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Investor Interest Builds in Oklo on Fast‑Reactor Pitch and 14 GW Prospects

The analysis casts the company as a potential front‑runner by pairing compact fast‑reactor designs with a power‑as‑a‑service model focused on long‑term contracts.

Overview

  • Oklo is developing compact, fast‑spectrum reactors that use recycled nuclear fuel for remote sites, data centers, and industrial applications.
  • The company’s Aurora designs are initially sized at 15 MWe and 75 MWe, with plans described to scale to 100 MWe and higher.
  • Its approach is to build, own, and operate plants and sell electricity and heat under long‑term power purchase agreements rather than selling reactors.
  • Oklo reports a customer pipeline of more than 14 GW that is largely composed of non‑binding agreements, indicating early interest rather than firm orders.
  • Yahoo Finance characterizes investors as having piled into the stock as they weigh Oklo’s positioning within a broader push to expand nuclear capacity by 2050.