---
title: "OKLO vs SMR"
canonical: "https://supercyclehq.com/compare/oklo-vs-smr"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["OKLO", "SMR"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Oklo (OKLO) vs NuScale Power (SMR)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | OKLO | SMR |
| --- | --- | --- |
| AI Exposure Score | 85 (Core) | 70 (Core) |
| Price | $23.55 | $5.08 |
| Market cap | $4.4B | $2.1B |
| Change 1d | +22.66% | +16.25% |
| Change 30d | -31.88% | -30.60% |
| Change 1y | -79.09% | -83.26% |
| P/E | n/a | n/a |
| Buildout layers | Power & Energy | Power & Energy |

## Oklo (OKLO)

**AI exposure:** Oklo is developing Aurora fast reactors aimed squarely at powering data centers, with a pipeline of nonbinding customer commitments. It is pre-revenue and priced almost entirely on AI power demand converting into signed contracts and licensed reactors.

Oklo sits in the Power & Energy layer as one of the most direct bets on AI's electricity problem. Data centers need firm, carbon-free power, and Oklo's Aurora fast reactors are aimed squarely at supplying it. With no operating revenue yet, its value rests almost entirely on AI power demand converting into signed contracts and licensed reactors, which makes the buildout effectively its whole story. Supercycle scores it 85 out of 100.

Full profile: https://supercyclehq.com/stock/oklo.md

## NuScale Power (SMR)

**AI exposure:** NuScale develops small modular nuclear reactors, and hyperscaler demand for carbon-free data center power is the core commercial catalyst. It is pre-revenue at scale, so nearly all upside hinges on AI-era electricity demand turning designs into orders.

NuScale sits in the Power & Energy layer of the buildout, where the binding constraint on AI growth is electricity. Hyperscalers need firm, carbon free power for data centers, and small modular reactors are one of the few technologies that could supply it at scale. NuScale is not yet generating revenue at scale, so nearly all of its upside hinges on AI era electricity demand converting designs into orders. That dependence is why Supercycle scores its AI exposure at 70 out of 100.

Full profile: https://supercyclehq.com/stock/nuscale-power.md

---

Source: https://supercyclehq.com/compare/oklo-vs-smr. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.