Sources: Tencent signed a ~$7B, five-year deal with Oracle this year for access to ~100K advanced AI chips unavailable in China via Southeast Asian data centers
THE SO WHAT
A ~$7B, five-year deal for ~100K advanced chips routed through Southeast Asia shows how far major players will go to route around export controls. If you rely on scarce accelerators, assume your real competitors for capacity now include cross-border structures like this — not just domestic buyers.
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