US power markets
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Utility Dive · United States · SMR order book swells on AI power demand: Oklo-Switch 12GW, Rolls-Royce wins Sweden
Reports Oklo's master agreement with data-center developer Switch for up to 12GW of Aurora reactors over 20 years, emblematic of compute buyers contracting nuclear at unprecedented scale and early.
“Oklo could deploy 12 GW of new reactor capacity over the next 20 years through a master power agreement with Switch.”