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The nuclear energy sector is no longer just a relic of the past. It is staging a quiet but powerful comeback, fueled by the insatiable power demands of artificial intelligence and the global need for reliable clean energy. Unlike intermittent sources like solar or wind, nuclear power delivers consistent output, twenty-four hours a day. That reliability is exactly what tech giants such as Microsoft, Amazon, and Google now require as they pour billions into building out their AI infrastructure. These companies are no longer just experimenting with nuclear, they are signing long-term deals to secure it.
At the center of this movement is Oklo, a next-generation nuclear company developing compact reactors known as Aurora. These units are built to be efficient, scalable, and most importantly, “fueled by recycled nuclear waste”. Backed by OpenAI’s Sam Altman, Oklo is pursuing a model that bypasses traditional nuclear limitations. Instead of constructing massive plants over a decade, Oklo is designing modular reactors that can be deployed quickly and generate up to 75 megawatts—ideal for data centers, military bases, and industrial hubs.
The company’s approach has drawn serious investor attention. On July 22 they entered into a power and cooling partnership with Vertiv. Vertiv provides the cooling infrastructure for data centers. Their collaboration aims to integrate Oklo’s nuclear power with high efficiency cooling systems, creating a vertically aligned energy solution for the AI era. **See the press release below.
Oklo’s rise is not just about technology; it is about positioning. A 14-gigawatt demand pipeline gives the company long-term growth visibility. This includes a landmark agreement with data center operator Switch for twelve gigawatts of power through 2044, and a U.S. Department of Defense contract to supply energy to an Air Force base in Alaska. Add in the tailwinds from policy support, including streamlined nuclear regulations and uranium incentives from the Trump-era executive orders, and Oklo’s outlook becomes even stronger.
Still, no growth story comes without risk. Oklo remains a pre-revenue company and trades at a lofty price-to-book ratio in the mid 30’s. Competitors such as NuScale Power, which already has NRC-approved designs, and Nano Nuclear, which boasts high-level political backing, represent meaningful threats. Technical challenges remain too, particularly around scaling sodium-cooled reactor technology. Regulatory delays are always a concern in this space. Vertiv rides a steep roller coaster of up and down price per share.
Oklo has outperformed nearly every peer in its class. The stock has surged more than 700 percent in the past year, far outpacing the electric utility sector’s 19 percent gain. Analysts now have their sights set on a price target between $74 and $92 per share, signaling continued faith in the company’s upside. Investors would be wise to treat dips not as red flags, but as entry points into a company that may lead the nuclear renaissance.
** see partnership between Vertiv and Oklo below at bottom
While Nvidia made early investors rich by powering the last technological leap, the next generation of winners could be companies like Oklo, firms that do not just ride the wave of innovation but power it directly. As AI spreads into every corner of the economy, the demand for reliable, scalable energy will only grow. Oklo is building the infrastructure to meet that need. If they succeed, this stock could offer more than just power, it could deliver generational wealth for those willing to get in early.
Results are not typical. I teach methods that have made other traders’ and investors’ money, but that does not guarantee you will make money. Success in trading and investing requires work and dedication. Past performance does not indicate future results. All trading and investing carries risk.
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**Oklo and Vertiv Announce Collaboration to Advance Power and Cooling Solutions for Hyperscale and Colocation Data Centers in the United States
07/22/2025
Innovative Clean Energy Partnership Addresses Critical Data Center Power and Cooling Challenges
SANTA CLARA, Calif.–(BUSINESS WIRE)– Oklo Inc. (NYSE: OKLO), an advanced nuclear technology company, and Vertiv (NYSE: VRT), a global leader of critical digital infrastructure, today announced a collaboration agreement focused on the co-development of advanced power and thermal management solutions tailored specifically for hyperscale and colocation data centers, powered by steam and electricity from Oklo’s advanced nuclear power plants. The pilot technology demonstration is planned for the initial Oklo Aurora powerhouse.
Vertiv (VRT) and Oklo (OKLO) will collaborate on modular, energy-efficient power and cooling solutions and reference designs developed specifically to support data centers driven by nuclear power.
In response to surging data center power demand in the U.S., Oklo and Vertiv are joining forces to revolutionize data center operations through an integrated solution that co-optimizes power and cooling, with Oklo’s reliable clean energy generation and Vertiv’s specifically designed advanced power and thermal management systems. By leveraging heat from Oklo’s onsite power plant to drive Vertiv’s cooling systems, the collaboration will significantly enhance data center energy efficiency. This approach delivers resilient power for demanding AI and high-performance computing operations while reducing environmental impact. The companies will work together to produce end-to-end reference designs for data centers that use Oklo’s onsite power plants.
“This agreement is about delivering clean power, energy-efficient cooling, and infrastructure solutions purpose-built for AI factories, data centers, and high density compute,” said Jacob DeWitte, Co-Founder and CEO of Oklo. “We are developing a plant concept that leverages proven, off-the-shelf components without altering the core design of our plants. Vertiv is an expert in cooling and power innovation for data centers and critical infrastructure, so co-designing these solutions from the outset, we can create greater value and efficiency for data center and infrastructure operators.”
Vertiv CEO Gio Albertazzi stated, “Our collaboration with Oklo is an extension of Vertiv’s commitment to energy-efficient infrastructure that supports modern data center demands. As the demand for AI and high-performance computing continues to grow, nuclear energy is increasingly a discussion point for hyperscale, colocation, and other large data centers. Vertiv is committed to driving innovation with the higher cooling capacities and energy efficiencies required to support modern data centers.”
Oklo’s approach to power generation is designed to adapt quickly to market needs, offering customers more usable energy and enabling seamless teamwork between the power source and data center operations. By co-designing energy and thermal management from the beginning, and by deploying at a site adjacent to customer demand, Oklo and Vertiv will deliver a unified solution that simplifies deployment and enables improved performance and energy efficiency of data centers. These capabilities are uniquely enabled by Oklo’s role as the owner and operator of its power plants, allowing for deeper integration with customer infrastructure and greater flexibility in how and where data centers are deployed.
“This partnership shows how Oklo is thinking about how and where advanced nuclear can be deployed,” added DeWitte. “We’re enhancing what already works to meet the needs of fast-growing industries with the speed, flexibility, and direct integration that our model is built to deliver.”
This collaboration marks an important step in exploring how advanced nuclear energy can support the evolving power and cooling needs of data centers and other high-growth sectors, an increasing emphasis in Oklo’s growing customer pipeline.
About Oklo Inc.: Oklo Inc. is developing fast fission power plants to deliver clean, reliable, and affordable energy at scale, establishing a domestic supply chain for critical radioisotopes, and advancing nuclear fuel recycling to convert nuclear waste into clean energy. Oklo was the first to receive a site use permit from the U.S. Department of Energy for a commercial advanced fission plant, was awarded fuel from Idaho National Laboratory, and submitted the first custom combined license application for an advanced reactor to the U.S. Nuclear Regulatory Commission. Oklo is also developing advanced fuel recycling technologies in collaboration with the U.S. Department of Energy and national laboratories.
About Vertiv
Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv.
