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Odd Lots: How Lenovo’s CFO Sees Capex in the AI Age (Podcast)

Odd Lots: How Lenovo’s CFO Sees Capex in the AI Age (Podcast)
Bloomberg Markets Saturday 27 June 2026, 08:00 UTC By Joe Weisenthal, Tracy Alloway 1 min read
Key Points

Odd Lots: How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms Odd Lots How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs thinking about capex in the AI age?

Odd Lots: How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms Odd Lots How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs thinking about capex in the AI age? In this episode we speak with Winston Cheng, CFO of Chinese-founded multinational tech firm Lenovo. Lenovo is known for its personal computers, especially its Thinkpad line of laptops, but they are making a push to move beyond its role as one of the leaders in personal computing, integrating AI agents into their devices and investing in building out an “AI Cloud” infrastructure alongside Nvidia. We talk to Cheng about how Lenovo's allocating capital during one of the biggest capex booms in history. We also discuss involution and market competition in China, and how Lenovo's been adapting its supply chain to tariffs. Jun 27, 2026
Lenovo (ORG) CFO Sees Capex (ORG) the AI Age (EVENT) CFO (ORG) Allocating Capital (ORG) AI (ORG) Winston Cheng (PERSON) Chinese (ORG) Nvidia (ORG) Cheng (PERSON) China (LOCATION)
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