#Tencent
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Analysis
Bloomberg reports that Chinese firms ordered about 6 million NVIDIA RTX Pro 5500 cards, worth about $70 billion, but expect only about 1% within four months, per unnamed sources
Bloomberg reports, citing unnamed sources, that Chinese firms ordered about 6M NVIDIA RTX Pro 5500 cards (about $70B) but expect about 1%. Not confirmed.
Analysis
The Financial Times reports that Oracle cancelled a $7 billion deal to lease about 100,000 AI chips to Tencent after US officials raised concerns, with no confirmation from the companies
The FT reports, citing unnamed sources, that Oracle cancelled an estimated $7B lease of up to 100,000 AI chips to Tencent. Not confirmed.