Lenovo is pursuing a vision of AI-driven intelligent agents to transform human-machine collaboration. Lenovo Chairman and CEO Yang Yuanqing envisions AI evolving into a "cognitive operating system," handling routine tasks to free humans for creative work. Yang highlighted Chinese open-source AI company DeepSeek's advancements, predicting intelligent agents will drive gains in quality-of-life and productivity.

These AI agents must excel in multi-modal interaction, integrating text, voice, gesture, and eye-tracking for cross-device intent recognition. They also need cognitive decision-making capabilities, integrating edge-to-cloud knowledge bases for adaptive reasoning and transfer learning. Addressing data security, Yang emphasized Lenovo's deepfake detection tools embedded in its agents. He also noted that edge AI's growth depends on customized computing solutions and software-hardware co-optimized inference engines.

A live demo showcased Lenovo's second-gen agent, powered by a proprietary inference accelerator, successfully solving a data analysis problem that the first-gen model could not, illustrating improvements in speed, memory efficiency, and energy consumption.

Addressing concerns about US tariffs, Yang acknowledged potential pricing uncertainties but noted that semiconductor-based products currently have tariff exemptions, limiting near-term impacts. Component supply-demand dynamics and policy shifts are critical variables that could reshape Lenovo's pricing strategy. Yang emphasized Lenovo's global operations, including R&D, manufacturing, and supply chains distributed worldwide, as a buffer against these uncertainties.

Lenovo China President Liu Jun stated the company aims to accelerate AI adoption for over 30,000 government and enterprise clients and empower over 1 million small and medium-sized enterprises to unlock new revenue streams, reduce costs, and improve efficiency in 2025. The company also plans to deliver proactive, multi-device, multi-scenario AI services to over 230 million individual consumers across China this year.

Lenovo reported strong financial results for the last quarter of 2024, with revenue growing 20 percent year-on-year to $18.8 billion, marking the third consecutive quarter of double-digit growth driven by its investment in AI. In February, Lenovo and Alat, a unit of the Saudi Arabian Public Investment Fund, commenced construction of a new manufacturing base in Riyadh. Alat CEO Amit Midha anticipates that Lenovo's regional headquarters and manufacturing hub in Saudi Arabia, powered by clean energy, will allow the team to further their potential across the Middle East and Africa region.