AI Is Helping Build the Power Source It Desperately Needs (Brandon Sorbom w/ Commonwealth Fusion Systems)

3 Mar 2026 · 1 h 4 min · 30 chapters

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Podcast Episode Summary: AI Is Helping Build the Power Source It Desperately Needs

Podcast Overview Title: The Neuron: AI Explained Hosts: Grant Harvey & Corey Noles Episode: AI Is Helping Build the Power Source It Desperately Needs (Brandon Sorbom w/ Commonwealth Fusion Systems) Release Date: [Insert Release Date] Description: This episode dives into how AI is instrumental in the quest for fusion energy, featuring Brandon Sorbom, Chief Science Officer and Co-founder of Commonwealth Fusion Systems (CFS). The discussion focuses on fusion energy’s potential to meet the rising power demands of AI data centers.

Key Themes & Concepts

Understanding Fusion

  • Definition of Fusion: A nuclear process that powers the sun by combining light nuclei.
  • Comparison with Fission: Fusion is fundamentally safer as it operates under the principle of being "default off," unlike fission which can lead to uncontrolled chain reactions.
  • Historical Context: Fusion has been seen as "30 years away" for decades, often due to technological challenges.

Technological Breakthroughs

  • High-Temperature Superconducting Magnets:
  • Critical for confining plasma in fusion reactors, overcoming limitations of previous technologies.
  • The use of superconductors allows for stronger magnetic fields without excessive power loss.

Role of AI

  • AI in Fusion Research:
  • AI is aiding in plasma control and simulation to ensure stability and optimize performance.
  • Collaborations with tech companies like Google DeepMind and NVIDIA are enhancing data analysis and operational efficiency.
  • AI helps in real-time monitoring and adjusting conditions to prevent disruptions in plasma confinement.

Safety and Regulation

  • Regulatory Perspective: Fusion facilities are regulated more like particle accelerators rather than traditional nuclear reactors, easing some of the associated safety burdens.
  • Potential for Market Entry: CFS is targeting commercial viability by the early 2030s, emphasizing the need for competitive pricing against natural gas and renewables.

Future Potential

  • Energy Demand Projections: AI data centers are expected to double their energy needs by 2030, highlighting the urgent need for sustainable energy solutions like fusion.
  • Vision for Abundance: The potential for fusion energy could enable a new era of energy availability, allowing for innovative technological advancements.

Key Takeaways

  • Fusion’s Unique Characteristics:
  • It is safer compared to fission and could significantly contribute to the energy grid.
  • The journey to achieve practical fusion energy involves intricate engineering and project management.
  • CFS Milestones:
  • Development of SPARK, a prototype fusion reactor, with expectations to achieve a net energy output (Q > 1) in the near future.
  • Progressing in building a scalable supply chain for the production of fusion reactors.
  • Collaborative Innovation:
  • CFS’s partnerships with AI and technology firms are crucial for accelerating research and deployment of fusion energy solutions.

Conclusion Brandon Sorbom's insights highlight the exciting intersection of fusion technology and AI, emphasizing both the challenges and the transformative potential of fusion energy. As CFS moves forward with its ambitious plans, the episode underscores the critical role of innovation and collaboration in the pursuit of a sustainable energy future.

Additional Resources

  • Commonwealth Fusion Systems Website: [https://cfs.energy](https://cfs.energy)
  • The Neuron Daily Newsletter Subscription: [Subscribe Here](https://www.theneurondaily.com/subscribe)

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This summary encapsulates the main discussions and insights from the podcast episode, providing a structured overview for listeners interested in the intersection of AI and fusion technology.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Introduction to Fusion Power

0:00 to 0:54

Learn the basics of fusion power and its significance in energy production.

“Fusion is the process that powers the sun, the stars.”

Brandon Sorbom's Background and Journey

1:20 to 3:40

Discover Brandon's academic path and how he became involved in fusion energy.

“Welcome, humans, to the Neuron AI podcast.”

Understanding Tokamaks and Fusion Process

3:40 to 8:00

Gain insights into how tokamaks work and the science of fusion energy.

“Which, which ended up taking me to the other side of the U S to out to the Boston area to do my graduate research at MIT.”

The Progress and Challenges of Fusion Technology

8:00 to 12:22

Explore the historical progress and challenges faced in achieving viable fusion.

“So at the end of the day, you're really boiling water.”

Significance of High-Temperature Superconductors

12:22 to 14:00

Understand the role of high-temperature superconductors in advancing fusion energy.

“And there's a couple, there's a couple of rings that go down the center too.”

Global Efforts in Fusion Research

14:00 to 14:45

Learn about the collaborative international efforts in fusion research and its financial implications.

Understanding Electromagnets and Superconductors

14:45 to 16:10

Explore the difference between permanent magnets and electromagnets, and learn about superconductors.

“this type of superconductor that you're using.”

Applications of Superconductors

16:10 to 18:08

Discover various applications of superconductors, including medical and scientific uses.

“So the magnets that for a power plant, you would need a magnet that's a superconductor.”

The Evolution of Superconductor Technology

18:08 to 20:32

Learn about the advancements in superconductor technology over the past few decades.

“But that was basically maxed out in Eater.”

Launching a Fusion Technology Startup

20:32 to 23:01

Hear how Commonwealth Fusion Systems was formed to commercialize fusion technology.

“And we said, okay, you still can't build a magnet with that, but we can see a little bit out in the future and we can say, people can make a meter now, they can make 10 meters and then a hundred and then a thousand.”
Show all 30 chapters

Milestones in Fusion Magnet Development

23:01 to 25:27

Understand the significance of installing the first magnet in the Spark project.

“structural challenge and so the engineering was not simple to do this and so we said okay let's put a company together so that we can get the money.”

Fusion vs. Fission: Key Differences

25:27 to 28:00

Explore the fundamental differences between fusion and fission energy sources.

“first one, it's like, okay, now they're going to start just rolling into the assembly area.”

Understanding Fusion Plasma Behavior

28:00 to 30:02

Learn about the unique properties of fusion plasma and how it interacts with materials.

“that's going to be able to cool down this very hot plasma.”

Fusion Power Timeline and AI's Role

30:02 to 33:09

Discover the projected timeline for fusion power plants and the impact of AI on this technology.

“So we actually don't, you know, we don't refer to fusion as nuclear fusion because we don't want to confuse it with fission.”

AI Collaborations in Fusion Research

33:09 to 35:13

Explore how AI is being incorporated into fusion energy research and its significance.

“learning that we'll be able to do to optimize how Arc runs past that point, right?”

Controlling Plasma with AI

35:13 to 37:23

Learn about the challenges of controlling plasma and how AI can enhance these processes.

“Like, are there specific problems that Torax, for example, is helping you solve that humans alone weren't on their own?”

Surrogate Models for Plasma Simulation

37:23 to 39:40

Understand the use of surrogate models in optimizing plasma simulations and predictions.

“And I want to emphasize that's not something that we're banking on in order.”

Integrating AI in Fusion Development

39:40 to 42:00

Discover the integration of AI techniques in fusion development and its potential breakthroughs.

“And so going back to supercomputers, there are simulations that people run on.”

Leveraging AI for Fusion Technology

42:00 to 43:19

Learn how AI tools can enhance the application of fusion physics.

“Or perhaps you have everything you need and it's just you need to just install more magnets.”

Challenges in Fusion Project Management

43:20 to 45:19

Discover the complexities of managing a large-scale fusion project.

“data and you can get that flywheel where you're just speeding the data back into it.”

Building a Custom Magnet Factory

45:20 to 47:00

Understand the process of creating a factory for superconducting magnets.

“So I think it's important to call out that Fusion isn't so much a single breakthrough, but a stack, essentially.”

Automation and Efficiency in Production

47:00 to 48:59

Explore how automation is transforming the manufacturing process in fusion.

“OK, here's a design for a novel superconducting magnet.”

Innovations from Diverse Backgrounds

49:00 to 51:48

Learn about the collaborative efforts of experts from various fields in fusion.

