Vertiv collaborating with Oaklo on nuclear power reference architectures for data centers, signaling critical need for on-site power generation at scale to support extreme-density AI infrastructure
“With Core Weave and Dell, we were the first to launch and deploy Nvidia's GB300 NVL73... Our collaboration with Oaklo is about making access to advanced nuclear power plants easier. Working on power and thermal reference architectures tailored to Oaklo's advanced nuclear power plant technology. We will enable this to happen at scale and in ways that significantly enhance the overall data center efficiency.”
Why it matters
Vertiv's explicit collaboration with Oaklo on nuclear power reference architectures reveals that hyperscalers are hitting grid power constraints severe enough to justify on-site advanced nuclear generation. This is not speculation—Vertiv is engineering thermal and infrastructure solutions around Oaklo's modular reactors, indicating real customer demand for extreme power density solutions.
Investment implication
Oaklo (private, backed by Thrive Capital and others) is becoming a critical picks-and-shovels play for AI infrastructure. Public power infrastructure vendors (Eaton, Schneider, ABB, Generac) should be monitored for partnerships with advanced nuclear startups. Grid operators and regional utilities may face pressure to enable rapid data center power connections, creating regulatory and capex pressure.