Lenovo

Lenovo reported record revenues of US$22.2 billion, an 18% year-on-year increase, and a 36% increase in adjusted net income. Its AI-related revenue grew 72% year-on-year, representing nearly a third of overall Group revenue. The company also undertook a strategic restructuring of its Infrastructure Solutions Group (ISG) business, incurring US$285 million in restructuring charges but expecting over US$200 million in annual run-rate savings.

Lenovo has expanded its ThinkEdge portfolio with new AI-driven edge computing solutions, enhancing its product offerings and market position in the edge AI sector. This launch is expected to contribute positively to its revenue and reputation.

Lenovo launched its new premium support offering, Premier Support Plus for Servers, which is expected to enhance its service portfolio and customer experience for enterprise server environments. This could lead to increased customer satisfaction and potentially higher revenue from services.

Lenovo introduced a new generation of adaptive AI devices and forward-looking concepts at MWC Barcelona 2026, including modular PC architecture, a glasses-free 3D laptop concept, a foldable gaming handheld device, and the initial rollout of Lenovo===Lenovo Qira. This showcase reflects Lenovo's strategy to advance Smarter AI for All and build a unified AI ecosystem across its devices, which is expected to enhance its market position and product offerings.

Lenovo launched its Hybrid AI Advantage platforms with NVIDIA, integrating NVIDIA's GPUs and software into its hardware. This initiative aims to capture a significant share of the enterprise AI market, offering solutions from edge to gigawatt-scale AI cloud systems. The collaboration is expected to boost Lenovo's revenue and market position in AI infrastructure.