competitiveness in the digital age.

According to the V2 version of the Global artificial Intelligence Expenditure Guide released by IDC recently, the total investment in global artificial intelligence IT is US $128.8 billion in 2022 and is expected to increase to US $423.6 billion in 2027, with a five-year compound growth rate (CAGR) of about 26.9%. Focusing on the Chinese market, IDC predicts that China's AI investment is expected to reach US $38.1 billion in 2027.

As a leading enterprise in the global digital economy, Lenovo Group has actively deployed all kinds of AI-oriented infrastructure in recent years, which has become the main force to promote the development of the AI market. At the China Computing Conference a few days ago, Lenovo Group released AI infrastructure such as new products of AI servers and full-stack intelligent products and services embedded with AI, and fully deployed AI to seize the commanding heights of AI development in order to consolidate core competitiveness.

AI hardware expenditure accounts for more than 60%, Lenovo Group has the lead

IDC reported that from a technical perspective, AI hardware will still be the main destination of market investment during the five-year forecast period, accounting for 60% of the total size of the Chinese market. In addition, in order to cope with the growth of cloud demand on AI enterprises and the corresponding increase in expenditure, IDC has added a new cloud infrastructure (IaaS) technology sub-market under the hardware market. IDC expects the IaaS market to be about $6.3 billion in 2027, with a five-year compound growth rate of more than 26%.

Lenovo Group is strong in the AI hardware field and the derived cloud computing market, and has a leading advantage with the support of the new "end-side-cloud-network-intelligence" IT architecture: according to IDC data, Lenovo Group is the fastest growing AI hardware infrastructure (server and storage) provider in 2022, with an increase of 139% year on year, ranking third in the world.

Server is one of the core advantages of Lenovo Group. With more than ten years of technology accumulation, Lenovo Group has become the third largest server provider in the world. Based on this advantage, Lenovo Group is comprehensively promoting the dual-brand strategy of Lenovo Wentian and Lenovo ThinkSystem AI server around the demand of AI. Recently, Lenovo Group has released Lenovo WA7780 G3 AI large model training server and Lenovo WA5480 G3 AI training server, both of which are brand-new products based on AI orientation, which can meet customers' diverse computing needs, from algorithm training, reasoning to very large-scale model training.

At present, Microsoft, AWS, Baidu, Tencent, byte and other leading Internet enterprises and cloud manufacturers at home and abroad are the main customers of Lenovo Group. Chen Zhenkuan, vice president of Lenovo Group and general manager of the server business department of Lenovo's infrastructure business group in China, revealed that at present, AI servers are in short supply. Lenovo's newly released two AI servers have hot orders, and some orders will even be scheduled until next year.

As a key component of cloud infrastructure, AI server is the foundation of cloud computing business development. Lenovo Group's AI server brands Lenovo ThinkSystem and Lenovo Wentian have a variety of server products with high-density storage and artificial intelligence load optimization, and have the ability to deliver across public, private and hybrid clouds in the cloud.

It is worth noting that behind the rapid growth of AI expenditure such as AI hardware and cloud computing is the blowout of AI computing demand. As one of the core elements of AI technology, computing power has become a new type of productivity in the digital economy. Lenovo Group takes products such as AI servers as the core, speeds up the construction of computing infrastructure and forges a strong computing service engine.

Under the advantage of computing power, Lenovo Group is committed to providing users with ubiquitous, integrated and optimized computing power that can be applied on demand. At present, Lenovo is taking the "Puhui" computing power as the strategic direction of future development, increasing the computing power and accelerating the intelligent transformation.

Full stack intelligence, fully embracing AI

With the continuous development and application of AI technology, the demand of AI service market will continue to grow. IDC predicts that AI services will be a hot market for IT spending in the past two years. In 2027, the Chinese market will spend more than $5 billion on AI services, with a five-year compound growth rate of about 30 per cent.

Focusing on the specific application level, IDC predicts that professional services will remain the industry with the largest investment in AI during the five-year forecast period. In the field of professional services, AI capabilities based on generative AI, multi-mode, large model application scenarios and cloud computing are rapidly landing in intelligent dialogue, data capture, customized solutions and so on. The integrated AI products can create a three-dimensional and omni-directional intelligent service system for customers.

Lenovo Group is actively laying out intelligent services driven by comprehensive AI technology covering global AI applications. As China's leading intelligent full-stack solution and service provider, Lenovo Group has launched a full-stack intelligent layout with AI as the core, including AI embedded intelligent terminals, AI-oriented infrastructure and AI native services and solutions.

It is understood that the intelligent terminals embedded in Lenovo's AI mainly include intelligent PC, XR terminal devices, intelligent robots, etc.; AI-oriented infrastructure includes AI servers, edge computing devices and storage that support artificial intelligence applications; and AI native solution services include Lenovo brain, Lenovo hybrid cloud, intelligent computing center solutions, smart computing services, Lenovo computing services and other solutions and services.

Under the full-stack intelligent products and solution services of global AI, Lenovo Group can provide full-stack full-cycle companion intelligent transformation services for various industries. At present, Lenovo has helped hundreds of large and medium-sized enterprises, including Gauss, Sany heavy Industry, Geely Automobile, Ningde era, to quickly embark on the road of intelligent transformation.

Standing at the new starting point of the times, the layout of AI is timely. As the third largest AI infrastructure and server supplier in the world, Lenovo Group, with its leading role, is continuously increasing the layout and innovation of the AI industry chain, promoting the "Puhui" of AI services to more customers.

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