Medium5/9 relationships sourcedProfile verified Jul 22, 2026
OverviewIndicatorsSourcesM&A fitRelationship mapStoryMilestones

30-Second Executive Brief

Executive Assessment

Oklo functions as a regional institution within Energy & Utilities, backed by 58% sourcing coverage, with a stable competitive position.

  • Maintains 9 mapped relationships across the graph
  • 58% sourcing coverage across sourced relationships
  • Tracked as regional institution within the Energy & Utilities category

Executive Snapshot

Strategic Role
Regional Institution
Sourcing Coverage
58%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
Moderate
Strategic Momentum
Insufficient Data

Coverage

Mapped Relationships
9
Technology Domains
5

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

1.2GW Ohio campus targeted online as early as 2030 to serve Meta's AI data center power needsContinued competition with NuScale, Kairos Power and other SMR developers for hyperscaler nuclear dealsGroves Isotope Test Reactor targeting first criticality in July 2026 as a near-term regulatory proof point

Top Risks

Pre-commercial reactor technology with no operating commercial plant yet, dependent on 2030-timeframe construction schedulesHigh public market valuation relative to current revenue given nuclear regulatory and construction riskStock fell roughly 28% over the month leading into the July 2026 Trump administration announcement, reflecting broader nuclear-sector volatility

Critical Dependencies

NVIDIA (Depends on)Microsoft Azure (Is supplied by)
Continue to Dependency Graph ↓

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.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Risingdriven mostly by insider filing activity, up 4 since last check
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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing

  • U.S. Securities and Exchange Commission (EDGAR) — Oklo Inc. FY2025 Annual Report (Form 10-K), filed with the SECgovernment
  • CNBC — Meta signs deal with Oklo for 1.2GW nuclear campus to power AI data centersnews
  • The Motley Fool — Nvidia and Oklo announce nuclear-AI collaboration with Los Alamos National Laboratorynews
  • Bloomberg / FX Leaders — Oklo joins Trump administration's ~$200M initiative with Microsoft and NVIDIA to speed nuclear for AInews

Latest Activity

Insider Filing Activity

28Form 4 filings, trailing 90 days+4 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

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Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

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Relationship Map

The relationships surrounding Oklo — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

2 levels3 levels 🔒5 levels 🔒

Connection type

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Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Mar 2026: Oklo Inc. FY2025 Annual Report (Form 10-K), filed with the SEC→May 2026: Nvidia and Oklo announce nuclear-AI collaboration with Los Alamos National Laboratory→Jul 2026: Oklo joins Trump administration's ~$200M initiative with Microsoft and NVIDIA to speed nu…

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

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Oklo's Timeline

A sourced, dated history of Oklo's key moments — founding to present.

  1. Jan 2013 · Founded

    Oklo was founded to commercialize fast-fission small modular reactor technology.

  2. Jan 2026 · Meta signs 1.2GW nuclear campus deal

    Meta signed a deal with Oklo to develop a 1.2-gigawatt nuclear power campus in Ohio dedicated to AI data center power, prepaying for output from a plant that could come online as early as 2030.