对话联想ISG总裁：与英伟达合作，帮助客户更快走向“第一个 token” ｜直击CES

新浪科技01-12

专题：2026年度国际消费电子展(CES) 　　新浪财经康路发自拉斯维加斯　　在 CES 2026 期间，联想基础设施解决方案集团（ISG）总裁 Ashley Gorakhpurwalla 在接受提问时，系统阐述了联想与英伟达之间的战略合作关系，并强调双方合作并非单一产品层面的绑定，而是覆盖从规划、制造、部署到运维的全周期协同。　　Ashley Gorakhpurwalla 表示，理解...

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\"first token\" faster | Direct access to CES","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVDS":0.6,"NVDA":1.88,"2NVD.UK":0.6,"LNVGY":1.95,"00992":1.95,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDX":0.6,"NVD":0.6,"NVDD":0.6},"content_text":"专题：2026年度国际消费电子展(CES)\n　　新浪财经 康路 发自拉斯维加斯\n　　在 CES 2026 期间，联想基础设施解决方案集团（ISG）总裁 Ashley Gorakhpurwalla 在接受提问时，系统阐述了联想与 英伟达之间的战略合作关系，并强调双方合作并非单一产品层面的绑定，而是覆盖从规划、制造、部署到运维的全周期协同。\n　　Ashley Gorakhpurwalla 表示，理解联想与 NVIDIA 的关系，需要首先认识到联想 ISG 在业务模式上的高度灵活性。联想既可以作为 ODM 运作，由合作伙伴提供核心技术，联想负责制造、部署、支持和全生命周期管理；同时，联想也在持续引入自有 IP，并拥有一整套在全球 180 个国家提供支持的成熟产品组合。这使得联想能够同时服务于超大规模客户（hyperscale）、新型云服务商（neocloud）、传统服务提供商，以及仅需要单台服务器或存储设备的企业客户，覆盖从顶级云到企业级 IT 的完整光谱。\n　　在这一完整光谱之上，联想与 英伟达建立了多层次、长期性的合作关系。Ashley Gorakhpurwalla 回顾称，在主题演讲中，英伟达创始人兼 CEO 黄仁勋与联想董事长兼 CEO 杨元庆共同强调了联想在 AI 基础设施领域的几项核心优势。\n　　首先，联想具备全球规模的制造能力，已经拥有相应的产能、电力和交付能力，能够支持大型 AI 系统的部署。其次，无论是在联想时期，还是追溯至 IBM 时代，联想在构建大型系统方面都积累了数十年的经验，涵盖大型机、高性能计算和超级计算机等领域。这类系统通常由大量机架组成，在数据中心内作为一个整体运行，而联想在此类复杂系统的集成交付方面已形成成熟能力。第三，也是当前 AI 训练系统中尤为关键的一点，是联想掌握 Neptune 液冷技术的核心 IP。Ashley Gorakhpurwalla 指出，在大规模 AI 训练场景中，液冷正在成为唯一具备可持续性的部署方式。如果无法通过液冷显著降低数据中心的整体能耗，全球电力资源将难以支撑 AI 训练需求的持续增长，而这正是联想长期深耕并具备领先优势的领域。\n　　基于上述能力，联想与 英伟达正在联合为全球 AI 训练云、推理云以及新型云架构提供一套可复制的“蓝图”，帮助客户更快完成从资金和构想到实际业务落地的转化。Ashley Gorakhpurwalla 表示，联想本身并不直接建设数据中心，但在客户完成规划之后，联想将提供咨询、技术支持与设备部署，确保数据中心能够尽快从基础设施建设阶段走向实际产出。同时，联想也将代表 英伟达，制造、部署并支持其基于 Rubin 架构的相关能力。\n　　在企业级市场方面，Ashley Gorakhpurwalla 表示，多数企业客户并非以训练大模型为目标，而是希望利用 AI 提升业务效率，这一点也与联想自身的内部实践一致。在这一层面，联想不仅与英伟达 合作，也与 AMD 及其他加速器厂商保持合作关系，帮助企业在云端、混合环境或边缘侧部署最合适的技术方案。\n　　他指出，这种多维度合作并不局限于服务器或数据中心层面，还延伸至工作站和客户端设备等多个业务板块，使联想与英伟达的合作关系具备更强的系统性与战略深度。\n　　在此基础上，联想集团高级副总裁、首席信息官及 SSG 首席技术与交付官 Arthur Hu 对 AI 落地过程中的“最后一公里”问题进行了补充说明。他指出，随着 Agentic AI（AI 智能体）在 2025 年逐步成为消费者和企业使用 AI 的主流方式，这一趋势预计将在 2026 年进一步加强。AI 能否真正创造价值，关键在于如何尽快进入可持续的“消费”AI阶段。\n　　Arthur Hu表示，联想正在与 英伟达合作，通过智能体平台帮助企业更快完成从部署到使用的转化。随着在 CES 上发布 xIQ Agent 平台，联想希望在硬件交付完成之后，继续在数据管理、持续运营、智能体构建、评估与优化等环节压缩周期、提升效率，帮助客户更快实现具有实际业务意义的“第一个 token”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","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":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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