“So you have, you have this thing that's going over it.”

Key Milestones in Fusion Development

51:48 to 54:18

Identify the critical milestones for achieving practical fusion energy.

“And this was the, just to exactly answer your question, like what are the milestones that we want to see if you're following along this field that most people don't like have a formal training in.”

Economic Viability of Fusion Energy

54:18 to 56:00

Examine the cost implications and potential competitiveness of fusion energy.

“Or are you just like, we're going to try and make it as cheap as possible?”

Efficient Fuel Sources for Fusion Power

56:00 to 57:06

Learn about the efficiency and sourcing of deuterium and tritium for fusion.

“like fossil fuels and, you know, even conventional, you know, like solar and things like that.”

Material Requirements for Fusion Plants

57:06 to 59:15

Understand the materials needed for fusion plants and their availability.

“The superconductor is called rare earth barium copper oxide.”

The Potential of Automated Fusion Manufacturing

59:15 to 1:00:46

Explore the concept of automated factories producing fusion power plants.

“you know, fusion machines and power plants that then feed power to the power of the automated factories and you basically have a fully cyclical, fully cyclical like world of abundance potentially?”

Scaling Fusion Power Generation

1:00:46 to 1:01:55

Discover the scale needed for fusion power to impact global energy use.

“And that like, that is the number of, you know, there's somewhere around, I think like 20 or 30 ,000 of these power plants on this curve in the world.”

Engaging with Commonwealth Fusion Systems

1:01:55 to 1:03:08

Find out how to engage with Commonwealth and access their research.

“Well, Brandon, thank you so much for taking the time out to join us today.”
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Transcript

Automatic transcript. May contain errors.

0:00Brandon Sorbom:Fusion is the process that powers the sun, the stars. That's probably the first thing you know about it is that even though we're building machines to make it happen, we have an existence proof, which is the universe, which is pretty convenient. Fusion is kind of like you're making a sun, but you control the switch. Since 1960, 1970, the progress in triple product actually slightly outpaced Moore's law. Fusion is kind of default off, and you have to do all these special things to make it work. And that's why it's very, very inherently passively safe, But that's also why it's been finicky enough that it's taken all this work over the last 50 years to get this like fragile little star that we're trying to create on Earth and keep it around long enough to make energy because it keeps wanting to turn itself off.

0:41Brandon Sorbom:It's a very complex system. And so having like an AI like reinforcement learning system that can go in and say, we don't know why exactly we're tweaking the knob like we are, but we notice that there's this behavior that happens when we measure certain other effects. There is no existing fusion industry, so we have to build it ourselves. We're using AI tools to build something that may eventually provide power to a data center. AI is really taking on the heavy lifting here. So AI data centers are going to double their power consumption by 2030. And where is all that energy going to come from? Well, one of the answers a lot of people sure hope is going to be fusion, and that's the same process that powers the sun.

1:20Welcome, humans, to the Neuron AI podcast. I'm your host, Corey Knowles. And I'm joined, as always, by the guy who treats a benchmark like a personality test, Grant Harvey. How are you today, my friend? ENFJ, that's how I'm doing. How are you, Corey? I'm doing good, man. Doing good. Really excited. Yeah, I'm excited to talk about this. And I want to share an interesting twist on what Corey just said. So AI isn't just hungry for fusion power. AI is actually helping building it. Today, we're joined by Brandon Sorbam, Chief Science Officer and Co-Founder of Commonwealth Fusion Systems, the company working with Google DeepMind and NVIDIA to build what might be the world's first commercial fusion power plant.

2:02Brandon, welcome to the Neuron. It's great to have you.

2:04Brandon Sorbom:Awesome. Yeah, I'm stoked to be here. Thanks for having me. Well, I guess to get started, could you tell us a little bit about yourself, your background, and maybe for someone who's never heard of fusion kind of the the nickel tour of what it is sure yeah so quick background on me um i uh originally was born and raised in los angeles california um did my schooling out there in electrical engineering and engineering physics and i in like the last couple years of undergrad i actually discovered fusion it's pretty funny i had never really thought about fusion that much until like the last couple years of my undergraduate education and then got really hooked on it and decided like that was what I was going to do for the rest of my life and applied to a bunch of grad schools like that I had not intended on on doing until the last year of school.

2:54Brandon Sorbom:So a little bit of a late pivot. But yeah, I'm still I'm still riding that ride. Hey, that's OK. That's OK. That's awesome. Yeah. I think I read you discovered fusion from like the last page of a physics textbook, right? Yeah, I was, you know, I was doing a, I, when I added my engineering physics major, I, I did that basically so I could take a bunch of fun physics classes that I hadn't been able to take yet. Um, and yeah, one of the textbooks that, you know, they always, all physics textbooks have like, you know, like general physics at the very like last chapter is like, Oh, by the way, there's this thing called fusion.

3:29Brandon Sorbom:Um, it's the thing that powers the stars. It's, it's pretty cool. And that's pretty much it. Um, it's like, this seems like it's pretty important to learn about. It just went down a rabbit hole. Yeah. Which, which ended up taking me to the other side of the U S to out to the Boston area to do my graduate research at MIT. So MIT is one of the few schools in the country that has, or at the time had a, a fusion experiment called a tokamak, which maybe we'll talk about a little bit later, which we're building at Commonwealth fusion systems now. And we had one that we could actually play with at MIT called Alcator CMOD.

4:07Brandon Sorbom:And so that was one of the things that drew me to go there for grad school is because grad students actually could like get their hands on the machine and run the machine, which I thought was pretty cool. Yeah. Yeah. So could you explain, we might as well get into it. What is a tokamak and how does that relate to how fusion works? Yeah. Yeah. So fusion, fusion is the process that powers the sun, the stars. That's probably the first thing you know about it is that even though we're building machines to make it happen, we have an existence proof which is the universe, which is pretty convenient.

4:39Brandon Sorbom:So we know that fusion works because that's how the stars work. And it's actually funny, before we even knew, before tokamaks existed, before we knew about fusion on Earth, fusion was actually postulated. It's been over a hundred years since the process of fusion was postulated by Sir Arthur Eddington. And basically this was, people were kind of trying to figure out how do the stars last so long? Because, you know, before people knew about fusion, you know, you can, telescopes were good enough that you could say, okay, you know roughly the size of the stars. And you say like, take a ball of gasoline and ignite it and see how long it goes.

5:18Brandon Sorbom:And it turns out the answer is that burns itself out very fast. You know, thousands and thousands of years, but not like billions of years. And so somebody, you know, Sir Arthur Eddington postulated, there was this other process that was happening that was powering the stars, which was the combination of these light nuclei that release energy in the process. And so what a tokamak is, is so stars run on gravity. So gravity basically sucks all of the particles together in this hot soup called a plasma and stars can confine that the plasma wants to kind of disperse itself it wants it's very hot and so it makes pressure and it wants to sort of expand itself out and how stars keep it from just expanding is gravity just the force of gravity sucks them back in and keeps things hot enough and confined enough so that you can have a plasma that actually self heats itself but on earth if you want to confine a plasma you have to get a little bit more creative because we don't have artificial gravity yet.

6:17Brandon Sorbom:So we don't have something that's big enough to confine all that hot plasma. So what a tokamak is, is it uses magnetic fields as basically an invisible bottle because a plasma is also charged. It's the only state of matter that is charged. And so because it's charged, you can basically squeeze on it with magnetic fields. And the tokamak is this, is the most well-studied by like a factor of 10 configuration of magnetic fields that basically makes a bottle that squishes in this plasma wow awesome that really is it's insane to think of harnessing that level of power here on earth because i mean even the gravity itself is very different i assume yeah yeah i mean so the the basically what you can think of fusion is it's sort of like you know like we are we already use the sun to power things but you know you're sort of beholden to whenever the sun is out in the sky.

