Comment by maxglute

Without US specific data warehousing requirements (~1.5B Project Texas / Oracle), TikTok can fallback to using Douyin infra... which is already scaled for billion+ users. All that might goto PRC datacentres, i.e. Huawei Cloud which exist in most continents. If anything Douyin can eliminate redundant TikTok infra costs. I've no doubt Americans is a disproportionately more profitable in terms of ARPU, it would be a huge hit, but TikTok unlikely to go in red given those factors if RoW markets still leaves ~10B, especially if PRC wants to prioritize using TikTok as portal for ecommerce with PRC exports, which as I mentioned, TikTok is not nearly aggressive with monetizing as Douyin. I can't say it's impossible, but IMO unlikely.