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Oklo vs. X-Energy: Which One Actually Produces Nuclear Power First?

AI data centers need power, not just chips. Oklo and X-Energy are racing to go nuclear. Here's who is likelier to produce first.

Oklo vs. X-Energy: Which One Actually Produces Nuclear Power First?

Published August 30, 2026 · Category: Finance

Overview

It doesn't matter if artificial intelligence (AI) data centers have all the latest GPUs or high bandwidth memory. Without enough electricity, nothing stays online. Consider that a typical 100-megawatt data center can use as much power as about 80,000 U.S. homes. That makes bringing additional capacity online challenging, and two companies, Oklo (NYSE: OKLO) and X-Energy (NASDAQ: XE), are trying to address this problem.

The bet is straightforward: If artificial intelligence is going to keep growing, someone has to generate the electric power.

Image source: Getty Images.

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Originally published at www.fool.com.

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