Lenovo kicked off its fiscal year on strong note with record-high revenue thanks to robust AI infrastructure demand, its resilient personal-computer business | Technology News
Lenovo Group: Q1 Financial Results 2026/27
Receita da Lenovo supera estimativas com demanda por IA
The Chinese PC maker posted record quarterly revenue of $26.9 billion, far exceeding analyst expectations of $22.3 billion
Lenovo Q1: $26.9B revenue (+43%), AI revenue $9.3B (+60%, 35% total), Infrastructure $8.5B (+98%), server pipeline $54B (+157%). Enterprise capex pivoting from consumer hardware to infrastructure—foundation model deployment at scale now outpaces device spending.
Lenovo's Q1 AI revenue hit US$9.3B (+60% YoY, 35% of total); Infrastructure Solutions nearly doubled with US$54B AI server pipeline. Triple-digit AI services growth indicates shift from POC to production; AI infrastructure is now core opex for CTO/IT leaders.
A maior fabricante de computadores pessoais do mundo é cada vez mais vista como uma aposta tanto em infraestrutura de IA quanto em dispositivos de IA
Lenovo India on Thursday reported an 18 per cent year-on-year growth in revenue for the first quarter ended June 30, 2026, driven by strong demand for artificial intelligence (AI)…