Observed Signal · Feb 13, 2026 · Technical Release · Source: TechCrunch · Impact: 4/5 · Sentiment: Positive
Helion's Fusion Reactor Hits 150 Million Degrees Celsius!
Helion, a fusion energy startup based in Everett, Washington, reported that plasmas in its Polaris prototype reactor reached 150 million degrees Celsius, about three-quarters of the temperature it says is needed for a commercial plant. Polaris is operating on deuterium-tritium fuel; Helion says this makes it the first fusion company to do so. The company uses a field-reversed configuration and a direct electricity-recovery approach that harvests current induced by fusion magnetic fields rather than extracting heat. Helion raised $425 million last year and has a contract with Microsoft to sell electricity starting in 2028 from a larger 50‑megawatt reactor, Orion, currently under construction. The company aims to reach 200 million degrees Celsius and plans a long-term fuel cycle that incorporates deuterium–helium-3.
Demonstrates a major technical milestone (150M°C) toward commercial fusion, validates Helion's distinct direct-electricity approach, and ties to a 2028 commercial contract with Microsoft — significant for industry advancement and investor momentum.
Track Microsoft Signals & Market Shifts in Real-Time
Polaris7 autonomous intelligence agents track regulatory filings, primary sources, executive changes, and deal flow 24/7. Create your free Explorer workspace to monitor these entities.
Key Takeaways & Evidence Grounding
- Helion reported plasmas in its Polaris prototype reached 150 million degrees Celsius.
- Polaris is operating with deuterium-tritium fuel; Helion says it is the first fusion company to do so.
- Helion raised $425 million last year from investors including Sam Altman, Mithril, Lightspeed, and SoftBank.
- Helion has a contract with Microsoft to sell electricity beginning in 2028 and is building a 50-megawatt reactor called Orion.
- Helion uses a field-reversed configuration and direct electricity recovery via the fusion reaction's magnetic fields and aims to reach 200 million degrees Celsius for optimal power-plant operation.
Connected Companies & Entities
7 Entities mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Race to Power the Grid by 2035 Widens
Tech companies' growing AI compute needs are driving investment and commercial deals across fusion, small modular fission, natural gas, and long-duration battery storage as contenders to supply reliable 24/7 power by 2035. Natural gas remains the current baseload choice but faces supply-chain vulnerabilities and multi-year turbine backlogs. Several small modular reactor (SMR) firms and fusion startups aim to connect commercial plants to grids in the early 2030s; notable projects include Kairos Power's Hermes 2 demo, Oklo's 2028 target, Commonwealth Fusion Systems' demo and 400 MW Arc, and Helion's aggressive plan to deliver electricity to Microsoft by 2028 and to supply OpenAI at multi-gigawatt scale by 2030–2035. Cost and scale remain key hurdles: current levelized costs for new nuclear and fusion are high versus gas and renewables paired with batteries, while new long-duration storage (iron‑air, organic fluid designs) could undercut alternatives.
Proxima Fusion invests €140M in HTS tape plant
German fusion startup Proxima Fusion announced plans to build a €140 million factory in Lower Saxony to produce high-temperature superconducting (HTS) tape, a critical component for its stellarator reactor design. The facility will reduce reliance on Asian suppliers, which currently dominate HTS tape production. The company will use a mix of public and private funding, with the state government contributing €21 million. Proxima recently raised €411 million, positioning it among top-funded fusion startups. The factory aims to secure supply for its demonstration plant, which requires 20,000 km of tape, and future commercial plants needing double that amount.
Twilio Co-Founder’s Fusion Startup Secures $450M Funding Boost
Inertia Enterprises, a fusion power startup co-founded by Twilio's Jeff Lawson, has raised $450 million in a Series A funding round led by Bessemer Venture Partners, with participation from GV, Modern Capital, and Threshold Ventures. The company aims to build a grid-scale power plant using advanced laser technology developed at Lawrence Livermore National Laboratory's National Ignition Facility (NIF). Inertia's laser technology differs from NIF's by being more cost-efficient and scalable. This investment is part of a growing trend in fusion energy funding, with companies like Commonwealth Fusion Systems and TAE Technologies also raising significant amounts recently.
Track Real-Time Market Signals & Shifts
Set up custom watchlists to receive automated, evidence-grounded executive digests whenever material signals or shifts occur across your tracked landscape.
