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If $BE is worth almost $100B now, it really gets you thinking
What will the SMR leaders be worth in 10 years?
Could companies like $OKLO, $SMR, $RYCEY, and $BWXT be worth hundreds of billions at some point?
A single SMR will provide hundreds of MW of 24/7 power for decades, with very low fuel cost per MWh
Until fusion is solved, SMRs will absolutely mog fuel cells, especially for AI purposes
The TAM will be massive
Think about all the power demand AI could require in 10 years, and how convenient it would be for data center operators to place campuses in many more locations while mainly just worrying about fiber connectivity and workforce availability