Shulou(Shulou.com)12/24 Report--

2023 is an important node of a new round of technological change and industrial change. The intelligent revolution driven by AI may be the prelude to the fourth industrial revolution, promoting various industries to accelerate intelligent change. Now standing at the end of 2023, looking forward to the full landing of AI applications in 2024, what opportunities and challenges will science and technology enterprises face?

On November 22, the annual meeting of Caijing 2024: forecast and Strategy was held in Beijing. Yang Yuanqing, chairman and CEO of Lenovo Group, attended the meeting and delivered a keynote speech on "accelerating New IT Technology Innovation and promoting inclusive artificial Intelligence" under the topic of science and technology, expounding Lenovo Group's insight and business layout to the wave of AI large model technology as the world's leading ICT technology industry.

In the face of the surging tide of AI, Lenovo Group, with a forward-looking strategic layout, already has a panoramic artificial intelligence product roadmap under the new IT potential, including the creation of rich intelligent terminals such as AI PC, AI mobile phones and AI tablets, as well as AI-oriented and optimized infrastructure, solutions and services. The AI blueprint has been drawn, and Lenovo is opening up a new growth pole.

AI reshapes industrial chain, ICT coruscates new vitality

The development of science and technology enterprises is inseparable from two key variables, one is the macro industrial cycle, and the other is the technological change of the industry. Especially for the ICT technology enterprises represented by consumer electronics, the strength of the macroeconomic cycle and technological changes will directly affect the long-term development ability of enterprises.

From the perspective of industrial development, in the past year, based on recovery, enterprises, including the consumer electronics industry, are gradually coming out of the gloom and returning to the track of growth in the recovery of market demand. In the case of Lenovo, the world's leading consumer electronics maker, its performance has improved for two consecutive quarters in the year to September.

From the perspective of long-term development, under the new round of technological changes represented by AI, various industries are ushering in new opportunities for development. This year is the first year of AI. With the potential of productivity change brought by AI, transformation and upgrading with the help of AI has become the focus of attention in various fields, and the deployment of AI has become the key to enhance the core competitiveness of enterprises.

Yang Yuanqing, a representative of science and technology enterprises, said in a speech: "artificial intelligence has become more real than ever before and is more and more closely related to everyone and every enterprise." all industries and all scenes may be reshaped by artificial intelligence. "

For example, in the PC industry, AI technology promotes PC innovation and opens up the imagination of AI PC. Huatai Securities Research News believes that through the local deployment of AI capabilities, AI PC can enable PC to have the ability of continuous learning, provide personalized services to protect users' privacy, equip knowledge bases to adapt to users' needs and interact naturally, and promote the application of end-to-side large models. In addition, AI PC can further enhance the intelligence of PC through large model capabilities, improve the human-computer interaction experience, and further release the value of users' local data through the analysis of users' local data.

Lenovo Group, as the leading PC manufacturer in the world, takes the lead in developing AI PC layout in the industry. According to Yang Yuanqing, its future AI PC, which is based on AI delivery requirements, has five characteristics, including the ability to run a large personal model with compression and performance optimization, stronger computing power, greater storage, smoother natural language interaction, and more reliable security and privacy protection.

In fact, it is not just the PC industry that will be reshaped by AI. According to the global information technology (IT) industry forecast for 2024 and beyond released by IDC, AI will reshape the IT industry and the way companies operate, and for most enterprises, AI will replace cloud computing as the main driver of innovation. IDC expects global spending on AI solutions to grow to more than $500 billion by 2027.

Create a panoramic AI ecology and build a new growth engine

At present, AI is evolving to AGI (General artificial Intelligence) and is expected to become a new generation of general technology (GPTs, General Purpose Technologies), which will promote the digital economy to develop more vigorously, and the ICT industry will also usher in a rare opportunity for development.

As the world's leading ICT technology enterprise and intelligent device leader, Lenovo Group relies on the new IT technology architecture of "end-side-Cloud-Network-Intelligence" to actively promote the overall AI of its business, and has formed a panoramic artificial intelligence business ecology including AI-oriented intelligent terminals, AI-optimized infrastructure and AI-enabled solution services.

Among them, in terms of AI-oriented intelligent terminals, Lenovo Group, on the one hand, continues to improve the intelligent computing power of terminal devices such as PC, mobile phones, tablets, AR / VR, workstations, etc., on the other hand, it actively promotes the product innovation of intelligent terminals represented by AI PC and AI, so as to consolidate its market leading position.

In terms of AI-optimized infrastructure business, Lenovo Group is based on "Puhui" computing power to form products covering data centers, public clouds, private clouds, edge computing and other computing scenarios, such as servers, storage, networks, software, etc., which can provide strong support for the training and reasoning needs of artificial intelligence models.

In terms of AI-enabled solution services, Lenovo Group has created hybrid artificial intelligence professional services, such as Care of One platform, Intelligent Sustainable Development solution consultant (LISSA), AI rapid deployment professional services, etc., which can support the landing application of hybrid infrastructure and artificial intelligence in enterprises.

For enterprises that do not have the ability to deploy AI, the iterative upgrade of AI technology will promote the growth of the demand for AI services. IDC has predicted that the Chinese market will spend more than $5 billion on AI services in 2027.

At present, according to the demand of AI large model, Lenovo Group gives full play to the advantage of "selling shovel people" and launches the enterprise-specific privatization large model solution and service, which is guaranteed by intelligent computing platform + tool + service, and can effectively solve the individual needs of computing power expansion, data security, deployment and operation and maintenance in the process of self-building large model.

It is not difficult to see that Lenovo Group has obvious advantages in grasping the AI tide. In addition to its rich product and service ecology, Lenovo Group has also joined hands with overseas technology giants such as Nvidia, Microsoft, Intel and other overseas technology giants to form an "alliance" to build AI ecology. In addition, in terms of R & D investment, Lenovo Group plans to invest about 7 billion yuan in the next three years to increase the deployment of AI.

The tide of AI is surging, and only by seizing the opportunity can enterprises be in an invincible position in the tide of the times. Lenovo is obviously ready to build a new growth engine with a panoramic AI ecological layout to enhance its long-term development resilience.

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