Artificial Intelligence Needs Nuclear Energy, and Oklo Could Deliver It
2026-01-18 14:05:00 ET
Any investor paying attention to the news knows: the rapid growth of artificial intelligence (AI) will need exorbitant amounts of power, and many electricity grids were simply not built to accommodate these demands.
Still, familiar as that scenario is, the amount of power that future AI is projected to need is simply staggering. The International Energy Agency (IEA) estimates that global electricity consumption from data centers could more than double to around 945 terawatt hours (TWh) by 2030.
In short, the U.S. is going to need power, and lots of it, to keep scaling AI aggressively. Plenty of start-ups have answered that call with novel energy technology, like fuel cells. But one company already has more than a foot in the door: the advanced nuclear company, Oklo (NYSE: OKLO) .
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