Odd Lots · Saturday, June 27, 2026
Winston Chang believes Lenovo can win in the server market through an integrated strategy, not just supply chain excellence or superior server performance alone. He highlighted Lenovo's global manufacturing footprint, including 30 factories, and its ability to offer end-to-end solutions like data center construction, emphasizing a partnership model over simple customer transactions.
“I think it's not an either or question. It's fully integrated tax STAC today the value to a customer or a partner, and I think there are less customers today than there are really a partner because their architecture is not driven and the spend is a multi yeer spent, so they're coming to you for the multi yeer plan, not just a single purchase.”
“So we at Lenovo provide that end to end capability to a customer and that ensures them to have the safety and one stop shop. In fact, our SSG can actually also so the Solutions and Services Group at Lenovo can also build data centers, so different from our OEM like competitors, they can actually build data centers.”
“So today the customers can hyperscallet can actually come to Lenovo with a plan to say I have a plan to have this site. So people who are not even hyperscalus, people who are land owners and they have power in specific areas, they come to Lenovo and they said, help me build the data center.”