Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang told Joe Rogan that the future of artificial intelligence won't be constrained by chips but by electricity — and he expects tech giants to start powering their data centers with their own nuclear reactors. Huang Says AI's Growth Hinges On Solving The Energy Crunch In an episode of "The Joe Rogan Experience," Huang said the rapid expansion of AI is ru ...

A startup aiming to build thousands of small nuclear reactors has raised $130 million from investors including Palmer Luckey. https://t.co/b70Ss1Be7y ...

Nuclear Energy Startup Ollo Analysis - Ollo 被描述为一家没有收入的 200 亿美元（$20 billion）的核能初创公司 [1] - GE Vernova 认为 Ollo 的技术是空中楼阁，可能要到 2040 年才能实现小型核反应堆 [2] - 报告讨论了 Ollo 在未来六到七年内可能进行的非商业活动 [4] - 即使 Ollo 成功，其技术也无法达到 GE Vernova 的规模 [4][5] Investment Strategy - 建议出售所有 meme 股票和没有收入的公司股票 [6] - 警告投资者注意内幕人士抛售和可转换债券 [7] - 市场被认为类似于 2021 年或 2000 年 [6][7] Market Dynamics - Sheova 是唯一一家实际在建造核电站的公司，同时也在发展风能和天然气涡轮机 [3] - 报告提到了 hyperscalers 对核能的兴趣 [3] - 报告指出，一只股票在消息公布后上涨了 500%，大约有 13% 的空头 [4]

Core Viewpoint - The article discusses the challenges and skepticism surrounding Ollo, a nuclear startup valued at $20 billion but currently without revenue, highlighting concerns about its viability and scalability in the nuclear power sector [1][4][5]. Group 1: Company Analysis - Ollo is described as a nuclear startup with significant backing, including involvement from notable figures, yet it faces criticism for lacking revenue and realistic operational timelines [1][4]. - The company has seen a dramatic stock price increase of 500%, but there are concerns about its short interest of approximately 13% [4]. - The potential for Ollo to achieve non-commercial operations in the next six to seven years is mentioned, but doubts remain about its ability to scale effectively [4][5]. Group 2: Industry Context - GE Vernova is identified as a leading player in the nuclear power industry, emphasizing that many claims about new nuclear technologies may be overly optimistic, with operational timelines pushed to the late 2020s or beyond [2][5]. - The discussion highlights the importance of scale in nuclear power, with references to established projects like Diablo, contrasting them with Ollo's current capabilities [5]. - The sentiment in the industry suggests a cautious approach to investing in companies without revenue, with a recommendation to sell stocks of firms that are not yet commercially viable [6][7].