Tech Voices: Oracle's gross margins, Meta deal; TikTok's algorithm

[Oracle headquarter building in Bucharest. Logo of the Oracle company on a office building.]

_Seeking Alpha's roundup of statements, announcements and remarks that could impact the technology sector._

* Oracle (NYSE:ORCL [https://seekingalpha.com/symbol/ORCL]) said its AI infrastructure projects can generate gross margins of around 35%.

At its Oracle AI World conference in Las Vegas on Thursday, Oracle used a six-year, $60 billion AI infrastructure project as an example of one that would achieve a gross margin of 35%, according to Bloomberg [https://www.bloomberg.com/news/articles/2025-10-16/oracle-rallies-after-saying-ai-cloud-gross-margin-can-be-35?srnd=homepage-americas&sref=Hh2p8mzs].

Oracle signed a $300 billion, five-year AI cloud contract with OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) in September.

* Oracle (NYSE:ORCL [https://seekingalpha.com/symbol/ORCL]) also confirmed that it now has Meta (NASDAQ:META [https://seekingalpha.com/symbol/META]) as an AI infrastructure customer, according to CNBC [https://www.cnbc.com/2025/10/16/oracle-confirms-meta-cloud-deal-.html].

Oracle Co-CEO Clay Magouyrk told analysts at the company's Las Vegas event that in 30 days during the quarter, the company contracted $65 billion in new AI cloud infrastructure commitments, according to CNBC [https://www.cnbc.com/2025/10/16/oracle-confirms-meta-cloud-deal-.html].

“It was across seven different contracts from four different customers,” Magouyrk said. “None of those customers are OpenAI. I know some people are questioning sometimes, ’Hey, is it just OpenAI? The reality is, we think OpenAI is a great customer, but we have many customers.”

Magouyrk confirmed that Meta (NASDAQ:META [https://seekingalpha.com/symbol/META]) was one of the four customers.

* A leading congressman is questioning whether TikTok should be allowed to license its algorithm from China's ByteDance (BDNCE [https://seekingalpha.com/symbol/BDNCE]) after its U.S. assets are sold later this year.

"I think anytime you have [China] with leverage over the algorithm, I think that's a problem," said Rep. John Moolenaar (R-Mich.), chair of the House Select Committee on China, according to Reuters [https://www.reuters.com/world/us-lawmaker-says-licensing-deal-tiktok-algorithm-would-raise-serious-concerns-2025-10-16/].

"I just believe you have to have a new algorithm, and I don't know that you can reprogram," Moolenaar added.

Last month, the Trump administration announced that TikTok's U.S. assets would be sold to a group of primarily American investors. As part of the deal, U.S. TikTok would license its algorithm from ByteDance. The algorithm would then be retrained and managed by Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]).

ByteDance has until Jan. 20 to sell TikTok's U.S. assets or risk having the social media site shut down, Reuters added.

MORE ON ORACLE, META PLATFORMS , ETC.

* Oracle: The Beginning Of A Long Rally [https://seekingalpha.com/article/4829986-oracle-the-beginning-of-a-long-rally]
* Meta Platforms: Healthy Fundamentals, Rare Technical Setup [https://seekingalpha.com/article/4829532-meta-platforms-healthy-fundamentals-rare-technical-setup]
* Meta Platforms: Power Of The Adoption Curve [https://seekingalpha.com/article/4828643-meta-platforms-power-of-adoption-curve]
* Meta shows off its AI glasses at a pop-up store on the Las Vegas Strip [https://seekingalpha.com/news/4504965-meta-shows-off-its-ai-glasses-at-a-pop-up-store-on-the-las-vegas-strip]
* Apple executive behind AI-driven web search project to leave for Meta - report [https://seekingalpha.com/news/4504707-apple-executive-behind-ai-driven-web-search-project-to-leave-for-meta---report]