Bruker Bets on Fusion Energy with Luvata Supply Deal

Helical Fusion Co., Ltd. has completed a JPY 3.23 billion Series B second close, roughly USD 20.6 million, with Fuji Electric Co., Ltd. joining as both an investor and an Official Partner of the company's Helix Program. Other new investors in the second close include HAZAMA ANDO CORPORATION, Fujikura Ltd., TOKYO GAS CO., LTD., KKT LLC, and URATA Co., Ltd., along with the individual-investor fund Ecrowd NEXT and multiple corporate and individual investors. Together with other funding, including the Gifu Prime Startup Support Subsidy administered by the Gifu Prefecture Industrial Economic Promotion Center, Helical Fusion's cumulative funding has reached approximately JPY 13.15 billion, or approximately USD 83.8 million, including grants and loans. The new capital will accelerate the Helix Program, the company's roadmap toward integrated demonstration with its Helix HARUKA device and subsequent net-electricity generation with Helix KANATA, its first fusion power plant, in the 2030s. Fuji Electric, founded in 1923, began working with Helical Fusion in 2025 under an agreement to supply power supply equipment for high-temperature superconducting magnet development, and its participation expands the industrial capabilities being brought into the Helix Program. Construction of Helix HARUKA is progressing at the National Institute for Fusion Science campus in Toki City, Gifu Prefecture, with more than 30 Japanese companies contributing to its development and manufacturing.

Commonwealth Fusion Systems has signed a landmark long-term supply agreement with Fujikura Ltd. to purchase more than 10,000 km (3 GA-m) of high-temperature superconducting tape, the largest single order of its kind for HTS tape. The tape will be used in the development of CFS' ARC power plants, starting with the first grid-scale plant at the Fall Line Fusion Power Station in Chesterfield County, Virginia. As part of the agreement, Fujikura is investing in expanding its manufacturing capacity to deliver the tape at scale. CFS CEO and co-founder Bob Mumgaard said the partnership shows the company is actively placing orders and preparing to execute its ARC power plant once its SPARC fusion machine achieves Q>1. Fujikura President and CEO Naoki Okada said the deal strengthens Fujikura's position as a key HTS tape supplier for ARC power plants while building a long-term business platform for the 2030s and beyond.

UBS Wealth Management says artificial intelligence is moving beyond text generation into scientific research, opening investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities. The shift was highlighted by OpenAI's recent mathematical proof related to the Navier-Stokes equations, a centuries-old fluid dynamics problem and one of seven Millennium Prize Problems, which OpenAI tackled using 10,000 autonomous AI agents working in parallel for 88 hours before formalizing the proof with Lean, a system for machine-checked mathematical validation. In pharmaceuticals, multi-agent AI systems can simulate millions of protein variations in the cloud, and more than 170 AI-designed programs are already in development or clinical evaluation, including Phase III trials. In nuclear fusion, reinforcement-learning systems can predict plasma disruptions around 200 milliseconds before they occur and adjust magnetic coils thousands of times per second, while AI models in materials science can test millions of elemental combinations daily in search of properties for lighter, higher-density batteries, lower-heat computing hardware and potential room-temperature superconductors. The broader investment case centers on AI becoming a tool for automating scientific research rather than simply generating content, with companies exposed to AI infrastructure, pharmaceuticals, industrial materials and utilities positioned to benefit as these technologies move toward commercial applications.

Global private investments in nuclear fusion hit a record $4.48 billion in 2025, a 69% surge driven by AI data center energy demands and rising energy security concerns. The Fusion Industry Association reports that about 71% of fusion companies now expect to deliver commercial power to the grid by the 2030s, with firms inking site selections and power purchase agreements with major tech companies. Helion Energy signed a binding power purchase agreement with Microsoft for at least 50 megawatts by 2028, backed by a $465 million Series G round that valued the company at $15.5 billion, and broke ground on its Orion facility in Washington. Commonwealth Fusion Systems raised $863 million in an oversubscribed Series B2 round, bringing its total funding to nearly $3 billion, to develop its SPARC demonstration device and design the ARC commercial plant in Virginia. Proxima Fusion raised €411 million, becoming Europe's best-funded fusion company at a €2.4 billion valuation, with Google and RWE each contributing €25 million to accelerate its stellarator-based Alpha demonstrator near Munich.