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Tencent Leases 100,000 AI Chips from Oracle

Original: Tencent Leases 100,000 AI Chips from Oracle: Why China Needs Computing Power Outside the Country

Tencent has reportedly leased 100,000 AI chips from Oracle, highlighting how Chinese tech companies are securing computing power outside China. The arrangement points to shortages of advanced domestic chips and restrictions on US semiconductor exports, pushing Chinese firms to rely on overseas data centre capacity for AI development.

Why now: Chinese tech firms' dependence on foreign computing power amid US chip export restrictions is a live geopolitical and industry concern.

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