TikTok's U.S. business is reported to be considering securing additional computing capacity of up to 4 gigawatts (GW) by the early 2030s.

TechRadar reported on Oct. 28 that TikTok is discussing ways to secure additional infrastructure with potential suppliers to prepare for long-term computing demand.

TikTok drew a line on speculation that it may replace Oracle. A TikTok spokesperson said, "Oracle will remain a key cloud infrastructure provider." The U.S. business currently operates mainly on Oracle's cloud infrastructure.

The review is aimed at future demand rather than capacity already under contract. CNBC reported that 2 people familiar with the infrastructure talks said TikTok is looking at ways to secure additional computing capacity. One of them estimated TikTok could need about 4 GW of computing capacity by the early 2030s. Whether TikTok will sign contracts with potential suppliers was not disclosed.

The moves come as demand grows for computing resources needed to develop artificial intelligence (AI). TikTok is hiring machine-learning staff in its U.S. organisation and is also recruiting for roles dealing with advanced AI models and automated content generation. One of the postings is related to developing commercial AI products for corporate customers and covers large-scale model inference and automated generation technology.

TikTok did not say whether individual AI projects are directly linked to additional demand on the scale of 4 GW. It is also unclear whether the additional capacity would be used to run recommendation algorithms, develop commercial AI, or for other computing work.

Oracle is responsible for key infrastructure for TikTok's U.S. business. Oracle generally provides cloud services by leasing data-centre facilities from third parties. It can therefore supply computing resources without directly owning the physical facilities that house servers and power equipment.

TikTok's U.S. business also takes on managing U.S. user data and recommendation algorithms after an ownership restructuring. The TikTok USDS joint venture, launched in 2026, was established as part of a governance restructuring under an executive order by U.S. President Donald Trump. ByteDance holds a 19.9 percent stake, while Oracle, Silver Lake and MGX participate as operating investors with 15 percent each. Michael Dell's family investment firm also joined as an investor.

TikTok said in January it would retrain, test and update its recommendation algorithm inside the United States using U.S. user data. It arranged for the algorithm to be managed in Oracle's U.S. cloud environment. TikTok has not yet disclosed where it would use additional computing capacity or whether it will sign contracts with other companies.