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Nuclear Power NYSE: OKLO

Oklo Inc. (OKLO)

Compact nuclear reactors designed for AI data center power.

✓ Reviewed by AI Decoded Editorial Team Updated March 2026
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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
Idaho National Lab (~2027)
First Reactor
Pre-revenue; development stage

Sources: TechCrunch (Jan 9, 2026), Motley Fool (Mar 14, 2026)

Upcoming Catalysts

  • First reactor deployment at Idaho National Laboratory (targeting ~2027)
  • DOE and NRC regulatory approvals advancing
  • AI data center operators signing power purchase agreements for future capacity
  • Q1 2026 earnings (Mar 17, 2026 after market close) — consensus: -$0.17 EPS

Key Risks

  • Pre-revenue stage: no commercial reactors operating yet
  • Regulatory approval timelines are uncertain; NRC review can take years
  • High-enriched fuel sourcing (HALEU) supply chain still in development
  • Execution risk on cost targets — nuclear historically runs over budget and schedule

⚠️ 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.