7:12Brandon Sorbom:And so fusion is kind of like you're making a sun, but you control the switch. Oh, wow. So you can turn it on and off whenever you want. But actually the way that you get power is a little different than solar. The way that you get power from a fusion device is, or most fusion devices, is you actually, the fusion, the fuel that we use, which is the easiest to burn fuel, which are these isotopes of hydrogen called deuterium and tritium. so hydrogen is the lightest element and you you burn these and you release a charge there's a charge particle that you release which is a helium that stays confined in the magnetic field and zips around and keeps the plasma hot but the other particle you release is something called a neutron which is just a single it's a neutral subatomic particle and that's not confined by the magnetic field so that flies out of containment and if you surround the chamber that has the diffusion plasma inside it with another chamber that has a liquid in it, your neutron will bounce around inside the liquid and deposit its energy and then heat the liquid.

8:14Brandon Sorbom:So at the end of the day, you're really boiling water. So just like most baseload power generation works today, which is actually kind of nice. On one way you could look at it, it's like, oh, that's boring. Like you're just, it's a fancy way to boil water. But another way you can look at it, it's actually great because you can reuse a whole bunch of infrastructure that we have already for ways to boil water using coal or natural gas or oil. Yeah, that's awesome. So I would love to know more about the magnets that make this possible because, and specifically, you know, what you're doing at Commonwealth.

8:50But I do want to frame this for folks, particularly some people who are skeptical, right? Because fusion is one of those technologies that has been criticized for decades as perpetually 30 years away. So what is it that makes like specifically high temperature superconducting magnets that are available today, the breakthrough, the changes, the economics, and why couldn't this have been done, let's say, like 20 years ago?

9:11Brandon Sorbom:Yeah, no, that's a great question. And, you know, people have a right to be skeptical. And because it has been sort of for a long time, you know, people have been very optimistic. And I think, you know, maybe taking a step back and thinking like philosophically, like, it's hard not to be really optimistic about this. And I think part of the challenge is that this is such a transformational change that in the past people have been, And, you know, when people were orders of magnitude away from sort of like solving this, they thought, oh, we're going to be really fast and be able to, you know, surmount this mountain in as far as performance.

9:47Brandon Sorbom:And it was a little slower, but actually, like you guys are probably familiar with Moore's Law, right? Right. About the, you know, doubling of transistor chips or, you know, doubling of the speed or doubling of the density. you know people there's different forms of it but the progress in um something called the triple product so this is um i won't go too deep into the weeds we only have an hour we don't have 10 hours one of the best metrics that you can use for fusion on like how close you are to you know to getting to uh getting a plasma that is actually like usable to make you know net energy out of it is this thing called the triple product which is temperature density and confinement time and Well, you can think about like temperature, it's pretty obvious you need the plasma to get hot.

10:30Brandon Sorbom:You need to get really, really hot so that these particles can smash into each other and fuse. Density, you basically need enough fuel. That one's also kind of obvious. You need to be putting enough fuel into this thing so there's enough particles that can fuse. And then confinement time is the last one, which is a little bit more esoteric, but it's basically that's sort of like the confinement time is the piece where you need to use the fields, whether they're magnetic fields or gravitational fields to keep the thing from dispersing so that it can self-heat itself and not just kind of like you make a blip and then it's gone right and so those three things together is what you need and so the reason i i bring this up is because since 19 like 60 1970 the progress and triple product actually slightly outpaced moore's law like on a time like right that's crazy right it was actually going slightly faster than moore's law so So we actually, it's a misnomer to say that we were making no progress.

11:26Brandon Sorbom:We were very, very far away from when we started and we made a lot of progress. But I think a big difference between Fusion and chips is that at every step along the way of Morse Law, you could sell those chips. And so there was a useful product that people could, you know, like if you go back 20 years, obviously computers were way slower. 30 years, computers were way slower back then, but people were still buying them because that was the state of the art and things just kept getting better and fusion there's this threshold effect though where you have to get above a certain triple product before you know it is commercially makes sense to like sell this thing where you have net energy and so even though there was a lot of progress you you didn't necessarily see it because there wasn't like a product that came out of all of that progress and so that was one thing that happened and that kind of led to this perception of like fusion is always 30 years out and the other thing that happened is that as we were making progress that exceeding Moore's law stops around the year 2000 like why did that why did that stop and the reason that stopped and this is where high temperature superconductors i promise i'm getting i'm getting back to magnets eventually um the devices that were leading the charge in this um or these things called tokamaks which is this configuration looks kind of like a donut shaped bottle um so if you imagine a bunch of rings that are that are arranged in like a donut shape.

12:47Brandon Sorbom:That's effectively like a tokamak. And there's a couple, there's a couple of rings that go down the center too. But it's basically this sort of three-dimensional configuration of magnets and magnetic fields. And what happened was the, we were building devices all, you know, there's been about 150 or so tokamaks that have been built since the 1950s. And every time we built a new tokamak, it got a little bit bigger and the fields got a little bit stronger. And we marching up this triple product curve in progress. But what happened was in the year 2000, the next point on that curve, which actually should have gotten us over the line of net energy, was ITER, which is this big, so these devices were getting bigger and bigger.

13:30Brandon Sorbom:They basically maxed out the magnetic field that you could use to confine a plasma with the existing technology. And then the only lever that you had to increase performance in a big way was the size of the machine. So you see the evolution of these machines they start out very small very low field they get bigger higher field bigger higher field and then they max out the field and then the machines start getting bigger and bigger and bigger um and you get this device called eater which is massive you search pictures i-t-e-r um this is the one that's in uh europe right that's like kind of a big conglomerate of a bunch of different countries working on it it's basically like all the world's industrialized nations working on it um and you know there's various estimates on the price tag because it's like it's hard to it's all in-kind contributions so it's hard to like put an exact dollar value on it but it is it's in the like multiple tens of billions of dollars wow at this point that's going to cost because it's huge i mean if you look at pictures of it i mean you could fit like an elephant inside of the vacuum chamber that the plasma is in and the reason for this why it's so big is there you know it wasn't like they they built it big because they wanted to is because that was the one knob that they had to increase performance.

14:41Brandon Sorbom:And so the thing that, that we sort of latched onto is that in the interim, the, the thing that was limiting the magnetic field was this type of superconductor that you're using. So, um, so taking a step back again and going back to magnets. So, you know, there's two types of magnets. There's one that's like the type that you put on your fridge, uh, which is a permanent magnet. And those max out at about two Tesla, you can you can get you know really really strong mag permanent magnets that max out around two tesla so if you want a stronger magnet than that you have to use something called an electromagnet which is if you ever like remember from like high school you wrap a wire around a nail and you put the ends of the wires on a battery and you can pick up paper clips right like that's an electromagnet and if you make a really strong electromagnet you can lift cars right like a junkyard um and if you um if you've ever had like an mri that's a very strong electromagnet that makes a big background magnetic field.

15:39Brandon Sorbom:And so one way that you can build an electromagnet is using copper wire, which a lot of tokamaks, most tokamaks for their magnets, built them using copper. But the problem with copper is that in addition to making a magnetic field, when you put current through it, it gets hot. It's kind of like a filament in an incandescent light bulb or a toaster oven, where you put current through it and it starts to glow. and you're like, it's a lot of power to run this. And that's kind of counter to, you know, wanting to have a power plant that actually like puts electricity out, not just consumes a lot of electricity.

16:10Brandon Sorbom:Yeah. Right. So the magnets that for a power plant, you would need a magnet that's a superconductor. And so now instead of using copper, you have this, these sort of like magical materials that, you know, all the way down to like quantum mechanical effects, make them not dissipate heat when you put, when you put current through them. So you can still, you can basically have your cake and eat it too with superconductors. You can put lots of current through the superconductor and get a magnetic field with that, but you're not dissipating that current resistively. So you're not heating up the wire in the superconductor that's making your electromagnet.

16:46Are there other applications for those? Where else would you find a superconductor?

