State of AI World — week of 2026-09-26

The map tracks $38.96T of market value across 164 companies — up 19.9% since 2026-07-27.

Movers

• Anduril +100.0% ($30.5B → $61B)
• Astera Labs +20.2% ($52.61B → $63.26B)
• Cadence +15.3% ($77.91B → $89.81B)
• Qualcomm +13.6% ($189.8B → $215.7B)
• Meta +12.9% ($1.70T → $1.91T)
• Zhipu / Z.ai -18.8% ($48.48B → $39.38B)
• MiniMax -9.2% ($13.49B → $12.25B)
• Figma -8.1% ($12.09B → $11.11B)
• Oracle -7.1% ($446.3B → $414.6B)
• Unitree -5.5% ($31.1B → $29.41B)

New on the map

Verda, Naive AI, NEURA Robotics, Chai Discovery, Snorkel AI, Prime Intellect, Basecamp Research, Brahma AI, PixVerse — each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

19 edges added, including: Tencent invested in Naive AI, NVIDIA invested in NEURA Robotics, Amazon invested in NEURA Robotics, Qualcomm invested in NEURA Robotics, OpenAI invested in Chai Discovery, NVIDIA invested in ElevenLabs.

Window: 2026-09-18 → 2026-09-26 · every figure links to a source on the map · by Han.