State of AI World - week of 2026-10-31

The map tracks $36.83T of market value across 198 companies. Like for like, the same companies are down 2.1% since 2026-08-03.

Movers

• Bedrock Robotics +134.3% ($1.75B → $4.1B)
• FuriosaAI +26.1% ($2.3B → $2.9B)
• Synopsys +8.7% ($82.43B → $89.61B)
• KLA +8.4% ($190B → $206.1B)
• Tempus AI +6.8% ($12.32B → $13.16B)
• Enflame -27.5% ($30.34B → $22B)
• Intel -23.6% ($456.9B → $349.2B)
• Tokyo Electron -20.3% ($171.9B → $136.9B)
• Moore Threads -16.0% ($27.11B → $22.77B)
• Biren -15.2% ($8.252B → $6.994B)

New on the map

HIVE Digital Technologies, Pathos AI, General Compute - each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

25 edges added, including: OpenAI invested in CoreWeave, NVIDIA invested in Higgsfield.

Window: 2026-10-23 → 2026-10-31 · every figure links to a source on the map · by Han Liu.