State of AI World — week of 2026-08-21

The map tracks $35.16T of market value across 150 companies — up 8.2% since 2026-07-27.

Movers

• Unitree +330.3% ($9.04B → $38.9B)
• Tempus AI +33.9% ($9.796B → $13.12B)
• SK Hynix +11.1% ($797.4B → $886.1B)
• Samsung +7.5% ($1.24T → $1.33T)
• SMIC +7.4% ($73.7B → $79.17B)
• CoreWeave -17.3% ($58.62B → $48.45B)
• Zhipu / Z.ai -14.2% ($78.15B → $67.06B)
• Nebius -14.1% ($69.33B → $59.57B)
• Intel -13.9% ($549.4B → $473.3B)
• Amkor -13.0% ($14.35B → $12.49B)

New on the map

DeepL, HeyGen, Moore Threads, Ambience, Speak, AlphaSense, Wiz, Sakana AI, Deepgram — each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

11 edges added, including: OpenAI invested in Ambience, OpenAI invested in Speak, Alphabet invested in AlphaSense, Alphabet acquired Wiz, NVIDIA invested in Sakana AI.

Window: 2026-08-13 → 2026-08-21 · every figure links to a source on the map · by Han.