Oklo vs Baker Hughes
Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
About
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.
Houston oilfield services and energy technology (NASDAQ: BKR) ~$27.8B FY2024 revenue; IET LNG turbomachinery 38% revenue, Baker Hughes + GE Oil & Gas combined, energy transition positioning competing with SLB and Halliburton.
About
Baker Hughes Company is a Houston, Texas-based energy technology and oilfield services company — publicly traded on the NASDAQ (NASDAQ: BKR) as an S&P 500 Energy component — providing oilfield services and equipment (OFSE — drilling, completions, production, and intervention technologies for upstream oil and gas operations) and industrial and energy technology (IET — turbomachinery, compressors, industrial equipment, and digital solutions for LNG terminals, industrial plants, and new energy applications) through approximately 58,000 employees in 120+ countries. Baker Hughes was formed in 2017 through the combination of Baker Hughes (founded 1987) with GE Oil & Gas — GE selling its oil and gas equipment and services business to Baker Hughes — creating a combined company that trades under NYSE: BKR while GE initially held a majority stake, which GE divested by 2022. In fiscal year 2024, Baker Hughes reported revenues of approximately $27.8 billion with adjusted EBITDA of approximately $4.4 billion, with the Industrial & Energy Technology segment (LNG compressors, gas compression, power generation turbines for industrial applications) generating 38% of revenue at above-average margins as LNG terminal construction and industrial decarbonization drove demand for Baker Hughes's turbomachinery and electrification equipment. CEO Lorenzo Simonelli has executed Baker Hughes's "energy transition" strategy — positioning Baker Hughes's equipment and services for both conventional oil and gas (OFSE — growing with global upstream capital expenditure) and the new energy economy (IET — LNG for energy transition, hydrogen compression, carbon capture equipment, geothermal drilling) to reduce Baker Hughes's correlation to oil price cycles.
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