Opto Sessions – Invest in the Next Big Idea Oklo CFO: Revolutionizing Nuclear Energy
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Apr 7, 2025 
Craig Bealmear, CFO of Oklo, is revolutionizing nuclear energy with over 30 years of experience in the sector. He dives into how small modular reactors are reshaping the industry and the increasing demand from data centers for clean, reliable power. Bealmear discusses innovations in nuclear fuel recycling and highlights the strategic significance of long-term agreements with major customers. He even explores the unique applications of nuclear technology for military operations in remote settings, shedding light on the exciting future of energy solutions.
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Oklo's Unique Nuclear Business Model
- Oklo's unique approach focuses on small modular nuclear reactors owned and operated directly by the company. - This delivers clean, affordable, reliable power directly to customers through long-term agreements.
Modular Powerhouses Behind Meter
- Oklo's powerhouses are sized 15 to 75 MW allowing placement behind customers' meters, reducing transmission loss. - This enables customers like data centers to have reliable, dedicated on-site power, independent of utilities.
Explosive Growth in Order Book
- Oklo's order book spiked from 700 MW to 14 GW in 18 months, driven mainly by data centers. - Significant deals include a 12 GW partnership with Switch and projects with the US Air Force and oil and gas firms.
