s/chamathAI COMPUTE•1d
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Tencent accesses restricted AI chips via Oracle data centers in Southeast Asia
Tencent can access advanced AI chips without bringing them into China, using Oracle data centers in Southeast Asia instead. The arrangement preserves Chinese access to overseas computing capacity even as U.S. export controls restrict where the chips can be located.
The reported agreement covers about 100,000 chips over five years and is valued at roughly $7 billion. Around 30% is paid upfront, according to reports on the Tencent-Oracle deal.
The reported agreement covers about 100,000 chips over five years and is valued at roughly $7 billion. Around 30% is paid upfront, according to reports on the Tencent-Oracle deal.
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Reports said Tencent had secured a five-year Oracle lease for roughly 100,000 advanced AI chips.
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The reported Tencent-Oracle deal was valued at about $7 billion, with around 30% paid upfront.
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