聯想財報透露重要信息:與英偉達緊密合作 提供AI專業服務
2月22日,聯想集團公佈第三財季業績,整體營收1136億人民幣,同比增長3%,淨利潤近26億人民幣,盈利能力連續兩個季度實現環比改善。
其中,SSG業務表現搶眼,具體來看,支持服務的收入同比增長7%,主要歸功於滲透率上升以及Premier Support和Premier Support Plus的服務訂單量創新高。運維服務受惠於裝置即服務及基礎設施即服務解決方案的強勁需求,收入同比增長26%。基礎設施即服務的總合約價值同比增加逾80%,支持長期增長軌跡。
聯想集團表示,今年上半年,公司計劃推出Care-of-One、智能可持續發展解決方案顧問(L.I.S.S.A)、網絡安全即服務(CRaaS)等滿足客户需求的AI解決方案。此外,聯想正在與英偉達緊密合作,提供 AI 專業服務,幫助客户快速部署混合AI解決方案。
SSG方案服務業務集團於第三財政季度贏得迄今為止最大的TruScale基礎設施即服務訂單和第三財季最大的資產恢復服務訂單。此外,聯想的全球足跡大大加強其運維服務能力,令方案服務業務集團成為國際公司及計劃向海外擴張業務的企業之首選。項目與解決方案服務的收入同比增長5%,主要得益於各垂直領域對集成複雜解決方案的強勁需求及公司有效的跨團隊執行力。
混合AI解決方案利用了通用AI基礎模型,但為了確保安全性,部署在私有或混合基礎設施上,往往復雜性較高,將帶來對IT服務的持續需求,包括對混合AI的諮詢、實施和維護服務等。同時,AI計算資源正從訓練AI模型轉向推理,需要在客户端、邊緣和雲之間擁有更加平衡的基礎設施。聯想AI專業服務將幫助客户在快速變化的時期構建最佳AI策略。"從口袋到雲端"的全景式AI能力,也將成為聯想提供企業級AI服務和解決方案的獨特優勢。
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