Oklo secures Centrus HALEU deal to fuel five Aurora reactors

Securing a domestic fuel supply addresses the primary bottleneck for advanced nuclear deployment, ensuring Oklo can meet the massive power requirements of AI-driven data centers. For the streaming and tech ecosystem, this vertical integration provides a roadmap for decoupling infrastructure growth from volatile traditional energy grids. By controlling both fuel fabrication and reactor deployment, Oklo reduces the execution risk for hyperscale partners like Meta who require 24/7 carbon-free baseload power. Watch for the final Department of Energy agreement regarding surplus plutonium access, which could accelerate Oklo's near-term reactor deployment timeline before the 2029 Centrus deliveries begin.

Oklo's supply chain for Aurora is rapidly maturing beyond fuel enrichment. In April 2026, Siemens Energy confirmed its SST-600 steam turbine and SGen-100A generator package for Aurora-INL entered active production at facilities in Görlitz and Erfurt, Germany, closing out all major long-lead equipment contracts for the 75-MWe sodium-cooled fast reactor and targeting a 2028 startup. The configuration is designed to be adapted with limited site-specific changes for future Aurora deployments, giving Oklo a repeatable power-conversion architecture across its fleet. Oklo spokesperson Paul Day told POWER that having all major long-lead equipment under vendor contract signals the project is moving beyond concept into disciplined execution, using proven off-the-shelf industrial components rather than relying solely on bespoke nuclear-grade equipment.

The Centrus letter of intent is part of a broader fuel strategy that spans multiple domestic pathways. Oklo and Kiewit Nuclear Solutions entered into an MOU to support engineering, procurement, and construction planning for the initial Aurora deployments in southern Ohio, where the company plans a 1.2 GW Clean Energy Campus expected to bring multi-billion-dollar private investment and hundreds of jobs to the region. The Centrus relationship dates back to an August 2023 MOU and progressed through a March 2026 planned joint venture to advance nuclear fuel services in Ohio, making the June 2026 LOI one of the first large-scale commercial HALEU supply agreements in the advanced nuclear sector. World Nuclear News reported that the deal positions Centrus' American Centrifuge Plant as a key domestic HALEU source for reactor deployment.

On the regulatory and fuel fabrication front, Oklo is pursuing parallel tracks to secure its fuel cycle. At Idaho National Laboratory, the Aurora Fuel Fabrication Facility has received DOE approval for its Nuclear Safety Design Agreement, Preliminary Documented Safety Analysis, and conceptual design, though full facility design completion and final DOE approval remain required before construction can begin. In Tennessee, Oklo is developing a privately funded used nuclear fuel recycling facility in Oak Ridge as the first phase of an up to $1.68 billion Advanced Fuel Center, where the company completed NRC pre-application engagement in March 2026. The broader HALEU fuel fabrication landscape is also advancing: , marking the first new fuel fabrication facilities licensed by the NRC in over 50 years and validating the regulatory pathway for advanced fuel manufacturing that Oklo's own facilities will need to navigate. This infrastructure expansion mirrors broader industry trends, such as the which highlights the growing reliance of hyperscalers on and .