Rohan Paul
@rohanpaul_ai
FT: Tencent has leased about 100,000 advanced AI chips from Oracle for 5 years, worth about $7B,
near $14K per chip a year. The chips sit across several Oracle data centers in Southeast Asia and are unavailable inside China.
investing
Such leases are allowed because US export controls govern where physical chips go, not who rents their computing power from abroad.
