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COMPANY RESEARCH / 0992.HK

Lenovo Group

Lenovo NVIDIA GB300 NVL72 rack-scale system

Where it fits in an AI server rack

Sells the Lenovo NVIDIA GB300 NVL72, a turnkey rack of 72 Blackwell Ultra GPUs and 36 Grace CPUs, about 90% liquid-cooled, in a 48U MGX rack (600 × 1,068 × 2,294 mm, W × D × H) with six or eight 33 kW power shelves feeding a 50 V, 1,400 A busbar (Lenovo Press, Aug 30, 2026). NVIDIA names Lenovo among Blackwell Ultra server makers.

What the evidence establishes

AI-rack evidence

Disclosed: Lenovo’s product guide describes the GB300 NVL72 rack it sells, including its rack, power and cooling configuration.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Listed as a rack builder for its own AI servers and racks, not as a supplier of the parts inside.

Component roleLenovo NVIDIA GB300 NVL72 rack-scale system
EvidenceDisclosed: Lenovo’s product guide describes the GB300 NVL72 rack it sells, including its rack, power and cooling configuration.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceLenovo Group — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Lenovo’s guide lists Delta and Lite-On as PSU options and leaves CDUs and leak detection to options, so Lenovo is not mapped to those parts. Rack-scale revenue is not broken out in our sources.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

This company is mapped at sector level. The reviewed evidence does not establish a direct match to a specific illustrated part. Explore rack builders & platforms for the broader relationship.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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