At the end of AI is electricity, and to solve this "heart of computing power," CEO of OpenAI, Sam Altman, has chosen to tap into the power of the stars.

On Monday local time, according to media reports, OpenAI is advancing an energy collaboration of astonishing scale, planning to obtain ultra-large-scale clean power from the nuclear fusion startup Helion. To ensure transparency in the transaction and avoid conflicts of interest, Altman has confirmed he has stepped down as chairman of Helion.

The Power Ambition of Ten Years and a Hundredfold Growth: Bringing the "Artificial Sun" into Data Centers

This cooperation agreement outlines a near-sci-fi energy blueprint:

Initial Goal: By 2030, OpenAI will secure 5 gigawatts (GW) of power.

Long-Term Vision: By 2035, the power supply capacity will expand to 50 gigawatts.

Infrastructure Giant: According to Helion's power output of 50 megawatts per fusion reactor, this means deploying 800 reactors by 2030, and a total of 8,000 reactors by 2035.

The Nuclear Fusion Industry Enters a "Golden Five Years"

This order is not only a self-rescue for OpenAI, but also a signal flare for the global nuclear fusion industry's explosion. Guosheng Securities analysis suggests that China's fusion industry will also experience an unexpected acceleration in 2026, with the total amount of related project bids expected to surge by about five times. During the "14th Five-Year Plan" period, nuclear fusion will move from the laboratory to the industrialization golden period, giving rise to a batch of major players that will revolutionize the energy landscape.

Domestic Computing Power Power Chains Are "Agitated"

Against the backdrop of global energy transition, the domestic supply chain has already taken the lead:

Guoguang Electric: It can produce key components for the ITER project (divertor and blanket system), and its products have been applied to devices such as HL-3.

He Feng Intelligent: It has the manufacturing capability of core components of tokamak devices and has successfully won relevant orders.

When the computing power arms race turns into a final showdown over energy, OpenAI's bet on nuclear fusion is not only to reduce the carbon footprint of AI operations, but also to grasp the key to infinite energy in the era of computing power inflation. As Altman steps down to avoid conflicts of interest and the plan for thousands of reactors comes to light, the "singularity" of nuclear fusion commercialization may be closer than expected.