Oklo Business Model Supports Recurring Revenues, AI Revolution Creates Elevated Demand
Oklo Business Model Supports Recurring Revenues, AI Revolution Creates Elevated Demand
Ives noted the company's unique business, which brings small modular reactors (SMRs) directly to its customers.Shares of Oklo Inc (NYSE:OKLO) were climbing in early trading on Thursday, after the nuclear startup announced a long-term agreement with Switch.
Oklo Inc（纽约证券交易所代码：OKLO）的股价在周四早盘交易中攀升，此前这家核电初创公司宣布与Switch达成长期协议。
The company's business model positions it in a "solid spot" for long-term recurring revenues, according to Wedbush.
根据Wedbush的说法，该公司的商业模式使其在长期经常性收入方面处于 “稳固地位”。
Analyst Daniel Ives initiated coverage of Oklo with an Outperform rating and a price target of $26.
分析师丹尼尔·艾夫斯开始对俄克拉荷马州进行报道，评级跑赢大盘，目标股价为26美元。
Ives noted the company's unique business, which brings small modular reactors (SMRs) directly to its customers.
艾夫斯指出了该公司的独特业务，即直接向其客户提供小型模块化反应堆（SMR）。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
Oklo, backed by OpenAI CEO Sam Altman, has a differentiated business model in that it "sells power, not the reactors, directly to customers under long-term contracts which in turn provide long-term recurring revenues and a streamlined regulatory pathway," the analyst stated.
分析师表示，在OpenAI首席执行官山姆·奥特曼的支持下，Oklo的商业模式与众不同，它 “根据长期合同直接向客户出售电力，而不是反应堆，这反过来又提供长期经常性收入和简化的监管途径”。
The company aims to develop its first SMR by 2027, which will be a fast fission reactor that is cooled by liquid metal sodium, with HALEU (High-Assay Low-Enriched Uranium) as a fuel, "which has proven itself as a superior fuel to traditional LEU for its ability to generate further power over time while minimizing waste," he added.
该公司的目标是到2027年开发出首个SMR，它将是一座由液态金属钠冷却的快速裂变反应堆，以HALEU（高测定低浓缩铀）作为燃料，“事实证明，它是一种优于传统低浓缩铀的燃料，因为它能够随着时间的推移产生更多能量，同时最大限度地减少浪费，” 他补充说。
"The AI Revolution is driving significant demand for clean energy to power AI initiatives with necessary computing power expected to grow 10x by 2030 putting OKLO is a great position to capitalize on this elevated demand," Ives further wrote.
艾夫斯进一步写道：“人工智能革命正在推动对清洁能源的巨大需求，为人工智能计划提供动力，到2030年，必要的计算能力预计将增长10倍，这使OKLO处于利用这种不断增长的需求的有利地位。”
Price Action: Shares of Oklo had risen by 2.4% to $18.80 at the time of publication on Thursday.
价格走势：在周四发布时，俄克拉荷马州的股价上涨了2.4％，至18.80美元。
Read More:
阅读更多：
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Image: Courtesy of Oklo, Inc.
图片：由 Oklo, Inc. 提供
