Lenovo Delivers Exceptional Fourth Quarter Results
… We returned our Infrastructure Solutions Group to a sustainable and profitable growth trajectory and achieved hyper-growth by capturing the opportunity of the booming AI infrastructure market. …
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Lenovo delivers exceptional quarter, marks era of accelerated AI-driven growth and profitability - Lenovo StoryHub
… AI has become a leading multi-year growth engine for the Group, with AI-related revenue growing 72 percent year-on-year to represent nearly a third 32% of overall Group revenue, driven by strong demand across AI devices, infrastructure, services, and solutions. …
AMD Reports First Quarter 2026 Financial Results
… "We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth," said Dr. Lisa Su, AMD chair and CEO. …
Lenovo 360 Recognized as a 5-Star Program in the 2026 CRN® Partner Program Guide - Lenovo StoryHub
… The recognition underscores the strength of Lenovo 360, Lenovo’s unified global channel framework, which brings together devices, infrastructure, solutions and services into a single partner experience designed to help partners scale, differentiate and capture new growth opportunities in areas such… …
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Microsoft is spending like a company in control, but the numbers tell a more complicated story
… "The key issue is that Microsoft’s AI story is now too large to be judged only by growth rates. Investors want to see how quickly that growth converts into durable margin dollars, especially as infrastructure commitments keep moving higher," argued Monteiro. …
Semiconductors Historic Start to 2026 - Semiwiki
… The closest equivalent to the AI boom is the dot-com boom in 1990s. The brisk growth of the internet required a huge increase in communications infrastructure which in turn drove semiconductor demand. …
Lenovo 360 Framework Evolves with Simplified Tiers, Services Growth Pathways, and New Technical Community - Lenovo StoryHub
… Focused on a bold vision to deliver Smarter Technology for All, Lenovo has built on its success as the world’s largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices PCs, workstations, smartphones, tablets , infrastructure server, storage, edge, high perfor… …
[Analyst Interview] Key beneficiaries of AI infrastructure expansion and increased memory demand
IR Analyst Interview | Kim Rok-ho, Hana Securities Key beneficiaries of AI infrastructure expansion and increased memory demand May 13, 2026 SK hynix continued to deliver solid results in the first quarter of 2026 amid favorable market conditions, once again reaffirming its presence as a leader in … …
The Shift to System-Level AI Drives Next-Generation Silicon - Semiwiki
… As a result, they require high reliability, strong security, and sustained performance, all of which significantly increase infrastructure demands. Explosive Growth in AI Compute Demand AI compute demand continues to grow at an extraordinary pace, driven by both training and inference. …
The 6 stages at Disrupt 2026 — built for today’s tougher startup market | TechCrunch
… Get your Disrupt ticket to see where infrastructure innovations are becoming the next competitive advantage. AI in the Real World Stage: Where AI has to work Once AI enters physical systems, reliability becomes a business issue, not just a technical one. …