Oklo
Develops small modular nuclear reactors aimed at selling power to data centres.
- Revenue
- Q2 2026 revenue of $1.2M, mostly from recent acquisitions
- Growth
- Cash and securities of about $3.0B at end of Q2 2026, after about $1.9B raised through share sales in 2026
- Based in
- Santa Clara, US
- Founded
- 2013
- Listed
- Public (OKLO)
Equinix has agreed to buy up to 500 MW from Oklo reactors, and its Aurora reactor at the Idaho lab targets 2028.
It has no reactor licence or power sales yet, and it raised its 2026 cash burn outlook to $120M to $150M.
Money coming in
Who pays Oklo, and for what.
agreed to buy up to 500 MW of nuclear power from Oklo reactors
datacenterdynamics.com
Money going out
Who Oklo pays to do what it does.
No suppliers of Oklo mapped yet.
Where it sits on the map
Competitors and neighbours
Makes fuel cells that give a data centre its own power without waiting for the grid.
Revenue of $1.065B in Q2 2026 (quarter to 30 June 2026)
Open profileMakes gas turbines and grid equipment that power new data centres and utilities.
$176B order backlog. Data centre orders over $5B in the first half of 2026
Open profileMakes gas turbines, grid equipment and transformers that power data centres and utilities.
Q3 FY2026 revenue of about EUR 11.4B (quarter to 30 June 2026)
Open profileMakes large generator sets and turbines that run data centres when the grid is not enough.
Record sales of $20.5B in Q2 2026 (quarter to 30 June 2026)
Open profileThe largest US nuclear operator, selling carbon-free power under long contracts.
Revenue of $7.5B in Q2 2026 (quarter to 30 June 2026)
Open profileDesigns small modular nuclear reactors, with a partner pursuing a large plan with the US Tennessee Valley Authority.
Q2 2026 revenue of about $0.1M (reported)
Open profileOwns nuclear and gas power plants and sells power to large buyers, including data centres.
Adjusted EBITDA of $374M in Q2 2026 (quarter to 30 June 2026)
Open profileExports US natural gas and is building power plants at its terminals to sell electricity to data centres.
Plan could power up to 10 GW of computing (WSJ, Oct 2026)
Open profileOwns large gas and nuclear power plants and sells the electricity under long contracts.
Ongoing operations adjusted EBITDA of $1.77B in Q2 2026 (quarter to 30 June 2026)
Open profileSources: marketbeat.com, datacenterdynamics.com
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