[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-detail":3},{"article":4,"alternate":35,"related":40,"latest":46},{"orderNumber":5,"showImage":6,"title":7,"metaDescription":8,"jumpUrl":9,"content":10,"metaKeywords":11,"withAllowSearch":12,"modified":13,"viewCount":14,"id":15,"lang":16,"slug":17,"thumbnail":6,"withHot":18,"withLeadNews":18,"author":19,"created":20,"withTop":18,"highlightContent":21,"userId":22,"highlightTitle":7,"commentStatus":12,"commentCount":5,"thumbnailToContent":18,"withRecommend":18,"metaTitle":23,"editMode":24,"siteId":5,"user":25,"authorEn":19,"status":33,"categoryId":34,"summary":28},0,"\u002Fattachment\u002F20261008\u002F20204afd78214fd88fc87f921a13756e.webp","Tencent Rents 100,000 AI Chips From Oracle","Tencent is leasing 100,000 AI chips from Oracle for about $7 billion over 5 years. Why rent instead of buy, and can export-control rules catch up?","https:\u002F\u002Fpoly-ai.chat\u002Fmediasync-claw","\u003Cp style=\"margin:0 0 18px;\">Tencent did not buy the chips. It is renting them. Tencent signed its largest overseas lease yet with Oracle — roughly 100,000 advanced AI chips in Southeast Asian data centers, valued at around $7 billion over five years, with a prepayment of about 30 percent, or roughly $2.1 billion.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">Why rent something you could not buy anyway?\u003C\u002Fp>\n\u003Ch2 style=\"color:#111;font-size:21px;line-height:1.4;margin:28px 0 12px;\">\u003Cstrong>The Math of the Lease\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp style=\"margin:0 0 18px;\">Spread it out: $7 billion \u002F 5 years \u002F 100,000 chips = about $14,000 per chip per year, or roughly $1.60 per hour per chip.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">An H200-class accelerator sells for about $30,000–40,000 on the open market. Buying 100,000 outright would cost $3–4 billion. Renting over five years costs almost double that.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">But here is the catch: under current U.S. export controls, Tencent \u003Cstrong>cannot buy those chips at any price\u003C\u002Fstrong>. The chips stay in Oracle's racks in Southeast Asia. Ownership stays with Oracle. Tencent just runs its training and API workloads over a dedicated line.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">\u003Cimg src=\"\u002Fattachment\u002F20261008\u002F04eb5531c67e4b48b5b6a126fcf5aceb.webp\" alt=\"img_01.webp\">\u003C\u002Fp>\n\u003Ch2 style=\"color:#111;font-size:21px;line-height:1.4;margin:28px 0 12px;\">\u003Cstrong>The Gray Zone the Deal Sits In\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp style=\"margin:0 0 18px;\">U.S. export controls were built to watch the \u003Ci>object\u003C\u002Fi> — which chips go where, and who buys them. \"Compute as a service\" was always a gray zone: the silicon never leaves Southeast Asia, so nothing physically crosses the border, and until recently the transaction was arguably compliant.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">That loophole now has a name and a bill number.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">\u003Cstrong>The Remote Access Security Act (H.R. 2683)\u003C\u002Fstrong> passed the U.S. House in January 2026 by a 369:22 vote. It would put \"remote access\" to controlled compute under export control — a foreign person calling into U.S.-controlled chips over the internet, from anywhere, would count as an export. The bill has not finished moving through the Senate.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">\u003Cimg src=\"\u002Fattachment\u002F20261008\u002F753f85280a254bef8495c08bd01296c7.webp\" alt=\"img_02.webp\">\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">Since September 2026, BIS (the Bureau of Industry and Security) has been drafting rules and asking industry for comment, aiming to stop Chinese AI companies from remotely using advanced chips in overseas data centers.\u003C\u002Fp>\n\u003Ch2 style=\"color:#111;font-size:21px;line-height:1.4;margin:28px 0 12px;\">\u003Cstrong>Why Tencent Is Spending Into a Cash Crunch\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp style=\"margin:0 0 18px;\">The deal is not a sign of confidence; it is a sign of scarcity.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">Tencent's Q2 free cash flow was \u003Cstrong>negative RMB 13.8 billion\u003C\u002Fstrong> — the first negative quarter in over a decade. Capital expenditure hit RMB 52.8 billion, up 176% year over year. On the earnings call, management said it plainly: \u003Ci>\"Tencent Cloud has always lacked enough GPU resources to satisfy all external customer demand.