Pike County, Ohio campus (Meta agreement)
Agreement with Meta announced in January 2026 for up to 1.2 GW of nuclear power, with Meta able to prepay for power and fund early work.
The numbers
What it is
Oklo and Meta agreed to support a nuclear campus of up to 1.2 GW on 206 acres of former Department of Energy land in Pike County, Ohio, to supply grids serving Meta's data centers. Meta's prepayment mechanism is meant to fund fuel procurement and Phase 1 of the project. Financial terms were not disclosed.
Why it matters to the stock. This is Oklo's first announced large-scale customer commitment for Aurora-class power and the clearest sign of commercial demand. Trading interest is in how much of the 1.2 GW becomes contracted revenue.
News
Oklo signs letter of intent with Centrus for HALEU fuel from 2029
Oklo and Centrus Energy signed a non-binding letter of intent under which Centrus would supply high-assay low-enriched uranium (HALEU) for multiple years, enough to power up to five Aurora powerhouses.