If the nuclear start-up can pull off a successful prototype, its options could be limitless. But that's a big "if."Shares of nuclear start-up Oklo (OKLO 4.20%) have fallen more than 20% from their highs, but they're still up more than 550% year to date.At these prices, the company is valued at about $20 billion -- and it hasn't even produced a working nuclear reactor yet!Although it's a risky bet, an investment in this speculative company could still set shareholders up for life. Here's how. Oklo is combini ...

The late September dip erased more than $4 billion in value. It's no big deal.Investors who bought shares of Oklo (OKLO 12.66%) before its stock surged 50% in mid-September were probably thrilled when share prices of the nuclear reactor start-up hit $142 on Sept. 23.They -- along with anyone who jumped in on Sept. 23 -- probably weren't feeling quite so festive at the end of that week. The company's shares crashed below $111 on Sept. 26. They've risen a bit since then, but it's fair to ask whether the compa ...

Core Insights - OpenAI achieved its first billion-dollar revenue month in July, highlighting the growing demand for AI technology and the potential for further earnings if resource constraints are addressed [1] - The primary challenge for OpenAI's scalability is access to sufficient computing and electric power, which is critical for running data centers [3][5] - Oklo, a startup proposing small modular nuclear reactors (SMRs) for data center power, may be positioned to capture a significant share of the future investments in energy solutions for AI companies [6][9] Group 1: OpenAI's Current Situation - OpenAI's CFO, Sarah Friar, indicated that the company is "constantly 'under compute'" due to high demand for GPUs and computing power [3] - The company is exploring new methods to enhance data center efficiency and power supply, as existing electricity sources are becoming increasingly utilized [4][5] Group 2: Oklo's Innovative Solution - Oklo's approach involves using small modular nuclear reactors, which require less space compared to traditional nuclear facilities, making them a viable option for powering data centers [6] - The partnership between Oklo and engineering firm Vertiv aims to develop cooling systems for data centers powered by onsite SMRs, addressing both power and cooling needs [6] Group 3: Competitive Advantage and Future Outlook - Oklo has existing connections with OpenAI, potentially giving it an advantage in securing investment once its technology is proven [7] - The company anticipates having a working prototype by 2026 or 2027, which could lead to significant investment opportunities from AI companies like OpenAI [9]