A campus-scale fusion machine can afford to defer the electrical recovery question. The thermal cycle is a steam plant; the steam plant is a building; the building goes next to the reactor; the cost shows up on someone else's line item. None of those options exist for a forty-foot container.
Electromagnetic direct conversion replaces the steam plant with a coil structure that captures expanding plasma energy as electrical current at a protected DC link. The geometry of that capture has to live inside the same envelope as the formation, merging, and compression coils. It has to share the bore. It has to share the pulsed-power switching. It has to share the shielding integral.
We treat direct conversion as a first-class architectural decision because it is the only way the energy path closes inside the container. The recovery fraction is a measured quantity at the protected electrical takeoff at gate G3. It is not assumed. It is not derived from a downstream model. It is read off an instrument.