Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only OKLO 5

METAMeta Platformscustomer

EQIXEquinixcustomer

—DOE's Advanced Research Projects Agency – Energy (ARPA-E)unlistedsupplier

—M. Kleinunlistedsupplier

Shared 0

No disclosed counterparties: XE.

Only XE 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

OKLOOklo Inc.

23.57+22.74%· post 23.70

Mkt cap$4.6BRevenue$2MQ3 FY26

XEX-Energy, Inc.

10.42+15.78%· post 10.41

ClosedNov 6 '26

Mkt cap$2.9BRevenue$55MQ2 FY26

vs

Compare

ClosedNov 6 '26

OKLOOklo Inc.

vs

XEX-Energy, Inc.

23.57+22.74%post 23.70

Price

10.42+15.78%post 10.41

$4.6B

Mkt cap

$2.9B

Q3 FY26$2M

Revenue

$55MQ2 FY26

OKLO compared with XE: revenue, margins and what each company keeps, and the suppliers and customers both name