Strategic Intelligence Report
Generated July 29, 2026
Energy & Utilities
Oklo
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
3
Chokepoint Score
3 other entities structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Santa Clara, California, USA
Website
Employees
200 (2026, approximate)
Founded
2013
Listing
OKLO · NYSE
Market Cap
$7.27B
Price
USD41.81 (+0.72%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A nuclear power startup developing the Aurora fast-fission small modular reactor, which signed a deal with Meta in January 2026 to develop a 1.2-gigawatt nuclear campus in Ohio dedicated to AI data center power, with Meta prepaying for power output. Oklo also announced a collaboration with NVIDIA and Los Alamos National Laboratory to blend AI computing with nuclear reactor technology.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- NVIDIA: Oklo announced a collaboration with NVIDIA and Los Alamos National Laboratory aimed at blending AI computing with nuclear reactor technology and operations; both companies joined a Trump administration-led, roughly $200 million initiative announced July 21, 2026 to speed new reactors for AI data centers.
- Microsoft Azure: Oklo joined Microsoft and NVIDIA in a Trump administration-backed, roughly $200 million initiative (announced July 21, 2026) to accelerate new nuclear power plants for AI data centers.
Supply Chain
- Meta: Oklo signed a deal with Meta in January 2026 to develop a 1.2-gigawatt nuclear power campus in Ohio dedicated to AI data center power, with Meta prepaying for output from a plant targeted to come online as early as 2030.
- Data Center Power & Cooling: Oklo's small modular reactors are being developed specifically to provide dedicated, behind-the-meter power for AI data centers.
Development
- Advanced Nuclear for AI Data Centers: Oklo is among the advanced reactor developers, alongside TerraPower and X-energy, contracted to supply nuclear power for Meta's Prometheus AI data center in Ohio.
Competition / Other
- NuScale Power: Oklo competes with NuScale Power and other small modular reactor developers for hyperscaler nuclear power deals.
- Kairos Power: Oklo competes with Kairos Power and other advanced/small modular reactor developers courting hyperscaler AI power deals.
- X-energy: Oklo competes with X-energy and TerraPower in the advanced small modular reactor market for AI data center power.
- TerraPower: Oklo competes with TerraPower and X-energy in the advanced nuclear reactor market for AI data center power, while also partnering with TerraPower on Meta's Prometheus data center.
Strategic Risks
- Pre-commercial reactor technology with no operating commercial plant yet, dependent on 2030-timeframe construction schedules
- High public market valuation relative to current revenue given nuclear regulatory and construction risk
- Stock fell roughly 28% over the month leading into the July 2026 Trump administration announcement, reflecting broader nuclear-sector volatility
Future Outlook
- 1.2GW Ohio campus targeted online as early as 2030 to serve Meta's AI data center power needs
- Continued competition with NuScale, Kairos Power and other SMR developers for hyperscaler nuclear deals
- Groves Isotope Test Reactor targeting first criticality in July 2026 as a near-term regulatory proof point
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Mar 2026) — Oklo Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- CNBC (Jan 2026) — Meta signs deal with Oklo for 1.2GW nuclear campus to power AI data centers
- The Motley Fool (May 2026) — Nvidia and Oklo announce nuclear-AI collaboration with Los Alamos National Laboratory
- Bloomberg / FX Leaders (Jul 2026) — Oklo joins Trump administration's ~$200M initiative with Microsoft and NVIDIA to speed nuclear for AI
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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