Tencent, the China cloud giant, cut a deal to use Nvidia’s best AI chips in Japan via Datasection, one of Asia’s biggest AI data center operators, the FT reports, around US$1.2 billion in contracts for Tencent to use most of its 15,000 Nvidia Blackwell (B200) processors. Using AI data centers overseas is an attractive choice for China firms as they cannot import the latest Nvidia (or AMD, Intel) AI chips, and renting the chips breaks no rules so long as they are not on the US Entity List or work with China’s military. Datasection is building its first Nvidia B300 data center in Sydney (10,000 chips), and plans to build AI data centers with more than 100,000 Nvidia chips in future. $Tencent(TCEHY.US) $NVIDIA(NVDA.US) #Semiconductors #AIservers

Source: Dan Nystedt