Oklo vs. X-Energy: Which One Actually Produces Nuclear Power First?
Key PointsAI data centers are constrained by electricity, more than hardware availability.
The race between Oklo and X-Energy to become the first to operate nuclear power for artificial intelligence data centers heats up. Oklo, backed by the Department of Energy, aims to start its Aurora-INL reactor in Idaho in 2028, targeting a market of 2,441 emerging data centers by December 2028. X-Energy, on the other hand, is navigating the Nuclear Regulatory Commission's standard licensing process, which is expected to be slower but could lead to a fleet of commercial reactors.
While Oklo has the potential to generate revenue and operational data first, X-Energy may have the advantage in scaling its technology. Ultimately, Oklo seems to have the upper hand, but only time will tell which company will succeed in providing nuclear power to meet the growing demand of data centers.
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