Lenovo Capital takes aim at robotics, coding agents in  ‘sniper’ AI investment strategy

Lenovo Capital, the venture capital arm of Lenovo Group, is doubling down on artificial intelligence with a 'sniper' investment strategy targeting robotics, coding agents, and computing infrastructure, according to chief investment officer Song Chunyu. The unit has made long-term bets on more than 100 AI companies across the value chain, with AI-related businesses now making up nearly one-third of its roughly 300 portfolio holdings. Song described AI as the most important theme for the venture capital industry, likening it to the fourth industrial revolution.

Advertisement Lenovo Capital takes aim at robotics, coding agents in ‘sniper’ AI investment strategy Chinese firm makes long-term bets on 100 artificial intelligence companies, from chip and hardware manufacturers to models and applications 2-MIN READ2-MIN Ben Jiang /author/ben-jiang in Beijing The venture capital arm of Lenovo Group https://www.scmp.com/topics/lenovo?module=inline&pgtype=article 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 https://www.scmp.com/tech/tech-trends/article/3362002/profits-chinas-chipmaking-sector-soar-2500-first-half-amid-ai-boom?module=inline&pgtype=article 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. “From a global perspective, AI is now the most important theme for the venture capital industry https://www.scmp.com/tech/policy/article/3361779/investment-chinese-characteristics-how-beijings-money-reshaping-tech-ventures?module=inline&pgtype=article ,” said Song, who is also a vice-president at Lenovo Group. “This is like the fourth industrial revolution … where AI evolution … has reached a tipping point.”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. The strategy has produced some stand-out bets, including Cambricon Technologies – often dubbed China’s “little Nvidia” – and AI champion Zhipu AI https://www.scmp.com/tech/tech-trends/article/3360377/chinas-zhipu-ai-developer-glm-52-defies-slump-it-pursues-agi-over-quick-profits?module=inline&pgtype=article , which went public in Hong Kong earlier this year.Advertisement Select Voice Select Speed 1.00x