Oklo Inc. (OKLO) shares surged sharply after the company confirmed a strategic partnership with NVIDIA and Los Alamos National Laboratory (LANL). The stock closed at $72.41, rising 15.65%, and extended gains to $78.43 in pre-market trading. The move followed a breakout driven by growing interest in AI-powered nuclear energy infrastructure.
Oklo announced a collaboration with NVIDIA and LANL to advance nuclear and AI integration. The agreement focuses on combining advanced reactor technology with high-performance computing systems. The partnership supports research in nuclear fuel development and energy infrastructure. The collaboration aligns Oklo's sodium fast reactor platform with NVIDIA's AI capabilities and LANL's scientific expertise. The companies aim to improve modeling, simulation, and digital twin technologies for nuclear systems. These developments support faster deployment of next-generation nuclear power solutions.
The agreement includes work on plutonium-bearing fuel validation using AI-based models. The partners will also explore materials science and fabrication processes for advanced fuels. The initiative targets improved efficiency and reliability in nuclear energy production.
The partnership prioritizes nuclear-powered AI factories and grid stability solutions. Oklo and its partners plan to study power generation, redundancy, and system reliability. As a result, the collaboration supports high-demand computing environments powered by clean energy. Integrated full-stack solutions will combine AI development with nuclear infrastructure design. These systems aim to support continuous and stable energy for large-scale data operations. The initiative reflects growing demand for sustainable power in AI-driven industries.
The companies will also develop physics and chemistry-based AI models for fuel research. These models will support faster testing and validation processes in nuclear development. The effort strengthens the role of AI in advancing energy innovation.
Oklo is positioning itself as a developer of small modular reactors, with its flagship Aurora project expected to serve as its first commercial nuclear facility. The company has been working with multiple federal research centers, including Idaho National Laboratory, to lay the groundwork for deployment. In March, the company confirmed that the US Department of Energy approved its safety design agreement for the Aurora project, which it described as a key milestone. The start-up is targeting commercial power generation by the end of 2027.
