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AI Market Intelligence

The AI Market Index reads 63 this week — down 3 on last week and cooling, moved mostly by stories (-5 pts). Investors disclosed $346.1B across 184 rounds in 30 days, ahead of the quarterly pace at 1.8× — led by Anthropic's up to about $100 billion ipo. AI Safety is the fastest-moving story (208 stories in 14 days, up 122), and Companies & Products carries the most coverage at 22% of stories.

Computed Fri 18 Sep, 08:38 from source-backed records — refreshes all day.

01

AI Market Index v1

All AI stocks →

One number for how loud the AI economy is this week — canonical events, story volume and disclosed money, blended into a 0–100 composite.

63 ▼ 3 week over week

What moved it: Stories -5 pts Events +1 pts Funding +1 pts

29 Jun: index 10 — 24 events, 142 stories, $0M funding 29 Jun 6 Jul: index 14 — 26 events, 226 stories, $0M funding 13 Jul: index 39 — 93 events, 538 stories, $26,952M funding 13 Jul 20 Jul: index 29 — 51 events, 478 stories, $5,392M funding 27 Jul: index 39 — 79 events, 536 stories, $64,028M funding 27 Jul 3 Aug: index 60 — 199 events, 612 stories, $58,331M funding 10 Aug: index 70 — 100 events, 551 stories, $585,660M funding 10 Aug 17 Aug: index 45 — 123 events, 561 stories, $30,415M funding 24 Aug: index 47 — 92 events, 551 stories, $177,504M funding 24 Aug 31 Aug: index 71 — 263 events, 622 stories, $70,925M funding 71 7 Sep: index 66 — 224 events, 678 stories, $40,458M funding 7 Sep 14 Sep: index 63 — 233 events, 559 stories, $56,628M funding 63 14 Sep

Events ▲ 4%

233 this week

29 Jun: 24 6 Jul: 26 13 Jul: 93 20 Jul: 51 27 Jul: 79 3 Aug: 199 10 Aug: 100 17 Aug: 123 24 Aug: 92 31 Aug: 263 7 Sep: 224 14 Sep: 233

Stories ▼ 18%

559 this week

29 Jun: 142 6 Jul: 226 13 Jul: 538 20 Jul: 478 27 Jul: 536 3 Aug: 612 10 Aug: 551 17 Aug: 561 24 Aug: 551 31 Aug: 622 7 Sep: 678 14 Sep: 559

Disclosed funding ▲ 40%

$56,628M this week

29 Jun: $0M 6 Jul: $0M 13 Jul: $26,952M 20 Jul: $5,392M 27 Jul: $64,028M 3 Aug: $58,331M 10 Aug: $585,660M 17 Aug: $30,415M 24 Aug: $177,504M 31 Aug: $70,925M 7 Sep: $40,458M 14 Sep: $56,628M

Methodology v1: weekly composite of canonical events (40%), visible stories (30%) and disclosed funding (30%), each normalized against the busiest week in the 12-week window. Inputs are counts of source-backed records — no external market data.

02

Capital flow

All rounds →

Where money actually moved — every figure extracted from sourced funding and acquisition coverage, never estimated.

Last 30 days

$346.1B

disclosed across 184 rounds

Average cheque

$2.5B

140 disclosed amounts · 30d

Last 90 days

$1,116.3B

disclosed across 311 rounds

Largest this month Anthropic up to about $100 billion IPO coverage →

seed × 81 acquisition × 60 other × 59 series a × 37 series b × 29 late stage × 21 series c × 19 ipo × 5

Read Dealmaking is running at 1.8× the quarterly pace — the market is getting busier; early-stage rounds lead, 118 to 86 late-stage this quarter.

From extracted funding rounds — undisclosed amounts count toward round totals only.

03

Event pulse

All events →

856 canonical events entered the record in 30 days. What kind of month was it — shipping, dealmaking, research or governance?

Shipping
138 · 16%
Dealmaking
607 · 71%
Research
25 · 3%
Governance & risk
51 · 6%

Funding × 349 Partnership × 213 Acquisition × 45 Feature update × 45 Model release × 43 Other × 23

Read Deals outnumber shipping events 4.4:1 — a consolidation-heavy month. Governance and risk make up 6% of the record.

04

Accelerating topics

All topics →

Topics adding stories faster than their own trailing baseline — 14 days against the 14 before, with each topic's six-week trajectory.

  1. 1 AI Safety 208 stories · 14d ▲ 122 43 stories 51 stories 39 stories 47 stories 75 stories 133 stories
  2. 2 OpenAI 219 stories · 14d ▲ 98 72 stories 52 stories 52 stories 69 stories 115 stories 104 stories
  3. 3 AI Policy 196 stories · 14d ▲ 98 47 stories 49 stories 53 stories 45 stories 68 stories 128 stories
  4. 4 AI Adoption 221 stories · 14d ▲ 71 71 stories 53 stories 73 stories 77 stories 99 stories 122 stories
  5. 5 AI Governance 211 stories · 14d ▲ 66 75 stories 54 stories 78 stories 67 stories 65 stories 146 stories
  6. 6 Business Funding 255 stories · 14d ▲ 63 120 stories 115 stories 104 stories 88 stories 117 stories 138 stories
  7. 7 Enterprise AI 198 stories · 14d ▲ 59 88 stories 77 stories 62 stories 77 stories 93 stories 105 stories
  8. 8 AI Assistants 125 stories · 14d ▲ 50 42 stories 36 stories 36 stories 39 stories 63 stories 62 stories

Read AI Safety is pulling away — 208 stories in two weeks, 122 more than the prior two; OpenAI follows at +98.

05

Category momentum

Which beats carry the coverage — visible stories per category, 30 days against the 30 before.

Read Companies & Products leads with 22% of 30-day coverage; the fastest riser is Policy & Regulation at +54%.

Every number on this page derives from source-backed records elsewhere on TLDRocket; historical inputs remain reproducible from the underlying items, events and rounds. Nothing here is investment advice.

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