Google inks its first fusion power deal with Commonwealth Fusion Systems

Google has entered into its first fusion power agreement by committing to purchase half the output—200 megawatts—of Commonwealth Fusion Systems’ (CFS) first commercial fusion power plant, called Arc, expected to be operational in the early 2030s. Alongside this power purchase agreement, Google is participating in a new funding round for CFS, comparable in size to the previous $1.8 billion Series B round closed in 2021. CFS is currently building a demonstration fusion reactor, Sparc, near Boston, slated for completion in 2026, which will pave the way for the commercial Arc plant. This deal marks only the second major corporate power purchase agreement from a fusion startup, following Microsoft’s 2023 agreement with Helion Energy. Google’s investment aligns with its broader energy strategy to meet growing electricity demand driven by AI and cloud services, which require reliable, 24/7 power. While Google continues to invest heavily in renewables like solar, wind, and