State of AI World — week of 2026-09-12

The map tracks $35.68T of market value across 154 companies — up 9.8% since 2026-07-27.

Movers

• OpenRouter +438.5% ($1.3B → $7B)
• Cognition +370.6% ($10.2B → $48B)
• Hugging Face +187.3% ($4.5B → $12.93B)
• Fluidstack +140.0% ($7.5B → $18B)
• Suno +112.6% ($2.54B → $5.4B)
• Canva -52.3% ($65B → $31B)
• Groq -49.3% ($6.9B → $3.5B)
• Moore Threads -31.1% ($36.43B → $25.11B)
• Zhipu / Z.ai -26.2% ($63.84B → $47.08B)
• MiniMax -25.3% ($16.1B → $12.02B)

New on the map

Stripe, Enflame, Gimlet Labs, Higgsfield — each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

20 edges added, including: Tencent invested in Lovable, Samsung invested in Mistral, NVIDIA acquired Hugging Face, NVIDIA invested in Poolside, Nscale invested in Figure AI, Arm invested in Gimlet Labs.

Window: 2026-09-04 → 2026-09-12 · every figure links to a source on the map · by Han.