Lenovo posted Q3 revenue of $22.2 billion, up 18% year-over-year, driven by anticipatory PC purchases ahead of memory price hikes and surging AI server demand, though net income fell 21% to $546 million amid margin pressures from its infrastructure expansion.
SoftBank Group posted $1.6 billion in quarterly profit as its Vision Fund recorded $2.4 billion in gains, driven by surging OpenAI valuations. The results validate Masayoshi Son's aggressive AI strategy amid massive Stargate infrastructure commitments.
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