Research Note: Lenovo AI Announcements @ GTC 2025
At NVIDIA GTC 2025, Lenovo showed off its latest Hybrid AI Factory platforms in partnership with NVIDIA, focused on agentic AI.
The Lenovo Hybrid AI Advantage framework integrates a full-stack hardware and software solution, optimized for both private and public AI model deployments, and spans on-prem, edge, and cloud environments.
Research Note: HPE’s New Full-Stack Enterprise AI Infrastructure Offerings
At the recent NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) and NVIDIA jointly introduced NVIDIA AI Computing by HPE, full-stack AI infrastructure offerings targeting enterprise deployment of generative, agentic, and physical AI workloads.
The solutions span private cloud AI platforms, observability and management software, reference blueprints, AI development environments, and new AI-optimized servers featuring NVIDIA’s Blackwell architecture.
MWC 2025 Playbook: Enterprise IT’s Big AI & 5G Moment
If you blinked, you might have missed the tidal wave of AI, 5G, and cloud announcements at Mobile World Congress 2025. But don’t worry—we’ve got the cheat sheet.
NAND Insider Newsletter: March 10, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 10, 2025.
Research Note: HPE ProLiant Gen12 Servers
Hewlett Packard Enterprise (HPE) recently introduced eight new ProLiant Compute Gen12 servers for enhanced security, performance optimization, and AI-powered management. These servers will feature the upcoming Intel Xeon 6 processors and are built for data centers and edge environments.
Research Note: Lenovo to Acquire Infinidat, Grow into High-End Storage
In a surprise move, Lenovo has announced its intention to acquire Infinidat, a privately held enterprise storage company specializing in scalable, high-performance, and cyber-resilient storage solutions.
Financial terms of the transaction have not been disclosed. This acquisition marks Lenovo’s strategic entry into the high-end enterprise storage market, complementing its existing portfolio, which primarily focuses on entry and mid-range storage solutions.
The deal is expected to close sometime in 2H calendar 2025.
SC24: Shaping the Future of IT with High-Performance Computing and AI
Last week’s Supercomputing 2024 (SC24) conference in Atlanta brought together IT leaders, researchers, and industry innovators to unveil advancements in HPC and AI, with even a little quantum computing thrown in.
NAND Insider Newsletter: Week Ending Nov 17 2024
Every week we send a newsletter to our list of tech industry insiders. Here’s an excerpt of what we shared for the week ending November 17.
Research Note: Supermicro’s New Datacenter Scale Liquid Cooling
Supermicro recently announced a comprehensive, end-to-end liquid cooling solution for data centers. The solution encompasses critical hardware components such as Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers, and integrated management software.
Research Note: Lenovo ThinkSystem V4 & 6th Gen Neptune
Lenovo recently announced significant updates to its enterprise infrastructure portfolio, introducing the new ThinkSystem V4 servers and the latest generation of its Neptune liquid-cooling technology, designed to address the growing demands of HPC and AI workloads.
Research Note: Lenovo & SentinelOne Collaborate on Endpoint Security
Lenovo and SentinelOne announced a multi-year collaboration to integrate AI-powered endpoint security into millions of Lenovo devices. The partnership will embed SentinelOne’s Singularity Platform and Purple AI into Lenovo’s new PC shipments, offering advanced autonomous protection against evolving cyber threats.
Research Note: Lenovo Introduces Range of New AI Services
Lenovo unveiled a new suite of services aimed at accelerating businesses’ AI transformation. These services include GPU resources on demand, AI-driven systems management, and advanced liquid cooling services.
Research Note: Lenovo FQ1’2025 Earnings
Lenovo reported strong financial results for Q1 of its fiscal year 2025, driven by robust performance across its business segments, particularly by extreme growth in its data center-focused Infrastructure Solutions Group (ISG).
Research Note: Lenovo AI Updates
Lenovo recently introduced new enterprise AI solutions designed to simplify AI adoption. These include turnkey services, business-ready vertical solutions, and energy-efficient innovations to accelerate practical AI applications.
Quick Take: Lenovo & Cisco Expand Relationship for AI Innovation
Ahead of Cisco Live, Lenovo and Cisco announced a global strategic partnership to deliver fully integrated infrastructure and networking solutions that accelerate digital transformation and AI innovation for businesses of all sizes.
Research Note: Lenovo FQ4 2024 Earnings
Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.
Research Note: Lenovo’s AMD-based AI Portfolio Update
Lenovo announced a comprehensive set of AMD-based updates to its AI infrastructure portfolio, which include GPU-rich and thermal-efficient systems designed for compute-intensive workloads in various industries, including financial services and healthcare.
The new offerings, designed in partnership with AMD, address the growing demand for compute-intensive workloads across industries, providing the flexibility and scalability required for AI deployments.
Research Note: Lenovo’s MWC 2024 Telco Edge Announcements
Lenovo unveiled its latest Edge AI Solutions for the telecom industry at the 2024 MWC in Barcelo, which is aimed at enhancing AI applications across networks. The new solutions are designed to deliver efficient AI computing at scale, supporting the industry’s shift towards 5G and AI innovations.
Lenovo also announced collaborations with key telecom partners like Deutsche Telekom, Orange, and Telefonica to deploy AI use cases and achieve faster insights through Lenovo’s AI-ready infrastructure.
Research Note: Lenovo FQ3 2024 Earnings
This Research Note explores Lenovo Group financial and operational performance during its fiscal year Q3 2024.
Amidst fluctuating global market conditions, Lenovo’s adaptability and innovative approach are scrutinized, offering valuable insights into how the tech giant continues to navigate challenges and capitalize on opportunities within the dynamic tech industry.
Research Note: Lenovo Fiscal Q2 2024 Earnings
This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.
Lenovo Relentlessly Focused on AI at Tech World 2023
Lenovo’s Global Tech World is underway in Austin this week where the company shows off the latest innovations from its wide range of product teams. Despite its expansive portfolio, the clear focus for Lenovo is on capturing mindshare around enterprise AI while also riding the wave propelling most of the growth in the IT industry.
Lenovo Introduces New AMD-based ThinkEdge + Extends TruScale to the Edge
Lenovo last week announced a new ThinkEdge platform, based on Advanced Micro Device’s new edge-targeted AMD EPYC 8004-series processor, and is extending its TruScale offering to the edge.
Lenovo Unveils New ThinkSystem Storage Offerings Targeted At AI And SMB
Lenovo announced two new storage offerings that build on its overall infrastructure momentum. The new ThinkSystem DG series of enterprise storage arrays are designed to balance the needs of high-performance workloads, such as AI, with capacity-optimized performance. Lenovo’s new ThinkSystem DM3010H storage array brings the enterprise-level features of the ThinkSystem DM series to the SMB market.
The 2023 Enterprise Storage Agenda
2023 is going to be an exciting year in enterprise storage. Principal Analyst Steve McDowell walks us through his predictions for the storage industry over the coming calendar year.