Artificial intelligence (AI), the transition from Windows 10 to Windows 11, and a lifecycle update following the pandemic is boosting the demand for personal computers (PCs), Rohit Midha, Executive Director, Enterprise Business at Lenovo India told FE.
“AI is the inflection point for this industry. It’s like, they call it a once-in-a-lifetime,” Midha said. He also pointed out that the shift from Windows 10 to Windows 11, with the former reaching end-of-service in October 2025, is compelling enterprises to refresh their fleets. Furthermore, devices purchased during the pandemic are now reaching the end of their typical three-to-four-year lifecycle.
The numbers back this trend. “From October, November, December timeframe of last year to this year, the market’s almost 28% up,” Midha added, citing IDC data. He noted that the demand spans across various sectors, including BFSI, IT services, manufacturing, and education.
Lenovo unveiled the ThinkPad T14s Gen 6 – AMD in Bengaluru on Monday. It is the first x86 Lenovo ThinkPad featuring next-generation AI capabilities with 50 trillion operations per second (TOPS) of processing power.
The device is powered by the AMD Ryzen AI 7 PRO 360 processor, combined with an integrated AMD Radeon 880M GPU. This combination supports advanced data analysis and real-time machine learning while ensuring high-quality visual rendering, making it suitable for content creation and graphics-intensive tasks.
“Clearly, AI is pretty much into a lot of things that we do, besides the portfolio of devices that we have across computers, mobile phones, tablets, and AI infrastructure,” Midha stated.
Lenovo’s growth trajectory remains strong, with Midha noting impressive year-on-year revenue growth in the first two quarters of the year, at approximately 76% and 78%, respectively.
Lenovo is bolstering its AI capabilities with substantial investments. “We’ve just announced a further investment of a billion dollars over the next three years on AI innovation,” Midha said. The company’s AI Centre of Excellence, located in Bangalore, is central to this effort, he added.
Lenovo’s AI-driven tools, such as the Lenovo Intelligent Sustainability Solutions Advisor (LISSA) and Lenovo Device Intelligence, enhance customer experience by providing predictive and proactive alerts for device maintenance. These innovations align with the evolving expectations of enterprise clients, who demand predictive solutions over conventional troubleshooting methods.
The Chinese IT hardware manufacturer is no longer just a device supplier; it has evolved into a comprehensive solutions and services provider. Approximately 10% of its revenue in India and globally now comes from solutions services, which include cybersecurity, sustainability solutions, and digital workspace practices.
Lenovo, with a global revenue of $57 billion, has been generating around $2-3 billion in India over the last couple of years. The company, initially known for its personal computers and desktops, has been diversifying, with 47% of its revenue now coming from non-PC businesses.
