The Compute Brief · Oct 1, 2026

Tencent expands overseas AI capacity as Huawei unveils new Kirin chips

China’s AI compute developments centered on Tencent’s reported Oracle expansion, Huawei’s new Kirin lineup, and growing efforts to bring AI models and assistants to consumer devices.

• Tencent has reportedly agreed to a five-year Oracle lease covering around 100,000 advanced AI chips across data centers in Southeast Asia, in a deal valued at about $7 billion, to support AI models and agent tools.

• Huawei launched its Mate 90 lineup with four new Kirin chips: the Kirin 9030 and 9035 flagship τ chips, and the Kirin 9050 and 9050 Pro logic-folding τ chips.

• Huawei said the Kirin 9030 improves CPU, GPU and NPU performance over the previous-generation Kirin 9020, while the Kirin 9035 delivers a 51% NPU improvement over the Kirin 9030 in the cited comparison.

• The Mate 90 Pro Max uses Huawei’s Kirin 9050 Pro, which Huawei said reaches 238 million transistors per square millimeter and increases transistor density by 28%.

• Tencent, ByteDance and Alibaba are accelerating personal AI assistants, with products including Tencent Handy Bot, ByteDance Xiaodou and Alibaba Qwen.

• A report highlighted Tencent distribution, ByteDance on-site support and Kimi’s use of a borrowed platform as examples of the infrastructure and service costs facing large-model companies.

• GIGABYTE launched the AI TOP 100 B850 desktop system for local AI workloads, supporting either one GeForce RTX 5090 or two AMD Radeon AI PRO R9700 GPUs, with 128GB of memory and 2TB of storage.