16:51Brandon Sorbom:Yeah, so like the MRIs that I mentioned, MRIs are superconducting magnets. And so that's actually why there's often, and you'll see like cryogenic equipment near MRI. So another property of superconductors is you have to keep them very, very cold. That's one of the, in order to sort of turn on the quantum mechanical weirdness that makes superconductors work, you have to get them cold. As are actually a lot of things, quantum, that, you know, use quantum mechanical effects. You got to get really, really cold in order to make them work. So like, yeah, MRIs are probably the most widely known consumer area of superconductors, but actually like particle accelerators, like that big particle accelerator also in Europe.

17:32Brandon Sorbom:Like CERN. That uses superconducting magnets. Like CERN, exactly. Yeah, CERN uses superconducting magnets. Fermilab in the U.S. uses superconducting magnets. And so there's multiple different types of superconductors. And so ITER was built on the state-of-the-art superconductor back, you know, when it was conceived in like the late 80s and early 90s. there was a particular type of superconductor that sort of maxed out at a field on the superconductor of about like 12 tesla on the superconductor itself which is still really strong right like mris are about two or three tesla um for the the strong mri if you go to like a really really crazy like research mri you're maybe up to like six or seven or eight tesla but that's like a very very strong magnet and so these are like that's already like so 12 tesla on a magnet like that's a really strong magnet.

18:26Brandon Sorbom:But that was basically maxed out in Eater. And in the interim, so they started building Eater. And I started designing it in the 90s and then started eventually building it in early 2000s, 2010. So that technology was already sort of baked in. But at the same time, there was another technology that was discovered in the mid 80s, but only really sort of commercialized in sort of the early 2000s called these things called high temperature superconductors, which the name is a bit of a misnomer because it's higher temperature than the previous ones, but it's all very cool. You still need cryogen for all of it.

19:04Brandon Sorbom:It's not actually high temperature for as far as us humans are concerned. But it is much, much higher field, which is the thing that got us really excited is we said, okay, in 1986, people were able to make like single crystals that were, you know, like a millimeter in diameter of this stuff that showed that it worked. It was actually crazy. It won the Nobel Prize the year it was discovered, which that very rarely happens. Normally things have to marinate for a while before you get a Nobel Prize. So this was like a super exciting discovery. And then people really quickly realized that it was very hard to fabricate it into a usable thing like a wire that you could wrap around into a magnet.

19:47Brandon Sorbom:And so we spent the next 30 years figuring out the thin film techniques which are actually somewhat similar to how like lcd screens or semiconductors are fabricated there's there's a lot of parallels in in the in the techniques used to make like chips or lcd screens that you use to fabricate it's a obviously a different chemical composition um but you you basically use a thin film process to lay this material down on a thin tape and then that tape has sort of at the middle of this this tape is the superconducting material. And so it took about 30 years though to figure out how to do all of that manufacturing to go from the science to here's a product.

20:27And that takes you to like 2010-ish

20:30Brandon Sorbom:where people were just starting to fabricate like meter long lengths of this wire. And we said, okay, you still can't build a magnet with that, but we can see a little bit out in the future and we can say, people can make a meter now, they can make 10 meters and then a hundred and then a thousand. And then you can start using that stuff to make magnets. So what if we had a fusion concept that threw out the constraint of having a very high or a low magnetic field and say, remove that constraint. And now you can have a high magnetic field. Now you can turn back the knob on performance of size. You can turn that back a bit because you're compensating with the lower size by the higher magnetic field with these magnets.

21:12Brandon Sorbom:That's sort of in a nutshell. Yeah. Was this happening at the time that you were at MIT and you, because my understanding is that Commonwealth spun out of MIT, is that right? Yep. Yeah, exactly. So we, in 2012, there was a design course that my advisor and one of the, one of the academic co-founders of CFS, Dennis White, he teaches a design course every couple of years at MIT. And he posited, he said, okay, assume like right now this industry doesn't exist, but assume that you can get all the tape that you need. We call it tape because it looks like tape. Assume you can get all the high temperature superconducting tape that you would need.

21:48Brandon Sorbom:Design a fusion power plant around that. And so we went through the exercise and we said, whoa, we can actually design it like a factor of a hundred smaller in volume and like factor of 10 smaller in like linear dimension

22:05Brandon Sorbom:than in the current devices. And we said, wow, like this is, you know, this is really, really good. Maybe it's more like factor of 50 and a factor of a few, but still you could massively reduce the size of these devices if you had the magnets that would allow you to do that. And so we then published the paper, the paper got really good reception. We said, we should actually maybe do this and not just have a paper study, but maybe try to do this. And that was kind of like the seeds of starting a company eventually to both prove out the magnet technology because nobody had built a real like big magnet out of this people had built like little sort of like benchtop magnets out of it but to build like a real commercial even though the device is small the magnets are still like the size of the car yeah and so it's still you know you're still building like a large engineered structure that has a lot of cell forces on it that want to bend itself out of shape so it's it's both a it's an electromagnetic problem it's a structural challenge and so the engineering was not simple to do this and so we said okay let's put a company together so that we can get the money.

23:09Brandon Sorbom:And also, by the way, the industry for HTS was still not producing nearly the volumes that we needed. So we also had to work very closely with the industry to help them scale up, you know, the actual superconducting material volumes that we needed. And so that was the first couple of years. You were like a high tech or a high temperature superconducting company, like boot starting the industry, and then you could become a fusion company. Yeah, exactly. Exactly. Well, you guys just announced the first magnet was installed in Spark at CES, right? What does that mean as a milestone for you all? Yeah, so that was really exciting.

23:46Brandon Sorbom:So we actually ran our first, you know, large-scale prototype magnet in 2021 at MIT. But that was, you know, and that was a very exciting event back then. It It was like, okay, now we know this technology works from an engine, not just from a science standpoint, from an engineering standpoint as well. But then the next step after that is, okay, now you've made like one bespoke magnet that was, you know, very much like a craft piece of thing, you know, this like, and now it's like, okay, now we have to make 18 of them and you have to make them slightly larger for this device. Like, how do you make these in a reasonable amount of time?

24:19Brandon Sorbom:And so putting the first magnet in on Spark wasn't just, it wasn't really as much of like like a technology risk demonstration, but it was a demonstration that we had retired the production risk of, okay, now that you've shown that this technology works, can you build like an assembly line that looks like a Tesla assembly line with robots and things like that, that you can actually crank out the subcomponents of these magnets fast enough so that you could actually build 18 of them in a couple of years, as opposed to a couple of decades, because the whole thing is speed, right? it'd be great you know um it or it would not be great if we had figured out this technology and then it was like okay it's going to take a really long time to build it that would that would not work for this whole plan so that was sort of like the last step of showing that the technology works was showing that you can also manufacture it at scale yeah that's why that was a really exciting moment for us second one is actually we haven't like formally announced that yet but the you know second one is already been carried over with not nearly as much fanfare because once you do the first one, it's like, okay, now they're going to start just rolling into the assembly area.

25:33So a lot of people hear nuclear and immediately think of all of the various disasters that have happened over the years with Chernobyl, Three Mile Island, et cetera, and the waste storage issues. Fusion is fundamentally different though, as I understand. Would you mind kind of explaining that to us a little bit? Yeah. Yeah.

25:55Brandon Sorbom:Yeah. That's a really great question. And it's actually funny because it ties us back to MRIs. Excellent. So fusion, yeah. So, so fusion is a fundamentally, it is a nuclear process in that it, it does, it deals with the nuclei of atoms, but it is very, very different from fission, which like you said, like when, when people say nuclear now, they mean, they actually mean fission. Um, but nuclear is kind of used, um, it's used a little too broadly. And so we, we don't use the word nuclear when we say fusion, even though it is technically a nuclear process, we, we don't use the word nuclear when we're describing it because it is such a different process than fission.