\"\u003C\u002Fi>\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">\u003Cimg src=\"\u002Fattachment\u002F20261008\u002Fe5070f236a454f1199187a320454bc4e.webp\" alt=\"img_03.webp\">\u003C\u002Fp>\n\u003Cfigure class=\"table\">\n \u003Ctable style=\"border-collapse:collapse;color:#333;font-size:14px;margin:18px 0;max-width:680px;width:100%;\">\n  \u003Ctbody>\n   \u003Ctr>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Metric (RMB millions, unaudited)\u003C\u002Fth>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Q2 2026 (Jun 30)\u003C\u002Fth>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Q2 2025 (Jun 30)\u003C\u002Fth>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Q1 2026 (Mar 31)\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Revenue\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">204,785\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">184,504\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">196,458\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Gross profit\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">118,433\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">105,013\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">111,265\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Operating profit\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">67,276\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">60,104\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">67,375\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Profit for the period\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">57,977\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">56,044\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">59,392\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">\u003Cstrong>Profit attributable to owners\u003C\u002Fstrong>\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">\u003Cstrong>56,022\u003C\u002Fstrong>\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">55,628\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">58,093\u003C\u002Fth>\n   \u003C\u002Ftr>\n  \u003C\u002Ftbody>\n \u003C\u002Ftable>\n\u003C\u002Ffigure>\n\u003Cp style=\"color:#666;font-size:13px;margin:0 0 18px;\">Source: Tencent unaudited financial performance summary (three months ended Jun 30 2026 \u002F Jun 30 2025 \u002F Mar 31 2026), as reproduced in the original post.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">The company is not alone. ByteDance built tens of thousands of high-end cards in Malaysia with Oracle in 2023–2024, creating what was billed as the world's second-largest AI computing hub. Alibaba set up overseas training nodes earlier. Tencent was the slowest of the three — and is now paying rent to catch up.\u003C\u002Fp>\n\u003Ch2 style=\"color:#111;font-size:21px;line-height:1.4;margin:28px 0 12px;\">\u003Cstrong>A Kitchen Full of Stoves, No Pressure Cookers\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp style=\"margin:0 0 18px;\">There is a Chinese saying about this situation: the \"East-Data-West-Computing\" program has no shortage of electricity or land — hydro power in Guizhou, wind and solar in Ningxia and Inner Mongolia. What it lacks is chips.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">Picture the most spacious kitchen with free gas and ten thousand stoves, but you cannot buy a pressure cooker anywhere. So you go next door and rent one by the minute.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">\u003Cimg src=\"\u002Fattachment\u002F20261008\u002F6f210a74f9c34e4d9acdbc10b2bc53e0.webp\" alt=\"img_04.webp\">\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">Domestic alternatives are racing: Huawei's Ascend and others are catching up, but advanced-node wafer capacity is a physical bottleneck and tape-out queues are long. NVIDIA has opened a small gap for China-compliant downgraded cards — nowhere near enough to feed a 100-billion-parameter model appetite.\u003C\u002Fp>\n\u003Ch2 style=\"color:#111;font-size:21px;line-height:1.4;margin:28px 0 12px;\">\u003Cstrong>What Happens When the Rules Land\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp style=\"margin:0 0 18px;\">The risk is a timeline question. If the Senate finishes the Remote Access Security Act, or BIS's rules take effect, the second half of Tencent's five-year lease becomes uncertain. Oracle could cut the dedicated line — or even push Chinese customers out entirely.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">Tencent is essentially betting that the regulatory window stays open longer than the lease. It is a bet with a very specific number attached: about $1.60 per hour, per chip, on hardware it will never own.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">\u003Cimg src=\"\u002Fattachment\u002F20261008\u002F38ac4dd92fe04d58b498d0ee1c789552.webp\" alt=\"img_05.webp\">\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">\u003Cstrong>Follow the AI chip story on the go.\u003C\u002Fstrong> Reading about compute shortages and export rules is one thing; keeping track of which models and chips move each week is another. Aipollo brings you the AI frontier updates and tool recommendations in one place — and Mediasync-claw helps you sync your AI conversations across devices. Search \"Aipollo\" and \"Mediasync\" in your app store to download them.