Very nice effort. This has incredible technical depth, particularly in the DMA and QEMU sections. I also like that you didn't oversell it as the ideal Mac gaming solution. I found the AI inference results to be the most fascinating. Overall, it was a great read.
The detail that always gets glossed over with fusion is the "sustaining it" part. Getting net energy for a few seconds in a lab is very different from running a power plant continuously for decades. That said, the fact that they already have buyers (Google and Eni) and are applying to connect to the grid makes this feel more real than the usual fusion announcements.