State of AI World - week of 2026-11-07

The map tracks $33.54T of market value across 207 companies. Like for like, the same companies are down 11.3% since 2026-08-03.

Movers

• Fal +255.6% ($4.5B → $16B)
• Shield AI +126.8% ($12.7B → $28.8B)
• Naura +16.5% ($52.32B → $60.95B)
• Alibaba / Qwen +11.6% ($243.9B → $272.3B)
• Horizon Robotics +10.8% ($6.909B → $7.654B)
• Marvell -28.0% ($176.5B → $127B)
• Astera Labs -25.7% ($44.88B → $33.33B)
• Micron -22.0% ($1.00T → $780.7B)
• SK Hynix -21.2% ($747.3B → $588.5B)
• Cerebras -17.9% ($25.94B → $21.3B)

New on the map

Kling AI, LiveKit, Lumentum, Coherent, Hark, Agility Robotics, Penguin Solutions, Echodyne, Taalas - each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

29 edges added, including: Alibaba / Qwen invested in Kling AI, Tencent invested in Kling AI, Baidu invested in Kling AI, Marvell acquired Lumentum, NVIDIA invested in Lumentum, NVIDIA invested in Coherent.

Window: 2026-10-31 → 2026-11-07 · every figure links to a source on the map · by Han Liu.