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Hello readers,
Welcome to the AI For All newsletter! Today, we’re talking about AI altering flight paths to prevent contrails, how agentic AI can transform sourcing decisions through better data access, and more!
AI in Action: AI is altering the flight path
Google and a UK-backed consortium of aviation and research groups this month launched Operation Blue Skies, the first attempt to test AI-guided contrail avoidance across an entire ocean airspace. The trial covers Shanwick, the eastern half of the North Atlantic corridor, which carries more than 1,000 flights a day between the UK and North America. Google is contributing the modeling work pro bono, alongside the UK's Department for Transport, the Met Office, air-traffic provider NATS, Imperial College London, and the University of Cambridge. Five years of prior research already tested contrail avoidance flight by flight with airlines like American Airlines. This is the jump to a whole corridor at once.
Contrails form when hot jet exhaust hits cold, humid air at cruising altitude, and under the wrong conditions they spread into thin ice clouds that trap heat radiating off the planet. Persistent, warming contrails are estimated to account for roughly a third of aviation's total climate impact — more than the fuel burned to produce them. Shanwick airspace alone drives about 5 percent of global contrail warming, concentrated in the cold, moist winter months over the North Atlantic. Unlike CO2, which lingers for centuries, a contrail's warming effect fades within a day or two, making it one of aviation's few fast-acting climate levers.
The system fuses satellite imagery, live flight data, and Met Office forecasts into a model that predicts where persistent contrails will form, then suggests altitude shifts of a few thousand feet to dodge the humid layer. Satellites check afterward whether the predicted contrail actually appeared, feeding each flight back into the next forecast. Operation Blue Skies runs across two four-month windows this winter and next, backed by a £5 million budget with the UK government covering roughly half. If the corridor-wide results hold, the partners expect the same approach to extend to other high-traffic routes.
🔥 Rapid Fire
Commentary: Hyperscale Normalization
OpenAI and Anthropic have a concentration problem
80% of OpenAI and Anthropic’s enterprise revenues come from 1% of their customers per Ramp's Lead Economist Ara Kharazian
OpenAI cut off a billion-dollar customer to avoid Elon Musk
Anthropic’s IPO investors have a lot of questions
“One large public investor summed up Anthropic’s approach to the markets as: Don’t think too hard. Just look at the revenue growth rate. That’s all you need to know.”
Anthropic claims a $65 billion “run rate” that it doesn’t define
FSB Chair warns of AI bubble in G20 letter
“The issue is not simply that investors are borrowing more, but that leverage is interacting with high valuations and market concentration, in particular the increasing cross-investment between artificial intelligence (AI) companies and hyper scalers, in a way that could amplify a future market correction. I remain concerned therefore that a large shock or combination of shocks could concurrently trigger multiple vulnerabilities.”
AI debt issuance drives U.S. bond yields higher per Pimco
AI hyperscalers issuing bonds are ‘reverse crowding out’ the U.S. Treasury
American reliance on China for data center equipment under scrutiny
New York City bans AI in the classroom through 8th grade
NVIDIA agrees to acquire Hugging Face for $13 billion
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📖 What We’re Reading
Although procurement teams have unprecedented access to data, sourcing decisions often utilize only a small portion of available information. Supplier records, contract terms, pricing history, planning data, and related elements are typically dispersed across multiple enterprise resource planning (ERP) systems, supplier portals, contract repositories, spend management tools, and planning platforms. This fragmentation results in a growing disparity between the data that exists and the data organizations can reliably use.
