Shay Boloor(@StockSavvyShay):$ORCL signed a $7B AI compute deal with Tencent covering ~10OK advanced chips across its Southeast Asia data centers. Also really interest seeing Tencent paying ~30% upfront as it locks in compute early for model training and agents across WeChat and its enterprise products.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

加入 February 2019

327 正在關注 455.3K 粉絲

Shay Boloor@StockSavvyShay

2026.10.01 09:16

$ORCL signed a $7B AI compute deal with Tencent covering ~10OK advanced chips across its Southeast Asia data centers. Also really interest seeing Tencent paying ~30% upfront as it locks in compute early for model training and agents across WeChat and its enterprise products.