Nvidia Partners with Oklo and Los Alamos to Advance Nuclear Energy Research
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Nuclear Research Collaboration: Nvidia is partnering with Oklo and the Los Alamos National Laboratory to advance nuclear research, aiming to combine advanced nuclear power, AI, and digital twin technologies to accelerate nuclear energy deployment and meet rising electricity demands.
- AI Model Development: The trio plans to develop physics- and chemistry-based AI models, focusing on nuclear fuel validation to ensure that fuel rods meet safety and regulatory standards, thereby enhancing the safety and reliability of nuclear energy.
- Market Opportunity: According to a Bank of America report, nuclear energy represents a $10 trillion market opportunity in the coming years, as it offers reliable baseload power and a smaller carbon footprint, leading to its renewed acceptance, with Nvidia's involvement further driving this trend.
- Oklo's Prospects: Oklo's fast fission reactor can recycle nuclear waste for power generation, attracting Wall Street's attention, with HSBC initiating coverage with a buy rating and a $96 price target, indicating its potential and attractiveness in the nuclear energy market.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 213.170
Low
200.00
Averages
264.97
High
352.00
Current: 213.170
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Nvidia's Market Leadership: Nvidia has established itself as the king of AI infrastructure with its CUDA software platform and robust GPU technology, and it is expected to benefit from the rapid growth of the AI market, with its stock remaining attractive in future valuations.
- Advantage of Comprehensive Solutions: Nvidia not only provides GPUs but also expands its product line through acquisitions like Groq, offering complete solutions for specific AI tasks, thereby solidifying its dominant position in the AI infrastructure market.
See More
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- Unfavorable Guidance: The company's guidance for domestic same-store sales indicates a “low-single digit decline,” failing to instill confidence in investors and reflecting concerns about its growth potential, which may lead to further stock price volatility.
- Store Expansion Continues: Despite sales challenges, Wingstop is still increasing its store count and generating income and cash flow, suggesting a long-term optimistic outlook that could lay the groundwork for future recovery.
- Cautious Market Reaction: Investors are eagerly awaiting the upcoming earnings call, hoping management will provide more insights into the reasons behind the sales decline and the measures being taken to address it, in order to restore market confidence and stabilize the stock price.
See More
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- Price Target Increase: Wells Fargo raised CoreWeave's 12-month price target from $125 to $135, implying a 28% upside from Tuesday's close, reflecting optimistic market expectations for its future performance.
- Stable Earnings Outlook: Analysts anticipate CoreWeave will report Q1 results on May 7, with expectations for revenues slightly above the $1.9-2.0 billion guidance, considering the performance volatility over the past three quarters.
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See More
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- Earnings Forecast Upgrade: Mohan predicts that Seagate's earnings per share could approach $45 by 2028, raising its price target to $700, while Western Digital's potential earnings are set at $33 per share with a target of $495, reflecting strong market confidence.
- Significant Revenue Growth: Seagate reported $9.10 billion in annual revenue for fiscal 2025, a 39% year-over-year increase, with the latest quarterly revenue of $3.11 billion exceeding analyst expectations; Western Digital achieved $9.52 billion in annual revenue, up 51%, showcasing robust performance from both companies in the market.
- Long-Term Contracts Assurance: By securing long-term contracts, Seagate and Western Digital enhance revenue predictability, shifting to a more stable business model, while the implementation of HAMR technology reduces material costs, further boosting profitability.
See More
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- Escalating Legal Dispute: The legal battle between OpenAI CEO Sam Altman and Tesla CEO Elon Musk intensifies, with Musk alleging breaches of the founding agreement, potentially impacting OpenAI's reputation and investor confidence.
- Shifting Partnerships: Amazon's announcement to integrate OpenAI models into its AWS cloud service, alongside Microsoft's restructuring of its partnership with OpenAI, both of which are major investors, could alter the competitive landscape in the tech industry.
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See More
