AI Cloud Gigafactory is Lenovo’s new data-center program with Nvidia. It debuted at CES 2026 in Las Vegas.
What Lenovo and Nvidia announced
AI Cloud Gigafactory is built for AI cloud providers. Lenovo said it can cut deployment time to “weeks.”
The partners framed it as a gigawatt-scale AI factory program. Lenovo CEO Yuanqing Yang appeared with Nvidia CEO Jensen Huang. ([Lenovo StoryHub][2])
AI Cloud Gigafactory pairs Lenovo infrastructure with Nvidia compute platforms. Lenovo highlighted its Neptune liquid cooling and global services. ([Lenovo StoryHub][2])
What the AI Cloud Gigafactory includes
AI Cloud Gigafactory combines solutions, services, and manufacturing. Lenovo said this helps providers move faster from build to production. ([Lenovo StoryHub][2])
Lenovo also tied the program to a key metric. It called “time to first token” a core benchmark. It measures how quickly systems deliver usable AI output. ([Lenovo StoryHub][2])
AI Cloud Gigafactory aims to deliver that outcome in weeks. Lenovo said ready components and guided processes help. ([Lenovo StoryHub][2])
The Nvidia hardware roadmap inside the pitch
AI Cloud Gigafactory is also about early access to new chips. Lenovo said providers can tap Nvidia Blackwell Ultra architecture. ([Lenovo StoryHub][2])
Lenovo cited the Nvidia GB300 NVL72 system from Lenovo. It described a rack-scale design with 72 Blackwell Ultra GPUs and 36 Grace CPUs. ([Lenovo StoryHub][2])
AI Cloud Gigafactory will also support Nvidia’s Vera Rubin NVL72 system. Lenovo said it targets training and inference at scale. ([Lenovo StoryHub][2])
Why Lenovo is pushing this now
AI Cloud Gigafactory helps Lenovo expand beyond PCs. Lenovo sells servers and storage, too. This program targets faster AI rollouts. ([Reuters][1])
It also targets a real buyer problem. AI data centers are complex to stand up. Cooling, power, and integration slow schedules.
AI Cloud Gigafactory is meant to standardize that work. Lenovo said repeatable build processes can lower risk. ([Lenovo StoryHub][2])
Qira: the consumer-side reveal at CES
AI Cloud Gigafactory was not Lenovo’s only AI news. Lenovo also unveiled Qira, a cross-device personal AI system. ([Reuters][1])
Qira is designed to work across Lenovo and Motorola devices. Lenovo said it can run in the background with permission. ([Reuters][1])
Lenovo described Qira as system-level “ambient” intelligence. It can be invoked by voice or a dedicated key. ([Lenovo StoryHub][3])
How the two announcements connect
AI Cloud Gigafactory and Qira point to one strategy. Lenovo wants AI across personal, enterprise, and public platforms. ([Lenovo StoryHub][2])
That matters for business models. PC hardware is often price-competitive. Software and services can lift retention.
AI Cloud Gigafactory also supports Nvidia’s full-stack approach. Huang said companies will “build or rent AI factories.” ([Lenovo StoryHub][2])
What investors should watch next
AI Cloud Gigafactory now needs customer wins. Named deployments would validate “weeks” timelines. ([Reuters][1])
Watch cooling and power economics, too. Liquid cooling can improve density, but it raises planning needs.
For Qira, Lenovo said rollout starts on select devices in Q1 2026. It will expand to Motorola phones later. ([Lenovo StoryHub][3])
Bottom line
AI Cloud Gigafactory is a bid to industrialize AI data-center rollout. Lenovo and Nvidia are selling speed, scale, and integration. ([Lenovo StoryHub][2])