Chinese firm makes long-term bets on 100 artificial intelligence companies, from chip and hardware manufacturers to models and applications
2-MIN READ2-MINBen Jiangin BeijingPublished: 4:00pm, 29 Jul 2026The venture capital arm of Lenovo Group is doubling down on artificial intelligence for the next industrial cycle, expanding its focus beyond foundational models into robotics, computing infrastructure and AI agents, according to a senior executive.Lenovo Capital has made long-term bets on more than 100 AI companies across the value chain, ranging from chips and hardware infrastructure to models and applications, Song Chunyu, chief investment officer and senior partner at the unit, told the South China Morning Post and other media on Tuesday.AI-related businesses now make up nearly one-third of the fund’s roughly 300 portfolio holdings, he said.
Since helping establish Lenovo’s corporate venture arm in 2016, Song has driven a “sniper” investment philosophy, focused on targeting top performers in key frontier technology sectors rather than spraying capital across the market.
