Overview
- Lenovo and Nvidia introduced the Lenovo AI Cloud Gigafactory to speed deployment of gigawatt-scale infrastructure for AI service providers.
- The plan integrates Lenovo Neptune liquid-cooled systems with Nvidia platforms, highlighting GB300 NVL72 with 72 Blackwell Ultra GPUs and the new Vera Rubin NVL72 for training and inference.
- Lenovo CEO Yang Yuanqing set a target to quadruple the companies’ collaboration within three to four years to compress time to first token and scale to 100,000 GPUs.
- Nvidia executives said large prepayments, direct DRAM procurement and long-term supplier agreements have largely insulated its AI hardware supply from ongoing memory shortages.
- CES showings underscored commercialization and caution: Lenovo displayed a 45-gram, 8-hour AI glasses prototype and a personal AI hub, ByteDance’s Doubao denied imminent AI glasses shipments, Bosch pledged over €2.5 billion for AI through 2027, and Chinese firms RoboSense and Black Sesame demonstrated autonomous robotics and automotive AI platforms.