Key insights
- Oklo's stock rose following a partnership announcement with Nvidia and Los Alamos National Laboratory to advance nuclear infrastructure and AI-enabled research. The collaboration focuses on AI models for nuclear fuel R&D. This partnership boosts sentiment around Oklo, reflecting optimism about nuclear energy's role in meeting growing power demands from the AI industry and the broader clean energy transition. Nvidia's minor dip suggests limited direct impact on its stock.
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Oklo's stock is powering higher on the heels of a new partnership with Nvidia.
Shares of Oklo (OKLO) were up over 5% recently after the nuclear energy startup announced a new partnership with AI chip heavyweight Nvidia (NVDA) and the Los Alamos National Laboratory to "advance critical nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos." Nvidia shares were down about 1%.
The companies will collaborate on AI models focused on research and development for nuclear fuel technology, according to the release.
Oklo is the latest to get a lift from deepening ties with AI chipmaker Nvidia in recent months, and the agreement could boost sentiment around its stock.
"This agreement brings together reactor deployment, high-performance compute, and world-class fuel and materials science expertise,” Oklo CEO Jacob DeWitte said in Thursday's statement.
Though shares of Oklo have pulled back in recent months amid some uncertainty around the trajectory of AI, the stock has still made significant gains over the past year on optimism that the industry could benefit from growing power needs, and as tech companies look for clean energy solutions.
With this week's gains, Oklo shares are back in positive territory for 2026 and have more than tripled in value from the same time last year. Nvidia shares are up about 7% year-to-date and close to 90% over the last 12 months.
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