Oracle 因美方反对取消向腾讯出租 10 万颗 AI 芯片的 70 亿美元合约
Oracle has scrapped a $7B lease giving Tencent up to 100K advanced AI chips after US objections.
Oracle 因美国方面反对，取消了一份价值 70 亿美元、向腾讯提供最多 10 万颗先进 AI 芯片的租赁合约。这份 5 年期合约是腾讯最大的海外租赁，原本将通过东南亚数据中心提供在中国无法获得的芯片。中国方面也在施压，有广东官员到访腾讯并敦促其支持国产芯片；Nvidia 已要求云客户将至少 51% 的服务卖给非中国公司。腾讯因此失去计划中的算力，而其混元模型正逐步缩小与阿里千问的差距。
正文
Oracle has scrapped a $7B lease giving Tencent up to 100K advanced AI chips after US objections.
The 5-year contract, Tencent’s largest overseas lease, would have supplied chips unavailable in China from data centres across south-east Asia.
Chinese labs rent that capacity mainly for model training, which domestic chips can’t yet handle.
China pushed from the other side, as senior Guangdong officials visited Tencent and urged it to back domestic chips, one person said.
Such leases remain legal, but Nvidia has now told cloud clients to sell at least 51% of their services to non-Chinese companies.
Tighter export controls had already pushed these leases toward higher prices, longer terms and bigger upfront payments, so every cancellation strips premium revenue from US cloud providers.
With both governments squeezing that route, Tencent loses planned compute just as its Hunyuan models were closing the gap with Alibaba’s Qwen.