Core Insights - NuScale Power and Oklo are both innovating in the nuclear energy sector with smaller, scalable reactors, but NuScale's stock has dropped nearly 80% while Oklo's has only declined 20% since last July [1] Company Overview - NuScale produces small modular reactors (SMRs) that are 65 feet high and 9 feet wide, designed to be prefabricated and assembled on-site, which reduces construction time and costs [5] - NuScale is the only SMR manufacturer with Standard Design Approvals (SDAs) from the U.S. Nuclear Regulatory Commission (NRC) [5] - Oklo specializes in microreactors, which are smaller than NuScale's SMRs, with the Aurora microreactor generating 1.5 MWe but capable of being combined for larger outputs [7] Technology and Design - NuScale's 77 MWe SMR design has been approved by the NRC and is being used for a 462 MWe plant in Romania, as well as for a deployment of up to six gigawatts for the Tennessee Valley Authority [6] - Oklo's microreactors utilize metallic uranium fuel pellets, which are denser and cheaper to fabricate compared to the uranium dioxide fuel used in NuScale's reactors, and can operate for about a decade without refueling [8] - NuScale's modular design allows for staged fueling, enabling the entire plant to remain operational [8] Recent Developments - Oklo has commenced construction on its first Powerhouse reactor in Idaho, with a maximum capacity of 75 MWe, and has secured a government contract for a reactor at Eielson Air Force Base in Alaska [9]