This week's signals NOW
CFS SPARC net energy gain confirmed — fusion supply chain activatingFUSION · WATCH NOW
VA moratorium tightening — 47 campuses frozen, Columbus OH now the playGRID · SIGNAL
Nuclear PPA template spreading — Calvert Cliffs & Nine Mile Point nextNUCLEAR · BULLISH
Transformer lead times hit 20 months — every GW campus now delayedSUPPLY CHAIN · RISK
Layers 6
Datacenters—
Nuclear / SMR—
Fusion Labs—
Grid Stress2
Live Deals8
Stage
All
Operating
Building
Planned
Investors
All
Microsoft
Google
Amazon
Meta
Oracle
a16z
Breakthrough
Khosla
Altman
Gates
Chevron
SoftBank
Live Metrics
Hyperscaler capex '26$690B
Under construction23GW
Fusion funding total$48B+
ERCOT summer margin5.2%
Gas turbine lead time7 years
03
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Datacenter / AI campus
● size = project scale
Nuclear / SMR project
▲ pulsing = active/live
Fusion lab
● glowing = active device
Live deal (pulsing)
● blinking = recent close
Grid stress zone
⚠ constrained capacity
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