Lenovo's revenue jumps 43% as AI infrastructure offsets a warrant-driven statutory loss

Record sales and a $54 billion AI-server pipeline strengthen the hardware cycle, but accounting and memory-cost volatility require careful reading.

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Lenovo reported record quarterly revenue of $26.94 billion, up 43% year on year and above the cited analyst consensus. AI-related revenue grew 60% to $9.3 billion and represented 35% of the total.

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