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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 681.89+0.3%Oct 31 4:00 PM EDT

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To: Johnny Canuck who wrote (60330)10/29/2025 7:42:22 PM
From: Johnny Canuck   of 67440
 
Finally getting a chance to hear the Nvidia keynote at Nvidia GTC..

(7) NVIDIA GTC Washington, D.C. Keynote with CEO Jensen Huang - YouTube



21:00 : Talking about quantum computing. Talks about how qbits are only stable for a handful of interaction before they become unstable, you need thousands to qbits to be useful, you need algorithms to stablize the qbits so they don't break down so far

Johnny: This does not sound like a technology ready for deployment, just a the proof of concept stage at best with lots of work to do before it can do meaningful work. I understand the significant of developing a alorigthm that makes the qbit stable but that is just the first step on a long road to achieving a viable, cost effective systems that more than a toy in an academic lab.

The parallel is fusion for energy We have talking about it for a decade or more and still no viable reactors.

>>>>>>>>>>>>

Perplexity:

Fusion reactors are not yet commercially viable today, though global efforts and rapid technological progress are bringing them closer to reality—most pilot plants and grid-connected fusion projects are expected post-2030.?

Current Status in 2025
  • Despite decades of research, no commercial fusion reactors are operational as of 2025. Major test facilities (like ITER) and breakthroughs in private startup labs have demonstrated important milestones, but a commercially available fusion power plant is still some years away.?

  • Most experts and industry players project viable pilot plants and grid connections between 2030 and 2035, citing ongoing challenges in sustaining fusion reactions, creating robust containment systems, and scaling the technology economically for wide deployment.?

Industry Momentum and Key Milestones
  • Investment in fusion energy has exploded, growing to nearly $10 billion in 2025, with a global workforce quadrupling since 2021.?

  • Recent breakthroughs—such as advances in superconducting magnets, materials science, and improved reactor designs—mark major milestones, yet full commercial readiness awaits continued progress over the coming decade.?

Main Hurdles
  • Technical hurdles include creating sustained, net-energy-gain (Q > 1) fusion, developing neutron-resistant materials, managing tritium supply, and integrating energy output into grid systems.?

  • Regulatory, financial, and supply chain issues still require resolution before fusion can reliably power homes and industries at scale.?

Summary Table

StatusFission ReactorsFusion Reactors<tbody]
commercial="" today?<="" td=""]yes ?<="" td=""]no ?<="" td=""]
main="" hurdles<="" td=""]regulatory,="" waste<="" td=""]materials,="" physics,="" cost<="" td=""]
growth="" prospects<="" td=""]steady="" expanding<="" td=""]rapid="" r&d,="" pilot="" by="" 2030s<="" td=""]
investment="" levels<="" td=""]high<="" td=""]exploding,="" $10b+="" 2025 ?<="" td=""]


Fusion reactors are seeing unprecedented advancements and investment but remain in pilot-development phases, expected to reach commercial viability in the next decade rather than the present.?
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