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

틱톡 미국 법인이 수 기가와트 규모의 컴퓨팅 용량 확보에 나서면서 오라클의 클라우드 인프라 수요 확대 기대가 부각됐습니다.

AI CATALYST SCORE68 / 100Score computed by Sentinel V12

REFERENCE PRICENot measuredReference entry price at analysis time

ANALYSIS HISTORY

ORCL Analysis History (Last 30 Days)

Diagnosed At	Ticker	AI Score	Tier
2026-10-23 15:48:07	ORCL	68	Mid	View Report →
2026-10-23 12:27:29	ORCL	62	Mid	View Report →
2026-10-19 14:59:01	ORCL	68	Mid	View Report →

RELATED REPORTS

Diagnosed At	Ticker	AI Score	Tier
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2026-10-24 09:13:23	IBTA	25	Row	View Report →
2026-10-24 09:12:53	IBTA	40	Row	View Report →
2026-10-24 05:57:27	HPE	35	Row	View Report →
2026-10-23 23:38:18	AMZN	82	Mid	View Report →
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2026-10-23 22:38:53	WULF	68	Mid	View Report →
2026-10-23 20:16:02	AAPL	62	Mid	View Report →
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2026-10-23 19:11:17	NOK	55	Mid	View Report →
2026-10-23 18:21:43	NVDA	45	Mid	View Report →
2026-10-23 17:54:42	ACN	35	Row	View Report →
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2026-10-23 16:42:26	PANW	65	Mid	View Report →
2026-10-23 15:48:04	PENG	60	Mid	View Report →
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2026-10-23 14:52:25	NVDA	35	Row	View Report →
2026-10-23 14:11:03	AAPL	62	Mid	View Report →
2026-10-23 14:06:30	AMZN	45	Mid	View Report →
2026-10-23 13:31:46	CRWV	40	Row	View Report →
2026-10-23 13:08:10	INTC	45	Mid	View Report →
2026-10-23 12:58:17	AAPL	45	Mid	View Report →
2026-10-23 12:27:06	INTC	62	Mid	View Report →
2026-10-23 12:06:55	MXL	68	Mid	View Report →