Oklo Inc.'s stock soared 13.53% intraday on Tuesday, leading gains in the nuclear energy sector.

The surge follows news that Meta has signed an agreement with Oklo to provide funding support for the development of a 1.2 gigawatt nuclear technology park in Ohio. The partnership is driven by surging AI data center electricity demand, which is reshaping the financing landscape for next-generation nuclear technology.

Analysts view this partnership as a critical milestone for Oklo, offering both substantial capital backing and a clearer path to profitability. The AI-driven demand is prompting customers to commit to long-term power purchase agreements, making modular reactors increasingly attractive due to their shorter construction timelines.