Oklo announced an agreement with NVIDIA and Los Alamos National Laboratory (LANL) to advance critical nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos. 

The partnership aligns Oklo’s advanced reactor platform, NVIDIA’s AI infrastructure, and LANL’s deep expertise in materials science and nuclear fuels. Together, the trio aims to accelerate deployment of resilient, high-assurance energy while supporting the federal government’s Genesis Mission.

Initial projects focus on physics- and chemistry-based AI models for fuel validation, materials science and fabrication R&D on plutonium-bearing fuels, and grid reliability studies for nuclear-powered AI factories at LANL. 

“This agreement brings together reactor deployment, high-performance compute, and world-class fuel and materials science expertise” said Oklo co-founder and CEO Jacob DeWitte. “We believe this will advance our plutonium-bearing fuel work on Oklo’s Pluto reactor, which was selected under DOE’s Reactor Pilot Program, and help bring resilient power in support of the Genesis Mission.”

Oklo has been finding themselves at the center of attention for multiple different private and government ventures. Meta provided Oklo a prepayment for securing fuel at a 1.2 GW nuclear campus in Ohio, and Oklo’s subsidiary Atomic Alchemy recently completed the majority of the construction at the Groves site in Texas. 

NVIDIA’s own CEO Jensen Huang has repeatedly stressed that AI factories need round-the-clock firm power, a point we highlighted when nuclear stocks surged on his comments. 

With roughly $2.5 billion in cash, no debt, and customer prepayments offsetting first-of-a-kind costs, Oklo is positioning itself as a leader in the sector. HSBC initiated coverage the same day with a Buy rating and $96 price target, citing Oklo’s owner-operator model, DOE pilot momentum, and path to first revenue later this year from its Idaho radiochemistry lab.