OpenAI eyes Helion power deal as AI race drives fusion energy push

OpenAI is reportedly in advanced talks to secure a significant electricity supply from Helion Energy, a fusion energy startup backed by Sam Altman. The potential deal would initially grant OpenAI 12.5% of Helion’s output, scaling to 5 gigawatts by 2030 and potentially 50 gigawatts by 2035. This move demonstrates AI labs’ increasing need for substantial energy resources as they scale operations. Helion, valued at $5.425 billion, has attracted investment from firms like SoftBank and Dustin Moskovitz, and previously received funding led by Altman himself, who has since recused himself from the OpenAI negotiations. While Helion aims to achieve scientific breakeven and has a power purchase agreement with Microsoft, commercial fusion energy remains a challenge. Google has also invested in fusion energy through a deal with Commonwealth Fusion Systems, highlighting the growing interest in this technology as a potential solution for the energy demands of AI.

(Source：Crypto Briefing)