Missed Nvidia in 2009? This Rare Signal Is Flashing Again.<\/strong>\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/strong><\/a> <\/p>\n But it’s not just AI companies that are looking into nuclear. Nuclear companies are now looking into AI. <\/p>\n This nuclear energy company is going all in on AI <\/p>\n Last month, Oklo Inc.<\/strong> (NYSE: OKLO) — a nuclear energy developer specializing in small modular reactors (SMRs) — announced a partnership with the Battelle Energy Alliance, a government-owned facility focused on nuclear energy research. The goal of the partnership is to accelerate the use of AI technologies for designing and building next-gen nuclear reactors. <\/p>\n In this way, Oklo now has two main exposure points to AI. Most of its customer pipeline consists of AI companies. And now, it plans to use AI itself to improve its own produce pipeline. <\/p>\n If you’re bullish on AI in general, Oklo is emerging as a promising potential stock pick. Shares are down by nearly 70% since their highs last summer. Its market cap is now down to just $10 billion — down from a peak of around $30 billion. <\/p>\n Oklo isn’t a traditional nuclear energy developer. It is pioneering a unique approach to nuclear power using small modular reactors (SMRs). Only a small handful of SMRs are in operation worldwide. And while SMRs have many benefits versus conventional nuclear power plants — including lower initial costs and faster construction times — this type of nuclear infrastructure has yet to take off in any meaningful way. <\/p>\n But tailwinds for SMR adoption are emerging. AI data centers will need vast amounts of new energy capacity to come online over the next few years and decades to support growth. Most forms of energy are set to benefit. Because they are faster to build and can be expanded with more reactor modules down the line, SMRs are a potential fit for meeting AI’s rising energy demands. <\/p>\n Story Continues <\/p>\n There is clear buy-in from the U.S. government to expand SMR infrastructure. Oklo’s partnership with the Battelle Energy Alliance reportedly gives it “access to specialized national-lab expertise and facilities.” The ultimate goal is to enable Oklo to innovate faster by designing, building, and obtaining regulatory approval in record time. <\/p>\n “By leveraging AI-enabled technologies, national laboratory expertise, and industry collaboration, we are accelerating the development of next-generation reactors to support our nation’s energy goals,” Rian Bahran, the Deputy Assistant Secretary of Energy for Nuclear Reactors at the U.S. Department of Energy, said in a press release. <\/p>\n Oklo deserves a closer look by both AI and nuclear energy investors. <\/p>\n Should you buy stock in Oklo right now? <\/p>\n Before you buy stock in Oklo, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/strong><\/a> for investors to buy now\u2026 and Oklo wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix<\/strong> made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $387,428<\/strong>!* Or when Nvidia<\/strong> made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,221,398<\/strong>!* <\/p>\n Now, it’s worth noting\u00a0Stock Advisor’s total average return is 895% \u2014 a market-crushing outperformance compared to 205% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors. <\/p>\n See the 10 stocks \u00bb<\/strong><\/a> <\/p>\n *Stock Advisor returns as of June 25, 2026. <\/p>\n Ryan Vanzo<\/a> has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. <\/p>\n