Oklo
Advanced fission powerhouses for AI-era baseload
The product
Aurora powerhouses: compact, fast-spectrum advanced fission reactors (sodium-cooled) sized 15-75 MWe, designed to run on used nuclear fuel and HALEU. NRC-licensed COL applicant for the Idaho National Laboratory site, with additional projects targeting hyperscaler datacenter campuses.
The thesis
Oklo is the first US advanced reactor company to go public (NYSE: OKLO via AltC SPAC, May 2024) and is a leading commercial bet on small fast reactors. Its NVIDIA + Los Alamos partnership for AI-infrastructure power and Sam Altman chairmanship make it the most-watched name in advanced nuclear. If they deliver Aurora-INL on schedule, it resets the cost curve for new US fission build.
How it runs
Builds, owns and operates standardized Aurora fast-fission powerhouses, while vertically developing fuel fabrication, used-fuel recycling and isotope production rather than primarily licensing reactor designs.
How it earns
Plans recurring sales of electricity and heat under long-term power-purchase agreements; fuel recycling and radioisotope production are complementary potential revenue streams as those businesses mature.
Why it wins
Compact fast-spectrum plants can use fresh or recycled fuel and operate for up to a decade before refueling; vertical fuel recycling is intended to recover far more energy from used fuel, secure domestic supply and improve power-sale economics.
Evidence ledger
- website · 2026-04-27
Oklo identifies as a reindustrialization company.
https://oklo.com - organization-dossier-research · 2026-09-12
Dossier fields supported: operatingModel, revenueModel, strategicEdge
https://www.sec.gov/Archives/edgar/data/1849056/000162828026018698/oklo-20251231.htm - organization-dossier-research · 2026-09-12
Dossier fields supported: operatingModel, strategicEdge
https://oklo.com/technology/aurora-powerhouse - organization-dossier-research · 2026-09-12
Dossier fields supported: operatingModel, revenueModel, strategicEdge
https://www.oklo.com/fuel-recycling/ - organization-dossier-research · 2026-09-12
Dossier fields supported: strategicEdge
https://oklo.com/investor-faqs/default.aspx - government · 2026-09-22
Oklo completed approximately $1 billion of sales under its prior ATM program and established a new ATM program permitting up to another $1 billion of common-stock sales.
https://www.sec.gov/Archives/edgar/data/1849056/000110465926106897/tm2625056d1_8k.htm - first-party · 2026-09-22
Oklo's newsroom shows no new company press release after the dossier cutoff; September entries on the homepage are media appearances rather than corporate milestones.
https://oklo.com/newsroom
Articles, news, and updates
No tagged mentions for Oklo yet.