Oklo Stock Skyrockets 24% After Jensen Huang’s Nuclear Reactor Endorsement

Jensen Huang just dropped a nuclear-grade catalyst—and Oklo's stock went supercritical.

What the CEO Said

The Nvidia chief's comments on advanced nuclear power as a cornerstone for future AI infrastructure sent shockwaves through the market. Investors connected the dots instantly, seeing Oklo's compact fission technology as a direct play on the insatiable energy demands of the coming AI boom.

The Market Reacts

Trading floors lit up. The 24% surge wasn't just a bump—it was a statement. Capital flooded into the ticker, betting that the company's micro-reactors could be the power plants for the next digital revolution. It's the classic market play: find the pickaxe seller during a gold rush, or in this case, the portable nuclear core seller during an AI arms race.

Why This Matters

Forget incremental gains. This move signals a broader narrative shift. It's about hard infrastructure for a soft-powered world. As data centers morph into power-hungry behemoths, the race isn't just for faster chips—it's for the megawatts to feed them. Huang's nod throws a spotlight on the brutal economics of AI: genius algorithms are worthless without the juice to run them.

The Bottom Line

One comment from a tech titan can still move markets—proving that in finance, sometimes the hottest thing isn't a new token, but an old-school reactor getting a Silicon Valley glow-up. The smart money is now betting on watts, not just flops.

TLDR

• Oklo Inc stock surged 15.59% in recent trading with shares climbing 24% over the week
• Jensen Huang’s comments about small nuclear reactors powering AI’s future triggered the rally
• Analysts increased price targets despite company reporting increased net losses in latest earnings
• Stock has gained 342.06% year-to-date as nuclear power gains attention for AI infrastructure
• Company’s Small Modular Reactor design positions it for potential commercialization opportunities

Oklo Inc shares jumped this week after Nvidia CEO Jensen Huang made comments linking nuclear energy to artificial intelligence infrastructure. The stock gained 15.59% in the most recent session and climbed 24% over the week.

The Jensen Huang effect:

Oklo, $OKLO, is now up +24% this week after Jensen Huang said the future of AI will be powered by "small nuclear reactors."

Nuclear energy is the future. pic.twitter.com/7LbyeR3MPq

— The Kobeissi Letter (@KobeissiLetter) December 5, 2025

Huang stated that the future of AI will be powered by small nuclear reactors. His remarks came as tech companies search for reliable energy sources to power data centers. The Nvidia chief’s endorsement of nuclear technology sparked immediate investor interest in companies like Oklo.

The stock has been volatile throughout 2025. Year-to-date performance shows gains of 342.06%. Average trading volume stands at 19.6 million shares.

Oklo Inc., OKLO

Technical indicators currently flash a buy signal for OKLO. The company’s market capitalization reached $14.35 billion. These metrics show strong investor appetite for nuclear energy plays.

Small Modular Reactor Technology Draws Attention

Oklo’s business centers on Small Modular Reactor design. The technology offers a different approach to traditional nuclear power plants. SMRs are smaller and potentially easier to deploy than conventional reactors.

The company aims to commercialize its pilot reactor. Analysts see this as a key milestone for the business. Success with the pilot could open doors to broader deployment.

Energy demands from AI data centers continue growing. Tech giants need reliable power sources that don’t depend on traditional grids. Nuclear energy offers 24/7 power generation without weather dependencies.

Oklo positions itself at the intersection of AI growth and clean energy. The company’s technology could address power needs for computing infrastructure. This positioning explains some of the recent stock enthusiasm.

Financial Performance Shows Mixed Results

Recent earnings revealed an increased net loss for Oklo. The company continues spending on development and regulatory processes. These costs weigh on near-term profitability.

Insider sentiment turned negative according to recent filings. Company insiders sold shares during recent months. This activity typically raises questions about internal confidence levels.

Despite financial headwinds, analysts raised price targets. The Optimism stems from long-term potential rather than current results. Wall Street sees value in the company’s reactor technology and market position.

The stock trades based on future expectations. Investors bet on successful reactor deployment and commercial contracts. Current losses matter less than potential future revenue streams.

Regulatory approval remains a critical factor. Nuclear projects face extensive review processes. Oklo must navigate federal and state requirements before generating revenue.

The company’s average trading volume indicates high retail interest. Individual investors make up a large portion of daily activity. This creates both opportunity and risk through increased volatility.

Huang’s comments about small nuclear reactors came during discussions about AI infrastructure needs. He emphasized that traditional power sources cannot meet coming demands. Nuclear technology offers a solution to this challenge.