Oracle has emerged as one of three managing investors in the newly formed TikTok USDS Joint Venture, taking a 15% equity position alongside Silver Lake and MGX. Under the terms of the agreement, Oracle will host the joint venture’s domestic cloud environment, providing robust data privacy and cybersecurity controls for more than 200 million American users. The seven-member board will include Oracle Executive Vice President Kenneth Glueck, while Adam Presser assumes the role of CEO of the independent U.S. entity. ByteDance will retain a 19.9% stake, ensuring that U.S. operations remain majority-American owned and compliant with the executive order signed in September 2025. Oracle’s commitment to secure the content recommendation algorithm within its U.S. cloud infrastructure is designed to address national security concerns and maintain uninterrupted service for TikTok creators and advertisers in the United States.

According to ISG’s 2025 Provider Lens report, European companies are increasingly deploying Oracle Cloud Infrastructure (OCI) for AI and data-intensive workloads. The study evaluated 38 service providers across three offering areas—Professional Services, Managed Services and OCI Solutions—and named Accenture, Capgemini, Cognizant, HCLTech, Infosys, LTIMindtree, TCS, Version 1 and Wipro as Leaders in all three quadrants. Deloitte, DSP, Fujitsu, PwC and Tech Mahindra were Leaders in two quadrants each, while IBM and Reply achieved Rising Star designations. ISG highlights that Oracle’s built-in AI agents within Fusion Applications, accessible through the AI Agent Marketplace, are driving pilots into production, and that multicloud integration enables organizations to run Oracle databases on rival platforms without sacrificing performance. European IT buyers cited operational resilience, cost control and regulatory certainty as top priorities, leading them to favor providers offering in-country data centers, FinOps governance and compliance-as-a-service solutions under EU sovereign cloud mandates.