Oklo vs. NuScale: Which Nuclear Stock Looks Better for Patient Investors?
The Motley Fool
by newsfeedback@fool.com (James Hires)February 24, 2026
AI-Generated Deep Dive Summary
The International Energy Agency (IEA) predicts that artificial intelligence (AI) will double its electricity consumption in the coming years, creating a significant demand for innovative energy solutions. Among the proposed technologies, small modular reactors (SMRs) have emerged as a promising and compelling solution. Unlike traditional nuclear power plants, SMRs are compact, scalable, and efficient, making them ideal for powering clusters of AI data centers. Companies like Oklo and NuScale are leading the charge in developing this cutting-edge technology, offering patient investors opportunities in a growing market.
SMRs operate similarly to full-sized nuclear reactors but on a smaller scale, generating less power while requiring fewer resources and space. This makes them particularly suitable for modular deployment, allowing operators to add units as needed. The scalability and flexibility of SMRs align perfectly with the dynamic energy demands of AI-powered data centers, which often require reliable and efficient power sources. Additionally, SMRs produce zero greenhouse gas emissions during operation, making them a sustainable alternative to traditional fossil fuel-based power generation.
For investors, the SMR sector presents a unique opportunity to capitalize on the growing demand for clean energy solutions. Oklo and NuScale are two of the most prominent players in this space. Oklo is known for its advanced nuclear technology and innovative approach to reactor design, while NuScale focuses on modular reactors that can be scaled up or down based on specific needs. Both companies are making strides in addressing the technical and regulatory challenges associated with SMR deployment, positioning themselves as key players in the future of clean energy.
The potential for SMRs extends beyond AI data centers, offering a versatile solution for industries seeking reliable and sustainable power. As governments worldwide prioritize decarbonization efforts, SMRs could play a critical role in meeting both national and global energy goals. For patient investors, the long-term benefits of investing in SMR technology include exposure to a rapidly growing market, the
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Originally published on The Motley Fool on 2/24/2026