
- Lenovo’s AI server sales exploded in 2026, yet profits remain flatlined
- Lenovo’s CSP division bleeds cash despite surging hardware demand
- Explosive AI demand reveals data center economics stacked against OEMs
The Infrastructure Solutions Group (ISG) at Lenovo has seen record-breaking revenue growth in recent quarters, particularly from AI-related servers, with its most recent financial quarter seeing it record $4.29 billion in sales, a 35.8% increase year on year.