Oklo teams up with Nvidia and LANL

New friends, bigger ambitions

Oklo just added two very fancy roommates: Nvidia and Los Alamos National Laboratory. The trio says it will work on nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos, with the big-picture goal of supporting nuclear-powered AI factories. Yes, that phrase sounds like something dreamed up by a venture capitalist on three espressos, but it also tells you where the puck is headed.

Why this matters

For Oklo, this is less about a one-off press release and more about credibility. Teaming up with Nvidia gives the company a shiny AI halo, while Los Alamos brings serious scientific street cred. If Oklo can help tie nuclear power to the exploding demand for AI compute, it could strengthen the bull case that the company sits at the intersection of two hot narratives: clean baseload power and artificial intelligence.

The investor takeaway

This kind of partnership doesn't guarantee revenue tomorrow morning, and it doesn't build a reactor by itself. But it can help Oklo look less like a moonshot and more like a platform with real institutional backing. In a market that loves anything connected to AI infrastructure, that matters. Big picture: Oklo is trying to sell the idea that nuclear isn't just old-school energy — it's the backstage crew for the AI boom.