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Oklo10-K: Capacity constraint

Oklo has secured major power agreements and LOIs with Switch (12 GW), Meta, Equinix, and Diamondback, driving need for rapid capacity build-out.

What happened

The company is facing immense demand from major tech and energy companies, highlighted by a 12 GW agreement with Switch.

Source

SEC EDGARMar 17, 2026

Annual report (Form 10-K)

Oklo 10-K for FY2025

Filing excerpt

In December 2024, we signed a 12 gigawatt (GW) Master Power Agreement with Switch, Ltd. ("Switch"), one of the largest corporate power purchase agreements ("PPA") in history.

sec.gov/Archives/edgar/data/1849056/000162828026018698/oklo-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capacity constraint

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Mar 17, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1849056
Accession number
0001628280-26-018698
Timeframe
Multi year
Filing year
2026
Why it matters
Scaling solutions needed
Signal category
Operations

Topics and mentions

Vendors

  • Equinix
  • Inc.
  • Diamondback E&P LLC
  • Prometheus Hyperscale
  • Switch
  • Ltd.
  • Meta Platforms
  • Tennessee Valley Authority

Vendors named

  • Equinix, Inc.
  • Diamondback E&P LLC
  • Prometheus Hyperscale
  • Switch, Ltd.
  • Meta Platforms, Inc.
  • Tennessee Valley Authority

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Mar 24, 2026
signal_type
sec-10k
signal_subtype
capacityConstraint

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/42bee311-abd2-4a47-98eb-5af9c926d1b3 returns this record as JSON. POST /v1/companies/enrich returns every signal for oklo.com.

{
  "signal_id": "42bee311-abd2-4a47-98eb-5af9c926d1b3",
  "signal_type": "sec-10k",
  "signal_subtype": "capacityConstraint",
  "detected_at": "2026-03-24T05:55:25.842+00:00",
  "company": {
    "name": "Oklo",
    "domain": "oklo.com"
  },
  "data": {
    "detail": "The company is facing immense demand from major tech and energy companies, highlighted by a 12 GW agreement with Switch. This pipeline necessitates an aggressive construction and deployment schedule for their Aurora powerhouses, creating significant opportunities for construction, engineering, and supply chain partners.",
    "metrics": {
      "timeframe": "multi_year"
    },
    "summary": "Oklo has secured major power agreements and LOIs with Switch (12 GW), Meta, Equinix, and Diamondback, driving need for rapid capacity build-out.",
    "excerpts": "In December 2024, we signed a 12 gigawatt (GW) Master Power Agreement with Switch, Ltd. (\"Switch\"), one of the largest corporate power purchase agreements (\"PPA\") in history.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026018698/oklo-20251231.htm",
    "filing_date": "2026-03-17",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Scaling solutions needed",
    "signal_category": "operations",
    "vendors_mentioned": [
      "Equinix, Inc.",
      "Diamondback E&P LLC",
      "Prometheus Hyperscale",
      "Switch, Ltd.",
      "Meta Platforms, Inc.",
      "Tennessee Valley Authority"
    ]
  }
}

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