Odd Lots

How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

· PT56M12S

Összefoglaló

Winston Cheng, a Lenovo pénzügyi igazgatója elmondja, hogyan allokálja a vállalat a tőkét a jelenlegi óriási tőkebefektetési (capex) fellendülés idején, különös tekintettel az MI-be történő beruházásokra. A beszélgetés érinti a kínai piaci versenyt, az invúció jelenségét…

Ebben az epizódban

We know that companies around the world are investing heavily in AI.

So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it.

So how are CFOs thinking about capex in the AI age?

In this episode we speak with Winston Cheng, CFO of Chinese-founded multinational tech firm Lenovo.

Lenovo is known for its personal computers, especially its Thinkpad line of laptops, but they are making a push to move beyond its role as one of the leaders in personal computing, integrating AI agents into their devices and investing in building out an “AI Cloud” infrastructure alongside Nvidia.

We talk to Cheng about how Lenovo's allocating capital during one of the biggest capex booms in history.

We also discuss involution and market competition in China, and how Lenovo's been adapting its supply chain to tariffs.

Read more: AI Sales Start to Justify Data-Center Spending Boom, Report Says Anthropic Accuses Alibaba of ‘Illicitly’ Accessing AI Models Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app.

Subscribe at  bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

Említett entitások

Témák

Személyek

Cégek

Tickerek

Hallgasd meg

Több epizód a Odd Lots-ből