Sources: Tencent signed a ~$7B, five-year deal with Oracle this year for access to ~100K advanced AI chips unavailable in China via Southeast Asian data centers (Zijing Wu/Financial Times)
Tencent is using Oracle’s Southeast Asia capacity to get around a chip supply constraint it faces in China.
The Financial Times says the WeChat owner signed a roughly $7 billion, five-year agreement with Oracle this year. The deal gives Tencent access to about 100,000 advanced AI chips through Oracle data centers in Southeast Asia. Those chips are described as unavailable in China. The reported lease comes as Tencent races ByteDance and Alibaba on AI infrastructure. Techmeme's note
The Financial Times says the WeChat owner signed a roughly $7 billion, five-year agreement with Oracle this year. The deal gives Tencent access to about 100,000 advanced AI chips through Oracle data centers in Southeast Asia. Those chips are described as unavailable in China. The reported lease comes as Tencent races ByteDance and Alibaba on AI infrastructure. Techmeme's note
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