The brief

Analyst view

• Project Infinity at TVA's Bull Run: Infinity One prototype (2029) and Infinity Two 400 MWe plant (2034).
• Series B $200M in Oct 2026 from Breakthrough Energy, Clutterbuck, Lowercarbon, Siemens, SiteGround.
• Tennessee fusion license (Aug 2026) clears path for prototype and commercial deployment.

Technical approach

As reported

Stellarator design

Twisted 3D plasma confinement

Stellarators use a complex 3D magnetic geometry to confine plasma more stably than simpler designs, enabling longer plasma confinement times.

Grid-scale facility

Commercial power plant design

Infinity Two is designed from the start as a power plant, not just a research facility, to prove the stellarator approach commercially viable.