Oracle 取消 $7B 租賃，失去向騰訊供應 10 萬顆 AI 晶片 - 租賃規模：5 年內 10 萬顆先進 AI 晶片，原計畫由 Oracle 供應。
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Oracle has scrapped a $7B lease giving Tencent up to 100K advanced AI chips after US objections.
The 5-year contract, Tencent’s largest overseas lease, would have supplied chips unavailable in China from data centres across south-east Asia.
Chinese labs rent that capacity mainly for model training, which domestic chips can’t yet handle.
China pushed from the other side, as senior Guangdong officials visited Tencent and urged it to back domestic chips, one person said.
Such leases remain legal, but Nvidia has now told cloud clients to sell at least 51% of their services to non-Chinese companies.
Tighter export controls had already pushed these leases toward higher prices, longer terms and bigger upfront payments, so every cancellation strips premium revenue from US cloud providers.
With both governments squeezing that route, Tencent loses planned compute just as its Hunyuan models were closing the gap with Alibaba’s Qwen.