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Nuclear fusion investment rises to a record $4.48 billion in 2025
Fusion firms, driven by AI data center power needs and energy security concerns, are signing binding PPAs, including Helion Energy’s deal to supply at least 50 MW to Microsoft by 2028.
OilPrice reports that global private investment in nuclear fusion reached a record $4.48 billion in 2025, as demand for power from AI data centers and broader energy security concerns helped boost funding and interest in the technology.
According to the Fusion Industry Association, confidence in fusion’s viability is rising, with about 71% of fusion companies expected to deliver commercial power to the grid by the 2030s.
The article adds that this growing confidence is translating into concrete infrastructure deals, with fusion companies pursuing site selection and power purchase agreements with major tech customers.
OilPrice points to Helion Energy’s agreement with Microsoft, a binding corporate PPA under which Helion is set to supply Microsoft with at least 50 megawatts by 2028, with potential financial penalties if delivery schedules are missed, and notes Helion broke ground last year on its first commercial-scale facility in Malaga, Washington.