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TikTok U.S. hunts for multiple gigawatts of computing capacity, sources tell CNBC

  • TikTok's U.S. entity is looking to secure multiple gigawatts of computing capacity, sources told CNBC.
  • One source said TikTok U.S. is looking for four gigawatts of compute power by the early 2030s.
  • A TikTok U.S. spokesperson said the company runs primarily on Oracle Cloud Infrastructure in the U.S. and Oracle will continue to be its primary cloud infrastructure provider.
Source: CNBC
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AI debt and French bonds face a stress test — why it may not be over

  • Investors are scrutinizing debt numbers behind the AI infrastructure boom as five-year credit default swap spreads widened for CoreWeave, Oracle, SoftBank Group, France and Italy.
  • AI-related bonds have been selling off as markets raise the cost of capital amid concerns of a financing crunch.
  • France’s fiscal strains are pushing default-protection costs above Italy’s, while broader credit indexes suggest the pressure extends beyond individual AI-linked borrowers.
Source: CNBC