26:37Brandon Sorbom:So fission is breaking apart very large atoms. So if you have like a uranium atom and you smack it with a neutron, you can break that uranium atom apart and it will, it'll break apart into a couple of chunks. And it'll also release a couple of neutrons of its, of its own. And that, if there's other uraniums that are close enough, it will then cause those to fission. And if you, uh, if you have enough of it close together, you can have a chain reaction basically. And so the whole name of the game in fission, or at least for fission, if you're trying to make a power plant, as opposed to like a bomb, um, the whole name of the game is you want to control that chain reaction so it doesn't run amok.

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27:13Brandon Sorbom:And so you have these control rods and you're basically balancing out a process where you get it just at the point because you don't want it to peter out as well. So you're sort of like, you're always making it so that it is just at the edge of being critical and it keeps going. Fusion is a much different process because in fusion, instead of having a chain reaction where you're actually, your reaction is causing itself to go, the process that powers it is really the temperature of the plasma. And if you don't confine that plasma, the temperature goes down very, very fast to the point where you can't even have air in the chamber.

27:50Brandon Sorbom:So in one of these systems, whether it's a tokamak actually or any other fusion system, you have it in a vacuum chamber because you don't want any other stuff that's going to be able to cool down this very hot plasma. And it's actually, it's kind of funny because the temperatures of these plasmas are in the 100 million degree range, right? Which you would think like, you think 100 million degrees, that's like lava, right? It's gonna like touch the wall and burn through the wall and burn through the next thing and burn through the next thing. But the plasma is so diffuse compared to even the air around it.

28:24Brandon Sorbom:Fusion grade plasma is about a factor of a million times less dense than air. And so what actually happens if the plasma were to touch the wall is even though it's so much hotter than the wall, it's so much less dense than the wall that the wall will cool the plasma down basically instantly and kill it. And so the magnetic fields are actually not to protect the wall from the plasma, even though the plasma will cause the wall to ablate at like the nanometers. And you have to worry about that because there's stuff that you don't want to continually ablate your wall if you're smooshing the plasma into it.

28:57Brandon Sorbom:But really the magnetic fields are there to protect the plasma from the wall, not the other way around because you don't want that plasma getting anywhere close to the wall. And actually, if you were to, you know, if you were to accidentally open a valve and let some air into the plasma chamber while it's going, that would also extinguish and kill the plasma. And so it's sort of fundamentally different from fission, fusion is, because it's so easy to turn off. You can sort of think of like fission is kind of like default on. If you have enough of the stuff together, it's like default on and you have to like do work to get it to stop.

29:30Brandon Sorbom:Whereas fusion is the opposite. And so fusion is kind of default off and you have to do all these special things to make it work. And that's why, I mean, that's fundamentally why we've had, why we have fission power plants far before fusion power plants, because it's, you know, it's a double edged sword. It's, it's very, very inherently passively safe, but that's also why it's been finicky enough that it's taken all this work over the last 50 years to get this like fragile little star that we're trying to create on earth and keep it around long enough to make energy. because it keeps wanting to turn itself off.

30:04Brandon Sorbom:Right. Wow. Yeah, it's like, you can't access this. This is a cheat code. You can't do this. Exactly. Yeah. And so going back to MRIs, it's funny. So we actually don't, you know, we don't refer to fusion as nuclear fusion because we don't want to confuse it with fission. And the word nuclear has been so tied to fission. And the tie-in to MRIs is that MRIs were first, and actually still in a research setting, you'll see these things called NMRs. which is exactly the same thing as an MRI, but it stands for nuclear magnetic resonance. And it's because the process of an MRI is that you are also affecting the nucleus with magnetic fields with a resonance, but it has also nothing to do with fission.

30:44Brandon Sorbom:So people invented NMRs and we're like, wow, this is a great way to image things and we can get really high quality scans. And they put it out in the market and like nobody wants to get in a nuclear tank. So they quickly rebranded it to MRI, magnetic resonance imaging, so that people would feel safe in this thing and not feel like they were like launching themselves and, you know, inside of a reactor pool. That makes a lot of sense. I can see why people would by just the knee jerk reaction, because this isn't a subject most people have a full grasp of. Apart from it, I would say. Yeah. So I have a data center question.

31:20We keep hearing about that there's this big projected need that's going to continue to increase by 2030 and so on. Is there any chance Fusion arrives in time to be of assistance there, like we've heard about from people in the AI space? Or is this really more of a 2035 and forward play?

31:44Brandon Sorbom:I mean, we are pushing as fast as possible to get the first power plants on the grid, like early 2030s. Wow. That's an aggressive goal. Yeah. But I think, you know, every day, it's one of these things where like every day counts. You have dual pressures of, you know, you have climate change on one side and you have demand on the other. And both of those are pressures to go fast, right? Both of those things, you know, the solution is not to go slower. It's to go faster. but you gotta get it right at the same time right you gotta get it right yeah yeah i saw a talk that you did that where you started really like i've got a need a need for speed i like this guy already favorite yeah one of my favorite quotes oh my gosh well can ai help you with that process as is all of this like these collaborations that you have you know does this make you more bullish that you're able to hit those timelines like how how how does ai impact that in your opinion yeah Yeah, definitely.

32:41Brandon Sorbom:I mean, I think the AI will allow us to basically, I mean, at the end of the day, even on Spark, so Spark is the first device that we're building right now that we just shipped a magnet into the tokamak hall for, and then Arc would be the power plant after that. there's going to be a lot of learning that we're able to do even on Spark that will be able to affect the final design of Arc. And so the faster we can utilize Spark as a learning, you know, Spark, we're very confident that Spark will get Q greater than one, but there's still a bunch of learning that we'll be able to do to optimize how Arc runs past that point, right?

33:17Brandon Sorbom:And so the AI techniques will hopefully allow us to learn much faster on Spark. So you still have to run the experiments on the actual device and get like, you know, truth of like, what actually what is what is nature, you know, what is nature going to tell you, but we want to use these techniques to basically speed our, you know, there's this whole canvas in front of us, this whole space to explore, and we want to be able to explore that space as efficiently as possible as we map it out. And that's what we really think. That's what we're really optimistic that these AI techniques will allow us to do.

33:51You're basically putting your, well, I mean, I was going to say something else, but I mean, you are literally putting your money where your mouth is because you have this deal with Google where you just signed a direct power purchase agreement with them, which means that you actually have to deliver, right? Yep, definitely. So you got to make it happen.

34:10Brandon Sorbom:It's sort of circular, right? We're using AI tools to build something that may eventually provide power to a data center. Yes. Yes. I like it. It's, it's very interesting in that regard. Well, because the safety profile is so different, I understand it actually is as a good thing in terms of the regulations, right? Because you're regulated more like a particle accelerator than a nuclear reactor. Exactly. That's awesome. Yeah. And that's, that's huge. Yeah. Because a lot of the cost of fission is driven by the fact that you need to be very tightly regulated for safety, right? Like you need to make sure that like all of your materials are like way higher grade than standard materials that you would get, which leads to a lot of cost burden on building these things.

34:51Brandon Sorbom:And we're actually, like you mentioned, we're regulated as particle accelerators effectively in the United States. And actually a couple other countries are following suit because that's just a much more relevant and appropriate regulatory regime for something like this, which default wants to shut itself off. So how, and to bring this around to AI a little bit here, how does AI help you build a fusion machine? Like, are there specific problems that Torax, for example, is helping you solve that humans alone weren't on their own? Yeah. So we had these two collaborations with DeepMind, which is with Torax and Jax, and then with NVIDIA.

35:35Brandon Sorbom:And they're both, they're kind of different flavors. So I'll start with the DeepMind one. The DeepMind one is really controlling plasmas. And so these plasmas, as you can imagine, they're very hot things, right? And if you think of, if you zoom in to like the atomic level of like what's happening at the atomic level, you have these particles that are bouncing around. Heat is effectively just velocity. Like from a physics standpoint, like there's an equivalence between like how fast the particle is bouncing around and temperature. And as you can imagine, like higher temperature, the faster particles are moving around.

