Oracle (NYSE: ORCL) is down 56% from its peak about a year ago. The company's stock surged after signing a $300 billion agreement with OpenAI. However, doubts emerged about whether OpenAI could fulfill its obligations under the agreement, which sent Oracle stock tumbling. Also, Oracle has had to borrow heavily to build the infrastructure to fund that deal, which could cause investors deep pain if that investment does not yield positive returns. Nonetheless, even if OpenAI falters, I do not think Oracle's debt load will derail its cloud ambitions, and here's why. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005.
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