OKLO's 1.2 GW META Agreement: Is it a Long Term Bet or Risk?

Key Takeaways OKLO inked a deal with Meta to develop a 1.2-GW nuclear campus in Ohio for AI data centers.The phased Aurora build targets first power around 2030, expanding to full capacity by 2034.Prepayment support aids early funding, but revenue likely waits until 2027-2028 approvals.Oklo Inc. (OKLO) has put a big marker down in the fast-growing “AI power” conversation with a landmark agreement tied to Meta Platforms’ (META) expanding data center footprint. The catch is that the story remains long-dated, ...