Oklo Inc.

Rising AI adoption is driving massive energy demand from data centers, positioning nuclear energy—particularly small modular reactors (SMRs)—as an ideal solution. NuScale Power and Oklo are two early-stage SMR companies positioned to benefit from this trend, though both face regulatory hurdles and commercialization risks. Major investment ban...

Oklo is developing advanced fast reactors designed to utilize the U.S.'s accumulated 100,000 metric tons of spent nuclear fuel, potentially reducing waste and expanding domestic fuel supplies. The company is investing $1.7 billion in a Tennessee fuel recycling facility and has major projects underway, including a 75-MWe reactor at Idaho National ...

SpaceX plans to launch orbital data centers by 2027 to address AI's massive energy demands, but NuScale Power's small modular reactors (SMRs) may offer a more feasible and proven alternative. With data centers projected to consume 9% of U.S. electricity by 2030, NuScale's SMRs require less land, shorter construction times, and can be co-located d...

Nuclear energy stocks experienced significant volatility in the first half of 2026 after surging in 2025. While Oklo and NuScale Power have declined sharply due to lengthy development timelines, Cameco stands out as a mature company positioned to benefit from growing uranium demand and its stake in Westinghouse. The article recommends Cameco as t...

NuScale Power, a small modular reactor (SMR) developer, has seen its valuation drop from $20 billion to below $4 billion following project delays. However, the article suggests significant upside potential if the company secures a power purchasing agreement by end of 2026 for its major 6-gigawatt SMR project. Growing AI data center demand and a p...