TikTok is on the hunt for a huge compute capacity upgrade — so is it replacing Oracle, or just exploring its…
- TikTok could require 4 gigawatts of computing capacity by the early 2030s
- Oracle remains TikTok's primary American cloud provider despite expansion plans
- TikTok's growing AI ambitions could increase demand for computing infrastructure
A potential requirement for 4 gigawatts of computing power has prompted TikTok's American business to investigate additional infrastructure arrangements beyond its current resources.
The company has reportedly contacted potential suppliers about future capacity, although its existing partnership with Oracle remains central to American operations.
TikTok has denied any suggestion of an impending replacement, maintaining that its principal cloud services remain the same.
A massive computing requirement raises supplier questions
“Oracle will continue to be our primary cloud infrastructure provider,” said a TikTok spokesperson.
However, the company did not disclose whether it intends to obtain the additional computing capacity from other providers.
The proposed expansion concerns computing resources that TikTok might need during the early 2030s, rather than capacity...
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