Sources say that the TikTok US entity is seeking several gigawatts of computing power
CNBC
1h ago
Ai Focus
According to CNBC, citing informed sources, TikTok's entities in the United States are seeking to lock in several gigawatts of computing power over the next few years, with one source stating that the goal is to achieve 4 gigawatts of computing power by the early 2030s. A company spokesperson stated that TikTok currently operates mainly on Oracle's cloud infrastructure in the US, and Oracle will continue to be its primary cloud infrastructure provider.
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According to CNBC, citing informed sources, as the world competes for digital infrastructure transactions, the American entity of TikTok is seeking to secure several gigawatts of computing power.

Two individuals familiar with the discussions regarding CNBC stated that the official name of this company is TikTok USDS Joint Venture, which is responsible for operating this social media platform in the United States. They have also been in contact regarding opportunities to obtain computing power capacity in the coming years. As they are not authorized to disclose this information publicly, these two individuals have requested to remain anonymous.

One of the sources mentioned that the TikTok US entity hopes to achieve 4 gigawatts of computing power by the early 2030s.

As artificial intelligence workloads become increasingly important, companies around the world are seeking to secure more computing power capacity.

A company spokesperson stated to CNBC that the company "mainly operates on Oracle's cloud infrastructure ( Oracle Cloud Infrastructure ) in the United States, and Oracle will continue to be our primary cloud infrastructure provider."

Oracle Cloud Infrastructure, commonly referred to as OCI, typically operates in facilities rented by Oracle. CNBC has contacted Oracle for a comment.

There are indications that the product planning of the TikTok US entity may require additional computing power in the future.

The company's official website currently lists multiple positions related to machine learning. A recruitment advertisement posted by TikTok states that the company is "launching a flagship B2B AI product, which is at the forefront of large model inference and creative automation."

TikTok US entities to localize algorithm training

TikTok USDS Joint Venture was established in 2026 in compliance with the executive order issued by U.S. President Donald Trump, which required TikTok to separate its U.S. operations from its Chinese parent company, ByteDance.

In January this year, TikTok stated that it would "retrain, test, and update" its core recommendation algorithm based on data from American users. The company mentioned at the time that its recommendation algorithm would be "safely deployed in Oracle's American cloud environment." This recommendation algorithm is built on machine learning.

TikTok There are three management investors in the US entity, namely Silver Lake, Oracle, and MGX, each holding 15% of the shares. Michael Dell's investment institution, Dell Family Office, is also an investor. ByteDance retains a 19.9% stake in this new entity.

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