While Oracle’s cloud-infrastructure business is growing rapidly, a massive $95 billion spending plan and a physical bottleneck in data-center deliveries are giving investors pause.

Source: [MarketWatch](https://www.marketwatch.com/story/oracles-stock-is-seeing-its-worst-run-in-a-quarter-century-as-this-key-ai-debate-rages-on-49b3e9ed?mod=mw_rss_topstories)

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