[HN Gopher] Helion begins work on Washington nuclear fusion plant
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       Helion begins work on Washington nuclear fusion plant
        
       https://www.helionenergy.com/articles/helion-secures-land-an...
        
       Author : mpweiher
       Score  : 60 points
       Date   : 2025-07-31 12:41 UTC (2 days ago)
        
 (HTM) web link (www.nucnet.org)
 (TXT) w3m dump (www.nucnet.org)
        
       | captain_coffee wrote:
       | Do they even have the design of an actually working fusion
       | reactor? This seems like a crucial detail that is suspiciously
       | ommitted. "but said it remains on track to deliver power by 2028"
       | - so casually written! I _HIGHLY_ doubt this.
        
         | AIPedant wrote:
         | No, of course they don't. This is Sam Altman's fusion company,
         | backed by Microsoft in 2023 with a signed power purchase
         | agreement: either Altman has some serious dirt on Satya
         | Nadella, or (more likely!) Satya Nadella is a gullible idiot
         | who thought "Sam Altman is the Boy Genius Who Invented AI, so
         | he can solve fusion too!"
         | 
         | (Remember this is same same Satya Nadella who offered Altman an
         | unspecified CEO-level position after he got fired... while
         | publicly admitting he didn't know why Altman was fired! If I
         | was a MSFT investor I would be pretty upset about this.)
         | 
         | Presumably 2025 MSFT is more sober-minded about Altman. I
         | wonder if they're gonna try to wiggle their way out of the PPA.
         | Otherwise I am truly baffled.
        
           | trhway wrote:
           | >Presumably 2025 MSFT is more sober-minded about Altman.
           | 
           | If nothing else, that, after all the good they had done to
           | him, should do it:
           | 
           | "OpenAi v. Microsoft: Altman ready to sue for unfair
           | competition
           | 
           | ...
           | 
           | OpenAI has put a potentially devastating weapon on the table:
           | accusing Microsoft of anti-competitive practices and raising
           | the attention of the Federal Trade Commission. It would be a
           | low blow... "
           | 
           | https://en.ilsole24ore.com/art/openai-v-microsoft-altman-
           | rea...
        
           | hinkley wrote:
           | Ugh. Didn't realize this was Altman. That's disappointing.
           | 
           | Seemed like there was a certain amount of magic thinking
           | about neutron damage but a bit less than fission typically
           | does. Guess we'll see.
        
             | SilverElfin wrote:
             | It is not exactly Altman's company. It was founded in 2013
             | by David Kirtley, John Slough, Chris Pihl, and George
             | Votroubek. These three won the ARPA-E competition around
             | then. Altman funded the company more recently and is on the
             | board. But he isn't a founder or executive there.
        
             | HarHarVeryFunny wrote:
             | Altman's a major investor, but not the founder.
        
           | paddw wrote:
           | Presumably, if it's just a per-agreement to purchase power,
           | there's no downside in the likely case the project implodes.
        
             | AIPedant wrote:
             | The problem is that the agreement does not seem to specify
             | that the electricity has to come from fusion![1] This is
             | actually common in renewable PPAs - if the specific project
             | doesn't come online then the provider has to find an
             | alternative. But those are usually done with established
             | providers which have > 0MW overall capacity. Helion does
             | not. If the PPA is fixed amount vs fixed price, Microsoft
             | might end up on the hook for inflated wholesale prices
             | instead of cheap fusion.
             | 
             | FWIW I agree with the author of that Data Center Dynamics
             | post, it's quite likely that MSFT and Helion are
             | essentially in cahoots by stoking investors with vaporware.
             | But it also seems like Altman might have sold Nadella 50MW
             | of magic beans.
             | 
             | [1]
             | https://www.datacenterdynamics.com/en/opinions/microsoft-
             | and... This is second-hand, the agreement is not public.
        
               | xorcist wrote:
               | Investors gets ruined on PPAs all the time. With
               | renewables, there's usually some sort of wind turbine or
               | solar park attached, so after declaring bankrupcy the new
               | owners can settle out of court and continue production.
               | 
               | Here there's realistically no way to continue electricity
               | production so the assets will likely be chopped up and
               | sold, if possible. Nobody owns anyone anything and
               | Microsoft doesn't have to pay a dime. They won't get
               | their power of course, but there's no downside for them.
               | 
               | These types articles where a PPA contract is confused
               | with an investment is really common, mostly for nuclear
               | and renewables, but that doesn't make them any more true.
               | Microsoft hasn't invested anything, likely because they
               | know this is (pardon the pun) hot air.
        
