Oklo (NYSE: OKLO) has emerged as one of the more closely watched names in the energy sector, building small-scale nuclear reactors designed to power data centers fueled by artificial intelligence demand. Oklo’s business model centers on deploying compact nuclear plants in proximity to data centers, positioning the company to capture growing demand for reliable, high-capacity energy infrastructure. Oklo remains a speculative investment at this stage, but the combination of a strong cash position, growing data center tailwinds, and meaningful technical progress gives the company a credible, if uncertain, path forward.