Teleo Agents d28adc9906 reweave: merge 30 files via frontmatter union [auto]		2026-04-25 01:15:29 +00:00
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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
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
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
AI datacenter power demand is creating a fusion buyer market before the technology exists with Google and Eni signing PPAs for unbuilt plants using undemonstrated technology.md
arctic and nuclear-powered data centers solve the same power and cooling constraints as orbital compute without launch costs radiation or bandwidth limitations.md
battery storage costs crossing below 100 dollars per kWh make renewables dispatchable and fundamentally change grid economics by enabling solar and wind to compete with firm baseload power.md
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
CFS magnet pancake production achieved a 30x speedup from 30 days to 1 day per unit suggesting fusion component manufacturing can follow industrial learning curves even if system integration remains unproven.md
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
energy permitting timelines now exceed construction timelines in most US jurisdictions creating a governance bottleneck that throttles deployment of already-economic generation and transmission.md
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
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
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
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
long-duration energy storage beyond 8 hours remains unsolved at scale and is the binding constraint on a fully renewable grid.md
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
private fusion has three credible approaches with independent risk profiles where CFS bets on proven tokamak physics Helion on engineering simplicity and TAE on aneutronic fuel.md
small modular reactors could break nuclears construction cost curse by shifting from bespoke site-built projects to factory-manufactured standardized units but no SMR has yet operated commercially.md
solar photovoltaic costs have fallen 99 percent over four decades making unsubsidized solar the cheapest new electricity source in history and the decline is not slowing.md
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
the energy transition is a compound phase transition where solar storage and grid integration are crossing cost thresholds simultaneously creating nonlinear acceleration that historical single-technology transitions did not exhibit.md
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
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