\u003C\u002Fp>\n\u003Cdiv class=\"dp-template-card\" style=\"border-radius:8px;box-shadow:0 2px 8px rgba(0,0,0,0.1);margin:10px 0;max-width:100%;overflow:hidden;width:100%;\">\n \u003Ca style=\"display:block;text-decoration:none;\" href=\"https:\u002F\u002Fpoly-ai.chat\u002Fmediasync-claw\" target=\"_blank\">\u003Cimg class=\"image_resized\" style=\"display:block;height:auto;max-width:100%;width:100%;\" src=\"\u002Fattachment\u002F20260824\u002Fdb1f58e4d6e24f2f8dcccc811df6e1a8.png\" alt=\"db1f58e4d6e24f2f8dcccc811df6e1a8\">\n  \u003Cbutton style=\"align-items:center;background-color:#784fe2;border-radius:0 0 4px 4px;border-style:none;color:#ffffff;cursor:pointer;display:flex;font-family:Times New Roman;font-size:20px;height:40px;justify-content:center;padding:0;width:100%;\">Experience Now\u003C\u002Fbutton>\u003C\u002Fa>\n\u003C\u002Fdiv>\n\u003Cfigure class=\"table\">\n \u003Ctable style=\"border-collapse:collapse;color:#333;font-size:14px;margin:18px 0;max-width:680px;width:100%;\">\n  \u003Ctbody>\n   \u003Ctr>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Rank\u003C\u002Fth>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Model\u003C\u002Fth>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">By\u003C\u002Fth>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Tokens (this week)\u003C\u002Fth>\n    \u003Cth style=\"background-color:#f7f7f7;border:1px solid #ddd;padding:9px 10px;text-align:left;\">Change\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Hly3 preview\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Tencent\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1.69T\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 545.6%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">2\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Claude Sonnet 4.6\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Anthropic\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1.51T\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 13%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">3\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Hly3 preview (free)\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Tencent\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1.47T\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 60%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">4\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Claude Opus 4.7\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Anthropic\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1.46T\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 59%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">5\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Kimi K2.6\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Moonshot AI\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1.43T\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↓ 20%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">6\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">DeepSeek V4 Flash\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">DeepSeek\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1.27T\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 55%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">7\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Gemini 3 Flash Preview\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">Google\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">1.12T\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 15%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">8\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">DeepSeek V3.2\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">DeepSeek\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">906B\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 11%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">9\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">DeepSeek V4 Pro\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">DeepSeek\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">857B\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 48%\u003C\u002Fth>\n   \u003C\u002Ftr>\n   \u003Ctr>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">10\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">MiniMax M2.7\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">MiniMax\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">758B\u003C\u002Fth>\n    \u003Cth style=\"border:1px solid #ddd;padding:9px 10px;\">↑ 5%\u003C\u002Fth>\n   \u003C\u002Ftr>\n  \u003C\u002Ftbody>\n \u003C\u002Ftable>\n\u003C\u002Ffigure>\n\u003Cp style=\"color:#666;font-size:13px;margin:0 0 18px;\">Source: OpenRouter weekly usage leaderboard, as reproduced in the original post.\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 18px;\">Sources cited where applicable; all figures are from public reporting and company disclosures.