The future is here: Where will Lenovo's AI computing power strategy point?

2 What needs to be rewritten is: the sudden appearance of AIGC in 2023 once again pushed artificial intelligence technology to the forefront

Gradually, the industry has also formed a consensus: AI is not a simple technological revolution for human society, it is the change of a new era. Just like the industrial age to the agricultural age, it will bring about earth-shaking changes and affect the course of human society in the next hundred years.

We have seen that on the application side, AI applications such as face recognition, natural language, and intelligent recommendation have become a reality; on the enterprise side, more and more enterprises regard AI as the next stop of digital transformation and use AI Examples abound of assisting decision-making, reshaping business models and ecosystems, and rebuilding customer experience.

In every new era, new sources of productivity will appear. There is no doubt that the main source of productivity in today's era is the computing power of artificial intelligence

From assisting the Shenzhou to reach the moon, to every ordinary detail in daily life, more and more scenes require readily available artificial intelligence computing power, giving them the power to change the scene; more and more industries require powerful And timely artificial intelligence computing power gives them the power to innovate

With strong AI computing power guarantee, the intelligent world will not be a castle in the air.

01

The gap is still there, and to untie the bell, one must tie the bell

In the era of digital economy, computing power, as the underlying driving force, has a more extensive and far-reaching impact on economic and social development. At the same time, increasingly powerful and ubiquitous computing power will accelerate the application of artificial intelligence in all walks of life, and AI computing power has become an important direction for the development of computing power infrastructure

But the gap in AI computing power still exists: AI technology and industry are becoming more and more closely integrated, and the explosion of demand is an important driver of the growth of the supply side of AI computing power. But we found that the gap in AI computing power has not narrowed but is getting wider.

First of all, in the AIGC era, the complexity of algorithm models trained on large models has shown an exponential growth trend and is approaching the upper limit of AI computing power.

Chen Zhenkuan said that since 2018, with the launch of the Transformer large model, the growth rate of computing power has changed. In the past, computing power doubled every 18-20 months, or every 6 months during the deep learning era, but now it is increasing hundreds of times every year

IDC data also shows that China’s AI computing power continues to grow at a rapid pace. 2 What needs to be rewritten is: the scale will reach 268 exascale operations per second (EFLOPS) in 2022, and the compound growth rate in the next few years will be as high as 52.3%. .

Secondly, data will grow explosively in the next five years, and global computing power demand will increase eightfold. In the traditional sense, the computing power supply system based on general computing cannot meet the needs of diverse computing power.

"There is a clear difference between AI computing power and general computing power. From tens of millions of parameters to hundreds of billions of parameters; from deep learning requiring medium-scale training and inference to now comprehensively achieving ultra-large For large-scale training, AI computing power needs to be designed and optimized based on the characteristics of AI data and algorithms. Specific to the AI computing power infrastructure level, targeted optimization needs to be carried out based on characteristics." Chen Zhenkuan said

Third, as AI computing power steps down, it will benefit thousands of industries. Most industry customers regard AI as an important part of corporate IT strategies, which to a certain extent increases the demand for AI computing power and thus creates a new supply gap, which makes AI computing power that is already unable to make ends meet. Supplies are stretched thin.

Chen Zhenkuan also said that according to the IDC report, with the rapid development of generative artificial intelligence applications, the demand for intelligent computing in various industries has exceeded general computing power for the first time, and artificial intelligence computing power has become the main direction of the development of computing power.

We often say that to untie the bell, you must tie the bell. To solve the gap in AI computing power, we must start from the supply side. AI computing power service providers represented by Lenovo will continue to make continuous efforts in technology, products and solutions. Breakthrough is the key to solving problems.

On August 18, Lenovo announced its AI computing power strategy and released two new AI server products. In addition, they also launched core products of Lenovo Intelligent Computing Center solutions and services. Through AI technology in smart terminals, infrastructure and solution services, Lenovo has accelerated the popularization and penetration of artificial intelligence in all walks of life

What needs to be rewritten is: 02

Bridging the gap, from point to line, to surface

To bridge the current gap in AI computing power, it cannot be solved overnight. We must first rely on policy guidance.

According to the "Overall Layout Plan for the Construction of Digital China" issued by the State Council, a clear goal was put forward at the beginning of this year: to improve the level of application infrastructure and strengthen the digital and intelligent transformation of traditional infrastructure. This means that the digital transformation of all walks of life is at a substantial stage, and the integration with artificial intelligence computing power will become closer

In response to the policy call, Lenovo began to lay out its AI computing power strategy from the beginning of this year. In February this year, Lenovo released a new server brand "Lenovo Wentian" and its family of products in Beijing. The first product, Lenovo Wentian WR5220 G3 server, was unveiled, and announced the implementation of the dual-brand strategy of Lenovo Wentian and Lenovo ThinkSystem, marking a new strategy And pave the way for product upgrades.

