
据 CNBC 报道,在全球范围内企业都在竞相争夺数字基础设施资源的情况下,TikTok 的美国子公司正试图获取数吉瓦级的计算能力。
TikTok's U.S. entity is looking to secure multiple gigawatts of computing capacity, sources told CNBC, amid a global scramble for digital infrastructure deals.
这家名为 TikTok USDS Joint Venture 的公司负责在美国运营该社交媒体平台。两位熟悉相关讨论的人士向 CNBC 表示,该公司一直在探索在未来几年内获取更多计算资源的可能性(这些人士要求匿名,因为他们没有获得公开这些信息的授权)。其中一位消息人士称,TikTok USDS Joint Venture 计划在 2030 年代初期前获得 4 吉瓦的计算能力。
The company, officially TikTok USDS Joint Venture, operates the social media platform in the U.S. and has sounded out opportunities to obtain capacity over the coming years, two people familiar with the discussions, who asked to remain anonymous as they weren't authorized to share the information, told CNBC. TikTok U.S. is looking for four gigawatts of compute power by the early 2030s, one source said.
随着人工智能工作负载的重要性日益增加,全球各地的企业都在努力扩大自己的计算资源规模。
Companies across the world are looking to secure more compute capacity as artificial intelligence workloads become more prominent.
该公司的一位发言人向 CNBC 表示:“TikTok 在美国主要使用 Oracle Cloud Infrastructure 作为其云计算平台,Oracle 仍将是我们的主要云服务提供商。” Oracle Cloud Infrastructure(简称 OCI)通常运行在 Oracle 租用的数据中心内。CNBC 已联系 Oracle 寻求其对此事的评论。
A company spokesperson told CNBC that the company "runs primarily on Oracle Cloud Infrastructure in the U.S. and Oracle will continue to be our primary cloud infrastructure provider." Oracle Cloud Infrastructure, or OCI, typically runs in facilities that Oracle leases. CNBC has approached Oracle for comment.
有迹象表明,TikTok 未来的产品开发可能需要更多的计算资源支持。TikTok 的官网上有许多与机器学习相关的工作岗位信息;该公司发布的一则招聘广告中提到,他们正在推出一款基于机器学习的 B2B 人工智能产品,该产品属于人工智能推理和创意自动化领域的领先技术。
There are signs TikTok U.S.' product plans could require extra compute going forward. The company has numerous machine learning roles live on its website. A job advert posted by TikTok states that the company is "shipping a flagship B2B AI product at the frontier of large-model inference and creative automation."
TikTok USDS Joint Venture 是于 2026 年根据美国总统唐纳德·特朗普的行政命令成立的,该命令要求 TikTok 将美国业务从母公司字节跳动(ByteDance)手中剥离。
TikTok U.S. localizes algorithm training TikTok USDS Joint Venture was established in 2026 in compliance with U.S. President Donald Trump's executive order mandating the divestiture of TikTok in the U.S. from its Chinese parent company, ByteDance.
今年 1 月,TikTok US 表示将利用美国用户的数据对其核心推荐算法进行重新训练、测试和更新;该公司表示,新的推荐算法将部署在 Oracle 的美国云服务平台上。
In January, TikTok U.S. said it would "retrain, test, and update" its prized recommendation algorithm, which is built on machine learning, on U.S. user data. The company's recommendation algorithm will be "secured in Oracle's U.S. cloud environment," it said.
TikTok美国公司有三家管理投资方,分别是银湖资本、甲骨文和MGX,各持股15%。迈克尔·戴尔旗下的投资公司戴尔家族办公室也是投资方之一。字节跳动保留了新实体的19.9%股份。
TikTok U.S. has three managing investors, Silver Lake, Oracle and MGX, each holding 15%. The Dell Family Office, the investment firm of Michael Dell, is also an investor. ByteDance retained 19.9% of the new entity.