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The advanced nuclear sector has been repriced around AI-driven power demand, but the distance between test-reactor milestones and contracted megawatt-hours remains the defining variable for pre-revenue developers.
Oklo (NYSE: OKLO) closed August with two concrete firsts: roughly $1.2 million in quarterly revenue, drawn mostly from services, and confirmation that its Groves isotope test reactor in Lockhart, Texas sustained a controlled nuclear chain reaction in early August.
Management's own quarterly filing, however, keeps commercial power revenue on a 2028 timeline at the earliest.
The Aurora clock The path to actual electricity sales runs through the Aurora powerhouse at Idaho National Laboratory.
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