Jensen Huang Says AI Needs 1,000 Times More Power. Here's Why Oklo and NuScale Power May Still Suffer.

Impact · against what's priced in

The article is largely noise for NVDA, OKLO, and SMR as it reiterates existing bull and bear theses. While it confirms massive AI energy needs, the market already discounts the actual delivery of that power for SMR players and remains skeptical of the capital commitments required to fuel Nvidia's most aggressive growth targets.

SMR+0.10

Already priced in

The price assumes

A sustained re-rating as the only NRC-certified small modular reactor capturing a share of projected 60% power demand growth