re: Regarding OKLO

Grok. Will Oklo build SMR’s to power AI data centers?

Oklo’s small modular reactors (SMRs) are positioned to power AI data centers, with the company actively securing agreements to meet the surging energy demands of these facilities. Oklo has signed letters of intent with two undisclosed data center providers to deliver up to 750 MW of power, and its customer pipeline includes over 14 GW of potential capacity, with significant interest from data center operators. Specific agreements include a 500 MW deal with Equinix, a 100 MW deal with Prometheus Hyperscale, and a non-binding Master Power Agreement with Switch for up to 12 GW through 2044. Oklo’s Aurora Powerhouse reactor, recently upgraded to 75 MW capacity, is designed to match the power needs of data centers, offering scalable, reliable, and clean energy using fast fission technology and recycled nuclear fuel.[](LINK [](LINK [](LINK

The company has also partnered with Vertiv to develop integrated power and cooling solutions tailored for AI data centers, leveraging steam and electricity from Oklo’s SMRs to enhance efficiency. Additionally, a collaboration with Liberty Energy combines nuclear, gas, and grid services to provide comprehensive energy solutions for data centers. Oklo aims to deploy its first reactor by 2027 at Idaho National Laboratory, pending Nuclear Regulatory Commission (NRC) approval, though past applications faced setbacks due to safety concerns.[](LINK [](LINK [](LINK

While Oklo’s technology and partnerships signal strong potential, regulatory hurdles, fuel supply challenges, and the unproven commercial viability of SMRs pose risks. Critics also note concerns about liquid sodium coolant safety and the long timeline for fuel recycling facilities, targeted for the early 2030s. Despite these challenges, Oklo’s focus on AI-driven energy demand, backed by figures like Sam Altman, positions it as a key player in the nuclear renaissance for data centers.[](LINK [](LINK [](LINK

Sounds great, doesn’t work.

The fact there’s increasing discoveries in the northeast that local actors covertly scuttled portions of the operations during the decommissioning process to ensure the decisions couldn’t be reversed at a later time says everything about the ability to start providing new nuclear power as a near term solution. …especially a tech startup.

I think Hoschul is very telling. Because she and Cuomo had no issues closing Indian Point, and after they decommissioned it, portions were removed and shipped out of state to ensure it would be impossible to restart. As soon as it was dismantled Hoschul changed her stance and began lobbying for nuclear. Since restarting the old plant is out of the question, they’re calling for studies for modular solutions. Baton Rouge is getting a loop before any of that happens.

Cali went in a more innocuous direction route. When they decommissioned their plants, they allowed certifications to lapse because they knew that it would take years to regain them. So now they’re in an endless loop that building a new facility is too expensive, but recertifying old facilities takes too long.

It will be interesting to see what Pennsylvania does, because they’re still touting 3 mile island for Microsoft. But the locals there are trying to develop schools and hospitals in locations that will cause it to fail safety plans. OKLO has similar problems, but they seem to be circumventing them by working with the military bases and operating in places where civilian opinions are not needed.

I have a relative that works for Entergy.
He told me that over the next ten years their hard assets will double.
I’m not saying where to put your money but energy is projected to be a rare commodity soon.

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sold my small position yesterday. This thing is one bad break from plummeting IMO, more than doubled for me, but I think of that as more luck than anything.

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You doubled your money on a public stock that has yet to generate a single dollar of revenue. Let that sink in for a moment.

That’s basically 2023-2025 in a nut shell

Very possible.

I really need to dig into this more. As a $17 dollar meme stock play last year it was cool and my thesis played out, but at today’s levels (pushing 80, 75 floor with apparent substantial support) , this security is demanding more attention from me.

There is no revenue, there are no reactors. It’s all speculation. What is going on here to keep this at this price

Sold half my shares at 75.

It's crazy how much this has run without a viable product yet. Just imagine when that time comes how high this could shoot up.

Time for some puts.

tHe NeXt pLuG!

I’m still ridin that virtual modular reactor to the moon. Up 92% for most of my shares and 49% for the other portion.