Oklo Is Interesting, but Here's What I'd Buy Instead

2026-02-27 07:25:00 ET

Small modular reactors (SMRs) are one of the most interesting developments in nuclear technology in the last few years. These pint-size power plants miniaturize nuclear power and can be built (at least in part) in a factory.

They could be a solution to the power demands of artificial intelligence (AI), as they can theoretically be used to power data centers without putting strain on the power grid or spiking energy prices.

With the International Energy Agency reporting that its baseline projection has AI doubling its power consumption worldwide by the end of the decade, we need a solution, and we need it fairly quickly.

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