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Santa Clara, CA, USA · Public (NYSE: OKLO) · oklo.com
Aurora sodium-cooled fast microreactor
Capital raised (disclosed)
Not yet sourced
Open roles
53
▼ 25 since 2026-10-30
Federal awards
$2.7M
3 grants, contracts, loans
Last private raise
—
no Form D on file
SEC filings
41
latest 2026-11-06
Coming up
POLICYRussian uranium import ban: waiver period
DOE can grant waivers for Russian enriched uranium until Jan 1, 2028; after that the ban is absolute. Affects Fission.
+ THESISPROJECT · AURORA-INLPowerhouse complete (target)
Idaho National Laboratory, ID
s203.q4cdn.com →+ THESISHIRING53 open roles (-25 since Oct 30, 2026)
Biggest teams: Fuel Recycling 12, Other 8, Business 5, Engineering 5.
+ THESISFUNDINGA VC-backed path to commercial nuclear power
Latitude Media: Oklo’s Caroline DeWitte on raising a first-of-a-kind Series A, navigating regulatory hurdles, and going public to meet new demand. The post A VC-backed path to commercial nuclear power appeared first on Latitude Media.
latitudemedia.com →+ THESISPOLICYDOE Energy Dominance Financing: Constellation and Alliant
Up to $5B conditional loan to Constellation for nuclear uprates (~1.1 GW) and a closed $5.1B loan to Alliant for gas, storage and upgrades (~2.6 GW). The office (formerly the Loan Programs Office) has over $300B of authority. Affects Fission.
+ THESISPOLICYDOE adds helium to the Critical Material List
DOE added helium to its Critical Material List, citing semiconductors, natural-gas leak testing and quantum computing. Helium also cools fusion magnets and high-temperature gas reactors. Affects Fission.
+ THESISPROJECTOklo plans isotope facility under US Launch Pad initiative
World Nuclear News · mentions Groves Isotope Test Reactor: Oklo says the Groves-2 Forge isotope production and processing pilot facility will build on the deployment of its Groves Isotope Test Reactor, which reached criticality earlier this year.
world-nuclear-news.org →+ THESISDOE · GROVES ISOTOPE TEST REACTORDOE authorized
The Groves Isotope Test Reactor in Lockhart, Texas is authorized by DOE under the Reactor Pilot Program, not NRC; I found no NRC docket for it. DOE approved the Documented Safety Analysis on July 2, 2026, and the reactor reached criticality on August 5, 2026, the fifth DOE-authorized reactor to do so.
ans.org →+ THESISPOLICYDOE Energy Dominance Financing: 10 large reactors
Up to $17.5B in conditional loans for ten Westinghouse AP1000 reactors at five sites; partners must commit $1B equity per project. Utility selections expected in the second half of 2026. Affects Fission.
+ THESISFEDERAL AWARDDepartment of Energy grant$1.9M
Olko inc. with argonne national laboratory new competitive award under foa #: de-foa-0002691 (curie) control number:2691-1536 project title: highly efficient electrochemical oxide
usaspending.gov →+ THESISHow it works
The core sits in a pool of liquid metal or molten salt that carries heat away at normal pressure. Some designs store that heat in molten-salt tanks so the plant can boost output when the grid needs it.
OPEN IN 3D →ProofGroves isotope test reactor reached criticality under DOE's pilot programAug 5, 2026energy.gov
NextAurora-INL powerhouse (target 2028)
Supply-chain security
Secured · Contracted · At risk · Unknown — rated only on public evidence; Unknown means nothing has been disclosed.
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
Read from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
2026-10-302026-11-09
Teams moving over 30 days: Engineering -11 (now 5), Finance -3 (now 3), Mechanical Engineering -3 (now 0)
By team
By location
| Fiscal year end | 2021-12 | 2022-12 | 2023-12 | 2024-12 | 2025-12 |
|---|---|---|---|---|---|
| Net income | — | $3.9M | −$32M | −$74M | −$106M |
| Cash | $3.3M | $3.6M | $9.9M | $97M | $788M |
| R&D spend | — | — | $9.8M | $27M | $59M |
Matched recipient: OKLO TECHNOLOGIES, INC.
STEP 4/6 · AT RISK HALEU is the bottleneckMost advanced designs need HALEU (5–20% enriched), with no commercial US supply at scale yet.
STEP 5/6 · AT RISK Advanced reactor timelinesFuel availability becomes a gating item for first units.
STEP 4/5 · WATCH Advanced nuclear gets anchor customersBuyers fund development and commit to output from first units.
STEP 5/5 · AT RISK Risk: data-center demand forecasts fallLater phases and options depend on load growth continuing; watch hyperscaler capex guidance.
STEP 4/4 · WATCH Office relaunched as Energy Dominance FinancingLending shifts toward nuclear and utility expansions (AP1000 offers, Constellation uprates).
Critical inputs
Policy that applies
No minerals, policies or partners linked yet. Add them in the review spreadsheet.
2026-11-04 · funding
A VC-backed path to commercial nuclear powerLatitude Media: Oklo’s Caroline DeWitte on raising a first-of-a-kind Series A, navigating regulatory hurdles, and going public to meet new demand. The post A VC-backed path to commercial nuclear power appeared first on Latitude Media.2026-10-19 · project
Oklo plans isotope facility under US Launch Pad initiativeWorld Nuclear News · mentions Groves Isotope Test Reactor: Oklo says the Groves-2 Forge isotope production and processing pilot facility will build on the deployment of its Groves Isotope Test Reactor, which reached criticality earlier this year.