As Nvidia and Oklo Partner on AI Factories, Should You Buy OKLO Stock?

The article covers Oklo’s new three‑way partnership with Nvidia and Los Alamos National Laboratory to develop “nuclear‑powered AI factories,” a move that validated Oklo’s role as an energy supplier for AI infrastructure. The collaboration aims to accelerate plutonium‑fuel R&D, grid‑stability studies and de‑risk commercialization of Oklo’s Aurora reactors. Market reaction was immediate: OKLO stock jumped about 6% on the April 23 announcement and has risen ~214% over the past 12 months. Oklo remains pre‑revenue (Q4 2025 loss per share $0.27, net loss $41.4M) but holds ~15 GW in order book including deals with large tech and energy customers. For Nvidia (NVDA.OQ), the tie‑up reinforces its role in the AI supply chain and is a positive signal for future energy‑infrastructure demand tied to high‑performance computing.