核聚变赛道再吸8.63亿美元！英伟达、谷歌联合出手

Core Insights - Major investments are being made in nuclear fusion technology, with Commonwealth Fusion Systems (CFS) securing $863 million in new funding, including participation from Nvidia and other prominent investors [2][3] - CFS aims to advance its fusion energy demonstration system and accelerate the development of its first commercial fusion power plant, targeting a key technology milestone by 2027 [3] - The global nuclear fusion industry has attracted significant investment, with CFS alone accounting for approximately one-third of the total funding in the sector, amounting to around $3 billion since its inception [2][3] Funding and Investment - CFS's recent funding round included investors such as Nvidia's NVentures, Khosla Ventures, Alphabet, and several sovereign wealth funds and investment banks [2] - In China, Nova Fusion Energy Technology recently completed a 500 million yuan angel round, marking a record for private nuclear fusion companies in the country [7] - The Chinese nuclear fusion sector is seeing a dual approach with both state-owned and private companies, highlighted by the establishment of China Fusion Energy Co., which raised approximately 11.49 billion yuan in capital [8] Technological Development - CFS's demonstration system is currently 65% complete, with plans to provide 200 megawatts of power to Google from its Arc power plant, expected to be operational in the early 2030s [3] - Nova Fusion is focusing on developing small, modular, and economically viable nuclear fusion power plants, aiming to commercialize fusion technology within a few years [7] - The nuclear fusion process is distinct from traditional nuclear energy, as it does not produce radioactive waste but instead generates helium, positioning it as a promising clean energy source [5] Market Trends - The global nuclear fusion industry attracted $7.1 billion in investments last year, reflecting a nearly $1 billion increase from 2023 [9] - The trend of increasing capital and policy support for controllable fusion commercialization is expected to continue, particularly in China [9]