Oklo Inc. announced a collaboration with NVIDIA and Los Alamos National Laboratory (LANL) on April 23, 2026. The partnership focuses on nuclear fuel validation and research to support nuclear-powered AI data centers. The project combines Oklo’s reactor technology with NVIDIA’s AI infrastructure and LANL’s materials science expertise.
Separately, HSBC initiated coverage on Oklo stock with a Buy rating. The financial institution established a price target of $96.00 for the shares. Analysts cited Oklo’s owner-operator model and accelerated development timeline as primary growth drivers.
HSBC also highlighted the company’s strong balance sheet and imminent first revenue. The bank noted that these factors create a favorable risk and reward profile for investors.