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Oracle Cloud Infrastructure
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- 1Tencent leases 100,000 Nvidia H100 chips from Oracle▼Tencent is leasing 100,000 Nvidia H100 chips from Oracle, placing them in Southeast Asian data centers like Malaysia. Th
Tencent is reportedly leasing 100,000 Nvidia H100 AI chips from Oracle, housing them in Southeast Asian data centers including Malaysia. Commenters describe it as a strategic and costly move by a Chinese tech giant to build offshore computing capacity that sidesteps US export controls on advanced chips to China.
- 2Oracle stock hits 14-month low as investors doubt OpenAI deal▼ORCL Stock At 14-Month Low Amid High Debt, Execution Risks: Retail Calls $300B OpenAI Deal A 'Liability'
Oracle shares have fallen to a 14-month low, with retail investors pointing to the company's heavy debt load and execution risks around its reported $300 billion cloud computing deal with OpenAI. Some traders are calling the massive OpenAI commitment a liability rather than an asset, questioning whether Oracle can finance and deliver the infrastructure buildout. The stock's decline reflects growing skepticism about the AI-driven cloud expansion strategy.
- 3Oracle adds NAT to Dynamic Routing Gateway to fix overlapping IPs▼Introducing NAT on DRG: Solve Overlapping IP Addressing for Private Connectivity
Oracle has announced NAT support on its Dynamic Routing Gateway (DRG), a networking feature that lets enterprises connect on-premises networks to Oracle Cloud Infrastructure even when both sides use overlapping IP address ranges. By translating addresses in transit, the gateway removes the need to renumber networks before establishing private connectivity, a long-standing pain point for migrations, mergers and multi-cloud setups.
- 4Power approval may delay Oracle's Wisconsin AI datacenter▼Power approval set to delay Oracle's Wisconsin AI datacenter Article URL: https://www. theregister.com/on-prem/2026/1 0/
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.
- 5Tencent Leases 100,000 AI Chips From Oracle●Tencent Signs Major Lease Deal With Oracle to Access 100,000 Advanced AI Chips
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.
- 6Tencent leases 100,000 Nvidia chips from Oracle, FT reports●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.