Oklo
OKLO
Oklo Inc (OKLO) develops the Aurora fast-spectrum microreactor for remote and data center power.
15-50 MWe liquid metal-cooled design using HALEU or recycled fuel; refuel every 10 years. Idaho site permit filed 2020; SPAC-listed 2024 with $306M valuation. Backed by Sam Altman.
Why it matters now
First commercial microreactor license pursuit in 2025 aligns with hyperscaler PPAs; HALEU bottleneck delays first deployment.