TikTok Strikes Deal to Hand Significant Control of U.S. Operations to American Investors
TikTok 同意将美国业务控制权移交给美国投资者
TikTok 已达成一项协议，将其美国业务的重要控制权移交给一组美国投资者，标志着与美国政府围绕国家安全问题持续多年的博弈接近尾声。根据字节跳动首席执行官周受资在一份内部备忘录中的说法（该备忘录被《TechCrunch》查阅），该交易将成立一个“新的 TikTok 美国合资企业”，对 TikTok 在美国的所有权和治理结构进行重组。新成立的实体名为 TikTok USDS Joint Venture LLC，将全面负责该应用在美国的运营。备忘录显示，包括甲骨文（Oracle）、科技私募股权公司银湖资本（Silver Lake），以及专注于人工智能的阿布扎比投资公司 MGX 在内的美国投资者财团，将共同持有美国业务 45% 的股份。TikTok 的母公司字节跳动将保留接近 20% 的股权，其余股份预计由其他现有投资者持有。该交易预计于 2026 年 1 月 22 日完成。
TikTok has reached an agreement to transfer substantial control of its U.S. business to a group of American investors, bringing an apparent end to a years-long standoff with the U.S. government over national security concerns.
According to an internal memo from ByteDance CEO Shou Chew, reviewed by TechCrunch, the arrangement will create a “new TikTok U.S. joint venture” that restructures ownership and oversight of the platform’s American operations. The deal establishes a new entity named TikTok USDS Joint Venture LLC, which will assume responsibility for the app’s core functions in the United States.
Under the terms outlined in the memo, a consortium of American investors—including cloud computing giant Oracle, technology-focused private equity firm Silver Lake, and MGX, an Abu Dhabi-based investment firm specializing in artificial intelligence—will collectively own 45% of the U.S. business. ByteDance, TikTok’s China-based parent company, will retain a nearly 20% stake. The remaining ownership is expected to be distributed among other existing investors.
The new joint venture will oversee critical areas such as data protection, algorithm security, content moderation, and software assurance. Oracle is designated to serve as the “trusted security partner” once the transaction is completed, with responsibility for auditing and validating compliance with U.S. national security requirements. A separate trusted security partner will also be tasked with ensuring adherence to the agreed National Security Terms.
The deal is scheduled to close on January 22, 2026, according to the memo. Axios first reported the agreement, while CNBC had earlier identified Oracle, Silver Lake, and MGX as the likely core investors.
The structure of the agreement closely mirrors language used in an executive order signed by President Donald Trump in September, which approved the sale of TikTok’s U.S. operations to an American-led investor group. For years, U.S. officials have pressed ByteDance to separate TikTok’s American business from its Chinese ownership, citing concerns that user data or the app’s recommendation algorithms could be influenced by the Chinese government.
Until now, ByteDance had offered few concrete details about how it planned to comply, stating only that it would follow U.S. law to ensure TikTok’s continued availability for American users. This deal appears to represent the most significant step yet toward addressing those concerns, potentially securing TikTok’s future in the U.S. market while reshaping how the platform is governed and monitored.
