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Ericsson and Lenovo Settle Patent Dispute
Express News | Telefonaktiebolaget LM Ericsson - Financial Impacts Expected From Q2 2025
Express News | Ericsson and Lenovo Settle Patent Litigation
Decoding Lenovo's double-digit growth: three major engines are expected to slice up a $644 billion AI dividend.
Recently, the Global IT market research and consulting company Gartner forecasts that by 2025, global spending on generative AI is expected to reach 644 billion dollars, an increase of 76.4% compared to 2024. Data shows that Servers, Smart Phones, and Personal Computers (PCs) with integrated AI capabilities will become the main drivers of GenAI spending, with 80% of GenAI spending allocated to Hardware. This figure not only reveals the accelerated trend of generative AI technology moving from the laboratory to commercialization but also indicates a comprehensive restructuring of the Industry Chain, including Hardware, Software, and services.
Lenovo Announces Board of Directors and Their Roles
Citigroup: Maintains LEGENDHOLDING's "Buy" rating as management reiterates its focus on AI development.
Citigroup released a Research Report stating that LEGENDHOLDING (03396) turned a profit in the 2023 fiscal year, and the management reiterated its focus on AI development, which not only benefits LENOVO GROUP (00992) but also encompasses a portfolio of over 270 AI projects under LEGENDHOLDING. Citigroup maintains a "Buy" rating for LEGENDHOLDING. The firm indicated that LEGENDHOLDING will continue to invest in AI technology and cross-industry AI integration, with the company's current trading price reflecting approximately a 77% discount compared to its net asset value, or about a 44% discount relative to its holdings in LENOVO GROUP. The firm believes that buying LEGENDHOLDING is a way to gain access to LENOVO.