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Tencent leases 100,000 Nvidia chips from Oracle, FT reports

Original: China's Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports

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.

Why now: It suggests a major workaround to US chip export restrictions on China, with implications for geopolitics and the AI race.

TencentOracleFinancial TimesChinaUnited States

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