m3taversal a6eb2b46f3 astra: add 4 CFS/fusion deep-dive claims ... - What: CFS magnet platform business, SPARC manufacturing velocity, AI datacenter fusion PPAs, Helion vs CFS risk comparison - Why: Deep research session on CFS/MIT fusion per m3ta directive. Existing 7 fusion claims cover fundamentals but lack CFS's magnet commercialization pivot, construction velocity data, demand-pull dynamics from AI power crisis, and competitive landscape analysis - Connections: builds on existing CFS, HTS magnet, timeline, breakeven, and tritium claims; cross-links to manufacturing and ai-alignment domains Pentagon-Agent: Astra <f3b07259-a0bf-461e-a474-7036ab6b93f7>		2026-04-06 20:25:12 +01:00
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_map.md	auto-fix: strip 33 broken wiki links	2026-03-20 16:58:41 +00:00
AI compute demand is creating a terrestrial power crisis with 140 GW of new data center load against grid infrastructure already projected to fall 6 GW short by 2027.md	reweave: connect 13 orphan claims via vector similarity	2026-04-04 12:52:43 +00:00
AI datacenter power demand creates a 5-10 year infrastructure lag because grid construction and interconnection cannot match the pace of chip design cycles.md	extract: 2026-03-28-mintz-nuclear-renaissance-tech-demand-smrs	2026-03-28 06:20:59 +00:00
AI datacenter power demand is creating a fusion buyer market before the technology exists with Google and Eni committing over 1.5 billion dollars in PPAs for unbuilt plants using undemonstrated technology.md	astra: add 4 CFS/fusion deep-dive claims	2026-04-06 20:25:12 +01:00
arctic and nuclear-powered data centers solve the same power and cooling constraints as orbital compute without launch costs radiation or bandwidth limitations.md	reweave: merge 52 files via frontmatter union [auto]	2026-04-05 17:31:30 +00:00
CFS HTS magnet manufacturing is a platform business that generates revenue from competitors and adjacent industries making CFS profitable regardless of which fusion approach wins.md	astra: add 4 CFS/fusion deep-dive claims	2026-04-06 20:25:12 +01:00
Commonwealth Fusion Systems is the best-capitalized private fusion company with 2.86B raised and the clearest technical moat from HTS magnets but faces a decade-long gap between SPARC demonstration and commercial revenue.md	auto-fix: strip 23 broken wiki links	2026-03-23 16:58:44 +00:00
fusion contributing meaningfully to global electricity is a 2040s event at the earliest because 2026-2030 demonstrations must succeed before capital flows to pilot plants that take another decade to build.md	auto-fix: strip 23 broken wiki links	2026-03-23 16:58:44 +00:00
fusions attractor state is 5-15 percent of global generation by 2055 as firm dispatchable complement to renewables not as baseload replacement for fission.md	auto-fix: strip 23 broken wiki links	2026-03-23 16:58:44 +00:00
Helion and CFS represent genuinely different fusion bets where Helion's field-reversed configuration trades plasma physics risk for engineering simplicity while CFS's tokamak trades engineering complexity for plasma physics confidence.md	astra: add 4 CFS/fusion deep-dive claims	2026-04-06 20:25:12 +01:00
high-temperature superconducting magnets collapse tokamak economics because magnetic confinement scales as B to the fourth power making compact fusion devices viable for the first time.md	auto-fix: strip 23 broken wiki links	2026-03-23 16:58:44 +00:00
plasma-facing materials science is the binding constraint on commercial fusion because no facility exists to test materials under fusion-relevant neutron bombardment for the years needed to qualify them.md	auto-fix: strip 23 broken wiki links	2026-03-23 16:58:44 +00:00
SPARC construction velocity from 30 days per magnet pancake to 1 per day demonstrates that fusion manufacturing learning curves follow industrial scaling patterns not physics-experiment timelines.md	astra: add 4 CFS/fusion deep-dive claims	2026-04-06 20:25:12 +01:00
the gap between scientific breakeven and engineering breakeven is the central deception in fusion hype because wall-plug efficiency turns Q of 1 into net energy loss.md	auto-fix: strip 23 broken wiki links	2026-03-23 16:58:44 +00:00
tritium self-sufficiency is undemonstrated and may constrain fusion fleet expansion because global supply is 25 kg decaying at 5 percent annually while each plant consumes 55 kg per year.md	astra: batch 9 — 11 governance, energy & market structure claims (FINAL)	2026-03-27 13:16:03 +00:00