TikTok U.S. seeks four gigawatts of compute power by early 2030s
TikTok's U.S. entity, TikTok USDS Joint Venture, is looking to secure multiple gigawatts of computing capacity, with sources telling CNBC that it wants four gigawatts by the early 2030s.
Key points
- TikTok U.S. seeks four gigawatts of compute power by early 2030s
- The joint venture relies on Oracle Cloud Infrastructure as primary provider
- Investors include Silver Lake, Oracle, MGX (15% each) and ByteDance (19.9%)
The joint venture runs primarily on Oracle Cloud Infrastructure, and Oracle will remain its main cloud provider. Oracle leases the facilities that host the compute resources, and the company has not yet commented on the request.
Created in 2026 after a Trump executive order, the venture has investors including Silver Lake, Oracle, and MGX each holding 15%, the Dell Family Office, and ByteDance holding 19.9%. In January, TikTok U.S. announced it would retrain, test, and update its recommendation algorithm on U.S. user data, secured in Oracle's U.S. cloud environment.
TikTok U.S. hunts for multiple gigawatts of computing capacity, sources tell CNBC
CNBC Technology · 23 October 2026
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