Latest / Impact Vector: Technology
Tencent leases 100,000 AI chips from Oracle in a $7bn deal, FT reports — 2026-10-02
## Short Segments Micron warns of a tightening memory shortage as it reports record earnings, the EU prepares to designate AWS and Azure as gatekeepers under new regulations, and California subpoenas OpenAI amid cybersecurity concerns. Later, we'll dive into Tencent's $7 billion AI chip lease with Oracle and what it means for the AI race. But first, Micron's latest financial results highlight a looming supply crunch. Micron sees the memory shortage tightening into 2028 after a record quarter. Micron Technology has reported a significant increase in revenue, with figures rising nearly fivefold…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.