# Who are Oklo's customers? Who does Oklo earn revenue from?
Canonical: https://valuechain.wiki/oklo · Facet: customers · Updated: 2026-07-12T08:28:47.294143+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Oklo's confirmed revenue counterparties include 메타 플랫폼스, Equinix plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 revenue edges, backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).

### 데이터센터·Equinix·Switch (SMR 전력) (high)
- note: Commits SMR power and radioisotopes to datacenters like Equinix and Switch — a key pipeline where power scarcity flows into generation-side SMR demand (pre-commercial).
- [mentions] consensus (via MarketBeat) (EN, research, published 2026-06-01) https://www.marketbeat.com/stocks/NYSE/OKLO/forecast/: "Analyst consensus Buy on Oklo (~$89 target), on a ~14GW pipeline and vertically integrated SMR model; pre-commercial, long runway to positive FCF."
- [confirms] SEC EDGAR (EN, filing, published 2025-03-24) https://www.sec.gov/Archives/edgar/data/0001849056/000110465925027276/tm2510004d1_ex99-1.htm: "~14GW pipeline; first commercial site at INL."

### 샘 알트먼·전략 투자자 (지분) (mid)
- note: Founding backer Sam Altman held a ~2.6% stake per a June 2024 filing and was a major shareholder, but stepped down as board chair in April 2025 over a conflict of interest ahead of OpenAI-Oklo energy-supply talks; he retains his stake.
- [confirms] ANS Nuclear Newswire (EN, news, published 2025-04-24) https://www.ans.org/news/2025-04-24/article-6979/sam-altman-steps-down-as-oklo-board-chair/: "Sam Altman stepped down as Oklo board chair in April 2025 over a conflict of interest (OpenAI-Oklo power talks); he remains a major shareholder."

### 메타 플랫폼스 (mid)  → /meta.md
- note: Commits SMR power to hyperscalers like Meta (part of large next-gen nuclear procurement) — a signal of AI power scarcity flowing into generation-side SMR demand.
- [confirms] Fortune (EN, news, published 2026-02-07) https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/: "SMR power deals with Meta and hyperscalers (part of 6.6GW next-gen nuclear)."
- [confirms] SEC EDGAR (EN, filing, published 2025-03-24) https://www.sec.gov/Archives/edgar/data/0001849056/000110465925027276/tm2510004d1_ex99-1.htm: "SMR power deals with Meta and hyperscalers (part of 6.6GW next-gen nuclear)."

### Equinix (mid)  → /equinix.md
- note: Commits SMR power to Equinix datacenters — pre-commercial, so pipeline evidence not revenue, and shows power as a constraint on datacenter siting.
- [confirms] SEC EDGAR (EN, filing, published 2025-03-24) https://www.sec.gov/Archives/edgar/data/0001849056/000110465925027276/tm2510004d1_ex99-1.htm: "Oklo·Equinix commercial nuclear-power commitment."

Reverse side: https://valuechain.wiki/oklo/suppliers.md · Ripple: https://valuechain.wiki/oklo/ripple.md

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Full node: https://valuechain.wiki/oklo.md · JSON: https://valuechain.wiki/oklo.json