TikTok JV valued at $14B, and Oracle has 1/4 equity, so...

来源: 2026-01-18 10:33:46 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

There is zero near term financial impact or benefit to Oracle.

The long term benefit is if OpenAI can monetize the TikTok US data and significantly grow the JV valuation. If they succeed in that, the impact will be pretty significant, but that will take 2-3 years at minimal.