TikTok US Venture Seeks 4GW of Computing Power by Early 2030s

TikTok USDS, the joint venture that runs TikTok's US business, is exploring ways to secure large-scale computing capacity over the long term, with the aim of reaching about 4 gigawatts by the early 2030s, according to multiple people familiar with the discussions cited by CNBC.

TikTok said its US service currently runs primarily on Oracle cloud infrastructure, and a company spokesperson said Oracle will continue to be its main cloud infrastructure provider.

The company's job postings include several machine-learning roles, one of which describes launching a leading B2B AI product for large-scale model inference and creative automation.

On October 23, 2026, CNBC reported that the US joint venture was exploring options for large-scale computing infrastructure. TikTok USDS was set up in 2026 to separate TikTok's US business from Chinese parent ByteDance under a US presidential executive order.

Silver Lake, Oracle and MGX each hold 15% stakes in TikTok USDS, with Dell Family Office also an investor, while ByteDance retained 19.9%. In January 2026, TikTok's US entity said it would retrain, test and update its recommendation algorithm using US user data and protect it in Oracle's US cloud environment.