36:07Brandon Sorbom:And so the control of a plasma is on pretty fast timescales because you have this very wiggly thing, right? And so one of the ways that we've sort of clamped down on the plasma is you can really increase the magnetic field. And that's just sort of like a big hammer to sort of just squeeze everything in. And you can get a lot of confinement that way. But another way that you can get good confinement is by having fast control systems that can look at the plasma. And if you see the plasma starting to look like it's going to go out of confinement and hit the wall and turn itself off, you can say, be like, okay, adjust this magnetic field here.

36:44Brandon Sorbom:So you push it in from this direction instead. Uh, I'm sort of oversimplifying, but like, you know, you can, it's basically like an active, an active control problem where if you have a plasma that, that wants to, the term of art that we use is a disruption where there's a plasma does something that, you know, moves it in an area that you don't want it to be, or makes it, you know, turn into shapes that you don't want it to, which will eventually extinguish itself. you can actively control the magnetic fields that are shaping it to basically, you know, stuff it back into the box that it's supposed to be in.

37:15Brandon Sorbom:And so what Torax will hopefully allow us to do is have better control systems on plasmas to really do that fast control. And I want to emphasize that's not something that we're banking on in order. One of the sort of, you know, high level design philosophy of Spark is that we said we are not allowed to like take credit for fast control in order to make spark work. So spark is going to get q greater than one with or without fast control. However, with fast control on top of the high magnetic fields, that's all additive. And so it would be really, really great to have a fast control system like this and to be able to sort of detect, okay, like it looks like the plasma is going to disrupt.

37:57Brandon Sorbom:Now change around the shape of the plasma so that it won't disrupt in the moment. and to do that on fast enough timescale, you can't have a human, it's not on like second timescales or minute timescales or you can have a human adjusting a knob. You really need a fast control system that knows what's happening and is kind of learning from the plasma because a lot of these things are very complex phenomenon that plasma is sort of a collection of, I don't even know the name for the number, but it's a collection of 10 to the 20 particles. I don't know how many billion, billion that is. It's like a hundred billion billion.

38:35Brandon Sorbom:So there's many, many particles that are all interacting with each other electromagnetically. It's a very complex system. And so having like an AI, like reinforcement learning system that can go in and say, we don't know why exactly we're tweaking the knob like we are, but we notice that there's this behavior that happens when we measure certain other effects. That's something that would be really beneficial to control plasma yeah would it be able to work real time as well so like once you have a simulation like you can just have it going so you almost would be would you need a supercomputer with every fusion machine that you create then in an instance to run this quickly well the goal would be actually that you don't need a full supercomputer is that you actually if you have a model that's good enough you could have it react fast enough that you don't need You know, this giant supercomputer helping you run the machine.

39:25Brandon Sorbom:And like the AI is really taking on the heavy lifting here. Yeah, you would train it essentially. And then, you know, you can distill it down so that it can run on, you know, whatever is convenient. Okay. But that actually brings us to the other collaboration, which is with NVIDIA and doing surrogate models. And so going back to supercomputers, there are simulations that people run on. And OK, like if you run a certain set of conditions, what is what is the prediction for the output of the plasma on a global sense? And in doing that, you're going to like all of the details of like what's going on, you know, inside of the plasma.

40:00Brandon Sorbom:And that requires a superconductor. But people have started. And these are some of our colleagues back at MIT are leading the charge here. People have built these things called surrogate models where you still have to run these supercomputer simulations. but the traversing of the space of options, you can greatly optimize by like order of magnitude or two orders of magnitude by using AI techniques to say, okay, what is like the best trajectory through this space to go through so that we can minimize the number of supercomputer simulations. And one of the things that we're working with NVIDIA on is making these surrogate models to make sort of, this is, you know, buzzword, but like a digital twin of the plasma.

40:38Brandon Sorbom:Yeah. So that we can say, we now, you know, we've built this thing with Spark. You can sort of think of, you know, the DeepMind collaboration piece is sort of around the real-time control system of the Plasma. But then the NVIDIA piece, and we're also working with Siemens here. So Siemens, we use a lot of Siemens products that, you know, we're cataloging everything of like how the machine is built, how the data is collected. and with the collaboration with NVIDIA, we're basically wanting to create this digital twin so that we can make predictions for the global performance of the machine. If we want to run experiments or tweak things, we'll be able to learn a lot faster because we sort of have like a digital lab, if you will.

41:17Brandon Sorbom:We can start to make more predictions of, okay, if we run this experiment, what do we think we're going to get and have a much better prediction of what we're going to get? What would you say? because okay so you're taking the data from the the spark once it's once it's up and running you'll will you be feeding that back into a model um and if you are i guess what would be the thing that that like what breakthrough in ai specifically would be most helpful to you like because we're hearing a lot about science being applied to or ai being applied to science right now um you know they're talking about novel physics problems but what kind of ai capability isn't available right now that would actually help you achieve this faster?

41:57That's a good question.

41:58Brandon Sorbom:That isn't available right now? Yeah. Or perhaps you have everything you need and it's just you need to just install more magnets. I don't know. But you tell me. I think it's really just using the tools that people have developed. Nobody has really applied these tools because there is a lack of hardware to apply the tools to. We're sort of in this really exciting space where we can use these tools that have been developed for other things, but we can now say, okay, now take, take these, you know, take these techniques and models that, you know, that NVIDIA has and that Google DeepMind has developed and actually apply them towards the specific problem of, you know, add the physics of a fusion plasma and then add the experiments that we're going to have available to us to actually run those things in real life and train the models with.

42:47Brandon Sorbom:So I, I mean, I, I don't know if I can really speculate. I mean, people are, as you guys well know, you know, people are developing new and better ways to run AI models every day. But I think for us, it's really right now just a question of taking what, you know, what exists and then putting that onto the fusion problem. Yeah. And then training it on a real machine. That makes sense. Yeah. I suspect that would be a really great opportunity to create a new, you know, learning model once you have that data and you can get that flywheel where you're just speeding the data back into it. Yeah. Totally.

43:24Brandon Sorbom:Yeah. That's so exciting. Do we have a timeline of when Spark is going to be up and running? No worries if you don't. As soon as possible. So we're, you know, the goal is to get the machine together by the end of this year and then be turning it on, like getting first plasmas in 2027 and then getting to QG1 as fast as we can after that. I do have to say like every, It's one of these things where, you know, there's about, you know, some, there's somewhere on the order of like 10 ,000 unique parts that go into Spark. Much, much higher actual part count because there's a lot of things, you know, we have 18 magnets and those all have subcomponents that are different.

44:04Brandon Sorbom:But there's a lot of things that have to be built. And so right now, I would say, you know, when people ask, you know, a question that I get asked often is like, what's the thing that keeps you up at night? Like, what's the big challenge? And people are always surprised when I say at this point, it's not really the science and the technology that keeps me up at night. It is like, it is those 10 ,000 parts. It is just the execution challenge of having an organization that can bring all these things together and put them together in the right order and the right sequence, you know, and make sure that everything, you know, everything comes together properly.

44:38Brandon Sorbom:it's just a huge execution problem like we have a thing called an integrated master schedule which is like an enormous gantt chart right of like all the tasks that have to be accomplished these thousands and thousands of tasks and we have like a team of people that maintain this schedule because the schedule is changing all the time because like if a supplier slips a delivery on something you have to like refactor the schedule all of a sudden and imagine you know you like multiply that by out to like thousands and thousands of these things that you're doing and so it really is just like a project management challenge of putting all the pieces together making sure the things that we're going out and having fabricated and shipped and stuff like that you're still basically building your own supply chain right effectively yeah oh yeah we're definitely our supply chain team is uh probably like at least 100 people and we have about 1200 people right now in the company and there's about like roughly a hundred of them are in supply chain and every you know and it's a very technical supply chain too these are like there's actually several people on the supply chain who have like technical phds who are it's not just like you know like make po's for things which is that that's really important too to get that right but there's also like people who go out to the sites of vendors and are like okay like this thing is you know You're making this thing slower than we would like.