           | dehrmann wrote:
           | > either Altman...
           | 
           | Another option is this was to sweeten the pot during OpenAI
           | negotiations.
        
         | cornholio wrote:
         | I'm not aware of Helion publishing any peer reviewed data
         | claiming a physics breakeven (the point where the total energy
         | generated by the reactor exceeds the external energy fed in to
         | maintain the reaction going); let alone an engineering
         | breakeven (the point where the fission generates about an order
         | of magnitude more energy, to allow for the energy conversion
         | losses, cooling and fuel breeding etc. so as to actually output
         | any useful amount of electricity); let alone an economic
         | breakeven, where the reactor generates sufficient useful energy
         | that its market price can allow the capital and operating costs
         | of the reactor and associated infrastructure to be recovered in
         | a certain number of decades.
         | 
         | If fusion had all three today, it would still e a though sell;
         | fission has them and is still failing economically.
        
           | staplung wrote:
           | I don't disagree with any of what you say but _if_ Helion 's
           | approach works (and that's a huge if) it would generate
           | electricity directly, without need for a steam turbine or any
           | of the associated plumbing. My understanding is that a big
           | part of the cost for fission is the turbine etc.
        
             | hinkley wrote:
             | And danger. Turbines are more powerful at high temps, and
             | now you have hot liquids near your reactor. Or you use
             | molten salt as a middleman so the potential steam
             | explosions are a little farther from the reactor.
        
             | captain_coffee wrote:
             | And how would you "generate electricity directly",
             | specifically? Let's talk physics and engineering, not vague
             | statements.
             | 
             | How would that energy generated from nuclear fusion be
             | transformed into electricity "directly"? By which process /
             | series of processes?
        
               | cyberax wrote:
               | > And how would you "generate electricity directly",
               | specifically?
               | 
               | Using a particle accelerator (decelerator?) in reverse.
               | I'm an investor in Tri-Alpha Energy, and they have tested
               | a direct converter with the claimed 90+% efficiency.
        
               | Animats wrote:
               | See "Induction systems"[1] The concept was proposed in
               | 1963, but nobody ever made it work. That's the plan.
               | Magnetohydrodynamic generators [2] do work, but they have
               | electrodes in the gas. That works for jet engine type MHD
               | generators, but fusion plasma is too hot for any solid
               | material.
               | 
               | What they're trying to do is known physics but very hard
               | engineering.
               | 
               | They're also trying for aneutronic fusion, using
               | helium-3. If the plant generates large volumes of
               | neutrons, it chews up the first wall between the reaction
               | and the outside. It also makes what it hits radioactive,
               | so there's a waste problem. Aneutronic fusion uses
               | reactions that (mostly) generate alphas and betas. This
               | is, again, known physics but very hard engineering.
               | 
               | If they can get a demo machine going which solves either
               | problem, that would be a huge advance. So far, that does
               | not seem to have happened.
               | 
               | There are other startups in this space. It's probably the
               | way commercial fusion power will eventually be done. Not
               | via the tokamaks, like ITER.
               | 
               | [1]
               | https://en.wikipedia.org/wiki/Direct_energy_conversion
               | 
               | [2] https://en.wikipedia.org/wiki/Magnetohydrodynamic_gen
               | erator
               | 
               | [3] https://spectrum.ieee.org/aneutronic-fusion
        
               | XorNot wrote:
               | > There are other startups in this space. It's probably
               | the way commercial fusion power will eventually be done.
               | Not via the tokamaks, like ITER.
               | 
               | There is literally no evidence to suggest this: Helion
               | are making big claims but as noted have shown little
               | incremental progress on their machines.
               | 
               | The balance of history says if it happens it'll come out
               | of a large government funded project: that's how fission
               | happened, and there's plain old fission startups too who
               | also are yet to deliver _anything_ and we know fission
               | works.
        
