오라클 - 줌 - 틱톡
중국과 관계있다는 회사들은 점점 더 오라클 생태계와 함께하고 있다. 오라클의 전략가가 노리는 건 무엇일까.
다음과 같은 기사가 근거가 될 수 있을까?
24일(현지시간) 월스트리트저널(WSJ)에 따르면 오라클이 틱톡을 인수하겠다고 나선 데에는 틱톡 모회사인 바이트댄스 투자자들의 지원이 있었던 것으로 알려졌다.
단순히 투자자들이 자금을 지원해준다고 인수를 할 사람은 없다. 뭔가를 노리고 하는거지.
어디일까.
Techcrunch 기사 中
The Wall Street Journal writes that Oracle will be announced as TikTok’s “trusted tech partner” in the United States. Additionally, the Journal cites that a person familiar with the matter says the deal is “likely not to be structured as an outright sale.”
Holger Mueller, an analyst at Constellation Research, told TechCrunch Oracle’s scoop of TikTok “will add plenty of load to their infrastructure service.”
“That’s what matters to them with viral loads preferred. If Microsoft gets TikTok it could boost their usage by between 2% and 5%, while for Oracle it could be as much 10%,” he said.
끝날때까진 끝난게 아니다?!
It’s uncertain how an Oracle deal will carry out or win approval from Beijing, which is clearly not happy with a forced sale. Two weeks ago, the Chinese government updated a set of trade rules that could block the export of artificial intelligence technologies such as those used to personalize TikTok’s user feeds. The revision is widely viewed as Beijing’s move to complicate TikTok’s sale and ByteDance said at the time it will “strictly abide by” the law.
Over the weekend, Reuters reported that Beijing would rather see TikTok close down in the U.S. rather than following Washington’s order to sell, which would “make both ByteDance and China appear weak in the face of pressure from Washington.”
들러리가 될 수 있는 위험이 있음에도 인수하려는 목적은 무엇일까?
After all, Oracle might end up as a minority stakeholder rather than an owner of TikTok, according to CNBC. An investment tie might just be strong enough to bind Oracle’s cloud services to TikTok, which has over 100 million users in the U.S. market alone.
techcrunch.com/2020/09/13/oracle-wins-bid-to-buy-tiktok/
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