# Oklo

Type: Company (OKLO)

Source: GetYourBrief — https://getyourbrief.com/entity/oklo
Canonical HTML page: https://getyourbrief.com/entity/oklo

## Timeline

- **2030-01-01**: Phase 1 Deployment — Target date for first 150MW of Oklo-Meta power campus to go online.
- **2026-03-18**: Sera Prognostics Commercial Pivot — Announces target to reach 15-17 states and 60% of US births by year-end.
- **2026-03-18**: Oklo Deployment Shift — Oklo announces transition from product development to active project deployment at INL.
- **2026-03-17**: Meta Nuclear Deal — Oklo executes 1.2 GW power campus agreement with Meta for Ohio deployment.
- **2026-03-17**: Meta-Oklo Agreement — Execution of 1.2GW Aurora power campus development in Ohio.
- **2026-03-17**: Meta-Oklo Agreement — Execution of prepayment agreement for 1.2GW Aurora power campus in Ohio announced.
- **2026-03-05**: Ecopetrol Dividend Proposal — Board proposes COP 110 per share dividend representing 50% of net income.
- **2026-03-05**: Ecopetrol Dividend — Board proposes COP 110 per share dividend following strong operational cash flow.
- **2026-01-15**: Oklo Capital Infusion — Oklo raises $1.182 billion net of fees through an ATM program.
- **2026-01-15**: Oklo Capital Raise — Raises $1.182 billion net through ATM program to fund Aurora projects.
- **2026-01-15**: Oklo Capital Raise — Oklo raises $1.182B net through a $1.5B ATM program to fund SMR construction.
- **2025-12-31**: Renewable Target Surpassed — Ecopetrol hits 951 MW of renewable capacity, beating its 2030 goal five years early.
- **2025-12-31**: Year-End Financials — Oklo reports $1.4B in cash; IZEA reaches breakeven; Sera Prognostics completes PRIME study.
- **2025-12-31**: Spire Global Divestiture — Spire Global completes the divestiture of its maritime business to focus on defense intelligence.
- **2025-12-31**: Energy Vault Profitability — Energy Vault returns to positive adjusted EBITDA in the fourth quarter.

## Recent coverage (10 stories, network-wide)

### Q4 Earnings Pulse: Energy Vault and Oklo Lead Industrial Tech Transformation
2026-03-19 12:19:06 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 6

A wave of Q4 earnings reports reveals a pivot toward operational deployment and infrastructure scaling across the energy, retail, and aerospace sectors. While Energy Vault and Oklo signal a transition from development to revenue-generating assets, legacy players like Macy's and Titan America are navigating macroeconomic headwinds through strategic divestitures and regional expansions.
Full story: https://getfinancebrief.com/story/energy-vault-oklo-q4-earnings-analysis-2026

### Energy Vault and Oklo Pivot to Commercial Deployment Amid Record Q4 Growth
2026-03-19 12:18:30 · Sector: climate · Sentiment: Neutral · Impact: 6/10 · Sources: 6

Energy Vault (NRGV) achieved a return to positive adjusted EBITDA in Q4 2025, driven by its 'Asset Vault' ownership strategy and significant revenue growth. Meanwhile, advanced nuclear firm Oklo (OKLO) is transitioning from R&D to active project deployment at Department of Energy sites, signaling a broader shift toward commercialization.
Full story: https://getclimatebrief.com/story/energy-vault-oklo-q4-earnings-analysis-2026

### Macy’s Leads Retail Recovery Amid Broader Industrial Sector Transformation
2026-03-19 12:17:55 · Sector: retail · Sentiment: Neutral · Impact: 6/10 · Sources: 6

Macy’s (NYSE: M) reported a pivotal fourth quarter, returning to positive comparable sales and exceeding guidance despite macro headwinds like tariff pressure. This retail recovery aligns with a 'transformative' year for industrial and energy sectors, as companies like Energy Vault and Oklo shift from development to active project deployment.
Full story: https://getretailbrief.com/story/macys-q4-earnings-retail-industrial-transformation

### Defense Intelligence and Energy Security Pivot: Q4 Earnings Analysis
2026-03-19 12:17:19 · Sector: space · Sentiment: Neutral · Impact: 6/10 · Sources: 6

