The New Reactors — SMR & Advanced Nuclear · The Other Watts — Non-AI Energy
OKLO
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Fast reactor "powerhouse" model — pre-revenue moonshot
What they do
Sodium-cooled fast reactor developer targeting 15-75 MW "Aurora powerhouse" units — designed to run on recycled nuclear fuel (its second business). Pre-revenue: Q1 2026 net loss $33M. Sam Altman is chairman, which both helps (network) and hurts (governance concerns). First commercial Aurora targeting 2027-2028 at Idaho National Lab site.