Under the wave of AIGC, Lenovo Group continues to focus on computing and artificial intelligence

Blue Whale TMT Channel reported on June 12 that at the 2023 Lenovo Innovation Open Day, Lenovo Group displayed more than 260 products and solutions, covering computing infrastructure, applications and services, and ESG.

At this Innovation Open Day, Lenovo Group demonstrated a series of latest advances in computing and AI.

Among them, Lenovo ThinkSystem SR670 V2 AI server adopts a closed-loop water-cooling design. It adopts a 3U high-density design and is equipped with two third-generation Intel Xeon scalable processors. It not only supports NVIDIA’s Hopper flagship GPU at the earliest, but also supports The NVIDIA Ampere data center product portfolio supports up to eight double-width GPUs and enables pairwise interconnection through NVLink Bridge. Morningstar robot is built based on intelligent edge computing technology, as well as mixed reality and computer vision technology. The robot can complete tasks such as flexible operations and intelligent inspection in complex scenes. It is currently used in COMAC, State Grid Electric Power, China Southern Power Grid, BASF It has been implemented in major projects of other enterprises.

The three major elements of artificial intelligence mainly include data, algorithms and computing power. According to data recently released by OpenAI, the computing power used in artificial intelligence training tasks has increased exponentially since 2012, with a growth rate doubling every 3.5 months. So far, people's demand for computing power has increased by more than 300,000 times. The popularity of ChatGPT has triggered new market demands for computing power. At present, my country's computing power market continues to grow.

At the 2023 Oath-taking Conference that concluded not long ago, Dr. Rui Yong, Senior Vice President and CTO of Lenovo Group, pointed out that in the new fiscal year, Lenovo Group has established the two most important "anchor" technologies - computing and artificial intelligence. AI. The Group will focus on these two technologies to promote related R&D work and be responsible for managing the entire life cycle of R&D projects.

Previously, Lenovo Group has also made in-depth deployment of basic computing power and artificial intelligence computing power, and has become a computing power infrastructure provider.

The latest financial report data shows that in the 2022/23 fiscal year, Lenovo Group’s ISG Infrastructure Solutions Business Group’s revenue increased by 37% to US$9.8 billion; operating profit was US$98 million.

Lenovo Group said that it has invested over the years to build a full-stack product portfolio, expand customer coverage and a fully integrated ODM (original design manufacturing) business model. By product, server and software revenue increased by 25% to 30% year-on-year; storage revenue more than tripled, while sales of edge computing product ThinkEdge increased by more than 1.7 times year-on-year.

According to data provided by third-party organizations, ISG Group’s share of the global storage market in 2022 will nearly double in terms of revenue compared with the same period last year. This business group also seized the emerging opportunities of AI-driven servers and edge computing, as well as hybrid clouds. ISG Group expanded their edge computing products in 2022, which included dedicated edge designs.

According to data disclosed by Lenovo Group, they have accumulated more than 38,000 global patents and patent applications, including more than 10,000 valid Chinese invention patents. Among Lenovo Group’s patent assets, inventions account for 85%.

The latest report from IDC, a world-renowned market research organization, shows that in the first quarter of 2023, global x86 server manufacturers' revenue was US$24.4 billion, a year-on-year increase of 6.7%, while Lenovo Group increased by 39.9% year-on-year.

The new computing era has raised the threshold for technology companies’ R&D capabilities, which has also led to major changes in the logic of competition, and the industry has reached a consensus. Achieving accelerated computing requires more advanced technical infrastructure to support it, and multiple levels of R&D funding are required. The establishment of high threshold means that only companies with a lot of strength can enter the accelerated computing market.

Lenovo Group stated that it will vigorously promote infrastructure innovation enabled by artificial intelligence technology, including edge computing, hybrid cloud and intelligent operation and maintenance enabled by artificial intelligence.

In 2018, Lenovo Group first proposed the concept of "super-intelligent computers". Today, a number of software and hardware technology achievements combined with AI have been applied, including Freestyle super interconnection technology, ThinkSmart hybrid office solution, etc. In addition, Lenovo Group also exhibited Lenovo xCloud Lenovo hybrid cloud solution, ThinkStation PX/P7/P5-tower workstation, Yoga Air 32 ultra-thin all-in-one machine (Yoga AIO 9), self-developed LA series artificial intelligence controller, HEC intelligent virtual interaction technology, etc.

The above is the detailed content of Under the wave of AIGC, Lenovo Group continues to focus on computing and artificial intelligence. For more information, please follow other related articles on the PHP Chinese website!