Oklo Stock Surges 1,400% Amid Nuclear Power and AI Boom

Oklo's stock has skyrocketed over 1,400% in the past year, outpacing broader market gains. The next-generation nuclear power company, yet to generate revenue, continues to attract investor interest. Recent catalysts include a U.S.-U.K. partnership to fast-track nuclear facility development, pushing shares to record highs.

The rally extends beyond Oklo. Peer companies like X-energy and NuScale Power have seen gains of 297% and 189%, respectively, while nuclear component suppliers ROSE 74%. The sector's momentum stems from a perfect storm of factors—chief among them, artificial intelligence.

AI's explosive growth is driving unprecedented energy demand. U.S. data centers multiplied from 1,000 in 2018 to over 5,400 by March 2025, with hyperscale facilities leading the charge. Nuclear power, with its reliable baseload capacity, is emerging as a critical solution to power the AI revolution.