Oracle Cloud Infrastructure

Questions are being raised about whether Oracle's long-tenured board of directors is equipped to oversee the company as its business shifts rapidly toward cloud computing and AI infrastructure. Observers are debating whether decades of continuity at the board level match the pace of technological and strategic change the software giant now faces, and what that could mean for its governance and future direction.

Oracle's planned AI datacenter in Wisconsin could face delays because its power supply has not yet been approved, according to a report in The Register. The story highlights the growing strain that energy-hungry AI infrastructure is placing on electricity grids, with regulatory and utility approval processes becoming a bottleneck for major cloud providers racing to expand capacity.

Tencent is reportedly leasing 100,000 Nvidia H100 AI chips from Oracle, housing them in Southeast Asian data centers including facilities in Malaysia. The arrangement would let the Chinese tech giant access cutting-edge compute through offshore infrastructure, sidestepping US export controls that restrict direct sales of advanced chips to Chinese companies. Observers see it as a costly but strategic workaround in the escalating US-China tech standoff.

Financial Times reports that Tencent has arranged to lease 100,000 chips from Oracle to power its artificial intelligence work, a move that would give the Chinese tech giant access to computing capacity through Oracle's cloud infrastructure rather than direct purchases restricted by US export controls. The deal highlights how Chinese firms are finding workarounds to secure AI compute, and it is drawing attention to the scale of demand for data centre capacity among US cloud providers.

Tencent has agreed a five-year, $7 billion deal to lease around 100,000 AI chips from Oracle. The arrangement gives the Chinese tech giant access to large-scale computing power for artificial intelligence without outright hardware purchases. The deal highlights how Chinese companies are turning to cloud providers to secure AI capacity amid tight chip supply and export restrictions.

Tencent has agreed a roughly $7 billion deal to lease around 100,000 AI chips from Oracle, according to a report. The arrangement would give the Chinese tech giant access to significant computing power through Oracle's infrastructure, sidestepping US export restrictions on advanced chips sold directly to Chinese firms. The news draws attention to how Chinese companies are securing AI capacity via foreign cloud providers and to the scale of global demand for AI hardware.

Tencent has signed a major lease agreement with Oracle giving the Chinese tech giant access to 100,000 advanced AI chips. The deal suggests Tencent is turning to foreign cloud infrastructure to secure the computing power needed for its artificial intelligence work. The arrangement is likely to draw attention given US export restrictions on advanced chips to China.