For "+AI", based on the advantages of AI technology in efficiency and productivity, the "+AI" form can empower the development of many traditional industries in the digital age, and there are many landing scenes.
Huatai Securities said that the traditional industry has a large volume, and the new value enabled by "+AI" will produce scale effects, which is expected to generate considerable value for enterprises that adopt this model.
"AI+" model is disruptive innovation, reshaping the industry, so in the computing power, algorithm, data and other barriers are high, there is a high entry threshold, leading to enter the enterprise will be more first-mover advantage.
According to Huatai Securities research report, "AI+" companies often have the opportunity to deeply cultivate and occupy the leading position of the subdivision track.
From the process of AI application, it is not difficult to see the clear development route of AI large model, that is, the general large model based on generalization ability to develop to a more professional and more specific application scenario industry large model, and both the generalization large model and the industry large model are inseparable from the support of AI infrastructure and the bearing of intelligent terminals.
At present, with the continuous upgrading and iteration of various large models represented by GPT-4o, the demand for computing power will continue to rise, and from the perspective of investment,
computing infrastructure will take the lead to benefit and promote the continuation of the high prosperity of the industry. Huatai Securities also said that the AI large model promotes the rapid growth of computing power demand, the performance growth of infrastructure is the most predictable, and the key links of the industrial chain such as servers and data centers deserve attention.
The application of AI large models will also bring greater development momentum to interactive terminals. At present, AI PC and AI mobile phone are the main carriers of large model applications. With the continuous upgrading of AI large model capabilities,
"killer applications" are accelerating, and AI PC and AI mobile phone are also expected to accelerate penetration, such as GPT-4o's reasoning ability across text, images and videos,
opening the era of AI voice assistants. Intelligent terminal devices such as AI PCS and AI mobile phones are expected to benefit directly as the entrance for the former to reach users.
Build AI application terminal entrance and accumulate AI growth pole
Under the wave of AI application, AI large model is not only a key force to promote enterprise business model innovation and transformation, but also a new engine for enterprises to achieve business growth.
Based on the large model application of "AI+" and "+AI" models, leading technology companies have made comprehensive efforts to layout to enhance the competitiveness of the AI era.
Lenovo Group, an ICT technology manufacturer, anchors the direction of hybrid AI based on its own intelligent device business, infrastructure solution business, and solution service business,
and takes the three businesses as the core to create a panoramic AI ecology of AI embedded intelligent terminals, AI-oriented infrastructure, and AI-native solution services.
At present, the development of AI large models is mainly in the cloud for training and reasoning, which not only brings efficiency, cost and other problems for enterprise applications, but also makes enterprises worry about privacy protection,
data security and other issues. Lenovo Group's hybrid AI, focusing on the hybrid application of cloud public large model, enterprise private large model and end-to-side individual large model,
has significant advantages in protecting data security and privacy, offline use, etc., providing a solid guarantee for its layout of a more efficient and secure panoramic AI ecology.
Lenovo Group AI embedded intelligent terminal is based on the traditional intelligent terminal, the "AI+" innovation, such as the development of AI PC, for the traditional PC industry,
will be used as an innovative user experience, as well as the main carrier for users to use AI large model, will accelerate the industry replacement cycle, bring new growth space for the industry.
Lenovo Group, as a leader in the PC industry, leads the industry in AI PC development. At present, based on hybrid AI technology, Lenovo Group is committed to making AI PCS become more user-friendly personal assistants,
and has released the first AI PC series products that can support the operation of individual large models. In addition, Lenovo Group has also created the "one body and many terminals" strategy to promote the "AI+" of intelligent devices such as AI mobile phones and AI tablets, and accelerate the comprehensive upgrade of intelligent terminal business.
In the face of the high demand for computing infrastructure for AI large models, Lenovo Group based on its deep and powerful "computing" gene, comprehensive computing infrastructure layout, liquid cooling technology,
heterogeneous computing and integrated software and hardware design, built a heterogeneous intelligent computing platform as the core, and relied on servers, storage, edge infrastructure and other AI-oriented infrastructure. It can provide strong support for the training and reasoning needs of large AI models.
