State of AI World — week of 2026-09-19

The map tracks $37.69T of market value across 155 companies — up 16.0% since 2026-07-27.

Movers

• SambaNova +358.3% ($2.4B → $11B)
• Cohere +185.7% ($7B → $20B)
• Helsing +50.0% ($12B → $18B)
• Databricks +41.8% ($134B → $190B)
• Tempus AI +31.9% ($10.65B → $14.04B)
• Nuro -30.2% ($8.6B → $6B)
• Biren -27.2% ($17.23B → $12.54B)
• Tenstorrent -15.8% ($3.2B → $2.693B)
• CoreWeave -8.6% ($49.08B → $44.87B)
• IBM -5.6% ($229.2B → $216.3B)

New on the map

Modular, SpaceX, Anew Labs, Upscale AI — each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Acquisitions

Cursor / Anysphere became a division of SpaceX; xAI became a division of SpaceX.

Relationships

15 edges added, including: Qualcomm acquired Modular, NVIDIA invested in VAST Data, NVIDIA invested in Fireworks, Alphabet invested in Sierra, NVIDIA invested in Legora, Databricks invested in Replit.

Window: 2026-09-11 → 2026-09-19 · every figure links to a source on the map · by Han.