Hy is Tencent's family of AI models, and its X account is @TencentHunyuan. Tencent released an earlier Hy4 preview, which it uses as the baseline for most comparisons. Other leading open weight models from China include DeepSeek, Kimi and GLM, which Tencent compares against in its chart.

Tencent's Hy team (@TencentHunyuan) announced Hy4 early on Nov 4 ET, saying it is firmly among the leading open models and adds vision for the first time.

According to Tencent's announcement page, Hy4 substantially scales up pre training and post training compared with Hy4 preview. Tencent says it adds image understanding and, for the first time, computer use across command line and graphical interfaces, with targeted training on software such as Blender and CAD. Tencent also reports gains in instruction following, long context understanding, long horizon tasks and deep research.

Tencent cites several internal results. It says Hy4 improves by 19.1% on GameDev over Hy4 preview, cut a search hallucination rate from 15.76% to 5.45%, and ranked first among open weight models on 579 finance tasks judged with 213 finance professionals, scoring 3.04 against 2.97 for DeepSeek V4.1 Flash 1017. These figures come from Tencent and its partners and have not been independently verified.

The chart in the post compares Hy4 with GLM 5.3, DeepSeek V4.1 Flash, Kimi K3.1 Pro, Claude Opus 5.5 and GPT 6.1 Sol. Hy4 beats GLM 5.3 and DeepSeek V4.1 Flash on every chart where they appear, but Claude Opus 5.5 scores higher than Hy4 on all twelve benchmarks shown. Tencent itself says a notable gap remains with top proprietary models.

The weights are not out yet. Tencent says it plans to open source them, working with the vLLM and SGLang communities, and will publish a system card then. For now Hy4 is available on Tencent Cloud, OpenRouter and Tencent products such as CodeBuddy, WorkBuddy and Yuanbao, priced at $0.834 per million input tokens and $2.501 per million output tokens.

The key thing to watch is when Tencent actually releases the Hy4 weights and system card, since the open model claim depends on it. Independent benchmark groups will likely test Hy4 against DeepSeek, Kimi and GLM. Tencent also says a cheaper and faster Hy4 flash is coming soon. Builders will test whether the computer use features hold up outside Tencent's own demos.

US export rules limit sales of the most advanced AI chips to China, but Chinese companies have rented computing power in data centers outside China. Oracle is one of the largest US cloud providers. Earlier in the Nov 3 deck, Watcher.Guru reported that Nvidia told partners to cut China business.

Zerohedge (@zerohedge) posted shortly after midnight ET on Nov 4 that Oracle canceled a $7B chip leasing deal with Tencent, citing the Financial Times, and added that things are starting to move.

According to summaries of the FT report posted by Wall St Engine (@wallstengine) and others, the canceled agreement was a five year deal that would have given Tencent access to as many as 100,000 advanced AI chips across Oracle data centers in Southeast Asia. The same summaries say Oracle dropped it after pressure from the Trump administration. CNBC TV18 also posted a headline, citing a report, saying Oracle scrapped the deal after US pressure.

These details come from posts relaying the FT, not from Oracle or Tencent statements, and the full FT report was not reviewed here. Neither company had commented in the posts found during this scan.

The report matters because renting compute abroad has been one of the ways Chinese technology companies could use advanced AI chips without buying them directly. A $7B, 100,000 chip arrangement would be one of the larger known deals of that kind.

The zerohedge post passed 440,000 views overnight, while US attention was largely on election results. It follows other China related chip news this week, including a Nov 3 report that Nvidia told partners to cut China business.

Watch for statements from Oracle, Tencent or the US Commerce Department confirming or explaining the cancellation. Investors will look for any impact on Oracle's cloud backlog. A key open question is whether US officials will press other cloud providers to limit compute rentals to Chinese companies in third countries, and how Beijing responds. Chinese cloud users and the chip suppliers behind these deals will also be watching closely.

Claude Code is Anthropic's coding agent. Last week Addy Osmani (@addyosmani) said two sentences had been added to Claude Code's prompt on Opus 5.5 to steer it away from recreating someone else's specific game, because using Claude to infringe IP is against Anthropic's usage policy.

Addy Osmani (@addyosmani) posted an update on building games with Claude Code shortly after midnight ET on Nov 4.

He says that last week some users ran into Claude Code pushing back on game projects it should have just built. The team had added a short rule to the Opus 5.5 prompt to steer Claude away from recreating specific existing games, but it was also kicking in when people referenced a game only to describe the mechanics they wanted.

According to the post, the rule was updated in Claude Code version 2.1.317. Users can now name a game to describe what they want, and Claude should build an original game in that genre. If someone asks for a copy of the original game, Claude will offer to build something similar instead.

Osmani says the goal is for Claude to be as helpful as possible when people build something original, while also protecting their work if someone else tries to copy it. He asks users to report cases where Claude turns down work that is theirs.

In his earlier post on Oct 30, Osmani said the original change was two sentences in the prompt, added because using Claude to infringe IP is against Anthropic's usage policy, and that original games, genre games and games built from a user's own designs were meant to keep working. The update post passed 100,000 views.

Watch for whether game developers report fewer refusals after updating to version 2.1.317, and whether new edge cases appear around famous franchises. The episode may push other coding agent makers to explain how they handle requests to recreate existing products. A wider open question is how AI tools should judge when inspiration becomes copying. Anthropic may adjust the rule again based on user reports.

On election night, market accounts tracked strong Democratic results, and zerohedge said the results could slow the data center buildout, as covered in the Nov 3 deck. Musk has promoted the idea of data centers in space, and SemiAnalysis said on Nov 3 that SpaceX will become the world's biggest AI cloud.

Elon Musk (@elonmusk) posted early on Nov 4 ET that data centers in space are looking pretty appealing right now.

The post came during a night of US midterm election results that market accounts described as a strong showing for Democrats. Earlier that night, zerohedge said Nasdaq futures fell as the Texas race swung, arguing that a Democratic win would effectively ice the data center buildout, and Polymarket posted that AI stock futures plunged across the board as a Democratic blue wave took shape. Those claims are interpretations by market accounts, not stated policies of the winners.

Musk's post does not mention the election directly, but it was widely read as a response to it. Polymarket relayed it as Musk declaring that data centers in space look appealing following the results.

The remark connects to a theme Musk and his companies have pushed for months: putting AI compute in orbit, where power and land are not limited by local permits or voters. On Nov 3, SemiAnalysis said SpaceX will become the world's biggest AI cloud. Space based data centers still face open engineering questions, including cooling, launch costs and maintenance.

The post passed 3 million views within a few hours, making it one of the most viewed AI related posts of the night. A separate Musk post joking about space lasers drew even more views but had no AI angle.

Watch for whether SpaceX or xAI share concrete plans or timelines for orbital compute. Official results and the winners' actual positions on data centers, power and permits will show whether the buildout really slows on Earth. Investors will watch AI and chip stocks as markets digest the election. The cost and engineering case for space data centers remains unproven at large scale.