Tencent-Oracle AI chip deal worth $7bn, 30% paid upfront

Oracle has signed a five-year deal with Tencent to provide access to roughly 100,000 advanced AI chips across Southeast Asia data centers. The agreement is valued at about $7bn with roughly 30% paid upfront. Tencent is using the capacity to train AI models and build agentic products. 172 clean stories shaped this window, with sentiment leaning bearish at 45/100. Also in focus: Japan plans $140B AI data center push with Dell, JERA, Apollo.