{"schema":"hottub-news/story/v1","story":"st_oogkbw52kkhq7eu67w2q","title":"閃美禁令 騰訊租用甲骨文10萬枚AI晶片","title_en":"Avoiding US ban, Tencent leases 100,000 AI chips from Oracle","outlets":4,"brief":null,"page":"https://hottub.news/stories/tencent-leases-100-000-ai-chips-from-oracle-to-accelerate-ai-layout-oogkbw52kk","count":4,"items":[{"id":"n_tlg7dkgtrazczfhwpvdq","seq":1226151,"kind":"article","title":"閃美禁令 騰訊租用甲骨文10萬枚AI晶片","title_en":"Avoiding US ban, Tencent leases 100,000 AI chips from Oracle","url":"https://ec.ltn.com.tw/article/paper/1772886","summary":"不必直接進口 即可透過甲骨文東南亞多座資料中心取得算力 〔編譯盧永山／綜合報導〕英國《金融時報》報導，知情人士透露，中國科技巨頭騰訊已與美國雲端服務供應商甲骨文（Oracle）簽署一份為期五年的租賃協議，將向甲骨文位於東南亞的多個資料中心，租借十萬枚先進人工智慧（AI）晶片。這筆交易金額高達七十億…","published":"2026-10-01T21:30:00Z","seen":"2026-10-01T22:14:12Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-159e73","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-159e73","entities":[{"id":"Q860580","name":"Tencent","type":"org"},{"id":"Q217123","name":"oracle","type":"org"}],"story":"st_oogkbw52kkhq7eu67w2q","category":"science-technology","category_p":0.7699999809265137,"sentiment":"neutral","tone":0.009999999776482582,"political":0.029999999329447746},{"id":"n_i5fqahm3m3dxwsllyx2a","seq":1098411,"kind":"article","title":"曝腾讯租用甲骨文东南亚数据中心：涉及约 10 万块先进 AI 芯片，交易估值约 70 亿美元","title_en":"Tencent leases Oracle Southeast Asia data center: involving about 100,000 advanced AI chips, estimated transaction value about 7 billion dollars","url":"https://www.ithome.com/1/009/100.htm","summary":"IT之家 10 月 1 日消息，据《金融时报》今日报道，腾讯已与甲骨文签署其最大海外租赁协议，在东南亚多个甲骨文数据中心获取约 10 万块先进 AI 芯片。腾讯和甲骨文均未回应置评请求。 知情人士称，腾讯今年同意一项五年期租赁，涉及东南亚多个甲骨文数据中心。交易估值约 70 亿美元 （IT之家注：现汇率约合 470.18 亿元人民币） ，首付约 30%。腾讯计划将这部分算力用于推进 AI 模型和智能体工具的开发。 据称，字节跳动和阿里巴巴仍是东南亚数据中心最大客户。此类租赁协议在美国规则下被允许，也可能提供英伟达在中国无法获取的先进芯片。中国科技巨头和前沿 AI 实验室正利用这些资源，用于模型训练等任务。 公司数据显示，腾讯第二季度资本支出同比增 176% 至 530 亿元人民币，用于 AI 基础设施和算力资源预付款。腾讯还招聘更多顶级人才，重组基础设施和数据部门。 相关阅读： 《 腾讯控股 2026 财年半年报归母净利润 1141.15 亿元同比增长 10%，微信月活 14.39 亿同比增长 2% 》 《 腾讯高管解读 Q2 财报：会继续加大…","published":"2026-10-01T08:45:11Z","seen":"2026-10-01T09:28:54Z","lang":"zh","country":"CN","source":{"id":"kite-ithome-com-f1cdd0","name":"ithome.com","domain":"ithome.com","outlet":{"wikidata":"Q28413779","name":"IThome","type":"website","country":"CN","designations":["website"]}},"via":"kite-ithome-com-f1cdd0","entities":[{"id":"Q860580","name":"Tencent","type":"org"},{"id":"Q217123","name":"oracle","type":"org"},{"id":"Q11708","name":"Southeast Asia","type":"place"}],"story":"st_oogkbw52kkhq7eu67w2q","category":"economy-business","category_p":0.6399999856948853,"category2":"science-technology","sentiment":"neutral","tone":0.18000000715255737,"political":0.019999999552965164},{"id":"n_374z56rt2jouri3qnacq","seq":1066683,"kind":"article","title":"騰訊傳租甲骨文東南亞數據中心10萬枚高階AI晶片涉資549億元","url":"https://www.stheadline.com/realtime-finance/3621329/%E9%A8%B0%E8%A8%8A%E5%82%B3%E7%A7%9F%E7%94%B2%E9%AA%A8%E6%96%87%E6%9D%B1%E5%8D%97%E4%BA%9E%E6%95%B8%E6%93%9A%E4%B8%AD%E5%BF%8310%E8%90%AC%E6%9E%9A%E9%AB%98%E9%9A%8EAI%E6%99%B6%E7%89%87%E6%B6%89%E8%B3%87549%E5%84%84%E5%85%83","summary":"英國《金融時報》引述知情人士消息報道，騰訊（700）與美國雲端服務商甲骨文（Oracle，ORCL）簽署為期5年的租賃協議，租賃甲骨文位於東南亞的多個數據中心，獲取了約10萬枚無法在中國境內取得的高階AI晶片，估計涉及金額約70億美元（折合約549億港元）。 報道指，該協議的預付款項約佔30%，對騰訊第二季業績的自由現金流造成一定壓力。 隨著騰訊加大在開發與部署大語言模型上的投資，這筆交易凸顯了該","published":"2026-10-01T06:10:59Z","seen":"2026-10-01T06:25:05Z","lang":"zh","country":"HK","source":{"id":"kite-stheadline-com-b401ae","name":"stheadline.com","domain":"stheadline.com","outlet":{"wikidata":"Q5241255","name":"Sing Tao Daily","type":"newspaper","designations":["daily newspaper"]}},"via":"kite-stheadline-com-b401ae","authors":["author"],"story":"st_oogkbw52kkhq7eu67w2q","category":"economy-business","category_p":0.6499999761581421,"category2":"science-technology","sentiment":"neutral","tone":0.36000001430511475,"political":0.029999999329447746},{"id":"n_oogkbw52kkhq7eu67w2q","seq":1067125,"kind":"article","title":"騰訊向甲骨文租10萬枚AI晶片 加速AI布局","title_en":"Tencent leases 100,000 AI chips from Oracle to accelerate AI layout","url":"https://www.cna.com.tw/news/ait/202610010166.aspx","summary":"（中央社香港30日綜合外電報導）英國「金融時報」今天引述知情人士報導，騰訊與美國雲端服務商甲骨文（Oracle）簽署規模最大的海外租賃協議，以取得中國無法取得的約10萬枚先進AI晶片。","published":"2026-10-01T05:49:56Z","seen":"2026-10-01T06:30:48Z","lang":"zh","country":"TW","source":{"id":"kite-feedburner-com-8b75ac","name":"feedburner.com","domain":"feeds.feedburner.com"},"via":"kite-feedburner-com-8b75ac","entities":[{"id":"Q860580","name":"Tencent","type":"org"},{"id":"Q217123","name":"oracle","type":"org"}],"story":"st_oogkbw52kkhq7eu67w2q","category":"science-technology","category_p":0.699999988079071,"category2":"economy-business","sentiment":"neutral","tone":0.3799999952316284,"political":0.029999999329447746}]}