SMR technology is gaining serious attention from major tech companies like Google, Microsoft, and Oracle, while Oklo and Vertiv pursue collaborations amidst market competition from Constellation Energy.
6 reports, 1 independent
Updated Aug 23
Gone quiet
- Reports
- 6
- Developments
- 6
- Repetition
- 33%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
SMR technology is gaining serious attention from major tech companies like Google, Microsoft, and Oracle, while Oklo and Vertiv pursue collaborations amidst market competition from Constellation Energy.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- BNP Paribas initiated coverage of Oklo with an underperform rating on July 25, 2025.Sub-event
- Microsoft, NuScale, and Oklo are benefiting from explosive AI market growth driven by the need for scalable nuclear power.Sub-event
Big tech giants are showing interest in SMRs, and Oklo is collaborating on power solutions with Vertiv.1 source
Microsoft commits to nuclear energy use while Oracle and SMR firms like NuScale and BWX advance their technology.1 source
Meta joins Google, Microsoft, and Oracle in committing to SMR technology for sustainability goals.1 source
- Microsoft and Oracle commit to nuclear energy, intensifying competition in the sector.
Keep exploring
The entities involved
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Oklo
American nuclear startup company
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Microsoft
American multinational technology corporation
- Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.
- Cloud giants, including Microsoft, Amazon, Anthropic, OpenAI, and Google, are benefiting from overall AI market growth while navigating corporate cost containment and future market competition.
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Google
American multinational technology company, a subsidiary of Alphabet Inc.
Related events
- Oklo's Small Modular Reactors are required to provide power for SpaceX's AI data centers.
- Oklo, NuScale, and Brookfield Renewable are all building businesses and investing in the SMR sector.
- Oklo and NuScale, two competing SMR developers, are active in the market, with Oklo building a reactor facility in Ohio.
- 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.
- Uranium Energy Corp, Oklo, and NuScale are involved in the nuclear power ecosystem, where mining feeds reactor buildout to meet AI power demands.
Coverage
Newest first; wire copies grouped- ZacksSMR Gains From Rising Data Center Needs: Will it Drive Revenue Growth? NuScale Power Corporation SMR is benefiting from the rising energy demands of data centers, particularly those supporting advanc
- ZacksA Nuclear Showdown: OKLO's Bold Vision vs. CEG's Proven Power In an era defined by the power-hungry artificial intelligence revolution, the nuclear energy sector has found itself squarely in the spot
- ZacksNuScale Power vs. BWXT: Which Nuclear Energy Stock Has an Edge Now? NuScale Power SMR and BWX Technologies BWXT are major players in the evolving nuclear energy landscape, each contributing to the fu
- ZacksSMR Benefits From Expanding Partner Base: A Sign for More Upside? NuScale Power SMR is benefiting from an expanding partner base, which includes major technology companies and financial institutions.
- Unknown outlet
- Unknown outlet