America's answer to Fusion Energy and Why it Matters for AI Dominance-

This morning’s massive news is not merely an M&A announcement; it is so much more.

And we see this as an important across the spectrum of policy and politics. Like the revitalization of Intel to expand our capacity to make chips, we must expand our short- and long-term capacity to deliver clean boundless energry.

We walked away absolutely blown away by the vision, leadership, and innovation of TAE and we see it as one of the most promising paths to achieving abundant clean fusion energy while powering Americas AI boom and supporting Americas critical path to energy independence. 25 years, countless patents and breakthroughs and guided by the best scientists on the planet including 5 Nobel Laureates, this company is pushing the boundaries of fusion, and its low bar is the current high watermark for the potential of Fusion.

AI is an all hands on deck moment and every part of the data center supply chain is constrained. It isn't just compute, memory, and networking--energy is our biggest risk and while we fell behind China and shelved nuclear for decades, it is clearly our best route to accessing the energy needed to enable the U.S. to lead the world in the AI revolution and deliver more affordable energy to our citizens.

And we see this as important across the spectrum of policy and politics. Like the revitalization of Intel to expand our capacity to make chips, we must expand our short- and long-term capacity to deliver clean boundless energy.

Below we share a brief overview of TAE and why we are so optimistic on its technology and this deal.

In an era where the US is bringing critical suppliers to the forefront to solve manufacturing, critical resources, and rear earths, we believe there is a need a U.S. energy champion and this deal between TMTG and TAE has the potential to deliver that outcome.

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