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Advancement in nuclear fusion tech continues transition to clean energy future
The development of unlimited, carbon-neutral, and safe energy through nuclear fusion is expanding around the world, and scientists at the Atomic Energy Authority in the United Kingdom (AEA) have recently cleared one more key hurdle to making it a commercial reality: exhausting gas that’s hotter than the Sun. The hot plasma created during fusion power generation needs to cool down as it’s being used, but at its extreme temperatures, there aren’t any materials available to withstand the heat. Now, that problem appears to have been solved.
The AEA team’s answer to the heat issue is a “sacrificial wall” design which will require replacement every few years. Plasma will be moved down a path within its fusion generator’s holding device to cool it slightly before coming into contact with a specially designed wall for the remainder of the cooling process. However, even at a lower temperature, the heat will degrade the wall’s integrity over time and need to be changed. With the first nuclear fusion reactor set to turn on in seven years, AEA’s fusion exhaust system may be one of the developments that keeps it on schedule.
It’s said that imitation is the sincerest form of flattery, and recent fusion energy developments show that sentiment’s considerations don’t remain within the bounds of Earth. At about 90 million miles away, our Sun is essentially a fusion reactor in the sky, its large size creating enough gravity to force atoms together at its core and release massive amounts of energy. Artificially reproducing the conditions needed for this kind of generation is tough, but the attempt has been going on since the 1960s. The AEA is representative of one agency in a global endeavor.
The most advanced nuclear fusion project today is ITER, the International Nuclear Fusion Research experimental reactor in southern France, which hosts scientists from 35 countries dedicated to achieving the first ever positive fusion energy production. Their device is called a “tokamak”, and its structure is something like a flattened donut (torus) encapsulated by rings of powerful magnetic coils. The magnetic fields generated by the coils both suspend the plasma created by extreme heat and squeeze the plasma into a small space to create the fusion reactions. ITER is scheduled to turn its reactor on in 2025.
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- A visualization of the ITER tokamak in operation.| Credit: ITER.org/Jamison Daniel, Oak Ridge Leadership Computing Facility
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- A computer-animated visualization of the ITER tokamak in operation. | Credit: ITER.org
Creating fusion in a laboratory involves two primary parts: 1) creating plasma, a soup of electrons and nuclei released from their atomic structures due to extremely high temperatures; and 2) merging the nuclei of two different types of atoms, generally different forms of hydrogen. The heat in a tokamak is generated from both the magnetic field movement and external heating devices, and the nuclei merge is achieved by squeezing the plasma using those same magnetic fields into a constricted area to encourage collisions. Essentially, the high heat excites the atomic particles, speeding their motion, and their energetic movements within the magnetically confined area significantly increases the likelihood the nuclei will crash and fuse together. When this fusion occurs, a massive amount of energy is released, the object of desire for all involved in this field of research.
The amount of heat needed to convince atoms to release their electrons and form plasma is in the range of millions of degrees Celsius, the core of the Sun itself being 15 million degrees. Without high gravity to aid with squeezing plasma, as in the Sun’s case at 27 times the gravity of Earth, reactors on our planet need to heat well beyond the Sun’s temperature to ensure the atomic particles in the plasma collide and fuse. ITER’s tokamak heats to 100 million degrees Celsius.
All of this heating and magnetic control requires its own energy input, and this is where the current state of fusion energy development is focused. The ratio of energy used and energy produced is called “Q”, the desired amount aimed for by scientists in the field being 10:1. When ten times the energy is produced by nuclear fusion than used to produce it, it will have advanced to a level ready for further development as an alternative power source, or so goes the thinking. ITER’s specific goal is to produce 500 MW of fusion power from 50 MW of heating power.
Once energy is released from the fusion process, it can then be captured to create steam to power generators currently using other power sources such as coal and natural gas. This is another benefit purported benefit of fusion power; it can plug directly into existing power grids, minimizing any disruptions or requirements for new equipment. Combined with the abundant availability of hydrogen and the lack of greenhouses gases or radioactive waste, there are high hopes for fusion’s future as an all-in-one energy solution.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
