Lenovo Archives - The Next Platform

The Road To HPC And AI Profits Is Paved With Good Intentions

December 1, 2025 Timothy Prickett Morgan 2

With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …

Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems

August 18, 2025 Timothy Prickett Morgan Comments Off

There are four businesses that are very difficult for an equipment manufacturer in the IT sector to make any money on: smartphones, PCs, datacenter servers, and services. …

Compute

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services

May 23, 2025 Timothy Prickett Morgan Comments Off

Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …

A Deep Dive Into Datacenter And Server Spending Forecasts

April 7, 2025 Timothy Prickett Morgan 2

Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …

AI Makes Liquid Cooling Normal – And Necessary – Again

October 17, 2024 Jeffrey Burt Comments Off

All trends with AI point up and to the right, and usually pretty sharply. …

Compute

Software And Services For Profits, AI Hardware Is Only Table Stakes

June 11, 2024 Timothy Prickett Morgan 1

A pattern seems to be emerging across the original equipment manufacturers, or OEMs, who have been largely waiting on the sidelines to get into the generative AI riches story. …

Mixed Results For The Datacenter Thundering Thirteen In Q4

April 8, 2024 Timothy Prickett Morgan 2

We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …

Datacenter Infrastructure Report Card, Q3 2023

December 18, 2023 Timothy Prickett Morgan 3

It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …

Compute

Dell, Lenovo Also Waiting For Their AI Server Waves

December 11, 2023 Timothy Prickett Morgan 2

If the original equipment manufacturers of the world had software massive software divisions – like many of them tried to do a two decades ago as they tried to emulate IBM and then changed their minds a decade ago when they sold off their software and services businesses and pared down to pushing tin and iron – then maybe they might have been on the front edge of AI software development and maybe they would have been closer to the front of the line for GPU allocations from Nvidia and AMD. …

HPC

Trying To Do More Real HPC In An Increasingly AI World

November 20, 2023 Timothy Prickett Morgan 3

If you are in the traditional HPC community, it is not hard to be of two minds about the rise of AI and the mainstreaming of generative AI. …