The proposed U.S. framework is technology-inclusive and risk-informed. Its value will depend on implementation, applicant discipline and rules that survive first contact with commercial-scale machines.
America is favourite to build the first credible commercial-style pilot. China is better placed to build the second, tenth and fiftieth plants. The latter is the race that matters.
Fusion will be won or lost by the industrial platform surrounding the machine: materials, drivers, magnets, diagnostics, fuel, manufacturing, regulation and talent.