Lenovo, Nvidia deepen AI partnership at CES, launch enterprise AI "super fac...

by PENG Peng

Lenovo Group and Nvidia said on Wednesday they are expanding their partnership to launch an enterprise AI cloud "super factory" for large-scale AI deployments.

The announcement was made at the 2026 Consumer Electronics Show (CES) by Lenovo chairman and CEO YANG Yuanqing and Nvidia founder and CEO Jensen Huang.

Lenovo said the initiative is designed to sharply shorten the time needed to deploy AI systems, a metric often referred to as "time to first token", and can scale rapidly to hundreds of thousands of GPUs, supporting trillion-parameter agents and large language models. Yang said Lenovo aims to quadruple the scale of its business with Nvidia over the next three to four years.

Nvidia said its next-generation Vera Rubin training and inference platform will be a core component of the project. Huang said the Rubin platform integrates the Vera CPU, Rubin GPU, NVLink 6, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 networking. The system has entered mass production and is expected to be delivered to customers in the second half of 2026.

Huang said the partnership builds on Lenovo's role as a major builder of supercomputers and its ability to design, manufacture, integrate and deploy end-to-end systems globally.

Separately, Qualcomm said at CES it would expand cooperation with Lenovo, focusing on AI-native wearable devices.

Lenovo has stepped up its AI push in recent months. In late December, the company said it had launched a developer-focused AI agent pilot program with Volcengine, pledging that all profits generated by participating agents over the next 12 months would go to developers.

Earlier in December, Lenovo said its personal cloud products were co-developed with Volcengine and that its AI services could integrate ByteDance's Doubao agent, with broader cooperation planned.

Lenovo's latest earnings highlight its growing AI exposure. For the first half of its 2025/26 fiscal year ended Sept. 30, the company reported revenue of $39.28 billion, up 17.97% year on year, and net profit attributable to shareholders of $846 million, a rise of 40.49%. Lenovo said AI PCs accounted for a 31.1% global market share, ranking first worldwide, while AI-related devices made up 36% of revenue at its Intelligent Devices Group.