Private Markets / Emerging Spaces / Nuclear & Fusion Energy

Nuclear & Fusion Energy

Fission SMRs, fusion programs, and the nuclear supply chain returning to venture scale.

66/100momentum · Heating
23tracked companies
$62Bcombined valuation
$4.8Bcapital · 90d (6 deals)
$5.7Bcapital · 1y (13 deals)
9new entrants · 1y
+11.7%median secondary vs round (4 marks)

Momentum components — 4/4 computable

Funding acceleration85
Deal velocity85
News heat9
Secondary temp62

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Helsing $18B as of 2026-Q3 no mark 2026-07-13
2 Helion Energy $16B as of 2026-06 +55.5% 2026-06-01
3 Valar Atomics $6.0B as of 2026-Q3 no mark 2026-08-01
4 Commonwealth Fusion Systems $5.0B as of 2025-Q4 no mark 2025-08-01
5 Black Forest Labs $3.3B as of 2025-Q4 no mark 2025-12-01
6 TerraPower $2.5B as of 2022-Q3 no mark 2022-08-01
7 TAE Technologies $2.5B as of 2025-Q2 no mark 2025-06-01
8 Radiant $1.8B as of 2025-Q4 +11.7% 2025-12-15
9 KoBold Metals $1.7B as of 2026-01 +2.2% 2025-01
10 Zap Energy $1.1B as of 2024-Q3 -77.7% 2024-07-30
11 Stability AI $1.0B as of 2024-Q2 no mark 2024-06-15
12 Xaira Therapeutics $1.0B as of 2024-Q2 no mark 2024-04-23

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.