It would have been interesting to note how many (and which, if possible) startups were specifically taking advantage of each item you mentioned. This would make a much stronger case that it is technology driving the expansion rather than money. Obviously, REBCO tape is being used by a few (Commonwealth comes to mind) since better magnets are usable everywhere in magnetic fusion. However, it would be useful if you could point to, for example, a startup that was using engineering decisions from ITER to derive their plasma-facing materials. Of course, if this information is not public-facing, I totally understand why the article is so vague about it.
Regarding the graph, well, it reminded me of an old HN comment I made a while back: https://news.ycombinator.com/item?id=16552007