By Simply Wall St
Publication Date: 2026-01-30 23:17:00
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Oracle (NYSE:ORCL) has confirmed its joint venture role with TikTok USDS Joint Venture LLC, taking on a core position in managing data security and infrastructure for TikTok US
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The company is considered a data security and infrastructure partner of TikTok US, whose systems are central to compliance with government data protection and national security requirements.
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A recent TikTok service outage was linked to a power issue at Oracle-operated data centers, highlighting the operational exposure associated with this arrangement.
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At the same time, Oracle is introducing new AI-powered offerings for healthcare, life sciences and hospitality platforms.
For you as an investor, this puts Oracle at the center of several sensitive and highly regulated areas. The TikTok USDS joint venture makes Oracle’s infrastructure central to the way a major social…