This seems far more credible than the "This means fusion in ten years!" hot takes, which are - frankly - completely implausible, whether they're coming from physicists or journalists.
Weapons research might be a motivator too.
I would be astounded if this can be commercialised. Not because I'm cynical for the sake of it, but because I cannot in good faith see a credible engineering path which might make that possible without spectacular breakthroughs in a number of disciplines.
MCF seems more likely to get somewhere. But my best guess is that advances in renewables will have made fusion redundant within ten years. There is far more scope for incremental and affordable improvements in collection, distribution, and storage than there is for the Big Science breakthroughs required to build one commercially viable ICF plant.