Why Oklo Is an Asymmetric AI Bet With a 'Nuclear Option'

The physical limits of the electrical grid have become a big problem for hyperscalers. Data centers are projected to consume a growing proportion of electricity in the U.S., and artificial intelligence (AI) training requires the kind of constant, reliable power that renewables cannot provide.Oklo Inc. (NYSE: OKLO) believes it has a nuclear solution. The company is developing small-scale nuclear reactors to power data centers, but this massive market opportunity comes with significant risks and the potential for heavy dilution for shareholders.Continue reading