US Utility’s Fusion Moonshot: Betting Billions on “Star Power” to Fuel the AI Era
The TVA’s plan marks an unprecedented move by a US utility: building, owning and operating a fusion power plant rather than just buying fusion power from a third party. In September 2025, TVA issued a letter of intent to Type One Energy, signaling its interest in deploying the company’s fusion reactor at TVA’s former Bull Run Fossil Plant site near Oak Ridge, Tennessee Typeoneenergy. Bull Run was a coal-fired power station retired in 2023 – now its grounds may host a cutting-edge fusion facility, symbolically transitioning from fossil fuels to futuristic clean energy. Type One Energy’s reactor design, called Infinity Two, is envisioned as a 350 MWe fusion pilot plant Nam. That output is roughly the size of a small conventional power plant – capable of supplying around 300,000 homes in the region Nam. The startup aims to complete the reactor’s final design and all licensing and environmental reviews by 2029, after which construction and testing could begin in the 2030s. If all goes well, TVA and Type One hope to have the fusion plant feeding power into the grid by the mid-2030s World Nuclear News.