TikTok’s U.S. unit is seeking to secure multi-gigawatt computing capacity over the next several years, a report said.

CNBC reported on Oct. 23 that TikTok USDS, a joint venture that oversees TikTok’s U.S. business, is exploring ways to secure large-scale computing infrastructure over the long term.

Several people familiar with the discussions said TikTok’s U.S. unit wants 4 gigawatts of computing power by the early 2030s. As AI workloads rise rapidly worldwide and competition to secure digital infrastructure intensifies, TikTok is also moving to lock in capacity to meet long-term demand.

TikTok said its U.S. service is currently operated mainly on Oracle cloud infrastructure. A company spokesperson said the U.S. business is run largely on Oracle cloud infrastructure and Oracle will continue to serve as a key cloud infrastructure provider. Oracle cloud infrastructure is typically operated in facilities leased by Oracle.

The possibility that computing demand for TikTok’s U.S. business will grow further is also reflected in product plans. The company has posted multiple job listings related to machine learning. One posting stated that TikTok is launching a flagship B2B AI product that is at the forefront of large-model inference and creative automation. That suggests AI product development and service expansion are proceeding alongside operation of its recommendation system.

TikTok’s U.S. unit also said in January it would retrain, test and update its recommendation algorithm, a core asset, using U.S. user data. The company said at the time the recommendation algorithm is built on machine learning and that it would protect the system in Oracle’s U.S. cloud environment. Efforts to separately reorganise data and algorithm operations within the United States could lead to additional computing demand.

The move also overlaps with a restructuring of governance for TikTok’s U.S. business. TikTok USDS was established in 2026 under an executive order by U.S. President Donald Trump to separate the U.S. business from its Chinese parent ByteDance. Silver Lake, Oracle and MGX each hold a 15 percent stake, and the Dell Family Office, an investment firm of Michael Dell (마이클 델), is also participating as an investor. ByteDance retained a 19.9 percent stake in the newly established entity.

Ultimately, TikTok’s U.S. unit’s push to secure infrastructure is aligned with the simultaneous progress of separating its U.S. business, rebuilding its recommendation algorithm and expanding AI products. If actual contracts are reached, key points to watch are how much Oracle-centred cloud operations expand and how far TikTok’s U.S. AI service strategy grows.