{"id":"72e31525-2a77-46e9-b7e9-b15118c99f8c","slug":"tencent-holdings-x-oracle-sea-ai-chip-lease","name":"Tencent Holdings x Oracle (SEA AI chip capacity lease ~$7B / ~100k chips)","partnershipType":"other","status":"announced","announcedDate":"2026-09-30T00:00:00.000Z","startDate":null,"endDate":null,"summary":"Reported Sep 30 / Oct 1 2026 via Financial Times and Reuters: Tencent signed a five-year lease across multiple Oracle Southeast Asia data centers for about 100,000 advanced AI chips unavailable in China, estimated at about $7 billion with roughly 30% upfront, described as Tencent's largest overseas lease. Reuters could not immediately verify the FT report; Oracle and Tencent did not immediately comment. Not company-confirmed. Chip SKUs and campus names undisclosed in wire coverage.","sources":[{"url":"https://www.reuters.com/world/china/chinas-tencent-leases-100000-chips-oracle-accelerate-ai-push-ft-reports-2026-10-01/","title":"China's Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports","sourceName":"Reuters","publishedAt":"2026-09-30"},{"url":"https://www.ft.com/content/8799b33d-f07c-4a03-82f0-bf5d3d1d29e9","title":"Financial Times report on Tencent-Oracle AI chip capacity lease","sourceName":"Financial Times","publishedAt":"2026-09-30"},{"url":"https://www.marketscreener.com/news/china-s-tencent-leases-100-000-chips-from-oracle-to-accelerate-ai-push-ft-reports-ce785ad3da81fe2d","title":"China's Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports","sourceName":"MarketScreener (Reuters reprint)","publishedAt":"2026-09-30"}],"verificationPosture":"reported","reviewStatus":"unreviewed","createdAt":"2026-10-01T15:52:48.063Z","updatedAt":"2026-10-01T15:52:48.063Z","parties":[{"id":"7de46338-e875-41e9-83b3-db4d3dbe311f","partnershipId":"72e31525-2a77-46e9-b7e9-b15118c99f8c","companyId":"07e8e847-c3ce-46d5-93eb-ede5807fcdea","externalName":null,"role":"customer","createdAt":"2026-10-01T15:52:48.063Z","company":{"id":"07e8e847-c3ce-46d5-93eb-ede5807fcdea","slug":"tencent-holdings","name":"Tencent Holdings"}},{"id":"32a49b33-effb-4199-b00d-7a6bc3805d57","partnershipId":"72e31525-2a77-46e9-b7e9-b15118c99f8c","companyId":"a18eca31-e45d-4693-9cd1-7d306be303fb","externalName":null,"role":"technology_provider","createdAt":"2026-10-01T15:52:48.063Z","company":{"id":"a18eca31-e45d-4693-9cd1-7d306be303fb","slug":"oracle","name":"Oracle"}}]}