字节跳动1600亿AI扩产联想有望斩获更多服务器订单

智通财经2025-12-24

23日，消息称字节跳动已经决定在2026年面向人工智能领域的资本支出计划，总支出预计高达1600亿元人民币，相较于2025年增长幅度为6.7%，再次印证了全球AI产业正处于高速扩张的黄金周期。据知情人士透露，字节跳动总支出中约半数将用于采购先进半导体，以开发人工智能模型及应用。该知情人士补充称，尽管中国头部企业能否获得英伟达芯片仍存在不确定性，但字节跳动已将明年人工智能处理器的预算定为 850 ...

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href=http://www.zhitongcaijing.com/content/detail/1385420.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>23日，消息称字节跳动已经决定在2026年面向人工智能领域的资本支出计划，总支出预计高达1600亿元人民币，相较于2025年增长幅度为6.7%，再次印证了全球AI产业正处于高速扩张的黄金周期。据知情人士透露，字节跳动总支出中约半数将用于采购先进半导体，以开发人工智能模型及应用。该知情人士补充称，尽管中国头部企业能否获得英伟达芯片仍存在不确定性，但字节跳动已将明年人工智能处理器的预算定为 850 ...</p>\n\n<a 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业务扩张，对服务器等硬件设备的需求呈现井喷式增长，而联想集团，作为全球服务器市场的重要参与者，无疑将成为最直接的受益方之一。作为全球领先的智能硬件与算力基础设施服务商，联想早就是字节跳动在算力领域的重要合作伙伴，尤其在服务器供应方面，双方合作已形成稳定且深度的绑定。此次字节跳动1600亿元资本支出中，除半导体采购外，剩余巨额资金将重点投向AI计算中心建设、算力集群搭建等基础设施领域，这必然带来服务器需求的大幅增长，联想作为核心供应商有望直接承接大额订单，进一步扩大市场份额。联想与字节跳动的合作由来已久且不断深入。今年6月，联想与字节跳动旗下火山引擎联合打造的“可信混合计算方案”正式落地，这一方案基于火山引擎AI机密计算核心技术，结合联想在硬件安全领域的深厚积累，实现了用户数据在终端与云端传输、处理的全链路安全防护，为AI时代的数据安全树立了新标杆。此次合作不仅是双方技术优势的互补，更构建了“端-边-云-网-智”全栈协同的生态基础，让联想在字节跳动的算力体系中，不再是单纯的硬件供应商，更是深度参与其AI安全架构搭建的战略伙伴。据业内人士分析，此次字节跳动大幅提升半导体采购预算，预计将进一步带动其对联想高端服务器、存储及数据中心解决方案的需求。随着AI模型规模持续扩大、应用场景不断深化，头部互联网企业对算力基础设施的投入将持续攀升，而联想凭借其深厚的技术积累、完整的产品线以及与全球科技企业的紧密合作，有望在AI服务器市场中进一步巩固领先地位。行业趋势层面，随着全球AI产业进入高速扩张的黄金周期，算力基础设施成为核心竞争壁垒，服务器市场需求持续旺盛。IDC数据显示，中国AI服务器市场未来三年将保持高速增长，而字节跳动作为全球最激进的算力买家之一，其1600亿元的资本支出将进一步拉动相关产业链需求。联想作为字节跳动的核心服务器供应商，不仅将直接受益于此次大额采购带来的营收增长，更将借助这一标杆客户的合作案例，强化其在AI服务器领域的市场地位，为开拓更多行业客户奠定基础。在联想集团 2026 财年第二季度财报中，当季营收同比增长15%至1464亿元人民币，创下财季历史新高，并显著超出市场普遍预期；经调整后的净利润同比增长25%，达36.6亿元人民币，净利增速远超营收增速，展现了集团在复杂环境下稳健前行的经营韧性与战略确定性。同时，该财季联想AI服务器收入实现高双位数增长，为未来交付奠定规模基础。而企业基础设施方面，联想正在针对大企业客户和中小企业客户的不同业务模式进行改善乃至再造。展望未来，随着字节跳动在 AI 领域持续深耕，其对服务器的需求将保持稳定且强劲的增长态势。而联想集团凭借自身在服务器研发、生产、交付以及技术服务等方面的综合实力，加之与字节跳动的深厚合作基础，极有可能在字节跳动的服务器采购中斩获更多订单，进一步巩固其在服务器市场的领先地位，实现营收与利润的持续增长。双方的深度合作，也有望为整个 AI 产业生态的发展注入新活力，带来更多创新性成果与变革。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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字节跳动1600亿AI扩产 联想有望斩获更多服务器订单

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字节跳动1600亿AI扩产联想有望斩获更多服务器订单