TikTok U.S. Seeks Multiple Gigawatts of Computing Capacity
TikTok's U.S. joint venture is seeking multiple gigawatts of computing capacity, with one source saying it wants four gigawatts by the early 2030s, CNBC reported, as AI demand drives a global race for infrastructure.
The search comes amid a global scramble for digital infrastructure deals, as companies around the world seek more compute capacity to support artificial intelligence workloads. TikTok's U.S. operation already runs primarily on Oracle Cloud Infrastructure in the United States, a company spokesperson told CNBC, adding that Oracle will continue to be its primary cloud infrastructure provider. Oracle Cloud Infrastructure, or OCI, typically runs in facilities that Oracle leases. CNBC said it had approached Oracle for comment.
CNBC reported that there are signs TikTok U.S.'s product plans could require additional compute. The company has numerous machine learning roles listed on its website, and one job advertisement says TikTok is shipping a flagship B2B AI product at the frontier of large-model inference and creative automation, according to the report.
TikTok USDS Joint Venture was established in 2026 in compliance with U.S. President Donald Trump's executive order mandating the divestiture of TikTok in the United States from its Chinese parent company, ByteDance. In January, TikTok U.S. said it would retrain, test and update its recommendation algorithm, which is built on machine learning, on U.S. user data. The company said the algorithm would be secured in Oracle's U.S. cloud environment.
The U.S. entity has three managing investors, Silver Lake, Oracle and MGX, each holding 15%, according to CNBC. The Dell Family Office, the investment firm of Michael Dell, is also an investor. ByteDance retained 19.9% of the new entity.