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INVESTORS AND FUNDING
WindBorne’s AI beats the government’s weather forecasts. Making money from them is the harder problem
WindBorne flies 600 balloons and runs an AI model that out-forecasts government agencies. Its $37 million Series B is a bet that AI can finally turn accurate weather into a business.
ARTIFICIAL INTELLIGENCE
Gravity raised $30.5M to place ads inside AI chatbots. Its next product targets the bots themselves.
Gravity runs a full-stack ad platform for AI chatbots, placing text ads inside ChatGPT and other assistants. Its "agent-to-agent" product feeds product catalogues to AI shopping agents. Clients include Best Buy and Target.
GOVERNMENT AND POLICY
The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first.
The US Federal Communications Commission is drafting a ban on imports of new Chinese optical transceivers. These are the small modules that convert data into light pulses inside AI data centres, and Chinese firms make most of the world's supply. On the evidence so far, the first companies to feel the cost are American.
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