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How Oracle’s AI-Fueled Debt Load Has Investors On Edge

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March 10, 2026

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The race to build an AI ecosystem has propelled massive investments and brought the most unlikely players to the table. Oracle, the legacy enterprise software company launched in 1977 by co-founder Larry Ellison is one of them. It’s undergoing a massive transformation. Best known for its software database business, Oracle is now doubling down on AI cloud computing, but the jury is still out on whether Oracle will prove to be a winner. CNBC's Seema Mody has the story.

Produced by: Erin Black

Reporter: Seema Mody

Edited by: Andrea Miller

Animation: Jason Reginato, Christina Locopo

Senior Director of Video: Jeniece Pettitt

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Can Oracle Deliver On Its AI Promise?

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How Oracle’s AI-Fueled Debt Load Has Investors On Edge · CNBC Television · Sentinel