Dewitte 表示 Oklo 的目标是成为先进燃料形态的领先制造商，在产能短缺的背景下服务第三方客户。

我们的目标是成为先进燃料形态的领先燃料制造商。我们不做 TRISO，但会为先进反应堆的金属燃料、高丰度低浓缩铀（HALEU）及氧化物燃料，以及氮化物、氢化锆等下一代燃料形态提供能力、专业知识和产能。

原文 (en)

our goal is to be the leading fuel fabricator for advanced fuel forms. We're not working on TRISO, obviously. But for what we're doing with metallic fuel with high-assay, low-enriched or LEU type plus oxide fuels for advanced reactors as well as for support for next-generation fuel forms like nitrides and zirconium hydrides, things like that, that we will have the capabilities and expertise and capacity to be able to support.

Dewitte 认为 Aurora-Idaho 可在西方缺乏快中子辐照能力的情况下，凭辐照服务、售电和同位素三条路径变现。

它既能卖电，也能提供辐照服务。如今西方世界已没有可运行的快中子辐照能力，美国政府曾打算花数十亿美元建设新设施但最终未果，而 Aurora-Idaho 能够提供这种能力。

原文 (en)

it can sell power, but it can also sell irradiation services. There is no fast irradiation -- fast-neutron, sorry, irradiation capability really in the Western world operational anymore today, right? And the U.S. government was going to spend billions of dollars to build a new capability that ultimately didn't go anywhere because of the lift of that, but that's what Aurora-Idaho is going to be able to produce and provide for.

Dewitte 预计数据中心将继续向政策支持的州集中，改变电力需求的地理分布。

我认为数据中心将继续集中到支持此类项目的州，这些州会欢迎数据中心，从而进一步把需求吸引到不同的地区。

原文 (en)

I do think that you're going to see continued concentration of data centers in states that are supportive of this because there are states that are going to be supportive and interested in having these things, and that's just going to further pull demand into some different locations.

Dewitte 认为核能的两党支持使其在选举后的清洁电力激励中处于有利位置。

核能得到两党的强力支持。我认为在选举结果之后，会看到更多政策努力去尽可能激励清洁电力来支持数据中心或整体新增发电，核能完全有条件做到这一点。

原文 (en)

nuclear has a strong bipartisan level of support. It -- I think one thing we're going to see probably is a focus on also moving and heavily incentivizing in the ways that are possible, clean power generation to come in and support whether it be for data center generation or just new generation as a whole in light of the election results. Nuclear is really well positioned to do that.

Dewitte 称并网流程难以处理新技术，以此解释 PJM 拒绝弗吉尼亚申请的原因。

一些并网流程难以应对的是新颖性。新颖性是通往未来的关键，而这次的特点在于我们带来了混合燃料来源，他们的流程不知道如何处理。

原文 (en)

One of the things that some of these interconnection processes struggle with is novelty. Novelty is key to going to the future, and that was one of the things that stood out about this was we were bringing in a mix of fuel sources, and their processes just didn't know how to handle it