Core Viewpoint - Oklo's stock has experienced a decline following a previous surge, primarily due to profit-taking by investors and increased competition from geothermal energy solutions [1][3][7]. Group 1: Stock Performance - Oklo's shares closed lower on both Monday and Tuesday after a significant rise last week, with a current decline of 4.8% as of 11:35 a.m. ET [1][6]. - The stock reached a peak of $105.31 last Friday, a level not seen since early December, indicating a potential profit-taking phase by investors [3][6]. Group 2: Market Dynamics - The decline in Oklo's stock is attributed to two main factors: profit-taking after the stock's rise and the emergence of geothermal energy as a competitive alternative for data center operators [3][4]. - Ormat, a geothermal specialist, has signed a 20-year power purchase agreement with data center operator Switch, which may reduce Oklo's market opportunities in this sector [4]. Group 3: Investment Outlook - Despite the recent stock decline, the fundamental bullish case for Oklo remains unchanged, as geothermal power is geographically limited, making it less viable for many data center locations [7]. - Analysts suggest that investors who were previously bullish on Oklo should maintain their stance, as the long-term outlook has not been negatively impacted [7].

Over a century since its first use in Italy, geothermal power provides less than 1% of global electricity. In the coming year, that figure could surge https://t.co/dgrNd4fZSZPhoto: Fervo Energy https://t.co/q8RkLfStU6 ...

Geothermal Energy Potential - Geothermal energy currently accounts for less than 1% of global and American energy consumption [1] - Researchers predict geothermal power could nearly triple the current output of America's nuclear power plants by 2050 [1]

Clean Energy & Data Centers - Geothermal power offers continuous clean energy supply [1] - Geothermal energy is well-suited for the constant power demands of data centers [1]

Funding - Rodatherm Energy 完成 38 million 美元的 A 轮融资 [1] Technology & Strategy - 公司计划建造一个闭环地热发电厂 [1] - 该发电厂将使用制冷剂将热量转移到地表 [1] Company Overview - Rodatherm Energy 从隐身模式中出现 [1]

Core Insights - Google's data centers have seen a dramatic increase in electricity consumption, more than doubling from 14.4 million megawatt-hours in 2020 to 30.8 million megawatt-hours in 2024, indicating a growth of over 113% in just four years [1][2][5] - Data centers are responsible for 95.8% of Google's total electricity usage, highlighting the significant impact of this segment on the company's overall energy consumption [2] - The company's power usage effectiveness (PUE) has improved only marginally over the past decade, reaching 1.09 in 2024, suggesting that further efficiency gains may be challenging to achieve [6] Energy Strategy - Google is committed to using only carbon-free electricity sources, which has led to substantial investments in various energy technologies, including geothermal, nuclear fission, and fusion [7][10][15] - The company has made significant renewable energy purchases, including 600 megawatts of solar capacity in South Carolina and 700 megawatts in Oklahoma, as part of a broader $20 billion investment in carbon-free power plants [11][12] - Currently, about 66% of Google's data center electricity consumption is matched to the hour with carbon-free sources, but there are regional disparities, with Latin America achieving 92% while the Middle East and Africa only reach 5% [14]