TikTok U.S. Seeks Multiple Gigawatts of Computing Capacity for AI Workloads

TikTok U.S. Seeks Significant Compute Power

TikTok's U.S. entity, TikTok USDS Joint Venture, is actively looking to acquire multiple gigawatts of computing capacity. Sources indicate the company is targeting four gigawatts of compute power by the early 2030s to support its operations and future growth.

Driven by AI Workloads

This push for increased computing capacity is primarily due to the growing prominence of artificial intelligence workloads. TikTok U.S. has numerous machine learning roles open and is developing a "flagship B2B AI product at the frontier of large-model inference and creative automation."

The company also announced in January that it would retrain, test, and update its recommendation algorithm, which is built on machine learning, using U.S. user data within Oracle's U.S. cloud environment.

Oracle Remains Primary Cloud Provider

A TikTok spokesperson confirmed that the company "runs primarily on Oracle Cloud Infrastructure in the U.S. and Oracle will continue to be our primary cloud infrastructure provider." Oracle Cloud Infrastructure (OCI) typically operates in facilities leased by Oracle.

Background of TikTok USDS Joint Venture

TikTok USDS Joint Venture was established in 2026 following a U.S. President Donald Trump executive order that mandated the divestiture of TikTok's U.S. operations from its Chinese parent company, ByteDance. The entity has managing investors including Silver Lake, Oracle, and MGX, each holding 15%, with the Dell Family Office also an investor. ByteDance retains a 19.9% stake in the new entity.