Nuclear Power NYSE: OKLO

Oklo Inc. (OKLO)

Compact nuclear reactors designed for AI data center power.

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✓ Reviewed by Get AI Decoded Editorial Team Updated April 2026

The AI Angle

Oklo is building compact fast fission power plants (microreactors) designed to provide reliable, carbon-free electricity at the scale that AI data centers need — from 1 MW to 100+ MW. Data center operators are struggling to secure power at new sites; utility grids are strained, permitting is slow, and renewable energy is intermittent. Oklo's pitch is a modular, factory-manufactured reactor that can be co-located with a data center.

Oklo's investor presentations lead with data center demand: the US alone is estimated to need 300 GW of new power capacity to support the AI infrastructure buildout. Oklo is targeting $80–130 per megawatt-hour for its energy pricing — competitive with peaker plants and diesel generation in remote locations.

Key Numbers

$80–130/MWh

Target Energy Price

Company target (TechCrunch, Jan 2026)

300 GW

New Nuclear Demand Estimate

US AI data center buildout estimate

July 4, 2026

Criticality Target

Aurora prototype at Oak Ridge, Tennessee

3/5

AI Exposure Score

Significant AI exposure.

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⚡ About AI Exposure Score: Reflects how central AI is to this company's current revenue and growth strategy. 5 = AI is the core business. 1 = AI is a minor angle. Editorial assessment — not a buy/sell signal.

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Upcoming Catalysts

Aurora prototype targeting criticality by July 4, 2026 (major proof-of-concept milestone)
First commercial reactor deployment at Idaho National Laboratory (targeting 2027)
DOE and NRC regulatory approvals advancing on accelerated timeline
AI data center operators negotiating power purchase agreements for future capacity

Key Risks

Pre-revenue stage: no commercial reactors operating yet
Criticality deadline at risk; nuclear projects historically face schedule slippage
High-enriched fuel sourcing (HALEU) supply chain still in development
Execution risk on cost targets — nuclear historically runs over budget and schedule

Sources: World Nuclear News (Mar 23, 2026), Motley Fool (Mar 25, 2026), Wikipedia (Mar 22, 2026)

⚠️ Not financial advice. This page is for informational purposes only. All figures are sourced from public earnings reports, company guidance, and financial news. Past performance is not indicative of future results. Always do your own research before making any investment decisions.