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AI Market Intelligence

The AI Activity Gauge reads 58 this week — down 5 on last week and cooling, moved mostly by funding (+11 pts). Investors disclosed $456.3B across 309 rounds in 30 days, ahead of the quarterly pace at 1.3× — led by Lumentum's $115 billion acquisition. AI Policy is the fastest-moving story (152 stories in 14 days, up 22), and Companies & Products carries the most coverage at 23% of stories.

Computed Thu 5 Nov, 20:31 from source-backed records — refreshes all day.

01

AI Activity Gauge 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.

58 ▼ 5 week over week

What moved it: Funding +11 pts Stories -9 pts Events -7 pts

17 Aug: index 41 — 119 events, 564 stories, $30,415M funding 17 Aug 24 Aug: index 61 — 85 events, 554 stories, $177,504M funding 31 Aug: index 65 — 228 events, 633 stories, $68,925M funding 31 Aug 7 Sep: index 74 — 189 events, 699 stories, $141,756M funding 14 Sep: index 71 — 233 events, 822 stories, $60,468M funding 14 Sep 21 Sep: index 60 — 216 events, 823 stories, $9,665M funding 28 Sep: index 72 — 241 events, 865 stories, $55,960M funding 28 Sep 5 Oct: index 88 — 283 events, 894 stories, $110,297M funding 12 Oct: index 70 — 284 events, 820 stories, $14,608M funding 12 Oct 19 Oct: index 97 — 285 events, 803 stories, $177,470M funding 97 26 Oct: index 63 — 200 events, 736 stories, $57,977M funding 26 Oct 2 Nov: index 58 — 153 events, 459 stories, $123,231M funding 58 2 Nov

Events ▼ 24%

153 this week

17 Aug: 119 24 Aug: 85 31 Aug: 228 7 Sep: 189 14 Sep: 233 21 Sep: 216 28 Sep: 241 5 Oct: 283 12 Oct: 284 19 Oct: 285 26 Oct: 200 2 Nov: 153

Stories ▼ 38%

459 this week

17 Aug: 564 24 Aug: 554 31 Aug: 633 7 Sep: 699 14 Sep: 822 21 Sep: 823 28 Sep: 865 5 Oct: 894 12 Oct: 820 19 Oct: 803 26 Oct: 736 2 Nov: 459

Disclosed funding ▲ 113%

$123,231M this week

17 Aug: $30,415M 24 Aug: $177,504M 31 Aug: $68,925M 7 Sep: $141,756M 14 Sep: $60,468M 21 Sep: $9,665M 28 Sep: $55,960M 5 Oct: $110,297M 12 Oct: $14,608M 19 Oct: $177,470M 26 Oct: $57,977M 2 Nov: $123,231M

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

$456.3B

disclosed across 309 rounds

Average cheque

$2.3B

199 disclosed amounts · 30d

Last 90 days

$1,619.5B

disclosed across 700 rounds

Largest this month Lumentum $115 billion Acquisition coverage →

other × 220 seed × 172 acquisition × 126 series a × 65 series b × 47 late stage × 39 series c × 26 ipo × 5

Read Dealmaking is running at 1.3× the quarterly pace — the market is getting busier; early-stage rounds lead, 237 to 170 late-stage this quarter.

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

03

Event pulse

All events →

1091 canonical events entered the record in 30 days. What kind of month was it — shipping, dealmaking, research or governance?

Shipping
178 · 16%
Dealmaking
770 · 71%
Research
22 · 2%
Governance & risk
66 · 6%

Funding × 533 Partnership × 177 Feature update × 64 Acquisition × 60 Other × 40 Product launch × 35

Read Deals outnumber shipping events 4.3:1 — 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 Policy 152 stories · 14d ▲ 22 84 stories 82 stories 64 stories 66 stories 71 stories 81 stories
  2. 2 AI Cost & Economics 143 stories · 14d ▲ 22 50 stories 46 stories 53 stories 68 stories 64 stories 79 stories
  3. 3 ChatGPT 33 stories · 14d ▲ 16 15 stories 25 stories 7 stories 10 stories 11 stories 22 stories
  4. 4 Google 53 stories · 14d ▲ 11 21 stories 28 stories 28 stories 14 stories 30 stories 23 stories
  5. 5 AI Regulation 33 stories · 14d ▲ 9 15 stories 9 stories 10 stories 14 stories 11 stories 22 stories
  6. 6 Enterprise Adoption 15 stories · 14d ▲ 7 5 stories 8 stories 3 stories 5 stories 10 stories 5 stories
  7. 7 Anthropic 115 stories · 14d ▲ 6 59 stories 55 stories 57 stories 52 stories 69 stories 46 stories
  8. 8 Model Optimization 10 stories · 14d ▲ 6 1 stories 0 stories 2 stories 2 stories 3 stories 7 stories

Read AI Policy is pulling away — 152 stories in two weeks, 22 more than the prior two; AI Cost & Economics follows at +22.

05

Category momentum

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

Read Companies & Products leads with 23% of 30-day coverage; the fastest riser is Hardware & Infrastructure at +25%.

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.