Patrick Moorhead was ranked the #1 analyst out of 8,000 in the ARInsights Power 100 rankings and the #1 most cited analyst as ranked by Apollo Research. Moorhead founded Moor Insights & Strategy based on his real-world technology experiences with the understanding of what he wasn’t getting from analysts and consultants.
If a $57 billion company can fly under the radar in the tech world, Lenovo is that company. Obviously, everyone in the industry knows that it’s a big and important player in PCs and servers , but I think that sometimes people pigeonhole it as “only” a reliable hardware maker, rather than giving it the level of attention of, off the top of my head, Meta, Microsoft, Apple, AMD, Intel, Google, Amazon—or, in this Age of AI, Nvidia .
It’s worth remembering that Lenovo is one of a select few companies that can enable all the parts of hybrid AI. It has the computing stack, the industry partnerships and now the software to back it up. More details on that below, but at a high level I’ll point out that Lenovo is wading into the enterprise SaaS area, aiming to deliver essential AI software through the cloud, locally on-device and everywhere in between. This was super unexpected for me—and I like it a lot.
I see Lenovo following a high-risk/high-reward approach to meeting this challenge using AI software and services. It’s creating both horizontal and vertical plays that, if they work, could lead to big wins by giving strong answers to those ROI questions.Lenovo does a huge business in servers, and it has done a good job of penetrating the hyperscaler market, not coincidentally like its silicon partner AMD has.
The top level of this stack may be the most interesting. It includes the new Lenovo AI Library, which is a collection of ready-to-deploy libraries and templates intended to speed up AI implementations, meshed with Nvidia NIM Agent blueprints. Different libraries cater to specific industries and functional areas.
Lenovo exec Matt Zielinski took the audience through a couple of demos, both of which he tied to education, that really stood out for me. One was for Lenovo AI Now, the company’s first AI personal assistant. This is a local AI agent that runs on your PC; it enables things like metasearch and RAG implementations at the device level, plus it has heterogeneous computing to process images and text at the same time.
Enterprise AI Datacenter Data Center Nvidia
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