Conviction Spreads 4 March 2026 One signal that conviction is forming around fusion energy is the arrival of investors whose historical focus lies far from long-duration technologies that ultimately scale into physical infrastructure. Two firms…
General Fusion’s new runway 2 February 2026 After several years of financial constraint, General Fusion is on the cusp of a decisive capital inflection point. The company's definitive agreement to go public through a merger with Spring…
TAE to board the public markets rollercoaster 5 January 2026 TAE Technologies, the 27-year-old, scientifically rigorous, deep-tech company backed by patient capital from sophisticated investors including Google, Chevron, and Sumitomo, is going public via a somewhat unconventional merger with Trump…
Our top two predictions for 2026 5 January 2026 We could join the crowd with a half-dozen, hedged and nuanced predictions in the form “no private sector q>1 but lots of advancements” and so on. We offer, however, only…
Public fusion #1 10 December 2025 U.S. SPAC activity has shown a resurgence, driven not by the broad speculative boom of 2021 but by a selective focus on hard-tech and energy-transition assets. Sponsors with industrial or…
Germany consolidates deep-tech finance, to the benefit of fusion 1 December 2025 Germany’s decision to merge the DeepTech & Climate Fonds (DTCF) into the High-Tech Gründerfonds (HTGF) represents one of the most substantial restructurings of Germany’s public-private VC architecture since the founding…
From Twitter to tokamaks: Chris Sacca’s big bet on fusion 31 October 2025 Chris Sacca quit venture investing at the height of his success. After returning 214x on investors’ capital through Lowercase Capital with early bets on Twitter, Uber, Instagram and Stripe, he…
Japan Inc. & fusion 29 September 2025 The participation of a consortium of 12 Japanese investors in Commonwealth Fusion Systems‘ $863m Series B2 builds on a steady escalation and broadening of fusion investment activities by corporate Japan.…
CFS is different 28 August 2025 Commonwealth Fusion Systems’s $863 million Series B2 funding round brings the company’s total capital raised to nearly $3 billion, cementing its position as the best financed, private-sector fusion venture by…
General Fusion: still swinging 28 August 2025 General Fusion has survived the standing count. The company is back in the fight but remains toe-to-toe with that seasoned veteran, cash-flow reality. While their recent $22m funding round has…
In Conversation: Investing in Power & Non-Power Applications 30 July 2025 FusionX sat down with three prominent investors actively deploying capital in fusion: Peter Dolan, lead of a new climate-focused fund ‘Sustainable Technologies’ at Hedosophia, a growth stage investor traditionally in…
Insight: China’s ever less private-sector fusion 25 July 2025 China has positioned itself as a formidable participant in the global pursuit of fusion energy. It has followed a dual-track approach, developing national capabilities and contributing to international projects like…
