@rohanpaul_ai: FT: Tencent has leased about 100,000 advanced AI chips from Oracle for 5 years, worth about $7B, near $14K per chip a y…
Summary
FT报道腾讯与Oracle签署5年期AI芯片租约，约10万颗先进AI芯片、价值约70亿美元，部署在东南亚的Oracle数据中心且无法进入中国，凸显美国出口管制只约束物理芯片流向而非算力租赁。
View Cached Full Text
Cached at: 10/01/26, 02:24 PM
FT: Tencent has leased about 100,000 advanced AI chips from Oracle for 5 years, worth about $7B,
near $14K per chip a year. The chips sit across several Oracle data centers in Southeast Asia and are unavailable inside China. investing
Such leases are allowed because US export controls govern where physical chips go, not who rents their computing power from abroad.
Similar Articles
@Rocky_Bitcoin: Goldman Sachs has released a very interesting report on AI computing power between China and the US! It first mentions that China's investment in AI data centers will reach 2 trillion RMB (about 300 billion USD) over the next five years, with massive CapEx spending, and most computing power will be located in the western regions because electricity is cheap and land is abundant there. Let me interject here—I think young people should consider going to the west, ...
Goldman Sachs released a report stating that China's AI data center investment will reach 2 trillion RMB in the next five years, but domestic chips are actually more expensive in terms of computing power cost than imported ones, with a significant gap between Huawei and Nvidia, and the China-US AI computing power battle is just beginning.
@seclink: 1. Trump approves Nvidia chip sales to China, but Beijing is not buying - Core: Trump allowed Nvidia to sell high-end chips to China late last year, seemingly a win-win. However, Chinese companies (Alibaba, Tencent, ByteDance, JD.com) have obtained H200 purchase permits from the US Department of Commerce, but the US Trade Representative has made it clear that chip export controls are not within the scope of US-China negotiations. Nvidia...
Trump approved Nvidia's sale of high-end chips (H200) to China, but Chinese companies (Alibaba, Tencent, etc.) obtained purchase permits while the US Trade Representative explicitly stated that export controls are not part of negotiations. Nvidia has essentially ceded the Chinese AI chip market to Huawei. This marks the substantial impact of US chip embargoes on AI computing supply chains.
@rohanpaul_ai: The Trump administration is drafting rules to restrict Chinese AI lab's remote access to overseas AI chips. Forbes publ…
The Trump administration is drafting new rules to restrict Chinese AI labs' remote access to overseas AI chips, addressing gaps in US export controls and imposing stricter screening requirements on data centers.
US Approves Nvidia H200 Exports as China AI Race Accelerates
The US has approved Nvidia H200 AI chip sales to major Chinese firms including Alibaba, Tencent, ByteDance, and JD.com amid ongoing US-China trade tensions, though deliveries remain uncertain as Beijing pushes for domestic chip development.
@WinForKakei: Let me use Tencent as an example. Tencent's 2025 capex is even lower than guidance. As clearly stated in last year's earnings call, this is because they couldn't buy NVIDIA GPUs (due to AI chip supply constraints) and were unwilling to buy domestic chips. Of course, they compromised this year and have started ordering Kunlun chips. Actually, Pony Ma is not as Zen or content with being a latecomer as people say...
The article discusses Tencent's AI capex constraints due to NVIDIA chip shortages and its recent shift to using Kunlun chips, analyzing the company's valuation and strategic positioning in the AI landscape.