OkloRegister for a premium account to gain access to Sterling AI.
Get StartedThings you can ask Sterling:
| Customer | Location | Status | Capacity Commitment | Target COD | |
|---|---|---|---|---|---|
| Idaho National Laboratory (FOAK Aurora site) | Idaho National Lab (DOE site) | DOE Idaho Nuclear Safety Design Agreement approved Mar 2026; NRC licensing + site work continuing | 1 Aurora (~15 MWe); FOAK demonstrator | Target first operations late 2027 | |
| Equinix (data center; multi-site MoU) | Multiple US data center sites | December 2023 letter of intent; subsequent capacity expansion agreements | Up to 500 MWe across multiple Equinix campuses | Beyond 2030 | |
| Switch (data center; master power agreement 2024) | Switch US data center campuses | Master Power Agreement expanded to 12 GWe (Dec 2024), one of the largest corporate nuclear agreements to date | Up to 12 GWe across Switch campuses | Initial deployments could begin 2029 | |
| Meta (data center; power agreement 2025) | Meta US data center operations | Power agreement for up to 1.2 GW to support data + AI operations | Up to 1,200 MWe | Beyond 2030 | |
| Eielson AFB (US Air Force partnership) | Eielson Air Force Base, Alaska | Initial siting + Defense Logistics Agency engagement | Single Aurora (~5 MWe defense scale) | Beyond 2030; defense scope separate from civilian-power FOAK | |
| Diamondback Energy (Permian Basin energy customer) | Texas Permian Basin | Mar 2025 commercial-scale MoU + framework agreement | Up to 50 MWe Permian power delivery | Beyond 2030 | |
| Total binding pipeline (LOI / MoU / framework) | ~14,100 MWe stated commitments across counterparties (Switch 12 GWe dominates) | Mostly MoU / framework phase; no signed LRIP contracts yet | Combined ~14,100 MWe stated order book | All beyond 2030 | |
| Editorial. Why this matters | Strategic context | Oklo's Aurora is one of two leading microreactor designs (alongside NANO Nuclear's family); the structural bet is that distributed-microreactor economics make sense for data centers + remote sites where grid-scale nuclear cannot reach. Sam Altman's prior chair role made OKLO the marquee pre-revenue advanced-reactor SPAC story. Marquee question: as NRC COLA re-submission progresses + as INL FOAK approaches 2029-2030 COD, does Oklo convert MoU-stage interest into binding LRIP commitments + scale beyond a single demonstrator? |