The Financial Times is reporting that Tencent is spending $7B over five years to lease 100,000 advanced AI chips. That's a lot. - Based on the details, I think this is likely a deal involving the Oracle-linked Johor campuses in Malaysia. It could be the Oracle Batam cluster in Indonesia, but that cluster is too small to host 100,000 chips. - It's not immediately clear what "100,000 chips" refers to, but the chips involved are likely a mix of H100, B200, and B300 -- the latter of which are…