Yesterday we announced Jules, a plug-in home battery starting at just £199. It uses the same premium LFP cells as everyone else, but features a Fuse-designed PCB, IoT, firmware, enclosure, and digital twin. We priced it at 5X cheaper per kWh of storage than the rest of the market (when bundled with our 5-year energy tariff). Here’s how: We’re the energy company. Because we see a property’s live consumption and wholesale energy prices, we build vastly better forecasts. Every piece of hardware we ship is also a trading asset. It draws power when costs are low and supports the grid when it’s congested - automatically, without the customer lifting a finger. That trading profit subsidises the hardware cost and lowers consumer energy bills. Jules is the first of many. Our hardware roadmap includes: 1. Big Jules: A larger battery for bigger homes, businesses, and the US market. 2. Fuse EV Charger. 3. Fuse Heat Pump: Heating and cooling designed for harsh winters and summer heatwaves. Right now, we optimise single devices against raw energy costs. Next, we will deploy an in-house, transformer-based AI model for full portfolio co-optimisation. Think of it as a superhuman energy trader that dictates when to toggle utility-scale solar, gas, storage, home batteries, EVs, and HVAC, co-optimising everything against user consumption and market prices. Ultimately, this brings us one step closer to true energy abundance. Two things we will never compromise on: Design: These live in people’s homes and should look beautiful. Hardware/Software Harmony: One app. One system. No more juggling five OEM apps that don’t talk to each other. We’re hiring electrical, mechanical, and embedded hardware engineers. If you’ve spent years building hardware for companies that sell it once and forget it, come build hardware that gets smarter every day it’s plugged in.

Power availability is the biggest bottleneck in deploying AI compute. By 2027, Fuse will have 100MW of owned energy infrastructure, and compute is the first downstream service we’re offering on top of our energy capacity. We hit this problem ourselves. Fuse runs heavy AI workloads internally, and we wanted dedicated compute hosted in country, right where our customers are. We couldn’t find it, so we built it. Fuse is Fuse Compute’s first customer, and now we’re opening it up to the world.