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.

While the world asks, “When will fusion arrive?” a quieter revolution is already underway. Over USD 10B in private investment is fueling fusion-derived technologies that are transforming healthcare, defense, AI infrastructure, and advanced manufacturing today. The fusion spinoff economy, projected to reach nearly USD 612B by 2034, is proof that commercial impact has already begun.