According to @KobeissiLetter, Oklo (OKLO) is up about 24% this week after Jensen Huang said the future of AI will be powered by small nuclear reactors, source: @KobeissiLetter. According to @KobeissiLetter, the post frames nuclear energy as the future, underscoring a momentum-driven bid in OKLO tied to the AI-power narrative this week, source: @KobeissiLetter.

According to @KobeissiLetter, Nvidia’s Jensen Huang said that in the next 6–7 years we will see a bunch of small nuclear reactors and that we will all be power generators, likening it to somebody’s farm, highlighting nuclear as a potential solution to AI-driven power demand growth (source: The Kobeissi Letter on X, Dec 3, 2025). Global electricity use by data centers, AI, and crypto could roughly double to around 1,000 TWh in 2026 from about 460 TWh in 2022, underscoring the urgency of scalable, low-carbon baseload for AI and mining operations (source: International Energy Agency, Electricity 2024 report). In the U.S., the Nuclear Regulatory Commission certified the NuScale SMR design in January 2023, but the first customer project with UAMPS was canceled in November 2023 due to cost escalation, indicating commercialization risk and potential timeline slippage for near-term capacity (sources: U.S. NRC design certification Jan 2023; UAMPS and NuScale joint statement Nov 8, 2023). Canada’s first grid-scale SMR, the GE Hitachi BWRX-300 at OPG’s Darlington site, targets operation around the end of the decade, providing a concrete milestone for SMR power coming online before 2030 (source: Ontario Power Generation project updates 2023–2024). Bitcoin’s network consumes electricity in the tens to low hundreds of TWh annually, and electricity cost is the dominant operating expense for miners, making access to long-term, low-cost baseload power pivotal for BTC mining margins (source: Cambridge Bitcoin Electricity Consumption Index, University of Cambridge). Integration of nuclear with high-density computing is already underway, with U.S. examples including TeraWulf sourcing power from the Susquehanna nuclear station and the Cumulus Data nuclear-adjacent data center campus in Pennsylvania, showing a template for AI and BTC workloads colocating with nuclear baseload (sources: TeraWulf corporate updates 2023; Talen Energy/Cumulus Data announcements 2023). Timelines suggest most new SMR capacity will arrive after 2026, while AI and crypto loads are projected to surge by 2026, meaning power markets may remain tight in the near term even if SMR momentum accelerates, a dynamic closely watched by traders in BTC mining equities, uranium producers, and power-exposed AI infrastructure names (sources: International Energy Agency Electricity 2024; Ontario Power Generation project updates 2023–2024).

According to @CNBC, Texas’ rapid data center expansion is raising blackout risk during extreme winter weather as large new loads connect to the ERCOT grid. Based on @CNBC’s report, higher peak demand in severe cold increases the likelihood of curtailments and power-price spikes for power-intensive computing in Texas, so traders should monitor ERCOT emergency alerts and real-time prices for potential impacts on BTC network hash rate, miner revenues, and AI-exposed equities.

According to @business, a global benchmark of clean energy stocks is outperforming major equity indexes and even gold as investors react to soaring renewables demand driven by the AI boom (Source: Bloomberg/@business). For crypto-aligned traders, electricity-intensive Bitcoin mining is sensitive to power mix and costs, making this clean-energy outperformance a relevant macro input when tracking mining economics and ESG narratives (Source: Cambridge Bitcoin Electricity Consumption Index; Source: Bloomberg/@business).