ASTS vs OKLO: AI Stock Comparison

• “Contracts with the U.S. government subject us to risks including early termination, audits, investigations, sanctions and penalties.” — 10-K risk factor (filed 2026-03-02) · source
• “Servicing our debt requires cash that would otherwise be used to fund our business plan, and we may not have sufficient cash flow from our business to pay our debt.” — 10-K risk factor (filed 2026-03-02) · source

• “If the market for technologies using artificial intelligence does not grow at the rate some parties expect, our customers or prospective customers may reduce their projected needs for power…” — 10-K risk factor (filed 2026-03-17) · source
• “We are an early‑stage company with a history of financial losses (i.e., negative cash flows), and we expect to incur significant expenses and continuing financial losses at least until our…” — 10-K risk factor (filed 2026-03-17) · source

AST SpaceMobile is building satellites that connect directly to ordinary phones; it has no direct AI business and is included because it is often compared with AI small caps.

Oklo is developing small fast reactors and pitches them as future power for data centers. It reports no revenue yet; its 10-K warns slower AI growth could reduce customers' projected power needs.