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Update
What changedThe Financial Times now puts a price and term on Tencent’s reported Oracle chip deal: about $7bn over five years. The report says the agreement was signed this year.
The FT also says the roughly 100,000 advanced AI chips are unavailable in China, with access coming through Oracle data centres in south-east Asia. That adds a useful detail to the existing account: this is not just a large capacity commitment, but a route to chips Tencent could not access at home.
The figures and deal terms are attributed to sources cited by the FT. A five-year commitment of this scale makes the location and availability of computing capacity part of the story, not just the hardware count.
Sources and evidence- 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/Financia: The Financial Times reports, citing sources, that Tencent signed a roughly $7bn, five-year deal with Oracle this year for access to about 100,000 advanced AI chips unavailable in China through south-east Asian data centres.
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