Stock Markets May 27, 2026 09:34 AM

Thea Energy Secures $100M Series B to Scale Stellarator Manufacturing and Build Large-Scale System

Funding led by US Innovative Technology Fund backs magnet production expansion, Eos system development and plans to double staff

By Hana Yamamoto

Thea Energy raised $100 million in an oversubscribed Series B round led by Thomas Tull’s US Innovative Technology Fund, with participation from a broad investor group. The Kearny, New Jersey-based developer of commercial stellarator fusion technology will use the capital to expand magnet manufacturing capacity including a second Northern New Jersey facility, support construction of a large-scale integrated stellarator system named Eos, and double its team. The company has received Department of Energy certification for its Helios preconceptual design milestone and reports operational superconducting magnet hardware required for commercial stellarator systems.

Thea Energy Secures $100M Series B to Scale Stellarator Manufacturing and Build Large-Scale System

Key Points

  • Thea Energy raised $100 million in an oversubscribed Series B led by US Innovative Technology Fund, with broad investor participation - impacts private clean energy and industrial manufacturing funding.
  • Proceeds will fund magnet manufacturing expansion, including a second facility in Northern New Jersey, and support construction of Eos, a large-scale integrated stellarator system - impacts industrial manufacturing and energy infrastructure sectors.
  • The company received DOE certification for its Helios preconceptual design milestone and reports the first operational superconducting magnet array capable of producing fields required for commercial stellarator systems - impacts technology validation within the fusion sector.

Thea Energy, Inc. announced it has closed a $100 million Series B financing round led by Thomas Tull’s US Innovative Technology Fund. The oversubscribed round included new commitments from General Innovation Capital Partners, Linse Capital, Calm Ventures, Climate Capital, Divergent Capital, Emerald Technology Ventures, Gaingels, Idemitsu Kosan, Overlay Capital, Timescale Ventures, and Whatif Ventures. Existing backers Alumni Ventures, Hitachi Ventures, Lowercarbon Capital, Mercator Partners, Orion Industrial Ventures, Prelude Ventures, and Starlight Ventures also participated.

Headquartered in Kearny, New Jersey, Thea Energy develops stellarator technology aimed at commercial fusion power. The company said the fresh capital will be directed toward expanding its magnet manufacturing capacity - including establishing a second manufacturing facility in Northern New Jersey - and to underwrite construction of Eos, a large-scale integrated stellarator system.

Company leadership outlined parallel operational objectives tied to the financing. Thea Energy said it plans to choose a site for Eos later this year and intends to double its workforce as part of the scale-up enabled by the funding.

"We built Thea Energy to take fusion out of the lab and onto the grid," said Brian Berzin, Co-Founder and Chief Executive Officer. "With the U.S. Department of Energy’s certification of our power plant preconceptual design milestone, proven magnet hardware, best-in-class team, and the capital now in place, we are on the path to delivering the first commercial stellarator power plants."

Thea Energy said it received certification from the U.S. Department of Energy for its Helios preconceptual design milestone, noting it was the first awardee to earn that distinction. The company also reported that it has built and operated the world’s first superconducting magnet array capable of producing the magnetic fields required for commercial stellarator systems.

Looking forward, Thea Energy is working toward beginning construction of its first Helios power plant before the end of the decade. The company said it is in active discussions with more than a dozen potential power offtakers, hyperscalers, and utility partners but did not report executed offtake agreements in the announcement.

Thea Energy was spun out of Princeton University and the Princeton Plasma Physics Laboratory in 2022. The company framed the Series B as a means to transition its technology from demonstrated hardware and preconceptual design milestones toward commercial-scale construction and deployment.


What this means

  • The financing provides capital to expand industrial magnet production capacity and to progress a large integrated stellarator project named Eos.
  • DOE certification for the Helios preconceptual design milestone and demonstrated superconducting magnet hardware are cited by the company as key technical milestones underpinning the program.
  • The firm is actively engaging potential customers and partners while preparing to select a site for Eos and increase headcount.

Risks

  • Site selection for the Eos large-scale system remains pending - uncertainty for local economic and permitting timelines that affect energy infrastructure development.
  • Thea Energy's target to begin construction of its first Helios power plant before the end of the decade is an objective rather than a confirmed start date - timelines for advanced energy projects can affect utility planning and capital allocation.
  • Discussions with more than a dozen power offtakers, hyperscalers, and utilities have been disclosed but no executed offtake agreements were reported in the announcement - commercial adoption and revenue realization for utilities and large energy buyers remain uncertain.

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