State of AI World — week of 2026-10-03

The map tracks $39.09T of market value across 175 companies — up 20.3% since 2026-07-27.

Movers

• ElevenLabs +100.0% ($11B → $22B)
• World Labs +64.0% ($5B → $8.2B)
• OpenEvidence +25.0% ($12B → $15B)
• Synopsys +15.1% ($81.59B → $93.88B)
• Applied Materials +11.3% ($384.9B → $428.6B)
• Cerebras -19.5% ($49.12B → $39.54B)
• Enflame -14.0% ($31.42B → $27.01B)
• MiniMax -11.8% ($12.25B → $10.81B)
• Pony.ai -11.7% ($2.993B → $2.642B)
• Tempus AI -9.9% ($15.34B → $13.83B)

New on the map

Vapi, Akamai, Mirendil, Positron, SiMa.ai, Instinct, Bedrock Robotics, Eliyan, Lumilens, Celero Communications, Infinigence AI — each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

34 edges added, including: NVIDIA invested in Mirendil, Arm invested in Positron, NVIDIA invested in Baseten, Microsoft invested in Vapi, AMD acquired World Labs, Micron invested in SiMa.ai.

Window: 2026-09-26 → 2026-10-03 · every figure links to a source on the map · by Han.