Ryan Vanzo, The Motley Fool
Sat, May 16, 2026 astatine 1:20 PM CDT 4 min read
According to galore reports, SpaceX plans connected going nationalist this summer. While determination are definite methods to invest successful SpaceX close now, an archetypal nationalist offering (IPO) volition marque shares easy accessible to billions of radical astir the globe.
Most experts judge that SpaceX volition people a valuation of astir $1.75 trillion. That would let the abstraction banal to rise determination betwixt $50 cardinal and $75 billion. These figures would marque the SpaceX IPO 1 of the biggest marketplace debuts successful history.
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Even though the nonstop details person yet to beryllium released, the lawsuit is already drafting important attraction -- attraction that whitethorn soon spotlight an contented that atomic reactor specializer Oklo (NYSE: OKLO) is looking to solve.
One mode the SpaceX IPO should assistance Oklo
SpaceX hasn't yet filed its paperwork with regulators to corroborate an IPO. Only past volition we beryllium capable to excavation into the numbers and imaginativeness with immoderate clarity to find however charismatic the shares are astatine immoderate valuation SpaceX opts for. But careless of the details, 1 happening is clear: SpaceX has the quality to bring immense amounts of attraction to caller endeavors similar a quality basal connected the Moon, orbital information centers, and adjacent tiny modular reactors (SMRs) -- the nonstop exertion that Oklo specializes in.
How precisely volition SpaceX physique hype for SMRs? SpaceX CEO Elon Musk has been informing of vigor shortages that could hinder the improvement of AI technologies. In short, AI relies connected information centers to function. Data centers, however, are energy-intensive. More than $7 trillion is expected to beryllium spent gathering retired caller information halfway infrastructure implicit the adjacent fewer years. Huge amounts of caller vigor procreation capableness volition truthful request to travel online rapidly to enactment the buildout.
Nuclear vigor has a unsocial accidental to conscionable the rising vigor needs of the AI industry. Oklo's full concern exemplary is predicated connected this opportunity, to the constituent that Sam Altman -- the CEO of OpenAI, the institution down ChatGPT -- was an aboriginal capitalist successful the institution and served arsenic president for galore years.
Oklo's SMR designs are custom-designed to conscionable the needs of AI information centers. Oklo's reactors are smaller, faster, and easier to conception than accepted atomic powerfulness plants, each with akin low-carbon emanation benefits. It's nary wonder, then, that a increasing database of information halfway operators has signed aboriginal agreements to employment Oklo's technology.

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