Ashley Gorakhpurwalla, President of Lenovo Group's ISG, pointed out that the AI infrastructure industry is reaching a new inflection point, with the competitive focus shifting from model scale to deployment scale. Enterprise AI inference, hybrid AI architectures, data center upgrades, and distributed computing deployments have emerged as new opportunities. It is projected that by 2030, the global AI infrastructure market will reach $1.3 trillion, with accelerated computing being the largest growth area, and enterprise-level AI inference scenarios driving even greater incremental growth. Lenovo possesses the capability to translate AI demand into long-term growth. Over the past decade, through initiatives such as the acquisition of IBM's x86 server business, Lenovo has significantly enhanced the scale and capabilities of its infrastructure business. In the fiscal year 25/26, ISG revenue reached $19.2 billion, more than quadrupling from a decade ago, with a compound annual growth rate (CAGR) of 47% over the past two years. Currently, Lenovo has become one of the top three server suppliers globally, ranking second in the global x86 server market by revenue in the latest quarter, with a year-on-year growth of nearly 37%, achieving its highest operating profit and profit margin since entering the business 10 years ago. In response to the next phase of AI demand, Lenovo has two major growth engines: ODM+ and OEM. ODM+ services primarily target hyperscale internet companies and AI cloud clients, with collaborations with NVIDIA to advance mega-factory construction. OEM services cater to enterprise and small-to-medium business clients, leveraging hybrid AI advantage sets and standardized solutions to facilitate the deployment of intelligent agent applications. The Lenovo model can simultaneously meet the computing expansion needs of hyperscale AI clients and the AI adoption needs of enterprise clients, integrating a complete AI value chain capability. Currently, AI infrastructure is gradually evolving into a system-level market, with hardware value re-emerging as a key focus.