Lenovo Executive: No Oversupply of Computing Power

Odaily Odaily News: Ablikim Ablimit, Vice President of Lenovo Group and Chief Strategy Officer of Lenovo China, stated that in the long term, whether in China or overseas markets, there is still significant room for AI computing power demand, and there is no situation of oversupply. He noted that currently, the number of mature, leading AI products on the consumer (C-end) side is limited, and the potential for commercial deployment on the enterprise (B-end) side has not yet been fully released. The growth dividends from historical productivity revolutions have always been driven by the industrial sector, indicating huge long-term demand for computing power.

He also pointed out that currently, the AI industry chain faces issues of overly strong supply-side influence and an imbalanced supply-demand cycle. On the news front, Meta's recent opening of its computing power has sparked market concerns about a potential oversupply. (Yicai)