TikTok US Operations Seek Four Gigawatts of Computing Capacity by Early 2030s

TikTok's U.S. entity, officially TikTok USDS Joint Venture, is hunting for multiple gigawatts of computing capacity, CNBC reported on October 23, citing two people familiar with the discussions. One source put the target at four gigawatts of compute power to be secured by the early 2030s, placing TikTok among the largest players in the global scramble for digital infrastructure.

TikTok U.S. currently runs primarily on Oracle Cloud Infrastructure, and a company spokesperson confirmed to CNBC that Oracle will remain its primary cloud provider. Oracle Cloud Infrastructure typically operates out of facilities that Oracle leases, meaning any additional capacity TikTok secures could involve new partnerships or expanded arrangements beyond its existing Oracle relationship.

The push comes as AI workloads drive surging demand for compute power across the industry. A TikTok job posting cited by CNBC describes the company as "shipping a flagship B2B AI product at the frontier of large-model inference and creative automation," signaling that expanded AI product ambitions are a key driver of the infrastructure hunt.