How are developers and investors evaluating progress?

• What technical milestones in 2026–2027 signal meaningful progress toward commercial fusion?
• How are strategic investors evaluating opportunities across the fusion value chain—from reactors to supply chain and enabling infrastructure?
• What capital requirements do different fusion approaches face on the path to pilot plants and first commercial power?
• Which demonstration milestones most reduce risk and accelerate follow-on investment and deployment?
• How do companies translate plasma performance, neutron production, and subsystem testing into credible investment cases?