Tencent to lease ~100k chips from Oracle for ~$7bn; BoE flags agent risk
MirelaXhota · x · 2026-10-04
This week's AI infra and policy roundup: Tencent is set to lease roughly 100,000 chips from Oracle in Southeast Asia ($7bn); JERA, Dell and RHAELM plan $15bn for 400MW of data center power in Chiba, Japan; Michigan made Google guarantee 80% of its power bill; and the Bank of England named an AI agent breach in its financial stability report.
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