Oklo vs. X-Energy: A Race to Power AI Data Centers with Nuclear Energy
Two nuclear energy companies, Oklo and X-Energy, are competing to be the first to deploy a commercial reactor capable of powering artificial intelligence data centers. Oklo has already begun construction on its Aurora-INL reactor in Idaho Falls under the Department of Energy's Reactor Pilot Program, with an expected start-up date in 2028. In contrast, X-Energy is pursuing a traditional licensing route through the Nuclear Regulatory Commission and has not yet started physical work. Oklo’s head start gives it a potential edge to be first online, which could capture early demand from data centers projected to grow significantly by late 2028. However, X-Energy may have an advantage in scalability due to its path toward obtaining full commercial licenses for multiple reactors. The race highlights the tension between speed and scale as both companies aim to meet rising energy demands driven by AI infrastructure. While Oklo appears better positioned to generate power first, long-term success will depend on regulatory approvals and market adoption of their respective technologies.
Topics: Artificial Intelligence Data Centers Electricity Supply Nuclear Power