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Google Signs World’s Largest Corporate Fusion Power Deal With Commonwealth Fusion Systems

This landmark agreement signals a strategic shift toward fusion as a carbon-free baseload source for Google’s expanding data centers.

Overview

  • Google agreed to purchase 200 MW of electricity from CFS’s planned ARC plant in Virginia under the largest direct corporate offtake agreement for fusion energy.
  • The company also committed new capital to CFS in an undisclosed funding round comparable to its $1.8 billion Series B investment in 2021.
  • CFS is assembling its SPARC demonstration reactor near Boston for completion in 2026 to validate its high-temperature superconducting magnets and pursue net energy gain.
  • ARC is slated to generate 400 MW of firm, zero-carbon power in the early 2030s, though no fusion plant has yet demonstrated reliable, net-positive output at commercial scale.
  • Facing surging electricity demand from AI-driven data centers, Google positions fusion as a long-term component of its clean energy portfolio alongside renewables, geothermal and small modular reactors.