Lenovo executive: Computing power is not in surplus

Odaily Planet Daily 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 mentioned that currently, the number of mature, leading AI products on the consumer (C-end) side is limited, and the commercial potential of enterprise-oriented (B-end) applications has not yet been fully realized. The growth dividends from every previous productivity revolution have been driven by the industrial side, and in the long term, computing power demand remains huge.

He also pointed out that the current AI industry chain faces an imbalance in the supply-demand cycle, with the supply side having too much influence. On the news front, Meta's recent opening of its computing power has sparked market concerns about a potential oversupply of computing power. (Yicai)