In the accelerating race to power artificial intelligence, Oracle finds itself in the paradoxical position of a company whose success has outrun its own capacity to deliver it. The company's cloud infrastructure business grew at triple-digit rates, a testament to the genuine and urgent hunger enterprises feel for AI computing power, yet the stock market responded with measured restraint — not from doubt about the demand, but from a clear-eyed recognition that building the physical world fast enough to meet a digital one is among the oldest and hardest challenges in commerce. Oracle's story thi