Oracle 因美方反对取消向腾讯提供至多 10 万块 AI 芯片的 70 亿美元租约
Oracle 因美方反对取消价值 70 亿美元、向腾讯提供至多 10 万块先进 AI 芯片的租约
Oracle 在美国反对后取消了一份价值 70 亿美元、为期 5 年、向腾讯提供至多 10 万块先进 AI 芯片的租约，这本是腾讯最大的海外算力租约，芯片来自东南亚数据中心。报道称广东官员也曾到访腾讯，敦促其改用国产芯片；Nvidia 已要求云客户将至少 51% 的服务卖给非中国企业。出口管制收紧已推高此类租约的价格与预付款，腾讯在混元模型缩小与阿里千问差距之际失去计划算力。
Rohan Paul· @rohanpaul_ai · X·2026-11-04 19:03· 47 分钟前AI 评分71
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Oracle 在美国反对后取消了价值 70 亿美元、向腾讯提供至多 10 万块先进 AI 芯片的 5 年租约，这本是腾讯最大的海外算力租约，芯片来自东南亚数据中心。中国方面也有广东官员敦促腾讯改用国产芯片；Nvidia 现已要求云客户将至少 51% 的服务卖给非中国企业。出口管制收紧推高了租约价格与预付款，此类取消会削减美国云厂商的溢价收入，腾讯的混元模型正缩小与阿里千问的差距时失去计划算力。
正文 · 原文
Oracle has scrapped a $7B lease giving Tencent up to 100K advanced AI chips after US objections.
The 5-year contract, Tencent’s largest overseas lease, would have supplied chips unavailable in China from data centres across south-east Asia.
Chinese labs rent that capacity mainly for model training, which domestic chips can’t yet handle.
China pushed from the other side, as senior Guangdong officials visited Tencent and urged it to back domestic chips, one person said.
Such leases remain legal, but Nvidia has now told cloud clients to sell at least 51% of their services to non-Chinese companies.
Tighter export controls had already pushed these leases toward higher prices, longer terms and bigger upfront payments, so every cancellation strips premium revenue from US cloud providers.
With both governments squeezing that route, Tencent loses planned compute just as its Hunyuan models were closing the gap with Alibaba’s Qwen.
来源：Rohan Paul · x.com
来源：RadarAI · aihot.news