Thomas Healy

This month, I and others on a bipartisan commission finished a report explaining how the US government can make commercial fusion energy a top priority and how the country would benefit. But over the year we spent developing that report, China has significantly expanded its effort to get there first. In the report (linked in the comments), you can see how seriously the Chinese government is backing its fusion effort with new facilities, new funding, and new industrial focus in this report from the Special Competitive Studies Project - SCSP's Commission on the Scaling of Fusion Energy. For example, the $2.1 billion for the new state-owned China Fusion Energy Co. brings Chinese funding for its fusion energy effort to at least $6.5 billion since 2023. The stakes are high, and the time to act is now. The country that’s first to fusion has the chance to enjoy this clean, safe, dispatchable, baseload electricity as soon as possible and to power the global economy for generations. We recommend concrete actions — investments that’ll reinforce the United States’ natural entrepreneurial advantages and attract new private funding. To win the race to deploy commercial fusion power, the US government should: ▶️ Establish a National Fusion Goal to break ground on the first demonstration fusion pilot plants by 2028. That’ll speed fusion power’s path to power on the grid, including the ARC 400MW power plant Commonwealth Fusion Systems will build in Chesterfield County, Virginia. Having a goal, like a moonshot for fusion, focuses the energy of the government, National Labs, universities, and the private sector. ▶️ Accelerate commercial deployment by funding critical programs and facilities with a one-time $10 billion investment. Funding commercially relevant research through new infrastructure at National Labs and universities will close fusion technology gaps. China is building these facilities out, but in the US they’re only at the drawing board. And fully leverage public-private partnerships like the DOE's Milestone-based Fusion Demonstration Program — with CFS and seven other fusion companies already on board — to accelerate companies’ commercial deployment timelines while catalyzing new private investments. ▶️ Bring U.S. Department of Energy (DOE) fusion efforts into line to support the National Fusion Goal. That means tapping a National Fusion Lead who can organize DOE’s cross-functional commercial deployment efforts and work with industry to achieve the 2028 goal to break ground on a fusion power plant. I’d also like to thank Commission Co-Chairs Senator Jim Risch (R-ID), Senator Maria Cantwell (D-WA), and SCSP President Ylli Bajraktari for leading this work, as well as my fellow commissioners — Manu Asthana, Kimberly Budil, Steve Cowley, David Kirtley, Mike Kuiken, Mark W. Menezes, Luke Murry, and Rachel Slaybaugh — and many organizations’ staff who were instrumental to the work. Now let’s make it real. #FusionEnergy

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🔋 Will Small Modular Reactors (SMRs) power the future? From industry to digital technologies, SMRs promise a game-changing shift in how we power our standard of life, especially as the demand for clean, stable, on-site electricity 24/7 grows. ⚙️ Factory-built and compact, SMRs reduce dependency on fossil fuels and traditional grids, aligning with long-term net-zero and energy resilience goals, becoming the perfect match for renewables. 🌍 China, India, and the U.S... 💼 Amazon, Google, and Microsoft all toether are already placing bets, integrating SMRs into their sustainability strategies and future-proofing their infrastructures. From energy to digital sovereignty, SMRs could become the backbone of a new, resilient grid. 🚀 The human being future runs on clean power — will SMRs be the key? Take a look the below infgraphic and get your own conclusions. #SMR #NuclearEnergy #DataCenters #AIInfrastructure #CleanEnergy #NetZero #EnergyTransition #CloudComputing #TechInnovation #Sustainability #Decarbonization

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Big infrastructure bets are evolving - and fast.   This week, Texas Tech University and Fermi America announced plans for an 11 GW AI and energy campus in the Texas Panhandle. Powered by a mix of natural gas, solar, wind, nuclear, and grid power, the project spans 5,800 acres and is being positioned as one of the largest behind-the-meter energy campuses in the U.S.   Fermi’s strategy reflects a shift we’re seeing more often: developers vertically integrating energy supply to meet growing data center demand, sidestepping the grid constraints slowing many others down.   With data center construction costs nearing $37M per MW, and the first four AP1000 reactors alone requiring billions in investment, this isn’t a small play. But in a market where new capacity is hard to build, timelines are long, and supply chains remain tight, control over power may become the new competitive edge.   It’s an ambitious bet, and one that signals how the power-development model is shifting for the AI era. Enverus Intelligence® Research

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Utility company Entergy is building a $1.2 billion, 100 mile long, 500kV transmission line to power Meta’s data center campus in Richland Parish, Louisiana.  ⚡️ The giant Hyperion data center will be built on 2,250 acres and include up to nine buildings. The project is expected to be completed in 2030. 👍 Meanwhile, the transmission line will likely be finished much sooner, by December 2026 according to the 2025 MISO Transmission Plan. Entergy will also fund additional power generation and transmission in support of the mega data center, including three combined-cycle combustion turbines with a combined capacity of 2,260MW, two substations, six customer-owned substations, and eight new 230kV transmission lines. If approved, these new assets will be available sometime in 2028 or 2029. What do you think of this project? Share your thoughts below. ⬇️ Source: Data Center Dynamics 8/6/2025 Disclaimer: This post is made for entertainment purposes only. Nothing in this post constitutes investment advice. #datacenters #electricity #oilandgas #naturalgas #technology

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New Project -“HyperGrid”- Fermi America Unveils Plans for World’s Largest AI & Energy Campus in..Read more: https://lnkd.in/gfF8XaM3 Fermi America, a Texas-based energy technology firm co-founded by former U.S. Energy Secretary and Texas Governor Rick Perry & Griffin Perry announced plans to build what it claims will be the world’s largest advanced #energy and #artificialintelligence campus, starting on the 4th of July. The development, known as the Advanced Energy and Intelligence Campus, will be located just outside Amarillo and is expected to deliver up to 11 gigawatts of electricity through a combination of #nuclear, #solar, #naturalgas, and battery storage systems.

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