AI server is the smallest unit of AI computing power supply and the core of AI computing power innovation. The innovation of AI server represents the depth of AI infrastructure innovation

In order to meet customers' various computing power needs for training and inference, Lenovo has launched two new AI server products - Lenovo Wentian WA7780 G3 AI large model training server and Lenovo Wentian WA5480 G3 AI training and push all-in-one server . These two servers are brand-new products based on artificial intelligence and can help build a more environmentally friendly and efficient artificial intelligence data center

Lenovo Wentian WA7780 G3 is a server specially built for AI large model training. It has three major characteristics: huge computing power, flexible architecture and energy saving and high efficiency. It is designed to break the dilemma of AI computing power supply and provide powerful training for training. computing power support.

Lenovo Wentian WA5480 G3 AI training and promotion all-in-one server has diversified computing power and rich ecology, which can provide extremely reliable computing power for AI model training and reasoning, accelerate the practical application of artificial intelligence in all walks of life, thereby promoting The process of intelligent transformation in various industries and even the entire society

Third, AI computing power must be combined with industry scenarios to achieve maximum value. On the "main line" of industry applications, Lenovo has deeply cultivated computing power and has rich cooperation cases and practices, comprehensive computing power infrastructure and solutions The plan covers many industries. For example, the cooperation between Lenovo and Zijin Cloud, Parallel Technology, Geely Automobile and other companies have achieved cost reduction and efficiency improvement. Rich practice is also the basis for the smooth development of Lenovo’s AI computing power strategy.

Finally, we must ultimately promote the implementation of the "face" of Lenovo's AI strategy, and the key is the two keywords of "AI empowering intelligence" and "green empowerment".

In terms of AI intelligence, Lenovo will continue to make innovative investments based on its existing layout and capabilities. Chen Zhenkuan said, "In the future, 100% of Lenovo's computing power infrastructure products will support AI, and 50% of infrastructure R&D investment will be in the AI field, so as to build comprehensive AI technology to support AI global applications and solve the challenges faced by the industry today."

In terms of green empowerment, from a technical perspective, Lenovo continues to iterate on liquid cooling technology, continue to explore the direction of the introduction of future liquid cooling technology, and address the heat dissipation challenges on a single server node, fully supporting the country’s efforts to reduce carbon emissions. Green computing power requirements for peak and carbon neutrality.

It is not difficult to summarize. Lenovo has made full preparations to make up for the computing power gap in the AI era, from product details to the industry as a whole to the comprehensive strategy

What needs to be rewritten is: 03

Those who are well prepared will always have an advantage in the future

The 20th National Congress report emphasized the important supporting role of technological innovation in industrial development, and pointed out that in the era of digital economy, computing power is the core productivity. However, China's real economic transformation needs to be supported by new computing power, which also points the way for the future development direction of AI computing power

In the market, the intelligent upgrades in various industries have further promoted the demand for AI computing power. It is foreseeable that the future computing power market will be dominated by who can better provide AI computing power

Those who are well prepared will always have an advantage in the future.

1. Earlier layout, rich experience

Lenovo is one of the first companies to invest in AI computing power strategy. Lenovo proposed the "3S strategy" very early, which is the best practice for intelligent upgrade. Lenovo's own business extensively uses AI technology in its product portfolio, including AI There are rich scenarios and capability reserves for device intelligence, generative AI customer service, and AI-enhanced vertical industry solutions.

2. Strategic orientation, scenario driven

Today, the advent of the era of general artificial intelligence (AGI) will greatly increase the demand for intelligent terminal equipment, computing infrastructure and AI industry solutions, and accelerate the popularization and penetration of artificial intelligence in thousands of industries. Lenovo Group’s The "3S strategy" has also ushered in a "strategic turning point". Based on the new IT technology architecture and with the support of powerful universal computing power, thousands of industries can accelerate their intelligent transformation.

3. Have a solid foundation and the fastest growth rate

Server innovation itself is Lenovo’s strength. At the level of AI computing power infrastructure, Lenovo itself is at the forefront of the market. IDC data also shows that Lenovo Group is the 2 fastest growing AI hardware infrastructure (server and storage) provider, with a year-on-year growth of 139%, ranking third in the world.

Continuous investment, long-termism

Lenovo adheres to long-termism and will invest in the long term to ensure the sustainability of innovation. Lenovo Group's commitment to double its mid-term R&D investment remains unchanged, and it plans to invest more than RMB 7 billion in the next three years. It will not only increase R&D and innovation in AI infrastructure, but also accelerate the deployment of AI technology and applications globally to help customers and Consumers seize the development opportunities of intelligent transformation and achieve an overall jump in productivity.

"Based on the AI era, Lenovo will make every effort to build AI-oriented infrastructure, become the most trustworthy infrastructure partner for customers' digital and intelligent transformation, and lead China's intelligent transformation." Chen Zhenkuan said at the end.

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