State of AI World — week of 2026-08-07

The map tracks $35.63T of market value across 142 companies — up 9.7% since 2026-07-27.

Movers

• Etched +106.0% ($5B → $10.3B)
• ByteDance +83.3% ($300B → $550B)
• NEAR +75.0% ($1.2B → $2.1B)
• MiniMax +67.0% ($8.7B → $14.53B)
• Clay +61.3% ($3.1B → $5B)
• Rad AI -65.0% ($1.5B → $525M)
• Zhipu / Z.ai -28.5% ($103.5B → $73.96B)
• Black Forest Labs -18.8% ($4B → $3.25B)
• SK Hynix -18.2% ($876.9B → $717.2B)
• 1X -18.0% ($1B → $820M)

New on the map

Cloudflare, Figma, SenseTime, iFlytek, Tempus AI, Horizon Robotics, Fal, Manus / Butterfly Effect, Saronic, Vultr, Gamma, d-Matrix, Pony.ai, Fluidstack, Ayar Labs, Apptronik, FuriosaAI, Rebellions — each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Acquisitions

Weights & Biases became a division of CoreWeave; Replicate became a division of Cloudflare; Celestial AI became a division of Marvell.

Relationships

84 edges added, including: Marvell acquired Celestial AI, Cloudflare acquired Replicate, NVIDIA invested in Black Forest Labs, Canva invested in Black Forest Labs, Alphabet invested in AI21, NVIDIA invested in AI21.

Window: 2026-07-27 → 2026-08-07 · every figure links to a source on the map · by Han.