               | thinkcontext wrote:
               | From their Wikipedia page
               | 
               | > Energy is captured by direct energy conversion that
               | uses the expansion of the plasma to induce a current in
               | the magnetic compression- and acceleration - coils.
               | Separately it translates high-energy fusion products,
               | such as alpha particles directly into a voltage. 3He
               | produced by D-D fusion carries 0.82 MeV of energy.
               | Tritium byproducts carry 1.01 MeV, while the proton
               | produces 3.02 MeV.
               | 
               | > This approach eliminates the need for steam turbines,
               | cooling towers, and their associated energy losses.
               | According to the company, this process also allows the
               | recovery of a significant part of the input energy at a
               | round-trip efficiency of over 95%.
               | 
               | https://en.m.wikipedia.org/wiki/Helion_Energy
        
               | slashdave wrote:
               | Well, at least they know how to invest in good PR.
               | 
               | I assume their building permit includes plans. Someone
               | should look them up.
        
               | WJW wrote:
               | https://en.wikipedia.org/wiki/Magnetohydrodynamic_generat
               | or is the gist of it. If you have enough conductive
               | plasma then just moving it through a magnetic field
               | generates a current. Applied to fusion power, you heat
               | the plasma through the fusion reaction then divert part
               | of the plasma through the MHD generator.
               | 
               | Tbh, I very much doubt that this is a realistic path in
               | the coming decade (but would love to be proven wrong).
               | AFAIK no experimental reactor has yet generated any net
               | electrical power at all, let alone with any big (ie
               | dozens to hundreds of) MW MHD generators. Getting even
               | one of these aspects working would be a major advance,
               | let alone doing both at once.
        
               | jcims wrote:
               | Conceptual overview:
               | https://www.youtube.com/watch?v=HlNfP3iywvI
        
             | cornholio wrote:
             | Sure, they aim to extract energy directly from the field,
             | but the three breakeven points are still important. A
             | significant part of the energy will be lost as x rays and
             | neutrons, since their D-H3 fuel cycle is not aneutronic;
             | they will also have significant D-D reactions that are
             | required to breed Tritium which they capture and then let
             | ti decay to Helium-3.
             | 
             | Overall, when you look at the total complexity and energy
             | balance of the full reactor + fueling cycle, maintaining
             | vacuum, keeping superconducting magnets at cryogenic
             | temperatures, tritium extraction etc. then generating an
             | order of magnitude more energy than inserted still seems
             | necessary to achieve engineering breakeven.
        
           | idiotsecant wrote:
           | Comparing the economics of fission and fusion is quite a
           | stretch. Even with the massive number of unknowns they've
           | literally nothing in common.
        
           | throwawaymaths wrote:
           | why would they need to publish a peer reviewed paper? that'd
           | be a distraction, unless they needed to snag a customer. they
           | apparently have a customer.
        
         | fcpguru wrote:
         | i think the idea is chatgpt-5 (or maybe 6) will very quickly
         | solve the 3 main blockers:
         | 
         | 1. Plasma Stability & Control
         | 
         | 2. Neutron-Resistant Materials
         | 
         | 3. Tritium Breeding
         | 
         | 4. Heat Exhaust & Divertor Design
         | 
         | Because:
         | 
         | Trained on terabytes of tokamak operation data. Will Ssggest
         | new coil configurations, feedback loops, and magnetic
         | geometries in minutes instead of months. LLMs can read the
         | entire materials science literature, cross-reference neutron
         | scattering data, and propose new alloys or composites. ML
         | models can simulate atom-level neutron impacts in hours, not
         | months, narrowing the search space. Use reinforcement learning
         | to optimize lithium arrangement, coolant flows, and neutron
         | multipliers. LLMs can generate and evaluate hundreds of
         | engineering CAD designs in parallel. Predict tritium production
         | efficiency before we build the prototype. LLMs + physics-
         | informed ML can propose thousands of divertor designs that
         | maximize heat spread, self-cooling, or vapor shielding. Suggest
         | novel coolant chemistries based on prior patents and obscure
         | literature.
         | 
         | TLDR: Altman knows how well LLMs are getting at physics enough
         | to be sure fusion will be solved very soon.
        
           | salynchnew wrote:
           | Wow. A lot to unpack here. "Propose new alloys or composites"
           | is certainly quite a phrase, given the context.
           | 
           | Has an LLM ever generated any complex CAD design like this
           | that has been built & worked?
        
             | captain_coffee wrote:
             | Not sure if that reply is intentional trolling or
             | schizophrenia to be honest.
        
