Oklo (NYSE:OKLO) could capture recurring electricity revenue through its owner-operator model, while NuScale Power (NYSE:SMR) offers a more established regulatory pathway. Meanwhile, NANO Nuclear Energy (NASDAQ:NNE) is pursuing portable microreactors that could reach locations conventional infrastructure cannot. The race is not simply about nuclear technology. It is about who can provide AI customers with power first.
A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