45:59Brandon Sorbom:How can we help you make this faster? Yeah. Type of thing. Yeah. So I think it's important to call out that Fusion isn't so much a single breakthrough, but a stack, essentially. Magnets, machine, factory, as your team has mentioned before, then grid economics. And I was wondering, what does factory mean here? Could you walk us through that a little bit? Yeah. Yeah, so the factory that we have making magnets is, so there's many pieces that were, we make the designs for everything, but then like the vacuum vessel, for example, that was a big thing that we recently got one of the halves of the vacuum vessel shipped over.

46:40Brandon Sorbom:So that was fabricated out by a great partner that we have in Europe. And then we flew that half over on an Antonov. The other one is actually on a boat right now. That one, the second one we didn't need as fast, so we were able to ship that one much cheaper going on a boat, but much slower for that one. But for things like the magnets, that's really like there's nowhere that we could go to say, OK, here's a design for a novel superconducting magnet. Can you please build this for us? And so we actually built a factory to build the. So we design the magnets and the technology to be modular. So even though there's 18 of these big these big toroidal field magnets, These are the big D-shaped magnets that kind of make the ring in the tokamak.

47:25Brandon Sorbom:Even though there's only 18 of those, each of those 18 coils is made up of 16 nearly identical sub-modules that we call pancakes. And so there's 288 pancakes that you have to make for all of the 18 magnets, plus a few extra first pairs. Let's round up to like 300. So you have to build 300 of these pancakes. And that is a big enough number that you can say, okay, let's make an assembly line. to make these now. This isn't just like a craft bespoke, you know, you're like hand winding these things. Now you can start to say, okay, if you have to make 300 of these and you start doing the math and you're like, okay, if it takes, it takes me a year to make every pancake I'm hosed because you're never going to make them in time.

48:06Brandon Sorbom:So yeah. Right. Uh, that would not be good. Um, so we, we basically came up, we're now like in the factory, we're sort of on like gen five or gen six of the factory tooling where we've, you know, sort of continuous improvement where the The first pancake that we made, sure, that took like several months to make the first pancake. And we've actually made all the pancakes now for the TF coils. But at our peak, at our peak rate, we were, we went from, you know, the first pancake taking a couple of months to two pancakes per day coming out of that factory. Yeah. Because we were just able to figure out how to like, how to get things automated, parallelized.

48:45Brandon Sorbom:you have like really smart people you know the engineers and technicians who work on that line are constantly like okay how can i do how can i make this process faster how can i eliminate waste from this system and just make it like you know using like literally using the same techniques that people use in automobile and plane assembly lines to say okay how do we get these fast that's awesome and is ai able it sounds like ai would be able to help you in that process obviously if you're automating like building a factor basically yeah we we were early days enough that there's only a couple areas so far but that's not because there's a lack of areas it's just because there's there's so much learning that we did but there's definitely like you know um i don't know if i'm i'm trying to think if i'm allowed to say exactly which pieces we applied this to uh or if that's if that's ip protected but we use like image recognition for some pieces of the of the process where it was like you know you could either have a person like sit and look at micrographs of a, you know, of a scan of a non-destructive scan of something, or you could say, okay, have a, you know, have an AI like image recognition tool that's been trained on what a particular type of defect looks like.

49:52Brandon Sorbom:And you, you train it. So you have, you have this thing that's going over it. And then there's a robot that goes over and actually is able to fix the defect, like without, you know, with very limited human intervention. And I would say right now, there's still a lot of things. We actually have a lot of robots in our factory. Now there's probably like six or seven stations in the factory that have robots that are still assisted by people. But that we're figuring out how to actually like automate that so that those people can go on to the next, you know, they can go on and automate like the next piece of it.

50:25Yeah. I mean, if you got PhDs working on like POs or whatever, you need to, you need to apply their brain skill. You need to have them learn something, you know, figure it out and then you can automate it and then have them work on the next hard problem.

50:37Brandon Sorbom:It's really cool that the team that we have, this is, you know, it's a bug and a feature of the fusion industry that there is no existing fusion industry. So we have to build it ourselves. Like, it's not like we could just go and like hire people who have a background in this. And so it's actually really cool. One of the most, I say, rewarding pieces of my job, like the physics and the technology is really cool. But just being able to meet and work with so many talented people from all different walks of life who've like people who've built like high performance race cars, like a lot of people, as you can imagine from, you know, from like the, from the space industry who've like built rockets, um, and things and things like that.

51:17Brandon Sorbom:Um, and you know, people who've built oil rigs and people who have built, which have crazy technology. I didn't realize like how crazy the technology is on like oil rigs and deep city drilling. Like that is like ridiculous technology. Um, you know, people who, you know who've worked on other renewable projects there's like people from all these different all these different areas of technology and backgrounds that are all sort of coming together to apply their expertise and skill sets so like how do we make you know fusion is a very early industry and it's like they're these everybody in the company is shaping that industry right now which is super exciting so for people watching who want to like follow this place closely what's what's the milestone they should be watching out for that says we're there yeah so uh our ceo and my co-founder bob put out um there's a really great i don't know if you guys put like hyperlinks on your uh on your notes for the show i can send you uh he put out a really great uh open letter basically to the um it was called uh building building trust let me see if i can yeah building trust infusion energy.

52:26Brandon Sorbom:And this was the, just to exactly answer your question, like what are the milestones that we want to see if you're following along this field that most people don't like have a formal training in. And so it was things like, you know, the first step is like, you need a stable plasma and then you need to get the plasma hot enough. And then you need to get a high enough value of this, this thing that we talked about earlier called the triple product. And then the next milestone after that is getting q greater than one so that is enabled by having a high triple product but that's like more power out more energy out than than in and then the next step after that is you have to um uh you have to make enough actual electricity um so it's one thing to make when we say q greater than one that's like that's just like pure energy but obviously you you know when you convert energy like in as like heat to electricity it's not a one-to-one you're just always, you know, entropy always gets you.

53:25Brandon Sorbom:So you always lose a little bit. So then the next step is, can you make net electricity? And then the last step is, can you make that electricity at a cost competitive rate? You know, at the end of the day, it does nobody any good if, you know, we get to the end of this whole exercise and we say, great, you know, it's a million dollars per kilowatt hour for this great source of power. Nobody's ever going to buy it, right? And so from the beginning, we've had to, you know, you know, even Spark, even though Spark is not a commercial product and will never be a commercial product. Spark was designed, we made design choices in Spark that was like, okay, if you project this forward to the power plant, has to be economic.

54:02Brandon Sorbom:And that was a constraint, even on Spark of like, you can't, you can't like cheat yourself forward on a system that is going to cost a hundred times more than you could. As a first of a kind, sure, you can get away with like, okay, it's the first time you build something. There's always, you know, first of a kind things always cost a little bit more, but they can't be like a hundred times more than your final product is going to be a billion dollars is not a feasible product for real humans yeah yeah that makes sense so i had one small follow-up to what you just said like do and maybe you don't want to say this for competitive reasons which i totally understand and i'll ask a different question but do you have a target like when you're just designing like arc right the power plant version do you have a target cost for the electricity that you have on your roadmap where you're like, this is the price we're going for?

54:52Or are you just like, we're going to try and make it as cheap as possible?

54:55Brandon Sorbom:Well, I mean, it's trying to make it as cheap as possible, but I think that we think that we can, you know, sort of be competitive in like target costs of, of like, of like natural gas to renewables. Like that's, we actually think there is a, like, if you like, you know, first principles, you know, look at should cost models and things like that, we actually think that you could, and like on a non-subsidy basis, right? Like you could actually be cost competitive with those things. And that's for, you know, that's for an anth of a kind, you have to climb down a cost curve. That's not the very first plant, right?

