Oklo Advances NRC Licensing for 15-75 MW Reactors as Backlog Reaches 14 GW

7 articles · Updated · The Motley Fool · Jun 1

Oklo is moving through Nuclear Regulatory Commission licensing for its Aurora commercial powerhouse, a key step toward selling advanced reactors to data centers, industrial sites and remote operations.
The Aurora design is built to deliver 15 to 75 megawatts per unit and can be combined for larger loads, giving Oklo a pitch tailored to AI-linked power demand.
A 14-gigawatt potential customer backlog includes Meta, Equinix and Switch, extending the startup's ties to major technology companies after early backing from OpenAI CEO Sam Altman.
Oklo has said its first commercial reactor could start in late 2027 or early 2028, with a nearer-term milestone to demonstrate criticality of its pilot reactor before July 4, 2026.
The company remains a high-risk nuclear favorite: its stock has lagged the broader market in 2026, but it still carries a roughly $12 billion market value amid renewed U.S. support for nuclear power.

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