Fusion Energy Is Tech's Next Big Unlock

**Gustaf Alstromer** (0:00)
These massive data centers are the beating heart of the AI boom that's reshaping our world, and they're hungry for more electricity. That's one of the reasons that for the first time in a decade, demand for energy in America is spiking. To keep up, we're burning more and more fossil fuel, and fast. But there's another path, clean, safe, virtually limitless source of power, fusion energy.

**SPEAKER_2** (0:20)
Fusion is the way the sun works, only here on Earth, we've actually struggled to be able to do it in a commercializable, cost-effective way. We've built now a number of machines showing that we can do that.

**Gustaf Alstromer** (0:30)
So what would it take for fusion to power the future? Let's find out. For nearly a century, scientists have chased the promise of nuclear fusion. In the 1930s, physicists realized that fusing light atoms could release immense energy. The first experimental reactors came a few decades later in the 1950s. So how have we not still conquered fusion almost 100 years later? To understand why, we first have to understand the science. Nuclear fusion is a process of smashing together two light atomic nuclei.

**SPEAKER_2** (1:04)
You actually can take those two atoms, the core of those, the nuclei of those atoms, and push them together, overcome their internal atomic forces. And what happens when you do that? They actually fuse and form a heavier element.

**Gustaf Alstromer** (1:17)
Unlike nuclear fission, which splits heavy atoms, fusion joins small ones, can yield far more energy per gram of fuel.

**SPEAKER_2** (1:25)
That new element has a tremendous amount of energy. That helium is born with on the order of 10,000 times the energy that it started with.

**Gustaf Alstromer** (1:34)
That energy comes from the tiny difference in mass between the reactants and the products, convert to kinetic energy. It's only about 0.1% of the fuel's mass being converted into pure energy, but that's millions of times more efficient than fossil fuels. To make fusion happen, you must first turn fuel into plasma, where electrons roam free and nuclei move fast enough to occasionally collide and fuse. You then heat the plasma to roughly 100 million degrees Celsius so the charged nuclei can overcome their electrostatic repulsion and fuse together. But how do scientists confine the plasma long enough for fusion reactions to occur? There's a few ways to do so. Magnetic confinement uses powerful magnetic fields in reactors known as tokamaks to trap the charged plasma. There's also what's known as inertial confinement, which compresses fuel with lasers or pulsed power, fusing them before it all flies apart. And then there are hybrid concepts that try to combine these methods. So that's fusion 101 Heat fuels into plasma at extreme temperatures, find a way to keep it contained and stable, and finally capture the energy. If it sounds tricky, that's because it is. And that balancing act is what made fusion such a big challenge to bring from idea to reality. Igniting fusion is only half the battle. You also have to get more energy out than you put in. In the world of fusion, reaching a break-even point has been an elusive goal for decades. And an economically valuable reactor, one capable of truly changing the energy landscape, would need to do far more than simply break even. Only one facility had claimed to reach this break-even point. In December 2022, the National Ignition Facility at Lawrence Livermore Lab produced fusion output equal to laser energy delivered to its target. While it's great news, there is still a long way to go. Historically, fusion products have shown the scaling up means massive machines, multi-billion dollar budgets, decades-long delays, and the old refrain that fusion is always 20 years away. But thanks to companies like Helion, the future is closer than ever before. Helion is taking a unique approach to fusion, combining proven ideas in a new way to build a smaller, faster generator, and aiming to succeed with others who have failed time and time again. Helion's fusion reactor is built around a unique kind of confinement system. Unlike the large, donut-shaped Tokamaks that dominates fusion research, Helion's device is linear, compact, and pulse-driven.

**SPEAKER_2** (4:00)
Helion's generators are what is called a linear topology. So this literally means that it's a very long system. On either end, we inject our fusion fuel, this mixture of deuterium and helium-3, very quickly, less than a thousandth of a second.

**Gustaf Alstromer** (4:14)
Altogether, Helion uses what's called a magneto-inertial approach. The plasma collides over a million miles per hour. Magnetic fields then confine the plasma, rapidly compressing it to over a hundred million degrees, igniting fusion. The whole process happens in under a thousandth of a second, making the system smaller, simpler, and faster to build than traditional designs. At the heart of Helion's approach is a bold fuel choice, deuterium and helium-3. Most fusion products use deuterium and tritium, but tritium is radioactive, scarce, and produces high-energy neutrons, which are harder to capture for electricity. Helion's mix allows the reactor to generate mostly charged particles, meaning the energy is already in an electrical form. Even better, Helion has developed a way to generate helium-3 in its reactors by also fusing deuterium atoms together, solving the long-standing challenge of helium-3 scarcity without needing lunar mining or exotic supply chains.