55:30Brandon Sorbom:Yeah. But I mean, at the end of the day, I guess the first principles behind that is at the end of the day, fusion is really like the physics of fusion lends itself to that because once you've built the plant, the fuel is effectively free. It's not actually free. Like you do actually, the fuel does cost a little bit, but the fuel, because you burn so little of it, because fusion is about a million times more efficient. The, because you are breaking nuclear bonds as opposed to electronic bonds, like most, you know, like fossil fuels and, you know, even conventional, you know, like solar and things like that.

56:07Brandon Sorbom:You're about, you're about a million times more efficient per volume of fuel that you use. and so and the fuel itself is not i mean deuterium is something that is you can you can basically filter out of every uh i think it's every 6 000 um water molecules is actually d2o molecule so you can you can filter it out and the mass difference is two you know a deuterium weighs twice as much as a hydrogen so that's pretty easy to build systems to you know to separate that out um and then tritium even though it doesn't occur naturally on earth you can breed it from lithium which is extremely abundant and because you know and people then then people are all lithium are you going to be competing with batteries but because you're using so little of it to breed your fuel it actually you know it's you you use the equivalent i think we did like the napkin math once and we said for you know the entire lifetime of our power plant it was something like you would use the equivalent of like the lithium and 100 tesla batteries over the lifetime of the plant wow you actually need more batteries you know maybe yeah right yeah that'd be a good case so so that's actually you know sort of from like a fundamental physics first principles like you start going through and it's like okay to like build these things it's a lot of like steel it's like steel concrete the superconductor is a weird thing um but the actual superconductor itself even like you you go and actually run the numbers on okay you take one of these tapes that's a superconductor.

57:34Brandon Sorbom:The superconductor is called rare earth barium copper oxide. So of course, everybody freaks out when they hear rare earth because they're like, oh my God, are you going to have enough rare earth? But then when you do the math, you look at it, one of these superconducting tapes, and most of the tape is substrate. It's like steel. And then about 1 % of the actual superconducting tape, which itself is like less than a millimeter thick, um one percent of the thickness of that is the rebco material and the rebco like is a lot of other stuff besides rare earth so when you you run it back and you say for an entire arc power plant you need roughly 100 kilograms of rare earth material in all the superconductor you just have spread it out over a very large a large surface area effectively of all this tape that you're wrapping the magnets with and so you're like sprinkling this like dust um in in very you're you're doing it very strategically.

58:26Brandon Sorbom:Um, but yeah. And so they actually like raw materials of stuff that you need is, is not like, is not a lot of crazy stuff, which is why we think that it's not, you know, fantasy to say that you could actually have, and you look at the size of these plants and they're roughly the size of like a comparable, like natural gas plant. It's like, okay, if you're building something that's the shape and the size of a natural gas plant and uses steel and mostly mostly steel and concrete and not too many weird materials sure you're arranging those materials in a very different configuration than you would a natural gas plant but at the end of the day like the materials are the materials it's not anything that's unattainable or is going to be a giant supply chain nightmare or yeah exactly yeah wow so in a sci-fi world would would this potentially lead to a point where you have these automated factories that are making these uh you you know, fusion machines and power plants that then feed power to the power of the automated factories and you basically have a fully cyclical, fully cyclical like world of abundance potentially?

59:31Brandon Sorbom:Well, we'll see. Yeah. I mean, this is, you know, it's a reinforcing, you know, reinforcing loop. I think there's always going to be clever humans in there. Yeah. Hopefully in some way, shape or form. Yeah. Fingers crossed. Fingers crossed. But yeah, I do think that this is one of the things that got me really excited about fusion is that it's not, you know, I, I got excited about it at first because I said, okay, this is a clean technology, like, you know, for climate change, obviously, you know, this would be a great thing, but it's so much more than just that, like climate change. It's like really great for climate change.

1:00:05Brandon Sorbom:And then that's just like scratching the surface of not only can you replace everything with something that doesn't emit carbon, but you could also start producing more energy. And you like history has shown that when humans have more energy available to them, they do really clever stuff with that energy. I can think of a few things off the top of my head, but I'm sure there's things we haven't even thought of yet. If you were to say boundary condition now goes from current energy usage of the world to 100 times that, there's very clever people out there that are going to figure out how to solve problems using that extra energy.

1:00:42Brandon Sorbom:That's really the thing that gets me excited about fusion. yeah how much scale would be required to to get to that point where you can start doing this novel stuff like how many power plants would you need so in order to replace sort of like all of the electricity generation um you'd need probably about uh let's see to get to like 20 to 30 percent um we did we ran these numbers a little while ago um but you'd be roughly like five to ten thousand power plants, which isn't, I mean, that's like, that's just like, you know, these, these power plants are the, are 400 megawatts electric, which is kind of like the average size of, of a power plant.

1:01:22Brandon Sorbom:And that like, that is the number of, you know, there's somewhere around, I think like 20 or 30 ,000 of these power plants on this curve in the world. And so if you replace like half of that, that's, you know, you're talking like five, 10 ,000 of these, of these power plants. So it's, a big number, but then at the same time, there's airplanes, which are very complicated things. We've built tens of thousands of airplanes in the world. That's very true. People have built all those power plants to begin with, right? All of those assets that exist today, we have built those. That's right. Hard problems were built to be solved.

1:01:59Brandon Sorbom:Exactly. Well, Brandon, thank you so much for taking the time out to join us today. I really appreciate it, man. Where can people go to learn more about what you and Commonwealth are doing? Yeah. So we have on, on our website, we've been, um, we have a bunch of blog posts that we, we have and we update there. Um, I know our, uh, our, our Marcom's team has, you know, updates, they share updates on, you know, all the various, uh, social channels. You know, if you search Commonwealth fusion systems, social media platform of choice, um, we, we should hopefully have an account there. I know they're on LinkedIn as well.

1:02:31Brandon Sorbom:They announced things. So yeah, keep, you know, we try to be pretty transparent to also if you if you really want to geek out about stuff we actually do like to publish in the scientific literature as well we feel very strongly about that but as a topic like that we we sort of owe it to the world for this like topic that not a lot of people know a lot about to actually publish in the scientific literature and say like all this stuff that we're doing isn't just like full of hot air there's actually peer-reviewed and there's other scientists who are not affiliated with us who look at it and say like yes that looks like it's feasible.

1:03:03Brandon Sorbom:So you can also search in the scientific literature. We do everything. We've also made it a point to publish all of our stuff open access. So, you know, so you can look. I think actually the very first ARC paper, that was before the company started and didn't have the money to publish it open access. But there's a copy of it out on archive. Excellent. That's awesome. Well, to everyone watching, thank you so much for joining us today. It's been a lot of fun, and I hope you learned a lot about fusion. If you haven't yet, please take just a minute to like and subscribe to the channel and pop on over to the Neuron.ai and sign up for the newsletter today.

1:03:38And on that note, that's it for today. Farewell for now, humans.

1:03:58Thank you.

From the publisher

AI data centers are going to double their power consumption by 2030—so where's all that energy coming from? One answer is fusion, the same process that powers the sun.

In this episode of The Neuron, we're joined by Brandon Sorbom, Chief Science Officer and Co-founder of Commonwealth Fusion Systems, to explore how his company is racing to build the world's first commercial fusion power plant—and how AI is helping them get there faster.

Brandon explains why fusion has been "30 years away" for decades, what changed with high-temperature superconducting magnets, and why fusion is fundamentally safer than fission (hint: fusion is "default off"). We dive into CFS's collaborations with Google DeepMind and NVIDIA, what it takes to wrangle 10,000 unique parts, and when we might actually see fusion on the grid.

You'll learn:

• What fusion actually is (and why it's not nuclear fission)

• Why high-temperature superconducting magnets changed everything

• How AI is accelerating plasma control and simulation

• The safety profile that makes fusion regulated like an MRI, not a reactor

• When CFS expects to hit Q > 1 (net energy) and beyond

To learn more about Commonwealth Fusion Systems, visit https://cfs.energy.

For more practical, grounded conversations on AI and emerging tech, subscribe to The Neuron newsletter at https://theneuron.ai

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