On August 13, Yang Yuanqing, Chairman and CEO of Lenovo Group, said at Lenovo Group's first fiscal quarter results conference that he believes demand for AI has just begun and there is still a lot of room for growth, and the tight supply of storage will continue this year and next. The Lenovo Group Infrastructure Business Group business is particularly bright, and the server business has exploded. By the end of June 2026, Lenovo ISG's revenue for the first fiscal quarter was 57.9 billion yuan, up 98% year on year; operating profit was about 5.3 billion yuan, up 98% year on year; operating profit margin was 9.1%, up 11.1 percentage points year on year, and 5.5 percentage points month on month. Meanwhile, AI server reserve orders increased dramatically from 140 billion yuan in the previous fiscal quarter to 360 billion yuan. This means that ISG has officially grown into Lenovo Group's dual engine of profit and growth.

On August 13, Yang Yuanqing, Chairman and CEO of Lenovo Group, said at Lenovo Group's first fiscal quarter results conference that he believes demand for AI has just begun, and there is still a lot of room for growth, and the tight supply of storage will continue this year and next. The Lenovo Group Infrastructure Business Group business is particularly bright, and the server business has exploded. By the end of June 2026, Lenovo ISG's revenue for the first fiscal quarter was 57.9 billion yuan, up 98% year on year; operating profit was about 5.3 billion yuan, up 98% year on year; operating profit margin was 9.1%, up 11.1 percentage points year on year, and 5.5 percentage points month on month. Meanwhile, AI server reserve orders increased dramatically from 140 billion yuan in the previous fiscal quarter to 360 billion yuan. This means that ISG has officially grown into Lenovo Group's dual engine of profit and growth.