Nvidia Partners with Oklo, LANL on Nuclear R&D as Shares Dip to $198.61
Nvidia announced a research collaboration with Oklo and Los Alamos National Laboratory to deploy its digital-twin, simulation, and AI modeling tools, accelerating small modular reactor and nuclear fuel R&D for AI data-center power needs. The deal targets plutonium fuel modeling, materials science, and grid stability, validating Oklo's Aurora and Pluto designs for hundreds of megawatts of baseload power. Oklo shares surged briefly post-announcement but now trade at $70.48 (-2.79%), while Nvidia is at $198.61 (-0.48%) with a $4.8T market cap; the partnership is strategic for AI energy constraints but not an immediate financial catalyst.