Core Facts on Oklo’s Nuclear Reactor Development
Oklo is developing small nuclear reactors called Aurora powerhouses, aimed at supplying continuous power to AI data centers and other remote locations. The company has partnered with Meta Platforms to create a 1.2 gigawatt nuclear energy campus in Ohio, potentially deploying multiple reactors.
Despite a 238% gain in 2025, Oklo’s stock has fallen 15% in the last three months and remains relatively flat for 2026. A significant challenge is that Oklo’s reactor design has yet to receive approval from the Nuclear Regulatory Commission (NRC), and its first reactor may not be operational until late 2027 or 2028. The reactors will operate on high-assay low-enriched uranium (HALEU), which is currently in short supply in the U.S.; in 2025, the only supplier, Centrus Energy, delivered about 0.9 metric tons, insufficient to power even one Aurora powerhouse fully.
Investors should note that while Oklo presents long-term potential, its significant risks and uncertainties, including fuel supply and regulatory hurdles, could lead to volatility in the near term.
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