Lenovo plans to position itself as a global AI leader by partnering with significant language models worldwide to power its devices, according to the company’s CFO.
It plans to integrate artificial intelligence in personal computers, smartphones, and wearable to take advantage of Lenovo as the largest personal computer manufacturer worldwide with 19.3 million units of PC shipments in Q4’25
Lenovo CFO Winston Cheng told Reuters on the sidelines of the World Economic Forum in Davos.
We are the only company besides Apple with significant market share across both PCs and mobiles, and in the open Android and Windows ecosystems
Landscape of Strategic Alliance
Compared to Apple with its selective association with OpenAI and Google Gemini, Lenovo will use an orchestrator strategy, meaning it partners with a wide ensemble of vendors to address regulatory intricacy and complexity.
Potential partners are the Mistral AI in Europe and Humain (a Saudi based AI initiative) as well as Alibaba and DeepSeek in China. Cheng underlined the fact that we did not develop our large language model, but we seek cooperation with partners to follow the regulations of the world.
This multi-model approach is behind Qira, the new cross-device artificial intelligence platform introduced by Lenovo earlier this month, making it easy to integrate within open Android and Windows systems. It can be invoked naturally by saying “Hey, Qira,” pressing the dedicated key or tapping the persistent pill.
Market Challenges
Even though the AI strategy by Lenovo is a positive investment in product differentiation, the industry pressure is prevailing and profitability is being diluted throughout the consumer electronics industry. Such as, consumer electronics margins are squeezed on an international basis by escalating prices of memory-chips.
TrendForce analyst Tom Hsu told CNBC that type of increase for memory prices was “unprecedented.”
TrendForce, a Taipei-based researcher that closely covers the memory market, this week said it expects average DRAM memory prices to rise between 50% and 55% this quarter versus the fourth quarter of 2025.
Lenovo reported Q1 FY2025/26 sales of $18.8 billion, up 22% year on year (YoY), reaching an all-time high for the first fiscal quarter. Net income attributable to equity investors (HKFRS) was $505 million, up 108% year on year. Non-HKFRS net income increased 22% year on year to $389 million.
In addition to consumer gadgets, Lenovo is also joining its AI aspirations via infrastructural partnerships. Another new alliance with Nvidia only makes Lenovo stronger by rolling out liquid-cooled hybrid AI systems to deploy data centers much faster, and it will specifically roll out projects in Asia and the Middle East.
Strategic Analysis
The open ecosystem promoted by Lenovo has a strategic need to counter the closed-ended architecture that Apple operates since it is empowered to use regional, region-based large language models to enhance faster adoption during geopolitical tensions.
As the number of artificial intelligence device shipments is estimated to hit 167 million units by 2027 as forecasted by IDC, this course of action will increase Lenovo growth rate with regards to AI-enabled PCs.
In most critical ways, Nvidia technological advantage merged with diversified large language models reduces risks related to the U.S.-China semiconductor sanctions, which ensures a robust supply chain and localized manufacture. However, Lenovo will become the top AI hardware provider by integrating strategic alliances and infrastructure solution investments, thus realizing massive returns in 2026.
