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Andrei Niculescu
@andrei9868 · 17h

🚨 Tencent’s AI infrastructure push just got a lot bigger. 🤖🇨🇳

According to a Financial Times report cited by Investing.com, Tencent ($0700.HK) has agreed to a $7 billion, five-year lease deal with Oracle ($ORCL) for access to roughly 100,000 advanced AI chips across Oracle data centers in Southeast Asia. 🌏💻

🔹 ~100,000 advanced AI chips 🔹 $7B reported deal value 🔹 ~30% upfront payment 🔹 Access to chips reportedly unavailable for direct purchase in China 🔹 Tencent is accelerating investment in AI and its Hunyuan models

The deal highlights the growing importance of AI compute infrastructure, cloud capacity, and access to advanced chips in the global AI race. ⚡

📈 Tickers to watch: $0700.HK — Tencent $ORCL — Oracle $NVDA — NVIDIA $9988.HK — Alibaba

🤖💰 AI isn’t just about models anymore — compute, chips and data-center capacity are becoming strategic assets.

#Tencent #Oracle #NVIDIA #Alibaba #AI #ArtificialIntelligence #Semiconductors #CloudComputing #DataCenters #Hunyuan #TechStocks #Investing #Stocks #0700HK #ORCL #NVDA #9988HK

A community member's personal view, not investment advice. Community Guidelines

KJ
Kryštof Jáně @krystofjane 11h

So Oracle basically keeps growing its backlog, which is already enormous. And the market doesn't like that it's clearing it more slowly than it would like. Sure, overall it's good news, but the stock ( $ORCL ) is already under such pressure that investors ultimately weren't completely thrilled. Or at least not enough to keep the stock a few percent up throughout the whole day, because it was nicely rising.

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