The MIT Technology Review reports that data centers already consume 4.4% of all the electricity generated in the U.S. and that artificial intelligence (AI) will require as much electricity as 22% of all American households combined by 2028. To solve that power crunch on the horizon, the United States has been focusing on nuclear power. The Department of Energy has set a goal to triple American nuclear energy production by the middle of the century. And all those nuclear reactors both operating and plann ...

For the first time ever, the US military just airlifted a nuclear reactor across three states. It appears to be part of President Trump's push to ramp up nuclear power. So that's the why.But how did they do it. Well, it took three massive C17 planes that carried the unfueled reactor from a base in California to Utah. Supporters of the endeavor say these next generation reactors deliver more reliable energy, particularly in remote locations.Critics, however, say the whole thing is largely untested and that t ...

Berlin’s nuclear bomb debate has suddenly moved onto territory that would have been unthinkable not long ago. Why not atomic power too? asks @hoyer_kat (via @opinion) https://t.co/agWtqUj2tR ...

New US nuclear power plants will need a lot more fuel if they eventually get built, writes @willwwade https://t.co/knwkv5j5WM ...

The reactor’s journey to Utah from California is part of the Trump administration’s push for more nuclear power. https://t.co/hNcEgDr7DZ ...

We need data centers in spaceFormer Google CEO Eric Schmidt:“We’re running out of electricity. I testified in congress we need 92 gigawatts more power, the average nuclear power plant is 1.5 gigawatts, you see the problem” https://t.co/Q25hTLcvvD ...

Taiwan has reiterated its support for nuclear power as the world’s chipmaking hub looks to secure a stable electricity supply https://t.co/V0rgv0ySb7 ...

The most important developments are taking place among the continent’s two existing nuclear powers https://t.co/rxoUWJUcH3 ...

Core Thesis - Oklo Inc. is positioned to capitalize on the increasing energy demands driven by the rapid expansion of artificial intelligence data centers, making it a notable player in the nuclear energy sector [2][4]. Company Overview - Oklo Inc. develops advanced fission power plants aimed at providing clean, reliable, and affordable energy at scale in the United States [2]. - The company's technology includes the Aurora and Pluto reactors, as well as Atomic Alchemy's VIPR technology, which are designed to meet rising energy needs efficiently and sustainably [3]. Market Position and Growth Potential - Wedbush has maintained an Outperform rating on Oklo with a price target of $150.00, citing the projected tenfold increase in AI computing power by 2030 as a significant driver for nuclear energy solutions [2]. - The convergence of AI-driven energy demand and Oklo's innovative nuclear solutions positions the company for substantial growth, as the market is still in the early stages of recognizing its transformative potential [4]. Investment Opportunity - Oklo presents a compelling investment opportunity with multiple catalysts, including reactor milestones and increasing industry recognition, aligning with the decarbonization of energy-intensive sectors [5]. - The company's inclusion in Wedbush's "IVES AI 30" list highlights its potential as a key contributor to the broader adoption of nuclear power over the coming decade [3].

Company Overview - Energy Fuels Inc. (NYSE:UUUU) is involved in the exploration, development, and sale of uranium properties, while also producing vanadium, rare earth elements, and heavy mineral sands such as ilmenite, rutile, zircon, and monazite [3]. Market Sentiment - Jim Cramer recently highlighted Energy Fuels during a segment, expressing skepticism about the stock's performance and suggesting it is not a favorable investment choice, particularly in the context of nuclear power [1][3]. - Cramer noted that while he believes in the potential of nuclear power, he does not foresee a near-term renaissance for the industry, indicating that it could take a decade to build new nuclear plants in the U.S. [3]. Stock Performance - Energy Fuels has seen a significant increase in its stock price, reportedly up over 215% for the year, despite concerns about its financial performance and valuation [3]. - Cramer described Energy Fuels as a company that is "great at both losing money and hitting the 52-week high list," which raises questions about its sustainability and future growth [3]. Competitive Landscape - Cramer recommended GEV as a better investment in the nuclear sector, indicating that it is ahead of its competitors [1]. - He also mentioned Westinghouse, owned by Brookfield, as a strong company in the nuclear space, further emphasizing the competitive dynamics within the industry [1].