After crossing the $15 billion cumulative investment milestone in late 2025, the fusion industry entered 2026 with a fundamentally different capital structure. No longer a collection of isolated lab experiments, fusion investment is now forming a full industrial stack. Here are the five key investment trends defining the fusion industry in 2026.

Fusion energy crossed a critical threshold in 2025. What was once experimental plasma science is rapidly becoming industrial infrastructure. As technology developed, it became a race to reveal which technologies are truly ready to plug into the grid and which will define the future of clean baseload power.