联想集团CFO：联想寻求比苹果更多的AI模型合作伙伴

格隆汇01-27

联想正在全球范围内寻求与多家大型语言模型(LLM)供应商的合作，以驱动其设备，成为全球 AI 的重要参与者。公司首席财务官(CFO)郑孝明在达沃斯世界经济论坛期间接受采访时表示，他认为当前私募和二级市场对 AI 的估值存在泡沫迹象，但并未因此放缓联想的推进节奏，并提醒投资者关注AI的运营成本，而非单纯的AI支出计划。设备制造商正在试图将生成式AI整合进智能手机、PC 和可穿戴设备之中。这一趋势也正...

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的估值存在泡沫迹象，但并未因此放缓联想的推进节奏，并提醒投资者关注AI的运营成本，而非单纯的AI支出计划。设备制造商正在试图将生成式AI整合进智能手机、PC 和可穿戴设备之中。这一趋势也正演变为供应链和合规层面的新挑战，因为不同国家和地区对数据访问的监管规则并不相同。郑孝明表示，为应对上述情况联想的策略保持高度灵活性。公司产品将根据不同地区允许的条件，接入不同的 AI “大脑”，并选择在当季最容易完成集成的方案，“我们正通过同时面向 PC 和移动终端，在开放的 Android 和 Windows 生态中打造强大的 AI 生态系统。”郑孝明指出，苹果主要与 OpenAI 和谷歌的 Gemini 合作，而联想希望签约更多模型开发者。他点名提到了沙特的 Humain、欧洲的Mistral AI，以及中国的阿里巴巴以及 DeepSeek，均是潜在合作伙伴，并补充称联想正在采取一种“编排者(orchestrator)”的策略。不久前，联想推出了个人超级智能体Qira，这是一套内置的跨设备系统，旨在让用户在多个联想设备之间无缝体验 AI 能力。“Qira 并不是另一个语音助手，而是一个全新的 AI 智能系统，贯穿你所有的设备。”联想设备集团副总裁 Dan Dery 表示。内存芯片价格上涨是另一项压力来源。郑孝明表示，成本确实在上升，联想计划将这部分成本上涨转嫁给客户。同时，，联想在今年1月与英伟达达成的合作，旨在通过一种液冷混合架构，帮助 AI 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