The filing noted that Oracle recorded “non-marketable debt investments and equity securities and related instruments” of $2.2 billion, with the “substantial majority” of these investments allocated to TikTok USDS Joint Venture LLC. Oracle owns a 15% stake in the entity and holds a seat on its board, alongside other major investors including Silver Lake and Abu Dhabi’s MGX, each with 15%. ByteDance retains just under 20% of the U.S. venture.
The U.S. joint venture emerged after a national security law signed in 2024 required ByteDance to divest TikTok’s U.S. operations, under threat of a nationwide ban. President Donald Trump approved the divestment via executive order in September, with Vice President JD Vance valuing the business at $14 billion. Adam Presser was named CEO of the new TikTok U.S. entity in January.
Under the new ownership structure, Oracle now hosts all U.S. TikTok user data and serves as the company’s security provider, tasked with independently monitoring and safeguarding operations in the United States, according to a White House memo.
The transition has faced technical challenges. In January, TikTok cited a power outage at one of its Oracle-hosted data centers for a series of service disruptions and content glitches, pushing back against claims of political censorship. Earlier this month, the joint venture acknowledged another temporary disruption on X (formerly Twitter), attributing it to issues at an Oracle data center. TikTok said creators might experience lags in posting content, but service was fully restored within three days.
Oracle’s disclosure underscores the company’s central role in both the operational and security framework of TikTok’s U.S. operations, a venture closely watched by regulators and investors amid ongoing concerns over data privacy and national security.