A company that relies on massive amounts of increasingly expensive electricity to make enormous profits. Agrees to pay another company likely over the odds for early - and no details, but quite likely exclusive access and with Azure compute as part of deal (a la OpenAI)) - for the small amount of electricity that may or may not be initially generated by the other company's technology. Then when/if technology is successful, as it scales up they get to fill their boots with effectively limitless Carbon-free electricity at progressively orders of magnitude lower cost than their competitors have access to.
Worst case - a nice bit of PR for Fusion, Helion and MS.
Best case - in a few years provides funds to help Helion rapidly scale up, MS - assuming exclusivity - with increasingly low-cost climate-friendly electricity for their data centres that their competitors cannot access. Carbon capture becomes something other than an oil industry excuse, and the human race's bacon is saved.