NVIDIA's investment in Intel accelerates the evolution of AI PCs, further expanding Lenovo's advantages

Recently, the global semiconductor industry was shaken by a significant announcement: AI giant NVIDIA announced it would invest $5 billion in PC chip leader Intel, with the two seemingly competitive giants joining forces to jointly develop data center and personal computing products.

This "century alliance" is viewed by the industry as a game-changing event that could redefine and accelerate the development of AI PCs. Omdia predicts that by 2028, over 70% of PCs will have AI capabilities, representing a massive market opportunity and laying a market foundation for the collaboration between the two companies.

For Lenovo Group, a leading global PC manufacturer, this is not just an industry earthquake but an unprecedented strategic opportunity. As one of NVIDIA's most important OEM partners, Lenovo is expected to seize the initiative in the AI PC wave through this collaboration, becoming one of the biggest beneficiaries.

For a long time, NVIDIA has held an absolute advantage in the GPU and AI acceleration chip fields, while Intel dominates the CPU and x86 ecosystem. The core of this collaboration is that Intel will develop and supply the market with "x86 RTX system-on-chip (SoC)" integrated with NVIDIA RTX GPU chips.

For terminal manufacturers like Lenovo, this means they will gain access to a highly integrated and unprecedentedly powerful AI platform. Through NVIDIA's industry-leading NVLink technology, there will be "unprecedented data sharing and synchronization" between CPU and GPU components. This deeply integrated architecture will effectively eliminate the performance bottlenecks of traditional PCs, bringing an "order of magnitude" improvement to AI performance on devices. Future Lenovo AI PCs will be able to run more complex generative AI workloads locally, such as advanced AI writing assistants or code assistance tools, without excessive reliance on the cloud, providing users with a smoother and more private intelligent experience.

Although the concept of AI PCs has long been proposed, the market value has yet to be fully realized. The alliance between NVIDIA and Intel is expected to provide strong technical endorsement and a clear performance reference architecture for the AI PC category. While the timeline for the rollout of the "x86 RTX SoC" is still unknown, it brings unprecedented joint branding and marketing opportunities for Lenovo. Lenovo can leverage Intel's traditional dominance in the PC market and NVIDIA RTX's leading position in graphics and AI to jointly shape market recognition of the new product category "AI PC." This powerful brand synergy is expected to accelerate the penetration of AI PCs from the high-end market to the mass market, allowing Lenovo to gain a broader market share and further enhance its brand influence.

The operational benefits brought by this collaboration should not be underestimated. The new integrated SoC may simplify Lenovo's material procurement and bill of materials (BOM) — Lenovo can obtain an integrated, collaboratively optimized "CPU+GPU" solution through a single channel, thereby simplifying supply chain management and design processes.

Additionally, this single-chip architecture will aid in thermal management and power consumption design, enabling Lenovo to design lighter, more energy-efficient AI PC devices while still handling high-intensity AI tasks. This provides a solid technical foundation for Lenovo to launch more innovative thin-and-light laptops, 2-in-1 devices, and even new forms of PCs in the future Lenovo Group's leadership position in the global PC market is beyond doubt. According to the latest market analysis, Lenovo's PC shipments reached 17 million units in the second quarter of 2025, with a market share of 25.1%, firmly maintaining its position as the global leader, achieving a year-on-year growth of 15.2%. In the second quarter of 2025, its personal computer business revenue grew by 10% year-on-year. Additionally, Lenovo's AI PCs have also performed exceptionally well in the global market, with shipments accounting for over 30% of total PC shipments, and the market share of Windows AI PCs is expected to surpass that of the overall Windows PC market, securing the top position in the global Windows AI PC market.

This leading position in both the traditional PC and emerging AIPC markets gives Lenovo a unique advantage in its collaboration with NVIDIA and Intel.

For Lenovo Group, the strategic cooperation with NVIDIA and Intel is not only a hardware benefit but also a strategic opportunity for a comprehensive upgrade of its products, brand, and market in the AI era. With its first-mover advantage as one of the initial partners and its undisputed leadership in the traditional PC and AIPC markets, Lenovo is poised to ride the wave and be the first to transform this disruptive technology into an exceptional consumer experience