🌟🌟🌟 $TENCENT(00700)$ USD 7

🌟🌟🌟 $TENCENT(00700)$ USD 7 billion deal with $Oracle(ORCL)$ shows that it has an insatiable unyielding appetite for high performance AI compute and it is willing to spend big to get it.

However this cloud leasing route relies entirely on a regulatory blindspot & the investment thesis sits on a political knife edge. The moment a new policy draft lands in Washington, the rules of global AI access could be rewritten just as quickly.

The smart money isn't just celebrating the sheer scale of Tencent & Oracle deal yet. It is closely tracking the geopolitical boundaries that dictate where the next generation of computing power is allowed to go.

So Choice C - Future US Chip Restrictions is the ultimate signal to track with a laser focus.

@WallStreet_Tiger @TigerStars @Tiger_comments @Tiger_SG

Tencent Leases 100,000 Advanced AI Chips from Oracle to Boost AI Development

Tencent has signed its largest overseas lease deal with Oracle to access about 100,000 advanced AI chips unavailable in China. This strategic move aims to accelerate Tencent's AI model development and enhance its AI capabilities significantly. The deal highlights Tencent's commitment to advancing AI technology despite domestic limitations on chip availability.

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