On the same day President Trump unveiled his administration’s sweeping “AI Action Plan,” Oklo (OKLO) and Liberty Energy (LBRT) dropped a headline-grabbing deal of their own.
The two companies announced a “strategic alliance” to deliver integrated power solutions for some of the world’s thirstiest energy consumers: data centers, industrial facilities, and utility-scale sites.
The plan was to pair Liberty’s natural gas power and load-balancing tech with Oklo’s nuclear microreactors to create a hybrid, turnkey energy solution.
Oklo says the new offering will give customers a single point of contact for generation, backup, grid interaction, and long-term scalability.
That’s an especially attractive pitch for hyperscalers building out next-gen data infrastructure.
In the short term, Liberty’s Forte natural gas tech will handle immediate demand and grid management. Once Oklo’s Aurora reactors come online — currently pushed from late 2027 to early 2028 — nuclear power will kick in to deliver low-cost, zero-carbon baseload capacity.
“This collaboration gives large-scale power users a turnkey alternative that integrates generation, backup, grid interaction, and optimization, all through a single provider,” said Oklo CEO Jacob DeWitte.
He called it “a clear path to zero-carbon energy” and “a next-generation approach to energy.”
Liberty CEO Ron Gusek chimed in, saying the joint venture will redefine how the most energy-hungry industries scale power “with rapid deployment, intelligent load management, and integrated grid management.”
The connection between these two isn’t just strategic.
Liberty was an early backer of Oklo, investing $10 million in 2023. And both companies have close ties to one of the most powerful figures in Washington: U.S. Energy Secretary Chris Wright, who previously served as Liberty’s CEO and sat on Oklo’s board.
Energy arms race heats up under Trump
The announcement came just hours after Trump’s AI Summit, where he signed a series of executive orders aimed at “ushering in a new golden age” for U.S. technology.
Among the goals of the “AI Action Plan” was to remove red tape for data center construction and speeding up permits for semiconductor fabs.
In other words, Trump is pushing for the build-out of one of the most energy-hungry infrastructures, which is an obvious tailwind for companies like Oklo and Liberty offering next-gen power options.
Liberty shares jumped 17.9% on the news, though they’re still down 33% this year. Meanwhile, Oklo gained a more modest 5.7%, but its stock has exploded 215.6% year-to-date.
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