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Oklo(OKLO)

Emerging

Oklo (OKLO) is a next-generation fission company developing advanced small modular nuclear reactors for clean baseload power. Has a 20-year power agreement with data center operator Switch. HQ: Santa Clara.

Best for: Advanced Nuclear (SMR)Emerging, rapid growth
18
AI Score
Grade D↑ Trending
AI Visibility Score (Beta)
Climate & EnergyAdvanced Nuclear (SMR)OKLOWebsiteUpdated March 2026

Brand Intelligence Graphcompany

Capabilities
Advanced Nuclear (SMR)

Company Overview

About Oklo

Oklo Inc. is a next-generation nuclear fission company developing advanced compact fast fission power plants that use spent nuclear fuel as their primary energy source. Founded in 2013 by Jacob DeWitte and Caroline Cochran, Oklo's Aurora powerhouse design is a compact, walkaway-safe fission plant generating 1.5–15 megawatts of electricity — sized for data centers, defense installations, remote communities, and industrial facilities that require reliable, carbon-free power off the main grid. The company went public through a SPAC merger with AltC Acquisition Corp in May 2024, backed by Sam Altman.

Business Model & Competitive Advantage

Oklo filed a Combined License Application (COLA) with the Nuclear Regulatory Commission (NRC) in 2020 for a demonstration plant at the Idaho National Laboratory site, though the NRC ultimately rejected the application in 2022 for insufficient information — a setback the company is addressing with a new application. Despite this regulatory obstacle, Oklo has signed a 20-year power purchase agreement with Switch (a major data center operator) and has multiple letters of intent for power delivery, demonstrating commercial demand for small nuclear solutions.

Competitive Landscape 2025–2026

The company's advanced fast fission approach uses metallic fuel rather than traditional uranium oxide, enabling the reactor to use recycled nuclear fuel from conventional nuclear plants. This addresses both waste management (valorizing spent fuel) and fuel security (reducing dependence on enriched uranium supply chains) simultaneously. As AI-driven data center electricity demand surges and technology companies seek carbon-free baseload power alternatives to natural gas, the market timing for small modular reactors is increasingly favorable.

Founded
2013
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Key Differentiators

Emerging Innovator

Oklo is an emerging player bringing innovative solutions to the Climate & Energy market.

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Estimated Visibility Trend (Beta)

Simulated 8-week rolling score

18
↑ Trending

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