State of AI World - the living map of the AI industry

Key

Size ≈ valuation, log-compressed. Dashed outlines are divisions of a parent company and are deliberately unsized.

Confidence: heavy ring · verified dotted ring · unsourced
amber halo · mark older than 12 months faded line · uncited relation

Usage lens: teal glow ∝ share of tokens routed through OpenRouter (7 days). No glow means unmeasured, not zero.

Zoom with scroll or +/−, 0 to fit. Click a company, then ⌖ Focus to see only its network; Backspace steps back, Esc clears.

Hover or tap any node for its scale, role, and relationships. Click to pin it, then press ⌖ Focus to see just its network.

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About the data

Built and maintained by Han Liu.

On the numbers. Baseline verified 3 August 2026. Every company carries a sourced, dated valuation, cited in the detail panel. The July pass changed 68 seeded figures (Micron $200B→$978B, xAI $1,250B→$250B); the August pass sourced the rest and enforced the rules - acquisitions became divisions (W&B→CoreWeave, Celestial→Marvell, Replicate→Cloudflare at $57M per SEC filing, against $350–550M rumors), and marks below the $100M floor left the map. verified = public market cap or a dated primary report of a named round; reported = secondary source; an amber halo means the best available mark is over a year old - honest but stale. Public caps refresh each weekday from a price feed that owns the valuation_live field.

On the edges. The relationships are the point - they are what no category grid gives you, and they are also the part that cannot be scraped. Thirteen typed relations (live count in the header); edges added since the August 2026 baseline each carry a confidence level and a citation URL, and uncited edges render faded. One entity (Rad AI) still has no edges: its only relationships are health-system investors outside this map’s scope. That gap is visible on purpose.