Lenovo

Lenovo’s stock surged 19.32% on record revenue growth driven by its AI business. The company reported $21.6 billion in March quarter revenue, a 27% year-on-year increase, with AI revenue up 84%. Lenovo aims to reach $100 billion in revenue within two years, fueled by its “Hybrid AI strategy” across devices and enterprise solutions, while maintaining its lead in the PC market.

Lenovo reported record Q3 FY25/26 revenue of $22.2 billion, an 18% year-over-year increase, driven by a 72% surge in AI-related business. All segments saw double-digit growth, with adjusted net income up 36% to $589 million. Strategic restructuring of the Infrastructure Solutions Group is expected to yield significant long-term savings and profitability, as Lenovo leverages its Hybrid AI Advantage.

Lenovo is launching its “Youth with AI, Smart Learning with Gifts” back-to-school campaign, highlighting its “Tianxi AI Family” of devices. These smartphones, tablets, and laptops are integrated with the Tianxi personal AI agent, designed to enhance student learning. An IDC report recognizes the positive user feedback and Lenovo’s runner-up position in PC Net Promoter Score. The campaign offers special pricing, bundles, and AI-driven features across devices like the Savior Y7000P 2025 AI laptop, Xiaoxin Pad Pro GT tablet, and moto razr 60 diamond edition phone.

At MWC Shanghai 2025, Lenovo showcased its “Tianxi” personal AI assistant, a key step toward AI-powered devices. Tianxi uses multi-modal inputs to understand user environments and provides proactive collaboration. Lenovo emphasized data security with its trusted computing platform, featuring dual encryption. Key features include AI control, search, translation, and note-taking, enhancing user experience on various AI devices. Lenovo’s strategy targets a connected future through accessible AI innovation, emphasizing collaborative partnerships.

At MWC Shanghai 2025, Lenovo’s Liu Jun unveiled Lenovo’s full-stack AI strategy. This strategy, built on the Intelligent IT Engine Qingtian, encompasses AI terminals, infrastructure, and solutions. Lenovo is pushing for human-AI collaboration, exemplified by the Lexi AI entity, aiming to automate processes and boost productivity. The strategy includes the “Tianxi” AI terminal concept and its “One Engine, Three Arrows” service model for government, SMEs, and consumers, emphasizing AI accessibility and collaboration.