Is Oklo the Key to Unlock Nuclear Energy's $10 Trillion Artificial Intelligence (AI) Opportunity?

Over the past three years, artificial intelligence (AI) has evolved from a trendy buzzword into a tangible driver of economic growth. While next-generation chips and breakthrough software programs often dominate the headlines, savvy investors are looking beyond the obvious use cases. A less flashy but equally critical application is emerging in the background: energy.Let's explore the link between generative AI development and its massive power consumption. From there, I'll consider whether Oklo (NYSE: OKLO) -- a newcomer to the nuclear power revolution -- is poised to disrupt the $10 trillion buildout of AI infrastructure.Large language models (LLMs) and AI workloads are powered by clusters of chips inside massive data centers, which consume electricity on a scale on par with entire nations. The reason for this is that training advanced models requires millions of GPUs to run continuously -- placing enormous strain on energy systems. In addition, inference -- the process of actually deploying AI services at scale -- adds an ongoing layer of demand.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool