Recent comments from Elon Musk, the CEO of Space Exploration Technologies (SPCX +2.19%), may inadvertently help the stock price of Oklo (OKLO +11.54%), a nuclear energy developer that doesn’t appear to have any direct connection to space or AI — at least at first glance.

During SpaceX’s first investor call on Aug. 11, Musk stressed to investors how much energy the company will need to scale its AI compute infrastructure.

“[O]ur tentative target is to actually have 20 gigawatts at the power and cooling level online by the end of next year,” Musk revealed. “Now I don’t think we’re going to achieve 20 gigawatts, but we want to have a series of projects that cumulatively come to 20 gigawatts by the end of next year. Some of them won’t…