---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40148236.md"
description: "$Oklo(OKLO.US) has been one of my longer-held investments in the #AI energy sector. I firmly believe that nuclear power is the ultimate energy solution for the future of AI. I've ridden this stock through a whole rollercoaster; I didn't sell even when it hit $193, and now it might be ready for a second takeoff!Today, April 23rd, $Oklo(OKLO.US) officially announced a strategic partnership with $NVIDIA(NVDA.US) and Los Alamos National Laboratory, further solidifying my conviction. 🧐Let's see how formidable this combination is:• #OKLO: An advanced nuclear technology company developing small modular reactors like the "Aurora Powerhouse," designed to provide clean, reliable power for AI data centers.• NVIDIA: The AI leader, directly supporting the development of nuclear-powered AI infrastructure and providing key AI models and digital twin technology.• Los Alamos National Laboratory: A top-tier U.S. nuclear research institution responsible for fuel verification and R&D.This collaboration is estimated to shorten the commercialization path for small nuclear power plants by five years, especially in critical areas like nuclear fuel verification, plutonium-bearing fuel R&D, grid reliability optimization, and leveraging AI models and digital twins to advance nuclear-powered AI infrastructure.Simply put, it's about using AI to accelerate the iteration of nuclear power technology while using nuclear power to support AI's energy demands, achieving a two-way drive.As is well known, the power consumption of AI data centers has skyrocketed from the traditional 5-10kW to 100kW+. The traditional power grid simply can't handle this demand.Nuclear power, especially small modular reactors, can provide stable, clean, and large-scale power supply. This is a necessity for AI infrastructure, not an option.Think about it: OpenAI, Microsoft, Google—these giants are all frantically expanding their AI data centers. Where will the power come from? Wind? Solar? Unreliable. Traditional thermal power? Not eco-friendly and expensive. Nuclear power is the only solution.Once NVIDIA helps solve the nuclear energy problem, its Vera Rubin platform will be in even hotter demand! 🧐Why did NVIDIA choose $Oklo(OKLO.US)? Why did #OpenAI's Sam Altman invest in $Oklo(OKLO.US)? Because it's not just hype; it's solving a real problem.In the energy infrastructure of the AI era, nuclear power will inevitably occupy a core position. This race is just beginning, the second round is coming, and new highs are only a matter of time. 🧐 DYOR 🙏"
datetime: "2026-04-23T16:43:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40148236.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40148236.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40148236.md)
author: "[敬畏交易](https://longbridge.com/en/profiles/18651772.md)"
---

# $Oklo(OKLO.US) has been one of my longer-held inve…


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## Comments (1)

- **Gary Cheung · 2026-04-23T23:06:45.000Z · 👍 1**: What about SMR then?