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Oklo Inc.

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AI infrastructure expansion: energy, water, and waste

60 clusters · 481 sources · last updated

Latest: AI expansion faces infrastructure and labor challenges

The rapid expansion of AI-driven workloads continues to fuel an “energy supercycle,” driving massive demand for electricity, transformers, and cooling systems. Global data center electricity consumption is projected to r

[ACTIVE] [BUSINESS] [US] [SE] [AU]

GE Vernova: Infrastructure expansion and AI power demand

27 clusters · 35 sources · last updated

Latest: GE Vernova shares drop 11% amid AI infrastructure selloff

GE Vernova is capitalizing on rising electricity demand from artificial intelligence data centers by expanding its footprint in power generation, transmission, and grid modernization. In Q2 2026, the company reported a 2

[ACTIVE] [TECHNOLOGY] [US] [JP] [PH]

Small modular reactor technology development

5 clusters · 16 sources · last updated

Latest: Small modular reactors identified as strategic opportunity for Southeast Asia

Small modular reactors (SMRs) and microreactors are emerging as a significant trend in nuclear energy production. These reactors, typically capped at 300 megawatts, offer greater flexibility and potential cost savings th

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

US nuclear energy deals for technology companies

11 clusters · 54 sources · last updated

Latest: US nuclear plants undergo restarts and upgrades to meet AI demand

Constellation Energy and Vistra are competing for long-term nuclear power contracts to supply major technology companies, such as Microsoft, Meta, and Amazon, who require reliable electricity for data center operations.

[ACTIVE] [BUSINESS] [US]

Oklo and NuScale Power market volatility

2 clusters · 4 sources · last updated

Latest: NuScale Power and Oklo stocks decline amid rising Treasury yields

Nuclear energy companies Oklo and NuScale Power have faced significant stock declines driven by macroeconomic factors and financing concerns. Oklo initiated a $1 billion at-the-market equity program to raise capital, a

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