Tencent has leased 100,000 top-of-the-line U.S. AI chips (H100/H200 series) in a move that challenges U.S. export control frameworks.

Tencent's structured access (leasing rather than owning) circumvents some supply restrictions while keeping chips on U.S. soil; the scale (100,000 units) rivals small-country datacenter deployments and signals that Chinese tech giants have found functional workarounds to chip export bans.

업계 전문지Slicast · 2026년 10월 4일 14:32 UTC · 미국 · 출처: Table.Briefings

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US export controls are intended to limit China's access to advanced AI chips. However, Chinese companies continue to lease substantial computing capacity abroad. Tencent has now signed a multibillion-dollar contract with Oracle, acquiring access to roughly 100,000 top-tier US processors.

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