智通财经见习记者｜蒋习 核聚变领域再现最新动向。 据商业核聚变公司能量奇点1月7日发布的消息，1月6日下午，全球首台全高温超导托卡马克核聚变实验 装置洪荒70，在第5319次实验中成功实现了120秒稳态长脉冲等离子体运行。 能量奇点称，这一实验结果标志着洪荒70已经具备可靠的长脉冲运行能力，进一步验证了高温超导托卡 马克的工程可靠性和运行稳定性。 这也是全球首个商业公司研发建造的核聚变装置，成功实现了百秒量级的等离子体电流长脉冲运行。 1月8日晚间，北京大学应用物理与技术研究中心研究员康炜告诉智通财经，这项实验主要是长脉冲实 验，达到了验证高温超导托卡马克的工程可靠性和运行稳定性的目标。 "技术上说明洪荒70装置已完成的调试部分工作正常，可以继续往设计参数目标迈进，商业化则要等洪 荒70装置在设计参数下稳定运行一段再评估比较合适。"康炜对智通财经称。 百秒量级的等离子体电流长脉冲运行，标志着该装置从"瞬间演示"迈向了"持续运行"的关键阶段。 但这不是当前核聚变装置的最高纪录。 此前，位于安徽合肥的全超导托卡马克核聚变(EAST)实验装置，多次实现 "百秒量级"甚至"千秒量级" 的长脉冲高参数运行。 2025年 ...

Group 1: Core Insights - Google has signed an unprecedented power purchase agreement with Commonwealth Fusion Systems (CFS) to procure 200 megawatts of electricity from its first commercial fusion plant, ARC, marking the largest fusion energy purchase agreement globally [1] - CFS has raised a total of $2.663 billion in its B round financing, setting a record for the largest single round of financing in the fusion sector, with notable investors including Google, Nvidia, and Bill Gates' Breakthrough Energy Ventures [1][2] - CFS's total funding has surpassed $3 billion, accounting for one-third of the global fusion industry's total financing, and its valuation has reached approximately $8 billion [1] Group 2: Technological Advancements - The 2020s have seen significant advancements in fusion technology, including high-temperature superconductors and AI control systems, which have reduced the size and cost of fusion devices [5] - CFS's innovative high-temperature superconducting magnet technology has allowed for a significant reduction in the size of fusion reactors, from "the size of a stadium" to 1/60 of that size [14][15] Group 3: Market Dynamics - Major tech companies are investing in fusion energy due to the increasing energy demands of data centers, which are projected to double by 2030, driven primarily by AI [10] - The global push for carbon neutrality has created a favorable environment for fusion energy, as it offers a stable, zero-carbon power source [10][11] Group 4: Global Competition - The race for fusion energy is intensifying globally, with various companies exploring different fusion approaches, such as Helion's magnetic inertial fusion and TAE Technologies' efforts in the field [16][17] - China is also making significant strides in fusion research, with its EAST facility achieving a world record for sustained plasma operation, and plans for a domestic fusion engineering experimental reactor [19][20] Group 5: Future Outlook - The fusion industry is optimistic about achieving commercial viability by the mid-2030s, with over 70% of private companies believing that fusion can achieve grid connection by then [18] - The path to commercialization is expected to be challenging, requiring breakthroughs in technology, engineering, and supply chain management [23][24]