Core Insights - Oklo has experienced significant growth since its IPO, with shares increasing nearly 600% and at one point growing more than tenfold [1][2] Company Overview - Oklo is developing a small compact nuclear reactor named Aurora, designed to operate for a decade or longer between refueling [3] - The company's strategy focuses on building smaller reactors near customers, targeting high-margin clients like data center operators who prefer long-term contracts for reliable power [3] Strategic Partnerships - Oklo has secured notable interest from major companies, including a $25 million prepayment from Equinix for a 20-year deal for up to 500 megawatts of clean power [4] - Other strategic relationships have been established with Switch and Diamondback Energy [4] Market Potential - Oklo's current market cap stands at $14 billion, with a potential for significant growth if the company can achieve a hundredfold increase, which would place its market cap in the trillion-dollar range [6] - The global utilities industry is valued at approximately $6.7 trillion, indicating substantial market potential for advanced nuclear technology [6][7] Growth Projections - The utilities sector is projected to grow steadily over the next five years, with an estimated CAGR of about 5%, suggesting that advanced nuclear technology could contribute to this growth [7] - Achieving a tenfold gain in Oklo's stock will require time and patience as the company works towards commercialization and operationalizing its reactors [7]