Genesis Mission Executive Order: Market Impact on NVDA and OKLO

On November 24, 2025, President Trump signed an executive order launching the

, a DOE-led national initiative to accelerate AI research using federal datasets and supercomputing infrastructure [1]. The mission aims to unify government, private sector (e.g., Nvidia, Oracle), and academic efforts to advance AI applications in energy, national security, and scientific discovery [2].

A concurrent Reddit discussion (Nov22,2025) highlighted:

• Bullish views
  : NVDA could benefit from government chip purchases; OKLO may gain from DOE ties (Energy Secretary Chris Wright, former OKLO board member, leads the initiative) [3].
• Bearish views
  : The mission is a “bailout” for AI firms like OpenAI; critics label it a “corrupt slush fund” diverting funds from university research [3].

• NVDA
  : Closed at $177.82 (-2.59%) on Nov25, driven by reports of Meta negotiating a multi-billion-dollar deal for Google’s TPUs (competitive to NVDA’s GPUs) [5]. Near-term competition risks overshadowed the Genesis Mission’s long-term potential [5].
• OKLO
  : Closed at $85.77 (-4.22%) on Nov25, reflecting concerns about reduced AI energy demand if TPUs (more efficient than GPUs) become standard [4].

• The Genesis Mission’s AI infrastructure focus may boost long-term demand for NVDA chips (as a key supercomputing partner) [2]. However, NVDA must address Google’s TPU threat to retain market share [5].
• OKLO’s DOE ties could lead to future contracts, but regulatory delays (small modular reactors take 6–7 years to deploy) and insider selling limit near-term upside [6].

Metric	NVDA [0]	OKLO [0]
Current Price	$177.82	$85.77
Daily Change	-2.59%	-4.22%
Market Cap	$4.33T	$13.4B
Volume (Nov25)	320.28M (above avg)	12.5M (below avg)
EPS (TTM)	$4.04	-$0.56
P/E Ratio	44.01	-153.16
Valuation Wipeout (Oct-Nov25)	N/A	$12B (from $25.7B to $13.4B) [6]

• Exact scope of government chip purchases for the Genesis Mission (no public details on volume/value of NVDA contracts).
• OKLO’s specific role in the mission (no confirmed DOE contracts yet, despite Wright’s ties).

• OKLO
  : Users should be aware of its negative EPS (-$0.56), high short interest (9.2%), insider selling (803k shares sold in 3 months), and regulatory delays (6–7 years for reactor deployment) [6]. These factors may significantly impact its valuation.
• NVDA
  : Competition from Google’s TPUs could erode future demand, as seen in Nov25’s price drop [5].

• Genesis Mission implementation details (chip purchase volumes, contract awards) [1].
• NVDA’s market share trends vs. Google’s TPUs [5].
• OKLO’s regulatory progress (NRC approval for its Aurora reactor) [6].

Disclaimer: This is not investment advice. All data is for informational purposes only.
Compliance Notice: This analysis provides market context, not financial guidance.
Risk Warning: Past performance does not guarantee future results.