Genesis Mission Executive Order Impact Analysis on NVDA and OKLO

The Genesis Mission, an executive order signed by President Trump on November 24, 2025, aims to accelerate AI-driven scientific discovery via a Manhattan Project-style effort led by the Department of Energy (DOE) [1][2]. NVDA is a core partner supplying computing infrastructure [1], while OKLO has indirect ties through its Oak Ridge, TN plant and DOE/DOD microreactor programs [3][5]. Market data shows NVDA closed at $180.26 (up 1.37%) on Nov27 [0], and OKLO at $89.55 (up1.56% Nov24 but down4.2% Nov25 due to Meta’s TPU deal [9]).

Cross-domain connections link AI (NVDA) and nuclear energy (OKLO) sectors, highlighting power needs for AI data centers [2][3]. Deeper implications: Budget ambiguity raises long-term funding concerns [4], and AMD’s partnership may dilute NVDA’s market share [1].

: NVDA’s government chip contracts [1], OKLO’s potential data center power role [3][5]. : NVDA’s high P/E ratio (44.62) [0], OKLO’s volatility (beta=2.20 [6]), AI bubble warnings [4], funding gaps [4], alternative tech (Meta’s TPU deal [9]).

NVDA metrics: $4.39T cap, EPS $4.04 [0]. OKLO metrics: $17.14-$193.84 range, beta=2.20 [5][6]. Monitor: NVDA contract details, OKLO’s formal mission ties, funding updates [1][2][4].