NVDA
OKLO
The AI hunger problem
Nvidia has spent years selling the picks and shovels for the AI gold rush. Now it’s helping figure out where the gold mine gets its power. The company says it’s working with Oklo to advance nuclear-powered AI factories, a move that sounds like a Black Mirror subplot but is really about one thing: keeping giant AI workloads fed without blowing up the electric bill.
Why this matters
AI data centers are starting to act like the world’s most power-hungry apartment buildings. More chips means more servers, more cooling, and a lot more pressure on the grid. If Nvidia can help make energy supply part of the AI stack — not just the chip stack — that gives it another way to stay glued to the center of the boom.
The investor angle
For Nvidia, this isn’t just about vibes and futuristic branding. It’s about protecting demand for its hardware by helping customers solve the “where does the juice come from?” question.
- More AI infrastructure spending can mean more Nvidia hardware demand
- Nuclear power hints at long-duration, high-capacity energy for giant compute campuses
- It also shows the AI story is expanding beyond chips into full-blown infrastructure
Big picture: when the AI race starts looking like an energy race, Nvidia wants to be on the planning committee, not just the checkout line.