Microsoft

Solar farm, for article on U.S. solar supply chain

Microsoft places massive 12GW solar module order, bolstering U.S. solar supply chain

Microsoft just inked a deal for 12 gigawatts of American-made solar panels — enough to power more than 1.8 million homes a year. The eight-year agreement with manufacturer Qcells will be supplied by a Georgia factory that handles everything from raw silicon to finished module under one roof, a rarity in an industry where most panels travel across oceans before reaching a project site. By committing to such a long runway, Microsoft gives manufacturers the confidence to build out capacity that might otherwise sit on the drawing board for years. It’s a glimpse of what the clean energy transition looks like when corporate demand, smart industrial policy, and domestic factories actually pull in the same direction.

Microsoft logo, for article on fusion power purchase agreement

Helion announces world’s first fusion energy purchase agreement with Microsoft

Fusion energy just took a big step from lab to grid: Helion Energy has signed the world’s first commercial fusion power purchase agreement, promising Microsoft at least 50 megawatts of electricity from a plant targeted to come online in 2028. That timeline is roughly a decade ahead of most expert projections for commercial fusion. Helion has already built six prototypes and reached the 100-million-degree plasma temperatures considered necessary for self-sustaining reactions, with Constellation handling the grid-side logistics. The engineering road ahead is steep, and nothing is guaranteed. But moving fusion from research aspiration onto a real buyer’s procurement list is a meaningful shift, hinting at a future where zero-carbon baseload power becomes a practical piece of the climate puzzle.