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"Yes, I think the big winner here, the lottery ticket here is Oaklo. Ok. Now, they're a nano reactor company, nuclear nano reactor. I think nuclear is the best energy for AI data centers cuz it's clean 24/7, very efficient, very cheap once built. So, I think it's the best. But big reactors take forever to build and we don't have forever. A big reactor takes 10 years. I just said by 2028 we're going to be 36 short. That's 3 years. We don't we can't wait 10 years for big reactors to come online. But a nano reactor, what Oaklo is building, they're about a tenth the size, maybe 12 to 24 months to going up and running from shoveling ground to actually producing energy, all of a sudden that makes a lot of sense."
Luke Lango identifies Oaklo as a compelling trade call in the energy space for AI data centers. He argues that Oaklo's nano reactor technology, with a much faster deployment timeline compared to traditional reactors, positions it as a critical enabler in meeting the rapid energy demands driven by massive AI infrastructure investments.
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