TikTok USDS Joint Venture, which operates TikTok in the U.S., is in discussions to acquire substantial computing power, aiming for four gigawatts by the early 2030s. This initiative comes as companies globally are racing to expand their digital infrastructure to support increasing artificial intelligence demands.
Currently, TikTok primarily utilizes Oracle Cloud Infrastructure for its operations, and a spokesperson confirmed that Oracle will remain its main cloud provider.
The need for additional compute capacity aligns with TikTok's plans to develop advanced machine learning capabilities, as evidenced by job postings for machine learning roles and the launch of a new B2B AI product focused on large-model inference and creative automation.
The TikTok U.S. entity was formed in 2026 to comply with U.S. regulations requiring the separation from its Chinese parent company, ByteDance, which retains a minority stake of 19.9%. The involvement of investors like Silver Lake, Oracle, and MGX, each holding 15%, further underscores the strategic importance of this computing capacity expansion for TikTok's future operations