TikTok’s American joint venture has been sounding out deals for several gigawatts of computing capacity, two people familiar with the discussions told CNBC for a report published Friday. One source put the target at four gigawatts by the early 2030s.

The company didn’t confirm a number. A spokesperson told CNBC the venture “runs primarily on Oracle Cloud Infrastructure in the U.S. and Oracle will continue to be our primary cloud infrastructure provider.” CNBC’s report names no contract, site or new supplier, and the outlet said it had asked Oracle for comment.

Four gigawatts sits just under the 4.5 GW of additional Stargate capacity that OpenAI and Oracle agreed to develop in July 2025. With its Abilene, Texas, site, OpenAI said, that put it past 5 GW under development, running more than 2 million chips.…