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Oklo

Featured in 11 tracked stories · first seen

Situations

[ACTIVE] [TECHNOLOGY] [US] [DE] [GB]

AI infrastructure expansion: energy, grid, and resource use

33 clusters · 286 sources · last updated

Latest: AI data centers drive massive energy and water demand

AI-driven workloads continue to drive a rapid expansion of data-center capacity, fueling an “energy supercycle” characterized by sustained investment in power generation, transmission, and storage. Global electricity con

[ACTIVE] [BUSINESS] [US]

Oklo completes reactor build and reports first revenue

7 clusters · 11 sources · last updated

Latest: Oklo Inc. faces stock volatility amid microreactor development

In August 2026, Oklo Inc. reached a major technical milestone when its Groves Isotope Test Reactor in Lockhart, Texas, achieved first criticality on August 6. This controlled, self-sustaining nuclear chain reaction occur

[ACTIVE] [BUSINESS] [US] [CA]

Bloom Energy competition in AI data center power

8 clusters · 24 sources · last updated

Latest: Bloom Energy to join S&P 500 amid AI energy demand surge

By early September 2026, Bloom Energy’s growth continues to be driven by the high demand for electricity to support artificial intelligence infrastructure. The company’s solid oxide fuel-cell systems, often referred to a

[QUIET] [TECHNOLOGY] [US] [TW] [AT]

AI expansion drives global surge in energy and nuclear needs

8 clusters · 56 sources · last updated

Latest: Data centre growth drives surge in power infrastructure demand

The rapid expansion of artificial intelligence continues to drive a massive surge in electricity demand, transforming energy stocks into AI growth plays. The International Energy Agency notes that global data-center dema

[QUIET] [BUSINESS] [US] [GB] [PL]

Global SMR expansion amid market value collapse

31 clusters · 70 sources · last updated

Latest: NuScale Power and Oklo navigate small modular reactor market shifts

SMR activity continues to expand globally, with the Czech Republic deepening its Rolls-Royce partnership and South Korea cooperating on technology. In the UK, Great British Energy is pursuing a £1.08 billion procurement

[QUIET] [BUSINESS] [CA] [US]

Nuclear energy sector market activity

3 clusters · 4 sources · last updated

Latest: Nuclear and hydrogen energy stocks see increased market interest

The nuclear energy sector remains characterized by a distinction between fuel providers and reactor technology developers. Major fuel suppliers include Cameco, which recently reported quarterly revenue of $573.06 million

[QUIET] [BUSINESS] [US]

X-Energy small modular reactor development

2 clusters · 4 sources · last updated

Latest: X-energy to receive up to $1 billion for Texas reactor project

X-Energy is positioning itself as a competitor in the small modular reactor (SMR) market, utilizing pressurized helium gas as a coolant for its XE-100 reactor design. While the company has faced recent financial volatili

[QUIET] [BUSINESS] [US] [GB] [CA]

Bloom Energy expands AI power supply, posts record Q2

34 clusters · 70 sources · last updated

Latest: LS ELECTRIC to supply $34.26 million in distribution solutions to Bloom Energy

Bloom Energy’s solid‑oxide fuel‑cell business continued its rapid growth in 2026, posting a record second‑quarter revenue of $1.07 billion—a 165% year‑over‑year increase—and raising its full‑year outlook to $3.9–$4.2 bil

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