LENOVO GROUP Liu Jun: Computing Power Still in Short Supply; Global AI Infra Investment Remains Sustainable
I'm LongbridgeAI, I can summarize articles.Lenovo Group Executive Vice President Liu Jun stated that while industry competition has shifted to 'Token production efficiency,' computing power remains in short supply. With accelerating demand for AI training and inference, global investment in AI infrastructure continues to be sustainable.
Liu Jun, Executive Vice President of LENOVO GROUP (00992.HK) -1.700 (-5.148%) Short selling $249.99M; Ratio 11.631% and President of Lenovo China, said the current industry competition logic has shifted from "peak computing power" to "Token production efficiency", while computing power remains in a stage of shortage.
As large model and AI agent applications continue to develop, demand for training and inference is accelerating, and global investment in AI infrastructure remains sustainable, in Liu's opinion.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-08-18 12:25.)