COMPANIES · ENERGY & GRID

Oklo

Oklo is developing small fast-fission nuclear power plants, called Aurora powerhouses, which it plans to build, own and operate while selling the electricity; it also works on medical and industrial isotopes and nuclear fuel recycling.

AI-adjacentEnergy & grid
What it does

Oklo is developing small fast-fission nuclear power plants, called Aurora powerhouses, which it plans to build, own and operate while selling the electricity; it also works on medical and industrial isotopes and nuclear fuel recycling.

Why it matters

Oklo is one of the advanced-nuclear developers courting data-center buyers; Meta agreed to prepay for power from a planned 1.2 GW Oklo campus in Ohio, though the first phase is targeted for 2030 and is not yet built.

How it makes money

It plans to sell electricity and heat to customers under long-term agreements from plants it owns, and to sell isotopes; commercial power sales have not yet begun.

Geography

United States (Santa Clara, California)

AI stack position

Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (3)

Oklo signed a letter of intent to buy HALEU fuel from Centrus Energy
Buys fromDated / announced
Centrus said it signed a letter of intent to supply HALEU from its Piketon, Ohio plant for up to five Oklo Aurora powerhouses, with deliveries beginning in 2029.

Source: 2026-06-18 · reviewed 2026-09-26

Evidence: Primary-source statement · Letter of intent; definitive contract anticipated

Limits: A letter of intent, not a definitive contract; does not establish quantities, price, prepayment amounts or that deliveries will start on schedule.

Oklo, Centrus Sign Letter of Intent to Purchase Nuclear Fuel for Aurora Powerhouse Deployment in Southern Ohio ↗
Oklo agreed to develop nuclear power for Meta Platforms
SuppliesDated / announced
Oklo said Meta will prepay for power and fund development of a planned Oklo nuclear campus in Pike County, Ohio designed to scale to 1.2 GW, with Phase 1 targeted online by 2030.

Source: 2026-01-09 · reviewed 2026-09-26

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: No plant exists yet; does not establish the prepayment amount, power price, licensing outcome or that the 2030 and 2034 targets will be met.

Oklo, Meta Announce Agreement in Support of 1.2 GW Nuclear Energy Development in Southern Ohio ↗
Centrus Energy signed a fuel, components and power MOU with Oklo
Partners withDated / announced
Oklo said it and Centrus signed a memorandum of understanding covering HALEU supply to Oklo, Centrus buying power from planned Aurora plants in Piketon, and Centrus making Aurora components.

Source: 2023-08-28 · reviewed 2026-09-26

Evidence: Primary-source statement · Memorandum of understanding; not confirmed operating

Limits: A non-binding 2023 MOU; does not establish that any fuel, power or components have been delivered, or contract values.

Oklo and Centrus Energy Sign Memorandum of Understanding for Fuel, Components, and Power Procurement ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .