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Tencent leases 100,000 Nvidia H100 chips from Oracle

Original: Tencent is leasing 100,000 Nvidia H100 chips from Oracle, placing them in Southeast Asian data centers like Malaysia. Th

Tencent is reportedly leasing about 100,000 Nvidia H100 chips from Oracle, housing them in Southeast Asian data centers including Malaysia. Observers describe the deal as a costly, strategic effort by the Chinese tech giant to build offshore computing capacity, potentially sidestepping US export restrictions on advanced AI hardware. The scale of the arrangement has drawn attention in semiconductor and AI policy circles.

Why now: The arrangement suggests Chinese firms may be circumventing US chip export controls, a highly sensitive issue in tech and geopolitics.

TencentNvidiaOracleMalaysia

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• Tencent is leasing 100,000 Nvidia H100 chips from Oracle, placing them in Southeast Asian data centers like Malaysia. This isn't just a massive hardware grab; it’s a highly strategic, costly move by a Chinese tech giant to build offshore infrastructure that bypasses US export… · asiaai · 1

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