SMR startup Oklo is currently building its reactor in Idaho, a step towards supplying Meta with power; there are an estimated 22 active US reactor projects
THE SO WHAT
AI demand is pulling nuclear from policy deck to concrete — Oklo’s Idaho build and ~22 active US reactor projects show hyperscalers are now energy customers of last resort. If your AI roadmap assumes cheap, fungible grid power, start modeling location and long-term PPAs as first-class constraints.
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