据《金融时报》周三报道，在特朗普政府施压后，甲骨文取消了一项价值约70亿美元的腾讯芯片租赁交易。
Oracle has scrapped a chip leasing deal with Tencent worth an estimated $7bn after the Trump administration leaned on it, according to a Wednesday report in the Financial Times.
该报援引知情人士的话报道称，美国官员曾就该交易向甲骨文表达担忧。
US officials went to Oracle with concerns about the deal, the newspaper said, citing people familiar with the matter.
路透社表示无法立即核实该报道，甲骨文、腾讯和白宫也均未回应路透社的置评请求。
Reuters said it could not immediately verify the report, and Oracle, Tencent and the White House also left Reuters’ requests for comment unanswered.
压力也来自北京。《金融时报》报道称，腾讯所在省份广东省的高级官员曾到访该公司，敦促其支持中国制造的芯片。
Pressure came from Beijing as well. Senior officials from Guangdong, the province where Tencent is based, visited the company and urged it to back chips made in China, the FT reported.
《金融时报》上个月首次报道了甲骨文的租赁交易，称其为腾讯最大的海外租赁。根据这项为期五年的协议，腾讯将在东南亚的多个甲骨文数据中心租用算力，并预付约30%的价值。
The FT first reported the Oracle lease deal last month, calling it Tencent’s largest overseas lease. Under the five-year agreement, Tencent was to rent capacity in several Oracle data centres in Southeast Asia and pay about 30% of the value upfront.
这项租赁本可让腾讯使用约10万颗其在国内无法购买的先进人工智能芯片。华盛顿和北京制定的规则使这些芯片无法进入中国。
The lease would have let Tencent use about 100,000 advanced AI chips it cannot buy at home. Rules set by both Washington and Beijing keep those chips out of China.
由于国内算力供应短缺且美国出口管制日趋严格，中国科技公司转向在海外租用算力。与此同时，字节跳动、阿里巴巴和腾讯均为其被允许购买的芯片下了大量英伟达订单。
Chinese tech firms have turned to renting computing power abroad as supply at home stays short and US export controls get tighter. At the same time, ByteDance, Alibaba and Tencent have placed large Nvidia orders for chips they are allowed to buy.
此次取消紧随《金融时报》周二的一篇报道之后，该报道称英伟达已要求其云合作伙伴将中国业务上限设为其算力的49%。这两项举动都表明，美国正加强对中国公司如何通过第三方获取顶尖人工智能芯片的审查。
The cancellation follows an FT report on Tuesday that Nvidia had told its cloud partners to cap Chinese business at 49% of their capacity. Both moves point to closer US scrutiny of how Chinese firms reach top AI chips through third parties.
对甲骨文而言，腾讯合同是其快速扩建人工智能云算力背后的几项大型长期交易之一。该公司部分借贷资金来支付这项扩张，最近定价了一项200亿美元的融资轮次，利率高达8.65%。
For Oracle, the Tencent contract was one of several large, long-term deals behind its fast build-out of AI cloud capacity. The company is paying for that expansion partly with borrowed money and recently priced a $20bn funding round, with interest of up to 8.65%.
投资者对这项支出日益警惕。过去一年中，甲骨文股价大约腰斩，市场在权衡其人工智能增长与为此付出的成本。
Investors have grown wary of that spending. Oracle’s shares have roughly halved over the past year as the market weighs its AI growth against the cost of paying for it.
与此同时，腾讯一直在增加算力支出，以在人工智能领域赶上中国竞争对手。该公司还在其微信应用中加入人工智能代理，《金融时报》去年10月报道称。
Tencent, meanwhile, has been spending more on computing power to catch up with Chinese rivals in AI. The company is also adding AI agents across its WeChat app, the FT reported in October.