The reactor is only the beginning
Fusion will be won or lost by the industrial platform surrounding the machine: materials, drivers, magnets, diagnostics, fuel, manufacturing, regulation and talent.
Topic
Supply Chain
Fusion suppliers, qualification, tooling, capacity, second sources and the path from prototype contracts to fleet production.
This index currently connects 2 stories across Analysis, Industry. It expands automatically as relevant reporting is published.
The fusion supply chain is already a market
Commercial value is forming in magnets, lasers, pulsed power, diagnostics and manufacturing before the first grid-scale plant.