NVIDIA Partners with Oklo, LANL on Nuclear-Powered AI Factories; Shares at $202.50 (+1.31%)
NVIDIA announced a strategic partnership with Oklo and Los Alamos National Laboratory to develop nuclear-powered AI factories, integrating AI for nuclear fuel R&D and data center grid reliability. The April 23 collaboration sparked Oklo shares up 6.1% to $76.80 and 7.9% pre-market, NVIDIA to $202.50 (+1.31%), with GE Vernova +3.7% and NuScale -3.7%; HSBC initiated Oklo buy at $96 target. April 24 details emphasized physics-based AI models for Pluto reactor fuels, bolstering long-term GPU demand amid upcoming earnings: NuScale (May 7), Oklo (May 12), NVIDIA (May 20).