               | fcpguru wrote:
               | was just watching this!
               | https://www.youtube.com/watch?v=FUIn-ZLdtkk what are the
               | odds?
        
               | Alive-in-2025 wrote:
               | I know some friends who are total believers in llms
               | solving all problems. I keep pointing out the issues you
               | are raising. They just want to believe in magic. They
               | also believe in this WA fusion company, even though it
               | has problems as raised here, never demonstrated a working
               | system really.
               | 
               | I see similar behaviors in people that believe tesla has
               | almost cracked self-driving, just trust them because it
               | will start working "real soon now", and also optimus
               | robots from tesla will take over (but there's no brain
               | for the robot, not even a demo, all the demos were remote
               | controlled but they don't care!).
        
             | ben_w wrote:
             | My experience using them to make OpenSCAD code is
             | marginally better than you may expect from @simonw's
             | pellican-on-a-bike challenge, but only marginally.
        
           | xorcist wrote:
           | If only someone told me proposing new allows is the
           | bottleneck to fusion engineering! I could have been rich!
        
         | Animats wrote:
         | They've been through a few generations of test machines. They
         | have something called "Polaris". It was supposed to be finished
         | around the end of 2024.[1] Their own site still talks of it as
         | being under construction.
         | 
         | Discussion on Reddit.[2]
         | 
         | They previously built something called "Trenta".[3] That
         | generates two balls of plasma and fires them at each other.
         | There's no fusion or fusion fuel. It's a test rig for plasma
         | generation and manipulation. That was running two years ago.
         | 
         | "Polaris" is a scale-up of Trenta, with something to fuse, and
         | with energy recovery. It's very unclear how far that project
         | has progressed. If they were getting energy out, that would be
         | big news. Helion is vague about how that's progressing.
         | 
         | [1] https://www.helionenergy.com/polaris/
         | 
         | [2]
         | https://www.reddit.com/r/fusion/comments/1hlojqu/any_news_on...
         | 
         | [3] https://www.youtube.com/watch?v=_bDXXWQxK38
        
           | WJW wrote:
           | > If they were getting energy out, that would be big news.
           | 
           | That's rather underselling it. If they have a proven,
           | working, commercially viable design for a fusion power plant,
           | they could probably just write a paper about how it works and
           | collect their Nobel prize for physics next year.
        
             | creato wrote:
             | I'm ambivalent about whether their design can work but if
             | they were confident in their design and have the necessary
             | funding, a paper and a nobel prize are going to be very far
             | down their priority list.
        
             | HarHarVeryFunny wrote:
             | Commercially viable means more than getting energy out of
             | it though - it also requires that the build, operation and
             | maintenance costs over the lifetime of the machine don't
             | outweigh the value of the net energy generated. Of course
             | it needs to work on paper before you build it, but this is
             | experimental science and until you have built it you
             | haven't proved it.
        
         | jjjggggggg wrote:
         | Maybe they'll go the Theranos route. Don't mind the
         | hydroelectric dam behind the "fusion reactor."
        
           | throwawaymaths wrote:
           | you could speculate that about 90% of hard tech startups at
           | some point in their early stage, even the ones that made it.
        
         | johnnienaked wrote:
         | No they don't. This is just more bluster and baloney from the
         | liar of liars.
        
       | trhway wrote:
       | with power hungry AI datacenters popping up like mushrooms after
       | a rain the timing couldn't be better for fusion. I guess VCs see
       | that too. Well, some VCs also paid for that back then
       | https://en.wikipedia.org/wiki/Rotary_Rocket - single stage half-
       | helicopter half-rocket to orbit (and $30M in VC funding 30 years
       | ago were really huge money) - despite 6th grade math.
        
       | ck2 wrote:
       | There's an excellent PBS Space Time for that
       | 
       | https://www.pbs.org/video/the-final-barrier-to-nearly-infini...
       | 
       | https://www.youtube.com/watch?v=nAJN1CrJsVE
        
         | khalic wrote:
         | RIP PBS
        
       | vessenes wrote:
       | I was surprised to see any nuclear power funded in Washington,
       | what with the state's infinite hydro power and all, but on
       | reflection, it may be a sort of more is more situation - along
       | with existing hydro is tons of electrical and service
       | infrastructure. Interesting to imagine Wenatchee becoming even
       | more of a data center and power hub over the next 10 years.
        
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