Sherif Elmaghrabi

Sridhar gave an unequivocal answer on unconditional sale and noted servers are not perishable and can be redeployed to other AEP locations.

Sridhar could not discuss details of an unexecuted agreement and would commit only to case-by-case evaluation, noting these were not penny warrants.

Kurzymski gave a clean answer confirming no capital commitments beyond small project-level equity, which closed the related-party question thread.

Sridhar corrected the premise, conceding customer subsidies go down a little bit, but argued high electricity prices plus cost reduction protect margins.

Sridhar explained hotbox replacement economics on a roughly five-year cycle and how service pricing covers two replacements over a 15-year contract.

Sridhar gave a concrete timing range and argued gas extension should not be the long pole against data center construction schedules.

Sridhar confirmed both paths are open and that Bloom would accept SK-sourced deals under the existing contract.

CEO explained plutonium is a limited inventory best used as a bridge fuel for up to a couple of gigawatts, with the terminal state being fast reactors and recycling using transuranic fuel for near-limitless low-cost supply.

The CEO lacked the interconnection timeline; the CFO estimated months to over a year and said it is largely disconnected from the nuclear regulatory process.

CEO said the state wanted nuclear and economic growth to backfill decommissioning job losses, and Oklo sees similar repurposed-federal-land opportunities in other states.

Jake described the DOE-first build/operate then NRC-conversion path and flagged possible sales into the government, but gave no firm online date. Partially answered.

Craig said it is early days on commercial terms but confirmed that participating in early power sales could potentially lead to revenue recognition.

Jake described a staggered-parallel path and said additional COLAs will likely be under NRC review within a year of the INL application.

Jake clarified that first-plant fuel is government-awarded material already at Idaho; commercial procurement with Centrus applies to the second plant onward.

CCO confirmed there are U.S.-content requirements but said alternatives exist where domestic supply falls short, such as large-scale forgings.

COO said the company is exploring how to take credit for Part 53 enhancements while remaining far down the Part 52 path, in ongoing dialogue with the NRC.

CEO did not confirm the Oak Ridge study's per-kilowatt pricing for Romania or TVA, pivoting to NuScale's target markets.

Management said Doosan can make up to 20 modules per year and cited a recent customer visit to Doosan, but did not specify what would trigger ordering long-lead items for another 6 modules.

Hopkins said 2030 COD is achievable if a deal closes soon, otherwise it slips to 2031; Doosan has begun long-lead vessel fabrication.

Hamady explained RoPower's FEED Phase 2 envisages a two-step FID and is being funded to complete engineering studies toward a final investment decision.