Asset management giant BlackRock joins forces with Microsoft for a major move! Lenovo's liquid cooling technology helps to reduce power consumption in AI.

On September 18, it was reported that BlackRock is preparing to launch a more than $30 billion artificial intelligence investment fund in collaboration with tech giant Microsoft, to build data centers and energy projects to meet the growing demand generated by artificial intelligence. BlackRock will launch this fund with its new infrastructure investment department Global Infrastructure Partners, making it one of the largest investment tools on Wall Street. Microsoft and Abu Dhabi-supported investment company MGX are common partners in this fund, and chip manufacturer NVIDIA will provide expertise. According to sources, the investment tool aims to address the incredible power and digital infrastructure needs required to build artificial intelligence products, which are expected to face serious production bottlenecks in the coming years. Artificial intelligence requires more energy compared to previous technological innovations, putting pressure on existing energy infrastructure. As a global leader in end-to-end infrastructure solutions, Lenovo Group has made significant achievements in the field of artificial intelligence. Their Neptune liquid-cooled server integrates achievements from multiple disciplines such as materials science, fluid dynamics, and heat transfer, achieving 100% water cooling for server components, supporting 72 high-density water-cooled nodes in a single cabinet, with the power reaching over 100kW. Through a full cabinet design without fans, the server achieves a heat dissipation efficiency of 98%, and achieves 90% heat recovery, reducing energy consumption by 42% effectively, lowering data center PUE (Power Usage Efficiency) to 1.1. This breakthrough technology not only improves computational performance but also significantly reduces energy consumption, making it highly attractive for modern data centers that prioritize efficiency and sustainability. In terms of user experience, Neptune liquid-cooled servers are designed to meet the demand for high-performance computing from research institutions and large internet corporations. Through a warm water cooling and heat recovery solution, Neptune servers not only optimize the energy utilization efficiency of computing power but also comprehensively reduce the electricity consumption unrelated to computing power based on different business needs of customers, enabling the recycling of energy. This flexibility and customized service place Neptune liquid-cooled servers in a unique position in the market, providing customers with more sustainable and efficient computing solutions. As one of the giants in global asset management, BlackRock is optimistic about the economic prospects of China and the return on investment in the Chinese market. In the field of artificial intelligence, BlackRock sees the potential of Lenovo in the artificial intelligence technology field. According to the latest equity disclosure data from the Stock Exchange, as of now, the latest increase in position was on September 12, with BlackRock holding 628,194,955 shares, accounting for 5.06% of the shares. BlackRock believes that the current global economic environment, high inflation and interest rates, as well as supply constraints leading to low growth, are expected to persist for a while. At the same time, economies are grappling with challenges such as aging populations, global supply chain restructuring, and low-carbon transitions, which are limiting production and thereby increasing capital investments. In this context, artificial intelligence, as a technology that can enhance productivity in the long term and mitigate inflation pressures, is drawing market attention. Although the potential benefits of artificial intelligence have not yet been fully realized, its support for corporate profits is already evident, with room for future growth. Since the popularity of artificial intelligence applications such as ChatGPT, capital expenditure in related fields has increased significantly, and it is expected to continue to grow in the coming years. With the continuous advancement of artificial intelligence technology, the demand for computing power infrastructure is increasing. Lenovo Group has already made a comprehensive layout in intelligent terminals, infrastructure, and solution services through its full-stack artificial intelligence strategy. Lenovo's artificial intelligence-oriented infrastructure business, including servers, storage, data networks, software, hyperconvergence, edge infrastructure products, and solutions, is expected to benefit from BlackRock and Microsoft's AI infrastructure fund. Microsoft, as a customer of Lenovo, has a long-standing collaboration in exploring artificial intelligence cooperation. At the just-concluded 2024 Lenovo Create Shanghai New World conference, several breakthrough AI PCs were announced, with Copilot+ PCs being the highlight. Pavan Davuluri, Vice President of Microsoft Windows and Devices Company, stated that Lenovo redefined portability with the convertible PC, setting a standard for industrial design with Lenovo Yoga. Lenovo is a leader in introducing Intel PCs to enterprises, using Microsoft's pluto chip-to-cloud security technology on its iconic ThinkPad. Among them, the ThinkPad Copilot+ PC launched by Lenovo for enterprise customers featuring excellent keyboard, reliability, quality, and incredible performance. Early on, Microsoft announced expanding Copilot+ PC to include Qualcomm Snapdragon X+ 8-core, AMD's third-generation Ryzen AI processor, and Intel Core Ultra 200v Lunar Lake processor. Starting in November, AMD and Intel devices will begin to see new Copilot+ PC AI experiences through free Windows updates. With the launch of the AI infrastructure fund by BlackRock and Microsoft, Lenovo Group is poised to be a major winner. Lenovo has already made breakthroughs in artificial intelligence computing power and has secured a place in the global server market. With the continuous advancement of artificial intelligence technology and the expansion of infrastructure, Lenovo's artificial intelligence products and services may gain wider application and recognition, thus securing a dominant position in the global artificial intelligence market. Additionally, Lenovo's growth paradigm indicates that the company is achieving performance growth through its layout in the field of artificial intelligence.