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

The map tracks $39.29T of market value across 184 companies — up 20.9% since 2026-07-27.

Movers

• Moonshot AI +150.0% ($20B → $50B)
• Manus / Butterfly Effect +100.0% ($2B → $4B)
• DeepSeek +15.2% ($45B → $51.82B)
• Palantir +10.8% ($453.6B → $502.4B)
• Snowflake +8.2% ($120.3B → $130.1B)
• Biren -13.7% ($11.86B → $10.24B)
• Arm -13.4% ($328.4B → $284.4B)
• MiniMax -12.3% ($10.81B → $9.479B)
• Intel -12.3% ($627B → $550.1B)
• Amkor -12.3% ($13.92B → $12.2B)

New on the map

Supabase, PaleBlueDot AI, Factory, Wayve, FieldAI, Vinci, Nous Research, Hut 8, Boost Run — each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

26 edges added, including: Stripe invested in Supabase, Alphabet invested in Supabase, NVIDIA invested in Wayve, Microsoft invested in Wayve, NVIDIA invested in FieldAI, Intel invested in FieldAI.

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