On June 29, sources familiar with Lenovo indicated that its China Infrastructure Business Group is substantially revising upward its growth projections for the server segment. Originally, the company had targeted RMB 100 billion in server revenue for the fiscal year 2027–2028. However, based on orders already secured, confirmed revenue from just two key clients next year is expected to come close to RMB 200 billion. Furthermore, Lenovo recently secured an even larger framework agreement, with a potential scope that could surpass the annual business volume of Lenovo’s entire Infrastructure Business Group. Details regarding the specific clients and market dynamics remain undisclosed at this time.
