Oracle Boost from TikTok Deal! How does its flywheel work?

antiti
2025-09-16

$Oracle(ORCL)$ is building its flywheel. How does it work?

TikTok’s U.S. user data will continue to be hosted by $Oracle(ORCL)$ on servers in Texas, under the extended Project Texas framework. This arrangement ensures strict physical isolation and independent third-party audits, reinforcing Oracle’s strategic role in U.S. data security.

Ownership of TikTok’s U.S. operations will now be 80.1% held by U.S. entities:

  • Oracle & Walmart consortium: 40%

  • U.S. private equity firms (e.g., Blackstone, Silver Lake): 30%

  • Existing international investors: 10.1%

  • ByteDance: reduced to 19.9%

This structure satisfies U.S. regulatory requirements while avoiding a complete technical split. TikTok U.S. will also establish an independent board with a U.S.-government–approved “national security director,” and Oracle, alongside academic partners, will gain real-time access to TikTok’s algorithm code and updates.

Larry now becomes the second billionaires now, surpassing $Meta Platforms, Inc.(META)$’s Zuckerberg.

👉 Positive for Oracle: The deal cements Oracle’s pivotal position in data hosting and algorithm oversight, boosting its reputation as a trusted U.S. partner in tech governance—potentially lifting its stock price further.

❓ With tighter oversight on TikTok’s algorithm and user data, is this a bearish signal for Meta’s dominance in U.S. social media?

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  • Venus Reade
    ·2025-09-16
    这就是了。每个人都在说这是世纪的机遇。所有科技公司的首席执行官都说我们才刚刚进入第一局

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  • SiliconTracker
    ·2025-09-16
    Algorithm crackdown may push users back to Insta, Meta's nightmare lah
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  • popzy
    ·2025-09-16
    This partnership certainly positions Oracle as a key player.
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  • Enid Bertha
    ·2025-09-16
    oracle is not getting tik tok... stop the cap

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