Oklo Not Expected to Generate First Commercial Power Revenue Before 2028, Analyst Predicts
The prediction is based on Oklo's published schedule for its first commercial power plant, Aurora-INL, which began construction in September 2025. While the company initially aimed for late 2027 or early 2028, its latest quarterly filing states an "ambitious target of deploying our first powerhouse in 2028." The analysis notes that the plant still has three out of five regulatory steps to complete and relies on a specific Department of Energy (DOE) allocation for its initial fuel supply. Oklo recently reported its first revenue of about $1.2 million, primarily from services, and achieved first criticality for its test reactor, but commercial power sales are a distinct business segment.
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