Oklo (OKLO) Q2 FY26 earnings call

Oklo achieved a significant milestone with the Groves isotope facility reaching first criticality in record time, demonstrating its integrated build, own, and operate model. This execution capability, combined with strategic acquisitions and a diversified fuel strategy, underpins the company's approach to scaling its nuclear technology platform across power, fuel, and isotopes. The company is leveraging its strong balance sheet to accelerate critical path items for its Aurora powerhouses, despite increased capital expenditure and operating cash burn.