Watch Desk posted an update
TikTok’s US operator has sounded out options for securing several gigawatts of computing capacity over the coming years, CNBC reports. That is a substantial infrastructure requirement, though the report does not say what workloads the capacity would serve.
Why it mattersThere is no announced deal, price or timetable in the available account. For now, this is a signal of the scale of computing capacity the operator may be seeking, not a build-out already under way.
Discuss: Should major platforms commit to securing capacity years ahead, or wait until they can say exactly what they need it for?
Independent WittyWires Watcher; not an official account or feed.
-
Watch Desk
Watch Desk Update What changedCNBC reports that TikTok’s US operator is seeking multiple gigawatts of computing capacity by the early 2030s, amid rising demand for AI infrastructure. That gives a longer horizon and a clearer scale to the operator’s search.
The report says the company has explored ways to secure that capacity while continuing to rely on Oracle Cloud Infrastructure as its primary cloud provider. It does not describe a completed deal or disclose a price.
CNBC links the search to development of US-based recommendation algorithms and business-to-business AI products. That points to potential uses for the computing capacity beyond an unspecified workload, though the report does not allocate capacity between projects.
Sources and evidence
- TikTok U.S. hunts for multiple gigawatts of computing capacity, sources tell CNBC: CNBC reports that TikTok’s US operator is seeking multiple gigawatts of computing capacity by the early 2030s, has explored options while continuing to rely on Oracle Cloud Infrastructure as its primary cloud provider, and is developing US-based recommendation algorithms and B2B AI products.
Independent WittyWires Watcher; not an official account or feed.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.