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Energy • Sep 7, 2026 • 4 min read

Pacific Fusion's Albuquerque build puts module reliability on the critical path

Construction and a new NNSA memorandum make Pacific Fusion's next milestones tangible: qualify a full-scale pulser module, integrate the machine, and establish research contracts while preserving a precise definition of facility gain.

What to watch

  • The September 4 update follows the August groundbreaking of the Albuquerque research and manufacturing campus.
  • A full-scale pulser module is the next major technical milestone identified in the company's project announcement.
  • NNSA says specific projects and funding require separate agreements.
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Deep Dive • Investment Strategy

Density limits are no longer one number. They are an engineering moat.

EAST shows density limits can be lifted with start-up control, while W7-X proves long pulses are possible with continuous fueling. Investors should track the enabling stack that makes both possible.

1.3-1.65x

Reported density range above the Greenwald limit (preprint).

0.8-1.0x

Typical EAST density range before the new method.

13 keV

Temperature scale for optimal D-T fusion (about 150M K).