算力第四次浪潮已至：联想携手英伟达，打响 AI 推理争夺战

Ofweek光电信息网01-09

2026 年国际消费电子展（CES）联想 Tech World 大会现场。联想集团董事长兼 CEO 杨元庆在主题演讲中预言：新一轮的算力浪潮将源于 AI 推理的爆发。杨元庆认为，全球算力市场已经历过三次浪潮洗礼：企业信息化、云计算兴起、大模型训练。“如今，我们正迎来第四次浪潮——AI 推理”。大会现场，联想和英伟达联合推出联想人工智能云超级工厂计划。黄仁勋表示，该计划将消除 AI 部署过程中的...

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AI构想，意图整合个人、企业与公共智能，通过智能模型编排等核心技术，打造适应多元需求的 AI 部署架构。推理是下一个主战场为何 AI 推理变得如此关键？推理意味着 AI 模型对输入数据做出实时判断和生成。随着生成式 AI 应用场景的拓宽，从实时的语音对话到复杂的决策分析，推理的需求呈现爆炸式增长。推理部署在数据源头附近，能带来毫秒级的响应速度和更高的数据安全性。杨元庆指出，这正成为企业真正的竞争优势。AMD 董事会主席兼 CEO 苏姿丰在同一场合也表达了类似观点：全球企业都在思考如何让 AI 更贴近自身数据。市场分析印证了这一趋势。根据中信建投的研报预测，到 2026 年，手机和 PC 的 AI 渗透率将分别达到45% 和 62%，端侧 AI 市场规模预计将从 2025 年的 3219 亿元跃升至 2029 年的1.22万亿元。这一市场爆发背后是 AI 模型运行逻辑的转变。传统的云端集中处理模式，在面对海量、高频的推理请求时，面临网络延迟、带宽成本和隐私泄露的挑战。然而，推理算力的扩张并非没有隐忧。有独立研究团队警告，推理模型的算力需求正以惊人速度增长。OpenAI 的 o3 模型推理算力已是 o1 的 10 倍。面对 AI 推理浪潮，联想选择了与芯片巨头深度绑定的生态战略，积极构建多元化的 AI 硬件生态。英特尔与联想则同发布了 Aura Edition AI PC 和 FIFA 联名款游戏电脑。在可穿戴设备领域，联想还与高通达成合作，共同开发 AI 原生可穿戴设备，杨元庆预测这一领域市场规模有望突破十亿台。与此同时，联想与 AMD 也宣布了在企业 AI 落地方面的合作。双方将推出搭载 AMD EPYC 处理器的 AI 推理服务器 ThinkSystem SR675i。这款服务器专为将 AI 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