Oklo Isn't Exactly an AI Stock. Here's Why I Love It Anyway.

Oklo, a small modular reactor (SMR) nuclear energy company, is positioned to benefit from massive AI industry electricity demands. With $7 trillion expected to be spent on data center infrastructure, nuclear energy is experiencing renewed interest as an ideal clean power solution. Oklo differentiates itself by marketing directly to AI companies rather than utilities, and has already secured deals with Meta. However, the company remains speculative pending regulatory approval and real-world demonstration of its technology.