Lenovo Executive: Computing Power Is Not in Excess

Odaily Planet Daily News: Ablikim·Ablimit, Vice President of Lenovo Group and Chief Strategy Officer of Lenovo China, stated that from a long-term perspective, whether in China or overseas markets, there is still significant room for AI computing power demand, and there is no situation of excess computing power. He noted that the number of mature leading AI products on the consumer side is currently limited, and the commercial potential on the enterprise side (B-end) has not been fully unleashed. The growth dividends from all previous productivity revolutions have been driven by the industrial side, and the long-term demand for computing power is enormous.

He also stated that the current AI industry chain faces issues such as excessive bargaining power on the supply side and an imbalanced supply-demand cycle. In terms of news, Meta's recent opening of its computing power has sparked market concerns about an excess of computing power. (Yicai)