- Oklo's Aurora Powerhouse is at Idaho National Laboratory, and Oklo is exploring global opportunities with Korea Hydro & Nuclear Power.
- Oklo is advancing the deployment of its Aurora powerhouse, undergoing regulatory review and conducting site characterization work.
- The Department of Energy projects that data centers will drive future energy demand, leading to market focus and stock volatility for advanced nuclear developers like Oklo and SMR.
Oklo and NuScale Stocks React to House Vote on Data Center Power Costs
What happened
On September 22, 2026, a House vote concerning data center power costs drove stock movement for advanced nuclear developers Oklo and NuScale Power. Oklo gained 5% to $39.84, while NuScale Power climbed 4% to $8.63. The market movement was attributed to a policy trade that had been underway in both directions that week.
Why it matters
The market rally was not based on company announcements or project updates but rather on shared exposure to policy expectations regarding data center power costs. This vote exposed a shared policy-driven risk for both companies in the advanced nuclear sector.
The Department of Energy projects that data centers will drive future energy demand, leading to market focus and stock volatility for advanced nuclear developers like Oklo and NuScale Power.
Who's involved
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.