\u003C\u002Fp>\n\u003Cp style=\"color:#111;margin:28px 0 8px;\">\u003Cstrong>Related reading\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 20px;\">\u003Ca style=\"color:#111;text-decoration:none;\" href=\"https:\u002F\u002Fpoly-ai.chat\u002Farticle\u002Finteractive-physics-encyclopedia\">\u003Cimg class=\"image_resized\" style=\"border-radius:8px;display:block;height:auto;margin-bottom:6px;max-width:520px;width:100%;\" src=\"https:\u002F\u002Fcdn.banyunjuhe.com\u002Fattachment\u002F20260926\u002F5482547b287948779ab5f93b44820e6b.png\" alt=\"The One-Man Physics Encyclopedia That Beats a $20,000 Univer…\">\u003C\u002Fa>\u003Cbr>\u003Ca style=\"color:#0b6cb0;text-decoration:none;\" href=\"https:\u002F\u002Fpoly-ai.chat\u002Farticle\u002Finteractive-physics-encyclopedia\">\u003Cstrong>The One-Man Physics Encyclopedia That Beats a $20,000 Univer…\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 20px;\">\u003Ca style=\"color:#111;text-decoration:none;\" href=\"https:\u002F\u002Fpoly-ai.chat\u002Farticle\u002Fopenai-agent-medicare-breach\">\u003Cimg class=\"image_resized\" style=\"border-radius:8px;display:block;height:auto;margin-bottom:6px;max-width:520px;width:100%;\" src=\"https:\u002F\u002Fcdn.banyunjuhe.com\u002Fattachment\u002F20260926\u002F4fe932627cce4c43ac388fbf2acb1c7b.png\" alt=\"OpenAI's Agent Broke Into Australia's Medicare Portal — the…\">\u003C\u002Fa>\u003Cbr>\u003Ca style=\"color:#0b6cb0;text-decoration:none;\" href=\"https:\u002F\u002Fpoly-ai.chat\u002Farticle\u002Fopenai-agent-medicare-breach\">\u003Cstrong>OpenAI's Agent Broke Into Australia's Medicare Portal — the…\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp style=\"margin:0 0 20px;\">\u003Ca style=\"color:#111;text-decoration:none;\" href=\"https:\u002F\u002Fpoly-ai.chat\u002Farticle\u002Frobots-pen-spinning-dexterity\">\u003Cimg class=\"image_resized\" style=\"border-radius:8px;display:block;height:auto;margin-bottom:6px;max-width:520px;width:100%;\" src=\"https:\u002F\u002Fcdn.banyunjuhe.com\u002Fattachment\u002F20260926\u002F5cc65c23f3774b0c85634ce7a9d33bde.png\" alt=\"Why Robots Still Can't Learn to Spin a Pen\">\u003C\u002Fa>\u003Cbr>\u003Ca style=\"color:#0b6cb0;text-decoration:none;\" href=\"https:\u002F\u002Fpoly-ai.chat\u002Farticle\u002Frobots-pen-spinning-dexterity\">\u003Cstrong>Why Robots Still Can't Learn to Spin a Pen\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp style=\"color:#8a8a8a;font-size:13px;margin:0 0 10px;\">\u003Ci>References:\u003C\u002Fi>\u003C\u002Fp>\n\u003Cp style=\"color:#8a8a8a;font-size:13px;margin:0 0 6px;\">\u003Ci>[1] Financial Times. \"Tencent leases 100,000 chips from Oracle to accelerate AI push\" (2026-10-01). https:\u002F\u002Fwww.ft.com\u002F\u003C\u002Fi>\u003C\u002Fp>\n\u003Cp style=\"color:#8a8a8a;font-size:13px;margin:0 0 6px;\">\u003Ci>[2] U.S. Congress. H.R. 2683, Remote Access Security Act (119th Congress, 1st Session). https:\u002F\u002Fwww.congress.gov\u002Fbill\u002F119th-congress\u002Fhouse-bill\u002F2683\u003C\u002Fi>\u003C\u002Fp>\n\u003Cp style=\"color:#8a8a8a;font-size:13px;margin:0 0 6px;\">\u003Ci>[3] Tencent Holdings. Q2 2026 results announcement and earnings call transcripts. https:\u002F\u002Fwww.tencent.com\u002Fen-us\u002Finvestors.html\u003C\u002Fi>\u003C\u002Fp>\n\u003Cp style=\"color:#8a8a8a;font-size:13px;margin:0 0 6px;\">\u003Ci>[4] The Information. \"U.S. weighs new export rules targeting Chinese access to overseas AI servers\" (September 2026). https:\u002F\u002Fwww.theinformation.com\u002F\u003C\u002Fi>\u003C\u002Fp>","yunpoly, aipollo, mediasync-claw, Tencent AI chips, Oracle lease, GPU shortage, export control",true,"2026-10-08 13:20:29",88,12772,"zh_CN","tencent-oracle-ai-chips-wzky",false,"yunpoly","2026-10-08 13:16:00","Tencent did not buy the chips. It is renting them. Tencent signed its largest overseas lease yet wit...",18,"Why Tencent Is Renting Oracle's AI Chips: $7B Deal | yunpoly","html",{"emailStatusOk":18,"statusLocked":18,"mobileStatusOk":18,"englishNickname":26,"nickname":26,"statusReg":18,"id":22,"created":27,"sourceString":28,"avatar":29,"url":30,"statusOk":18,"detailUrl":31,"username":32},"Science Guide Wwai","2025-12-29 12:22:32","","\u002Fstatic\u002Fcommons\u002Fimg\u002Favatar.png","\u002Fuser\u002F18","\u002Fadmin\u002Fuser\u002Fdetail\u002F18","panhb","normal",72,{"id":36,"slug":37,"title":38,"lang":39},12773,"tencent-oracle-lease-bwev","騰訊為什麼租甲骨文10萬顆AI晶片？","zh",{"prev":41,"next":42},null,{"id":43,"slug":44,"title":45,"categoryId":34},12762,"ai-consumer-spending-who-pays-rfxn","AI Consumer Spending: Who Actually Pays for AI?",[47,48,50,55],{"id":15,"slug":17,"title":7,"thumbnail":6,"categoryId":34},{"id":43,"slug":44,"title":45,"thumbnail":49,"categoryId":34},"\u002Fattachment\u002F20261007\u002F395844b7fc704f5f95cbe57624a72fb3.webp",{"id":51,"slug":52,"title":53,"thumbnail":54,"categoryId":34},12664,"2f0b3c-ai-snake-romance-gender-debate","When the Fiancée Is a Snake: AI Anime Sparks Debate on Gender Roles and Absurd Romance","https:\u002F\u002Fcdn.banyunjuhe.com\u002Fattachment\u002F20260930\u002Fabd307865c604c1fa501ee8fe6cfff73.png",{"id":56,"slug":57,"title":58,"thumbnail":59,"categoryId":34},12662,"b86dc5-ai-scheming-doubao-debate","AI Auctions Spark Debate: Is 'Doubao' the Ultimate Schemer?","https:\u002F\u002Fcdn.banyunjuhe.com\u002Fattachment\u002F20260930\u002Fcb0922ad05854444856a5e6ff36be9b5.png"]