Oklo outlined a vertically integrated strategy spanning nuclear power, fuel fabrication and recycling, and radioisotopes to build recurring revenue streams.
Aurora sodium fast reactor design targets 75 MW units with 40+ year licenses, passive safety, atmospheric pressure operation, and installation in under 18 months.
First Aurora powerhouse at Idaho National Laboratory targets start of operations in 2028, positioned as a commercial deployment rather than a demonstration plant.
Fuel plan centers on multiple supply paths, including 5 metric tons of HALEU awarded by the DOE, a Centrus HALEU MoU, plutonium award discussions, and recycling used fuel.
Execution updates include groundwork at INL, NRC progress on a principal design criteria topical report, an Ohio project tied to a planned 1.2 GW Meta campus, isotope unit buildout.
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