• Lenovo annual report for the year ended March 31, 2026 flagged record revenue, margin expansion, stronger profitability, backed by faster AI-led demand.
• AI-related sales rose 105% to 33% of group revenue, shifting growth mix toward AI PCs, AI servers, AI services.
• Devices unit held global PC leadership, gained in premium and gaming; Motorola posted record results since acquisition, led by higher-end models.
• Infrastructure unit returned to full-year operating profit, scaled AI server deployments; exited with a US$ 21 billion AI server pipeline.
• Services unit hit US$ 10 billion revenue, kept high margins; mix tilted to managed services, project work, AI offerings, TruScale consumption model.

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