A shift is underway. Corporate offtakers are stepping in early and reshaping fusion’s path to commercialization.
🔋 The driver? Skyrocketing power demand from AI data centers. They need carbon-free, firm baseload power that scales. Fast.
Google just signed a 200 MW power purchase agreement with Commonwealth Fusion Systems.
Microsoft closed one with Helion last year.
These aren’t isolated moves. They’re early signals of a broader trend.
We’re seeing a new procurement model take shape:
✔️ Utilities are locking in long-term offtake from fusion and SMR providers
✔️ Legacy nuclear PPAs are being restructured for a more flexible grid
✔️ SMR deal flow is accelerating quietly but steadily
More importantly, this isn’t just about PPAs anymore.
Tech giants are co-investing in fusion and SMR developers
They’re funding early-stage site development
They’re exploring direct ownership and energy-as-a-service models
This is no longer about energy innovation. It’s infrastructure strategy.
Are we at the start of a nuclear supercycle? The signals are piling up.
Here is the source: https://ppe.enkiai.com/research?s=Njg3NzExMmM0NzIzZGIwMDFkNTM1M2Yx