"As AI demands grow, the power needs of these facilities are skyrocketing. BofA Global Research released a report highlighting the rise in rack-level power density, with Nvidia's ( NASDAQ:NVDA ) chip releases showing a jump from 35 kilowatts (kW) per rack for the H100 chip to an alarming 600 kW for the upcoming Feynman architecture. Morgan Stanley estimates this will drive at least 65 gigawatts of additional data center demand by 2028."
"Oklo ( ) is at the forefront of small modular reactor (SMR) technology, aiming to deliver clean, reliable energy with its Aurora reactor, capable of producing up to 75 megawatts electric (MWe). SMRs offer a scalable solution to the grid's limitations by providing on-site power for data centers, reducing reliance on an overburdened infrastructure. With inherent safety features and the ability to use recycled nuclear waste as fuel, Oklo addresses both the growing energy demand and sustainability concerns."
Rapid increases in AI data center power density—from 35 kW per rack to as high as 600 kW—are projected to add roughly 65 gigawatts of demand by 2028. The existing U.S. grid is strained and outdated, risking rolling blackouts or a shift toward on-site power generation without substantial upgrades. Small modular reactors (SMRs), such as Oklo's Aurora producing up to 75 MWe, offer scalable, on-site, low-carbon power for data centers and can reduce dependence on fossil fuels. SMRs promise safety features and potential use of recycled nuclear waste, but face regulatory and deployment challenges.
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