Oracle (NYSE: ORCL) has a real chance at closing a deal to acquire TikTok's U.S. operations, Trip Chowdhry, an analyst at Global Equities Research, believes. The view is contrary to the prevailing view that Microsoft (NASDAQ: MSFT) will buy the assets to satisfy Trump administration pressure on TikTok owner ByteDance to sell the operations or risk a permanent ban.

Earlier this morning, Bloomberg reported that Oracle Corp. is weighing a potential bid for part of TikTok’s business. Oracle has approached the venture capital firm Sequoia Capital to explore options and potentially make a bid for the app’s operations in the U.S., Canada, Australia and New Zealand.

According to Chowdhry, Oracle’s Gen 2 Cloud could help the tech giant seal the deal for TikTok. More specifically, Spartan Cloud Security Chip in Oracle’s Gen 2 Cloud is "an Architectural breakthrough that gives ORCL Gen 2 Cloud a 2 to 3 year Technology lead," Chowdhry wrote today.

He believes that Oracle has “the most advanced Modern Gen 2 Cloud,” which is technologically superior to both Microsoft’s Azure and Amazon’s AWS.

Moreover, he argues that Oracle has the financial power to pull off a deal for TikTok, in addition to the fact that the company controlled by Larry Ellison is "not a convicted monopolist," which he notes cannot be said for Microsoft (NASDAQ: MSFT).

TikTok was downloaded 315 million times in the first quarter of 2020. The app has more than 800 million active users while total downloads exceeded 2 billion. The company generated revenue of $5.6 billion in the first quarter of this year alone.