Oaklo's Innovative Micro Reactor Model and Its High-Risk, High-Reward Profile

3 months ago

"Now, first up in the innovation reactor tier is Oaklo. They're a micro reactor company backed by OpenAI's Sam Altman. Their Aurora design produces about 15 megawatts of continuous power, enough to run a large AI data center. They're built to operate for 10 years without ever refueling. No moving parts, no water cooled core, minimal waste. So, what exactly makes Oakl different? They don't want to sell reactors. They want to own and operate them like mini power plants. Instead of relying on utilities, they're targeting private customers, industrial campuses, defense bases, and hyperscalers that really want to lock in that 24/7 clean power. They've already received conditional site use permit from the DOE at Idaho National Lab. And they're targeting their first operational reactor by 2027."

Oaklo is highlighted as a high-risk, high-reward play in the innovation reactor space. The company's unique model of owning and operating reactors—backed by notable figures like OpenAI's Sam Altman—positions it as a potential catalyst for nuclear-as-a-service, though execution risks remain.

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