teleo-codex/domains/energy
Teleo Agents 8b4463d697
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fix: normalize YAML list indentation across 241 claim files
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Pentagon-Agent: Ship <D53BE6DB-B498-4B30-B588-75D1F6D2124A>
2026-04-07 00:44:26 +00:00
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_map.md
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 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
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
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
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
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
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