On April 18, the 10th "2024 Lenovo Tech World" with the theme of "AI for All" was held in Shanghai. Song Chunyu, Vice President of Lenovo Group and Partner of Lenovo Venture Capital, delivered a speech entitled "Investing in the AI Terminal Industry to Accelerate Ecological Innovation" at the AI Terminal Industry Ecological Innovation Forum of the conference. Song Chunyu said that the AI model will redefine the intelligent terminal equipment and industry, the terminal industry will move from general computing to intelligent computing, and the computing revolution will promote the upgrading of PCs and mobile phones, thereby bringing more new forms of hardware. At the same time, it was announced that Lenovo Venture Capital will release a total of 2 billion yuan of AI terminal industry ecological investment plan to help accelerate the development of the AI terminal industry chain, including AI PC.
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Invested in AI for more than 10 years and continues to deliver outstanding results
Song Chunyu, vice president of Lenovo Group and partner of Lenovo Venture Capital
As the link between Lenovo Group's main business and the external ecological linkage, Lenovo Venture Capital anchors the group's 3S strategy, adheres to the "end-edge-cloud-network-intelligence" to support the group's service-oriented transformation and technology-driven innovation strategy, insists on investing in early-stage core technologies, gives full play to the advantages of CVC, and looks for high-growth and high-potential industrial opportunities for Lenovo in the future through investment and incubation.
In the context of the rapidly changing market environment, as the technology watchtower of Lenovo Group, Lenovo Ventures has invested in the AI field for more than 10 years, and has invested in more than 50 AI-related companies, involving algorithms, computing power, data and other fields, and covering multiple vertical industries such as autonomous driving, intelligent manufacturing, and smart healthcare. Among them, star cases include many listed companies and unicorn companies such as Megvii Technology, Shenzhen Chengjiao, Cambrian and other industry leaders. In addition, under the joint promotion of the government and enterprises, RISC-V has the opportunity to become the world's third computing platform, and the four companies that Lenovo Venture Capital has invested in, including Zhongke Wuqi, Trendcore, Jindiespace, and Blue Chip Computing Power, have also shown strong development potential. "Lenovo Ventures continues to deploy new computing and look for the next big opportunity for computing power breakthroughs, such as quantum computing, optical computing, brain-like computing, etc."
It is worth mentioning that Lenovo Venture Capital also insists on investing in scientists and entrepreneurs, and has invested in dozens of top Chinese scientists so far, and will continue to look for the next Super AI Star.
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Welcome to the new era of silicon-based intelligent ecological explosion
With the rapid development of AI technology, silicon-based intelligent twins have ushered in a historical moment of ecological explosion. Song Chunyu said, "The era of the ecological explosion of silicon-based agents is coming, and humans and silicon-based agents will cooperate and coexist. "The advent of this new era relies on breakthroughs in two key technologies: neural network-driven silicon-based intelligence that will surpass human intelligence through data training, and humanoid robots that will acquire motor skills comparable to those of humans. These advancements will be driven by revolutionary advances in computing power and energy, making silicon-based intelligence ubiquitous and accessible. In the process, AI's large models and intelligent computing power will become national strategic resources, helping the rapid development of silicon-based intelligent twins.
In the era of silicon-based intelligence, the future digital and intelligent world is built on the basis of Code (AI) + Silicon (intelligent computing) + Body (agent + hardware). Silicon builds the foundation of intelligent computing, Code organizes computing power, algorithms, and data to realize AI, and Agent and Body (AIPC, Smart mobility, AD, Robot, Smart EV, Smart IoT, etc.) twins the physical world into a digital world through the digital process, and then acts on the physical world to achieve intelligence. Body is a device and equipment that connects the physical world and the digital world, carrying the carrier of AI acting on the physical world, realizing the perception of the Internet of Things world, and serving as the mapping of the agent in the digital world in the physical world, connecting the two worlds to interact seamlessly.
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The large model redefines the intelligent terminal
Firmly support Lenovo's AI PC strategy
Regarding the development trend of the terminal industry, Song Chunyu believes that the AI model will redefine the intelligent terminal equipment and industry, and the deep integration and application of AI will lead the equipment to achieve changes in six aspects: multi-modal interaction, intelligent services, personalized experience, cross-time, cross-device and cross-cloud data integration, the rise of AI Agent, and the development of new AI hardware.
In the future, the terminal industry will move from general-purpose computing to intelligent computing, and the computing revolution will promote the upgrading of PCs and mobile phones, thereby bringing more new forms of hardware. This trend stems from the rapid development of intelligent computing and large model technology, which is more efficient in processing complex, high-dimensional, dynamic, and unstructured data and problems than general computing. At the same time, the personal AI twin and the enterprise-level AI twin realize the implementation of AI models on the device side, allowing them to run within the scope of personal devices and enterprises, and coexist and complement public AI models to form "hybrid AI" to achieve the greatest benefit to end users.
Based on this, Lenovo Ventures will focus on the investment in China's basic model ecosystem, firmly support the group's AI PC strategy, and firmly believe in the future of science and technology under the new wave of AI. Lenovo Group's AI strategy is not only about the development of large models, but also about how to apply these technologies to actual products and services to improve user experience and business efficiency. Therefore, around the AI PC ecosystem, Lenovo Venture Capital has carried out in-depth cooperation with the group's business units in terms of chips and core components, AI large models and related products and services. In the future, Lenovo Ventures will focus on the investment layout of AI PC-related infrastructure, technology stacks and AI applications for a long time to help the development of local intelligence on the device side. And with a comprehensive cooperation model, it not only provides assistance for Lenovo Group's technological progress in the field of AI, but also opens up new growth space for invested companies.
Looking forward to the new decade of Lenovo AI, a new era of silicon-based intelligent twins is coming. Song Chunyu emphasized that Lenovo Venture Capital will continue to give full play to the unique advantages of CVC2.0, join hands with the government, investors, large companies, start-ups, etc., to seek a broader space for cooperation and development, and embrace the new era of silicon-based intelligence.