The Information's TITV AI's Power Demand: Fusion Energy, Palantir’s Record Earnings & Investment Banking M&A | Aug 5, 2025
26 snips
Aug 5, 2025 David Kirtley, CEO of Helion Energy, shares his insights on the groundbreaking potential of fusion power. He discusses the ambitious plan to produce fusion generators daily, aimed at providing cleaner energy to meet soaring demands from AI. The conversation dives into the regulatory hurdles and manufacturing challenges ahead. Alongside Brent Thill, they explore Palantir's stellar earnings and the future of AI in the job market, revealing how these advancements may reshape various industries, including investment banking.
AI Snips
Chapters
Transcript
Episode notes
Fusion Power's Scalability Potential
- Fusion energy can provide clean, baseload power scalable to massive industrial needs.
- Helion Energy aims to mass-produce fusion generators to meet growing data center and industry demands.
Fusion's Clean Energy Advantage
- Fusion uses hydrogen and helium, releasing huge energy without carbon emissions.
- Unlike nuclear fission, fusion cannot melt down and may be cheaper than other power sources.
Early Licensing and Community Buy-In
- Start licensing and permitting fusion plants early with federal and state agencies.
- Work closely with local communities and regulators to ensure support and compliance before construction.