Oklo, Nvidia, and Los Alamos Partner to Accelerate Nuclear Fuel R&D for AI Power

Overview

• A collaboration announced Thursday between Oklo, Nvidia, and Los Alamos National Laboratory uses AI models and high‑performance computing to speed nuclear fuel research.
• The partners aim to validate plutonium‑bearing fuel for Oklo’s Pluto reactor and to support the Department of Energy’s Genesis Mission to boost scientific output with AI.
• Investors cheered the news as OKLO shares jumped in April, and HSBC initiated coverage with a Buy rating and a $96 price target the same day.
• Oklo remains pre‑revenue after a fourth‑quarter net loss of $41.4 million and says its order pipeline is about 15 GW, including a power agreement with Meta and other letters of intent.
• The company is advancing small modular reactors such as the 15–75 MW Aurora for AI data centers and remote sites, with pre‑construction at Idaho National Laboratory and goals of first criticality in 2026 and commercial operations in 2028.