Oracle has had no problems getting access to high-speed chips needed for new data centers. CEO Safra Catz says on a call with analysts that the company is “very good” in its graphic processing unit access and capability. Instead, the bottleneck in building data centers is physical infrastructure. Co-founder and CTO Larry Ellison says on the call that “the long pole in the tent is actually building the structure, connecting the electricity and connecting the communication links.” The software company has been trying to build new data centers at lightning speed to match surging AI-related demand.