At the recently concluded 2026 MWC Shanghai, the supply and demand contradiction in the server industry became a focal point of the sector. According to the latest information, the value of undelivered AI server orders at Lenovo has risen to approximately 150 billion yuan, with products continuously in short supply, indicating that the momentum in the AI infrastructure sector remains strong.

The data released by Lenovo reflects the current heat and challenges in the AI computing power market. Although the market demand has seen explosive growth, many orders have been accumulated due to the tight supply of chips. It is understood that Lenovo has established in-depth cooperation with multiple domestic GPU and CPU manufacturers to actively respond to the strong demand in the information technology innovation market, striving to ease production capacity pressure.

Notably, this growth trend has a clear trajectory. Earlier in late May, Lenovo's reserve order value for AI servers in its quarterly report had already reached 140 billion yuan, with a year-on-year growth of as high as 50%. This continuous order growth validates the market value of computing power as the core foundation of the digital economy.

In terms of competitive landscape, Lenovo has shown clear strategic ambition. The company has explicitly stated that the ISG China business will aim to achieve a revenue of 100 billion yuan by 2027, intending to further consolidate and enhance its leading position in the Chinese server market. As the construction of computing power infrastructure continues to deepen, the battle for the AI server industrial chain is entering a fiercely competitive phase.