The article compares SMR developers X-Energy (XE) and Oklo (OKLO). Amazon, X-Energy's anchor customer and early investor, led a $700 million Series C-1 round in October 2024, holds nearly 66 million shares (roughly 23%), and aims with X-Energy to deploy 5 GW of SMRs in the U.S. by 2039. The article says X-Energy is further along in NRC reviews, as the Nuclear Regulatory Commission accepted its construction permit application for a project with Dow, and it has firmer customer commitments, including four 80 MW Xe-100 units planned in Texas and early-stage deals with American Electric Power and Energy Northwest. Oklo has a 14 GW pipeline, but 12 GW is tied to a non-binding agreement with Switch, and its Aurora powerhouse is targeted for a pilot at Idaho National Laboratory in 2028 while it still needs NRC licensing to sell power commercially. The article judges that X-Energy has an early advantage, though both companies still face execution and deployment risks.
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nuclear powerIPOAmazonX-energy
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.6T |
| Close on 10/30/2026 | 240.47 |
| Change that session | -1.36% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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