AI Weather Models Just Became the Grid's Forecasting Layer
Foundation models now beat the ECMWF ensemble standard on the variables energy operators actually pay for. Aurora 1.5, GenCast and Earth-2 are open, deployed and measurable.
Posts by Nexi.fund Labs
Nexi.Fund Daily Digest
Defence & Robotics Japan and TEPCO form a consortium to send AI robots into Fukushima Japan and TEPCO are forming a consortium to deploy AI robots and drones to remove 880 tons of fuel debris at Fukushima Daiichi. It is the largest test bed on Earth for robots working where
Japan and TEPCO form a consortium to send AI robots into Fukushima
Japan and TEPCO are forming a consortium to deploy AI robots and drones to remove 880 tons of fuel debris at Fukushima Daiichi. It is the largest test bed on Earth for robots working where no person can follow.
Mimrylo: the first drug that ends phlebotomy for polycythemia vera
A first-in-class hepcidin mimetic just won FDA approval for polycythemia vera. The VERIFY data behind it, the Takeda-Protagonist deal, and what a procedure-replacing platform means for a rare blood disease.
Grid batteries set a record in 2025, then cut their own revenue
US grid storage hit a record 57.6 GWh in 2025 while ERCOT battery revenue fell 40% year on year. A radar map of what is growing, falling and new in grid battery economics and the market-design reforms that decide who profits.
SpaceSail’s $1B Raise: The Economics of a Zero-Revenue Constellation
SpaceSail closed a ~$1B Series B at a ¥50 billion valuation while reporting $28,000 of 2025 revenue. The Qianfan LEO constellation is China’s state-backed answer to Starlink — barred from its home market, banking on Brazil and roughly 30 other countries.
SK Telecom Spins Off SK Horizon: The $2.2B Institutional Bet on AI Data Centers
SK Telecom is spinning off its data center and submarine cable businesses into SK Horizon, funded with KRW 3.08 trillion ($2.2B) from KKR and an IMM Investment-Stonebridge consortium. The telecom keeps 51%; institutional capital gets the rest.
Greenjets raises $40M to industrialize the engine behind cheap air defence
Greenjets raised a $40 million Series A led by Blossom Capital, with the NATO Innovation Fund and the UK’s NSSIF, days after the MOD’s £3.16 million LCADE award to build a British low-cost drone interceptor. We break down the propulsion constraint and the 8x production plan.