Given that Helios hasn’t demonstrated production of any amount of energy from fusion, this is probably just bullshit, like the United “order” for supersonic jets from Boom a few months ago. Similarly, Boom has not even flown a prototype yet.
If Helion actually pulls off productive fusion, Microsoft will buy the power regardless. Same with Boom, if their jet really is efficient, United would buy one no matter what because it makes business sense. Signaling like this feels more like a marketing campaign to investors rather than a signal of potential.
https://www.helionenergy.com/articles/ending-trenta-operatio...