Their designs and factories have gotten the go ahead by the US GOV for every application they’ve put in. I think the gov picked the company they want to back and won’t let them fail (like INTC). I like OKLO over SMR mot only due to their share of gov contracts, but becuase OKLO has multiple tendrils outside of mini reactors regarding energy recycling and the acquisition/mining of fuels. I also think Nuclear is the only logical solution to our energy problems, we’ll never end fossil fuels but all these data centers can’t just get added to our current power grid, that’s where I feel SMR’s truly shine.

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Lithium batteries no longer needed according to market. Texas grid says otherwise.

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On tradingedge - was a super long thing regarding how right now there’s an emphasis on where the power we need is going to come from but soon we’re going to start looking at how it’s going to be supplied and that the US’s power grid is out of date and in need of a major overhaul etc

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Yall look into power grid modernization? PLPC, POWL, PRIM, ENS lotta upside potential that the market hasn’t quite priced in imo

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Tech companies are doing circular investments in each other. It is just like the dot com bubble in that regard. As a software engineer, it’s quite obvious that AI has value but not the hyped promises coming out of tech exec mouths. AI won’t go away but some of these companies will. Open AI is spinning and desperate. They can’t pay for 40 percent of memory production. They are trying to create a monopoly in data center and it’s just going to cause pullback on spending unless you have to. Some computer companies will have supply issues. Wall Street hasn’t priced in the nand and ram price hikes with Dell, hp, hpe, Lenovo, Apple, Samsung, etc. Two stupid things happened during the dot com crash. Crazy spending on laying dark fiber which didn’t work out. Crazy anticipation on network and server equipment that wasn’t sustainable. Mapping to today, we have crazy power grid expansion plans including nuclear plants and other things. We have crazy preorders for ram and storage as well as gpu and fab time. If demand drops, it could hurt Intel and Samsung badly, weaken nvidia and tsmc, and put amd in a weird spot. Nvidia, amd, Intel, Qualcomm and OpenAI are all interconnected through investments now. This doesn’t even take into account tariffs or investments in the US for fabs.

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gov subsidies, maybe? - US Gov already said they support/endorse nuclear. further, said if datacenter usage results in additional capacity for nuclear the plants will be hooked up to the US grid. and - whats the usage of datacernters anyway, multiples of major cities? what's the cost of that in oil? seems payback period will be relatively low. wind/solar? hahahahaha 'sorry folks the entire US is shutdown because of cloudy weather'. do your thing on this one -- im bullish asf on nuclear. disclaimer: i bagged out on OKLO at 10x. Goodluck!

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The chart you are looking at is energy use which relates to heating and transport, Scroll down to the next paragraph and you will see the electricity grid use.

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That's their annual grid output, not their actual usage

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The entire New York power grid comes from directly from Canada

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he has said some very very important things in his interviews. and what i have noticed, is the guy is following through with what he says. he has been super bullish on AI/data centers (talking about hooking them up to national grid in cases of excess) and yet the market is bearish on AI/data centers -- makes no sense. My view is he sees AI (and to a lesser extent rare earths \[as an extension of ai\]) as the battleground between Chyyyynuh and the US. And we all know how he feels about Chyyyynuh.

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