Leading space intelligence and next-generation energy firms reported a decisive shift from research to active deployment in their Q4 2025 earnings. Spire Global's focus on defense-centric space data and Oklo's progress with the Department of Energy signal a maturing ecosystem for critical national infrastructure.
Full story: https://getspacebrief.com/story/defense-intelligence-energy-security-q4-earnings-analysis

### AI Infrastructure and Specialized SaaS Pivot Toward Profitability and Scale
2026-03-19 00:18:58 · Sector: saas · Sentiment: Positive · Impact: 6/10 · Sources: 6

The Q4 2025 earnings cycle reveals a strategic shift among specialized technology and infrastructure providers toward long-term scalability and operational discipline. While Oklo secures massive energy commitments from Meta to power the AI revolution, SaaS players like IZEA and Sera Prognostics are prioritizing high-value enterprise accounts and clinical data validation to navigate a tightening macroeconomic environment.
Full story: https://getsaasbrief.com/story/ai-infrastructure-saas-earnings-q4-2025

### Strategic Endurance: Q4 Earnings Reveal a New Era for Venture-Scale Publics
2026-03-19 00:18:47 · Sector: startups · Sentiment: Positive · Impact: 6/10 · Sources: 6

The Q4 2025 earnings cycle highlights a critical shift for growth-stage public companies, where massive capital reserves and operational efficiency are being prioritized over immediate revenue. From Oklo's multi-billion dollar infrastructure plays to Sera Prognostics' clinical-milestone focus, the 'Strategic Endurance' model is now the primary driver of market sentiment.
Full story: https://getstartupbrief.com/story/q4-2025-earnings-startup-venture-capital-analysis

### Q4 Earnings: Tech-Infra and Biotech Pivot as Retail Faces Margin Pressure
2026-03-19 00:18:32 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 6

The Q4 2025 earnings cycle reveals a stark divergence between high-growth infrastructure bets and established retail and energy players navigating macroeconomic headwinds. While nuclear energy and biotech firms are securing massive capital for long-term deployments, consumer-facing giants like lululemon are grappling with regional stagnation and tariff-driven margin compression.
Full story: https://getfinancebrief.com/story/q4-2025-earnings-analysis-tech-infra-biotech-retail

### Energy Giants Pivot: Ecopetrol Hits Renewables Milestone as Oklo Secures Meta
2026-03-19 00:17:53 · Sector: climate · Sentiment: Positive · Impact: 6/10 · Sources: 6

Ecopetrol has surpassed its 2030 renewable energy targets five years early, while advanced nuclear firm Oklo secured a massive 1.2 GW development agreement with Meta. These developments signal a dual-track acceleration in the energy transition, combining traditional hydrocarbon efficiency with aggressive low-carbon scaling.
Full story: https://getclimatebrief.com/story/ecopetrol-oklo-energy-transition-2025-analysis

### Retail Resilience Tested by Tariff Headwinds and Creator Economy Shifts
2026-03-19 00:16:59 · Sector: retail · Sentiment: Positive · Impact: 6/10 · Sources: 6

The Q4 2025 earnings cycle reveals a stark divide in the retail landscape, as lululemon grapples with significant tariff-driven margin compression while IZEA achieves a historic profitability milestone. Simultaneously, Meta’s massive 1.2-gigawatt nuclear agreement with Oklo signals a new era of infrastructure-heavy social commerce.
Full story: https://getretailbrief.com/story/retail-earnings-lululemon-meta-izea-analysis-2026

### AdTech Efficiency and Big Tech Infrastructure Define Q4 2025 Earnings
2026-03-19 00:12:53 · Sector: marketing · Sentiment: Positive · Impact: 6/10 · Sources: 6

The Q4 2025 earnings cycle reveals a strategic shift toward enterprise-scale profitability in AdTech and massive infrastructure investments by Big Tech to fuel AI growth. IZEA achieved its first breakeven year through portfolio rationalization, while Meta secured a landmark 1.2-gigawatt power agreement to support its future advertising engines.
Full story: https://getmarketingbrief.com/story/adtech-efficiency-meta-oklo-q4-2025

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