FT：腾讯向 Oracle 租用约 10 万颗先进 AI 芯片，5 年价值约 70 亿美元

Rohan Paul· @rohanpaul_ai · X·2026-10-01 11:47· 12 天前AI 评分72

AI 导读

腾讯向 Oracle 租用约 100,000 颗先进 AI 芯片，租期 5 年、价值约 $7B，折合每颗芯片每年近 $14K。芯片部署在 Oracle 位于东南亚的多个数据中心，无法在中国境内使用；此类租赁可行，是因为美国出口管制约束实体芯片的所在地，而非谁从海外租用其算力。

正文

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.

来源：Rohan Paul · x.com