According to Bob Mumgaard, the Nuclear fusion reactor companies won’t be a meaningful market for several years. This is why the component companies are primarily selling to US national laboratories and government agencies like the UK Atomic Energy Authority.
For ventures whose beachhead market is fusion reactor companies, CFS is happy to provide guidance and letters of intent to support the growth of this industry. The more they can outsource, the better. But CFS’s plan of record is to do almost everything themselves, because there is no guarantee that other service providers will be ready in time.