Executive Summary
Generated July 30, 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
$6.89B
Price
USD39.58 (-10.31%)
Market data as of Jul 29, 2026, 11:25 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.
Strategic Connections
- 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.
- 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.
- 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.
+4 more connections in the Full Analyst Report.
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
4 sources, 77% average source confidence — full citations in the Full Analyst Report.
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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