35-nation megaproject building the largest tokamak; first plasma rebaselined to 2034.
ITER / General Atomics — The 13-tesla, ~1,000-tonne Central Solenoid — the 'beating heart' built by General Atomics to drive ITER's plasma current — is complete and delivered to the site. A key assembly milestone toward first plasma (2034); the full pulsed-magnet system was ~15 years in the making.
Records are falling fast — gain 4 at NIF, 1,000 s-plus plasmas in China and France — but engineering breakeven and a grid-connected plant are still distinct, harder steps. Our read on the gap. (Our opinion, not investment advice.)
ITER / Westinghouse — A $180M contract for Westinghouse to complete and weld ITER's vacuum vessel — the hermetic double-walled steel chamber that houses the plasma — joining its nine sectors into a single ring, the most intensive stage of ITER assembly.
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NIF / LLNL 
WEST (CEA)