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| Period | Site | Printed status | Notes |
|---|---|---|---|
| Sep 2024 | Idaho National Laboratory (Aurora-INL) | DOE Idaho Operations MOA for site investigations | 10-K 2025: Memorandum of Agreement dated 25 Sep 2024 grants access to conduct site investigations at the preferred Idaho site. |
| YE 2025 (INL permit and fuel) | Idaho National Laboratory (Aurora-INL) | DOE site use permit and 5 metric tons HALEU fuel award | 10-K 2025: site use permit from DOE for the INL site; fuel award of five metric tons of HALEU from recovered EBR-II uranium. Kiewit Nuclear Solutions selected as lead constructor. Company target of first powerhouse in 2028 is printed as ambitious and is not a COD. |
| Dec 2025 | Pike County, Ohio | Land purchased for announced Aurora campus | 10-K 2025: purchased land in southern Ohio in December 2025 intended to support Aurora powerhouses, including a planned 1.2 GW campus. |
| Early 2026 | Idaho National Laboratory (Aurora-INL) | DOE Nuclear Safety Design Agreement approved | 10-K 2025 and Q2 2026 10-Q: NSDA is one of five DOE regulatory steps for nuclear facility operation. Exact calendar day is not printed. |
| Jun 2026 | Idaho National Laboratory (Aurora-INL) | DOE Preliminary Documented Safety Analysis approved (11 Jun 2026) | Q2 2026 10-Q: PDSA approved under the DOE Reactor Pilot Program. Establishes the preliminary safety basis. Updated NRC combined license application still described as not yet submitted. |
| Q2 2026 (Eielson) | Eielson Air Force Base, Alaska | Tentative Notice of Intent to Award | Q2 2026 10-Q: DLA-Energy NOI on behalf of the Department of the Air Force, tentatively selecting Oklo. Planned Aurora-derived powerhouse to integrate electric power and steam, including at least 5 MWe. Not a binding PPA. |
| Period | Counterparty | Stated capacity | Structure | Notes |
|---|---|---|---|---|
| Feb 2024 | Equinix | ROFR 100 to 500 MWe | Non-binding letter of intent | 10-K 2025 commitments note: LOI dated 16 Feb 2024. March 2024 $25 million payment recorded as a right-of-first-refusal liability. Pricing of a future PPA is not printed. Locations not specified. |
| 2024 (Diamondback) | Diamondback Energy | 50 MW (LOI) | Non-binding letter of intent | Company press release: 20-year PPA collaboration for Permian operations near Midland, Texas. 10-K 2025 names the LOI without repeating the 50 MW figure. |
| Dec 2024 | Switch | 12 GW | Non-binding Master Power Agreement | Company press release 18 Dec 2024 and 10-K 2025: framework through 2044, with individual binding agreements expected as milestones are reached. Not committed deliveries. |
| Named YE 2025 | Prometheus Hyperscale | Non-binding letter of intent | 10-K 2025 and Q2 2026 10-Q name the LOI (formerly Wyoming Hyperscale White Box LLC). Megawatts are not printed. | |
| Jan 2026 | Meta Platforms | 1.2 GW campus | Prepayment agreement (5 Jan 2026) | Q2 2026 10-Q: mechanism for Meta to prepay for power and fund fuel for the first phase of a Pike County, Ohio campus. Forthcoming PPAs are described as not yet executed. COD is not printed in the 10-Q. |
| Period | Event | Printed proceeds ($M) | Print type | Notes |
|---|---|---|---|---|
| May 2024 | AltC business combination close (9 May 2024) | 259 | Net proceeds | 10-K 2024: $276.2 million proceeds, $259.0 million net after transaction costs and advisor fees. |
| Jun 2025 | Underwritten public offering (closed 16 Jun 2025) | 441.6 | Net proceeds (cash flow) | Q2 2025 10-Q: 7,666,667 shares at $60.00. Gross $460.0 million. Cash-flow net $441.6 million. Stockholders' equity print $440.1 million after additional offering costs. |
| Dec 2025 | December ATM Program (4 Dec to 31 Dec 2025) | 300 | Gross proceeds | 10-K 2025: 3,397,872 shares at an average $88.29. Net for this month is not printed separately. Program size up to $1,500.0 million gross. |
| H1 2026 (2025 ATM) | 2025 ATM Program issuances in H1 2026 | 1,181.897 | Net proceeds | Q2 2026 10-Q ATM table: 12,376,352 shares, gross $1,199.868 million, net $1,181.897 million. Completes the 2025 ATM Program. |
| H1 2026 (2026 ATM) | 2026 ATM Program issuances in H1 2026 | 670.047 | Net proceeds | Q2 2026 10-Q ATM table: 10,712,054 shares, gross $680.371 million, net $670.047 million. 2026 program size up to $1,000.0 million gross; still ongoing as of 30 Jun 2026. |
| Period | Milestone | Printed status | Notes |
|---|---|---|---|
| As of 10-K 2025 | Aurora Fuel Fabrication Facility (INL) | DOE SDS, CSDR, NSDA, and PDSA approved; selected under FLPP | 10-K 2025 and Q2 2026 10-Q list all four DOE documents as approved. Calendar days are not printed. FLPP is described as a DOE Fuel Line Pilot Program selection. |
| As of Q2 2026 (demo) | Advanced fuel recycling demonstration | End-to-end key stages completed with Argonne and INL | Q2 2026 10-Q. Not a commercial recycling facility. Throughput is not printed. |
| Sep 2025 | Tennessee Advanced Fuel Center (recycling) | Announced; NRC pre-application engagement | Q2 2026 10-Q: first-phase recycling facility, roadmap of up to $1.68 billion of investment, licensing project plan completed with the NRC. Investment figure is a company roadmap, not spent capex. |
| Jun 2026 | Standard Nuclear recycled-fuel offtake | Non-binding memorandum of understanding | Q2 2026 10-Q: explores potential purchases of recycled nuclear fuel materials. Subject to diligence, negotiation, and definitive agreements. Volume is not printed. |
| Period | Event | Printed status | Notes |
|---|---|---|---|
| Mar 2020 | Custom combined license application submitted | Submitted (first advanced-reactor custom COLA) | 10-K 2025: first advanced fission company to submit a custom COLA with the NRC. |
| 2022 | NRC denial of initial COLA | Denied without prejudice | 10-K 2025 and Q1 2026 10-Q. Filings print the year, not a calendar day. |
| Jul 2025 | NRC Phase I pre-application readiness assessment | Completed; no significant gaps identified | 10-K 2025 and Q2 2026 10-Q: assessment of siting and environmental approach and readiness to submit those parts of a COLA. |
| Aug 2025 | DOE Reactor Pilot Program selection (Aurora-INL) | Selected 13 Aug 2025 | 10-K 2025: Oklo and Atomic Alchemy selected for three of eleven RPP projects. Aurora-INL approved to proceed under DOE authorization rather than waiting on an NRC COL. |
| Early 2026 | DOE Nuclear Safety Design Agreement (Aurora-INL) | Approved | 10-K 2025 and Q2 2026 10-Q. NSDA is described as one of five DOE steps. Exact calendar day is not printed. |
| Q1 2026 | Updated NRC combined license application | Not submitted | Q1 2026 10-Q: company is working toward submitting an updated custom COLA. Do not treat the 2020 filing as a live accepted application. |
| Jun 2026 | DOE Preliminary Documented Safety Analysis (Aurora-INL) | Approved 11 Jun 2026 | Q2 2026 10-Q: PDSA approved under the DOE Reactor Pilot Program. |