OpenAI eyes Helion power deal as AI race drives fusion energy push

OpenAI Explores Fusion Energy Deal with Helion Energy

OpenAI, a prominent player in the artificial intelligence sector, is reportedly in advanced discussions with Helion Energy, a fusion startup backed by Sam Altman. This potential deal signifies OpenAI’s interest in diversifying its energy sources beyond conventional methods and focusing on sustainable long-term solutions.

According to a report by Axios, the proposed framework would allow OpenAI to secure an initial 12.5% share of Helion’s energy output. This share is projected to reach 5 gigawatts by 2030 and potentially expand to 50 gigawatts by 2035.

If finalized, this agreement would mark a significant commitment to energy consumption by OpenAI. A 5 gigawatt allocation alone would be substantial for any single customer, while 50 gigawatts would align OpenAI’s energy needs with national-level infrastructure planning. The shift towards energy procurement highlights the evolving focus of AI labs from software development to sustainable energy sourcing.

Helion Energy has garnered attention as one of the leading fusion companies in the private market. In early 2025, the company secured a $425 million Series F funding round, valuing it at $5.425 billion post-investment and bringing its total funding to over $1 billion.

Notable backers of Helion include SoftBank Vision Fund 2, Mithril Capital, Dustin Moskovitz through Good Ventures Foundation, and Sam Altman, who has been actively involved in the company’s funding rounds. Altman’s strategic alignment with Helion underscores his belief in the critical role of abundant energy in scaling AI applications.

While Altman has distanced himself from the board of Helion and the OpenAI deal discussions, the potential partnership holds significant implications. Fusion energy, despite its promising potential, has yet to achieve commercial viability. Helion is approaching the scientific breakeven point, where energy output exceeds consumption, but this milestone remains unattained by any private entity.

Helion’s previous agreement with Microsoft for fusion power delivery and ongoing construction of its first plant signify progress in the fusion energy sector. Similarly, Google’s collaboration with Commonwealth Fusion Systems demonstrates a parallel pursuit of fusion technology, with the recent purchase agreement for 200 megawatts marking a significant milestone.