Overview
- An investment column profiles Oklo, which is designing small modular reactors to power AI data centers.
- The piece notes that the company has no operating reactors and lacks regulatory approval to sell them.
- The writer flags a roughly $12.5 billion market value as lofty for a business yet to prove its technology and economics.
- Bank of America is cited projecting a $10 trillion nuclear market by 2050, with a trillion‑dollar outcome framed as possible only if Oklo captured 10% of that market.
- Using Oklo’s stated prices, a 75‑megawatt unit running nonstop at $40 to $90 per megawatt‑hour could generate about $26 million to $59 million in yearly revenue.