Fund managers see the "Oklo stock forecast 2030" benefiting from global climate agreements, with expectations the nuclear share of energy production could double by the end of the decade. Stocks of uranium miners have not been spared, either, with shares of Cameco Corp. (NYSE:CCJ), Uranium Energy Corp. (NYSE:UEC), NexGen Energy (NYSE:NXE) and Energy Fuels Inc. (NYSE:UUUU) down in double-digits over the past couple of weeks. The significant details pertain to the wickedly hot demand for GPUs, escalating power consumption with each new generation, and a forecast for compute needs to grow by 100x for the next generation AI models. They point to continued, sustained, and accelerating power demand from the data centers that house the GPUs, which are being constructed at an unprecedented rate. Nuclear is a clear choice , sustainable and with a low carbon footprint. Analysts note that institutional buying patterns in clean energy ETFs could positively influence the "Oklo stock forecast 2030", with potential price targets exceeding 150% growth if SMR commercialization proceeds smoothly.
