https://tankie.tube/videos/watch/9c6e684f-63db-4208-87a5-bfb574f9c745 Tencent is a giant Chinese social media company, who is launching new AI models. They are also under sanction by the Pentagon. Sales of the highest-performance Nvidia chips are banned for export to China, but via a loophole Chinese companies can access Nvidia GPU's via leases with cloud services companies outside the country. Tencent and Oracle signed a lease for 100,000 advanced Nvidia AI chips, for $7 billion over five years. But analysts are quick to point out that Tencent will pay Oracle lease rates that are just a third what US users pay to rent those same Nvidia chips. Closing scene, Zhangjiajie, Hunan Resources and links: The West’s WeChat Moment https://linas.substack.com/p/weeklyfintechpulse376 The U.S. banned Nvidia’s best chips from going to China. Now it’s trying to close a crucial loophole https://www.cnbc.com/2026/08/19/china-ai-nvidia-chips-us-export-controls.html China’s Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports https://www.reuters.com/world/china/chinas-tencent-leases-100000-chips-oracle-accelerate-ai-push-ft-reports-2026-10-01/ Pentagon Adds Chinese Social Media Giant to Military Blacklist https://www.nytimes.com/2025/01/06/business/us-chinese-military-companies-tencent-catl.html China's Tencent releases new open-source AI model for coding, research tasks https://www.reuters.com/world/asia-pacific/chinas-tencent-releases-new-open-source-ai-model-coding-research-tasks-2026-08-28/ Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock. https://www.marketwatch.com/story/oracle-has-reportedly-signed-a-7-billion-deal-with-tencent-it-could-provide-relief-for-the-troubled-stock-abd428f5 Tencent Signs Major Lease Deal With Oracle to Access 100,000 Advanced AI Chips https://www.tikr.com/blog/tencent-oracle-lease-deal-100000-ai-chips Oracle to spend $40 billion on Nvidia chips for OpenAI data center - FT https://finance.yahoo.com/news/oracle-spend-40-billion-nvidia-190521076.html Stock charts from www.finviz.com SIGNS $7B AI COMPUTE DEAL WITH TENCENT https://x.com/wallstengine/status/2105578023881957745 Oracle reportedly signed a $7 billion chip deal with Tencent. Why does every pump fade? https://www.reddit.com/r/OracleStock/comments/1wv8u61/oracle_reportedly_signed_a_7_billion_chip_deal/ Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition https://www.cnbc.com/2025/10/14/oracle-cloud-to-deploy-50000-amd-ai-chips-as-alternative-to-nvidia.html Oracle to spend $40 billion on Nvidia chips for OpenAI data center - FT https://finance.yahoo.com/news/oracle-spend-40-billion-nvidia-190521076.html 1-Click Clusters pricing https://lambda.ai/pricing GPU Rental Pricing Trends (1y* contract) https://semianalysis.com/gpu-pricing-index/ Tencent Rents 100,000 AI Chips At Huge Discount From Cash-Strapped Oracle In $7BN Deal https://www.zerohedge.com/markets/tencent-rents-100000-ai-chips-cash-strapped-oracle-huge-discount-7bn-deal Tencent leases 100,000 chips from Oracle for $7 bln- FT https://uk.finance.yahoo.com/news/tencent-leases-100-000-chips-040010199.html Sun, 11 Oct 2026 21:36:24 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tankie.tube https://tankie.tube/lazy-static/avatars/3ba3ff73-a8b6-49c9-add8-9653ef090c7f.webp https://tankie.tube/videos/watch/9c6e684f-63db-4208-87a5-bfb574f9c745 All rights reserved, unless otherwise specified in the terms specified at https://tankie.tube/about and potential licenses granted by each content's rightholder.