Who Oklo buys from and sells to
Pre-revenue developer of Aurora small fast reactors, planning to own the plants and sell the power.
Part of Power Grid and Clean Energy Infrastructure spending
Buys from 4
- Centrus EnergyLEUHALEU fuel for up to five Aurora powerhouses, from 2029
- US Department of EnergyHALEU allocation and the Idaho National Laboratory site
- Siemens EnergySMEGFsteam turbines and generators for the powerhouse
- LightbridgeLTBRfuel fabrication collaboration at Idaho
Sells to 4
- MetaMETAprepaid power from a 1.2 GW Pike County, Ohio campus
- Switchpower for data centres under a 12 GW master agreement
- EquinixEQIXpre-agreement for data-centre power
- Liberty EnergyLBRTjoint power offering for large industrial loads
Where the chain could break
- Needs NRC licensing for a reactor design not yet approved; first unit not before ~2027-2028
- HALEU fuel barely exists outside Russia; Centrus deliveries start only in 2029
- No revenue yet: customer deals are prepayments and non-binding agreements
Competes with
- NuScale PowerSMRsmall modular reactors for the same buyers
- TerraPoweradvanced reactors, also contracted by Meta
- X-energysmall reactors backed by Amazon
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.