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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.
INVESTORS AND FUNDING
AI’s bottleneck moved from chips to wiring. This startup raised $700m to fix it with light
The hard part of building AI is no longer buying the chips. It is wiring them together, and a two-year-old startup called Lumilens has raised more than $700m betting the fix is light, not copper.
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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