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✉news TechnologySemiconductors first seen 4 h ago, last 12 min ago, peak #15

Oracle signs $7 billion five-year AI chip lease deal

Original: Weekly Recap: Five-year $7B Oracle AI chip lease and Yuanbao features limited

Oracle has reportedly agreed to a five-year lease arrangement for AI chips valued at around $7 billion, adding to the wave of large-scale infrastructure deals driven by demand for computing power. Separately, Tencent's Yuanbao chatbot is said to be facing limits on some features. Both stories point to the ongoing race for AI hardware and capacity.

Why now: Big-money AI chip deals and restrictions on a major Chinese chatbot are fresh developments in the fast-moving AI and semiconductor race

OracleTencentYuanbao

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Rank over time, top of the chart is #1. 2 snapshots from 1 h ago to 12 min ago.

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