SMR News Explorer

Oklo's stock has surged as investors look to nuclear energy stocks as the next big AI trade. But the company and its competitors face several regulatory and supply-chain hurdles.

As major tech firms, including Google and Amazon, turn to advanced nuclear technologies known as small modular reactors (SMRs) in hopes of powering their AI ambitions, skeptics are raising questions about their viability, largely because no commercial SMR has been built in the US yet.

The AI conversation has been about energy all year. But a few recent developments have brought focus back to a very efficient but somewhat abandoned form of energy: nuclear.