Oklo is a high-risk, high-upside nuclear infrastructure bet on powering the AI age with modular, carbon-free baseload energy.
Overview
Oklo is a pre-revenue advanced nuclear company positioned at the center of the AI-driven power crunch. Its Aurora small modular reactors target carbon-free, 24/7 baseload power for data centers, industrial users, remote sites and defense customers. The company’s differentiated model keeps reactor ownership in-house and monetizes power through long-term PPAs. With a reported 14 GW pipeline, including Meta and Switch agreements, plus nuclear fuel recycling and radioisotope ambitions, Oklo offers major upside—but depends on successful licensing, first-of-a-kind construction and commercialization.