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4mo ago

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.

Image
A person works on the cryostat base of the fusion reactor inside the tokamak hall at Commonwealth Fusion Systems in Devens, Massachusetts, on April 10. A full-sized image of the tokamak is superimposed onto the wall.
Inside the Devens, Massachusetts, facility where Commonwealth Fusion Systems is making the powerful magnets that will be used in the nuclear fusion energy process. The company plans to build its first power plant in Virginia.

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.