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Physical AI Top 40

The same momentum score, restricted to companies with robotics coverage or a tracked real-world deployment — humanoids, warehouse robots, autonomous vehicles and drones.

Snapshot of week of 14 Sep 2026 other weeks: 14 Sep 7 Sep 31 Aug 24 Aug 17 Aug 10 Aug 3 Aug

# Δ Company Score
1 OpenAI
Top factors
  • Source diversity · 40 in window · 29% of score
  • Coverage · 406 in window · 17% of score
  • Event involvement · 98 in window · 17% of score
100
2 Anthropic
Top factors
  • Source diversity · 37 in window · 42% of score
  • Event involvement · 70 in window · 19% of score
  • Coverage · 245 in window · 16% of score
63
3 Hugging Face
Top factors
  • Source diversity · 32 in window · 45% of score
  • Funding activity · 8 in window · 34% of score
  • Event involvement · 28 in window · 10% of score
51
4 Google
Top factors
  • Source diversity · 27 in window · 48% of score
  • Relationship growth · 124 in window · 18% of score
  • Event involvement · 29 in window · 13% of score
40
5 NVIDIA
Top factors
  • Source diversity · 23 in window · 42% of score
  • Relationship growth · 153 in window · 22% of score
  • Coverage · 144 in window · 15% of score
40
6 Meta
Top factors
  • Source diversity · 23 in window · 50% of score
  • Relationship growth · 77 in window · 14% of score
  • Deployment evidence · 2 in window · 13% of score
33
7 ▲3 Apple
Top factors
  • Source diversity · 15 in window · 46% of score
  • Relationship growth · 70 in window · 17% of score
  • Event involvement · 19 in window · 14% of score
23
8 ▼1 Amazon
Top factors
  • Source diversity · 14 in window · 47% of score
  • Deployment evidence · 2 in window · 20% of score
  • Relationship growth · 50 in window · 14% of score
21
9 ▼1 Wonderful
Top factors
  • Funding activity · 8 in window · 85% of score
  • Source diversity · 3 in window · 11% of score
  • Relationship growth · 8 in window · 2% of score
20
10 ▼1 Microsoft
Top factors
  • Source diversity · 15 in window · 61% of score
  • Event involvement · 15 in window · 15% of score
  • Relationship growth · 43 in window · 14% of score
18
11 SpaceX
Top factors
  • Source diversity · 11 in window · 54% of score
  • Funding activity · 1 in window · 15% of score
  • Event involvement · 10 in window · 12% of score
15
12 SiliconANGLE
Top factors
  • Event involvement · 45 in window · 58% of score
  • Coverage · 94 in window · 29% of score
  • Relationship growth · 18 in window · 8% of score
14
13 ▲1 Perplexity
Top factors
  • Source diversity · 8 in window · 44% of score
  • Funding activity · 1 in window · 16% of score
  • Deployment evidence · 1 in window · 16% of score
13
14 ▲8 Google DeepMind
Top factors
  • Source diversity · 12 in window · 69% of score
  • Event involvement · 9 in window · 13% of score
  • Relationship growth · 27 in window · 12% of score
13
15 ▲14 Mistral AI
Top factors
  • Funding activity · 4 in window · 72% of score
  • Source diversity · 3 in window · 18% of score
  • Relationship growth · 13 in window · 6% of score
12
16 ▲1 Z.ai
Top factors
  • Source diversity · 11 in window · 66% of score
  • Event involvement · 11 in window · 16% of score
  • Relationship growth · 21 in window · 10% of score
12
17 ▼2 Alibaba
Top factors
  • Source diversity · 10 in window · 61% of score
  • Deployment evidence · 1 in window · 18% of score
  • Event involvement · 6 in window · 9% of score
12
18 new Cognition
Top factors
  • Source diversity · 7 in window · 44% of score
  • Funding activity · 2 in window · 38% of score
  • Event involvement · 5 in window · 8% of score
11
19 ▼6 DeepSeek
Top factors
  • Source diversity · 11 in window · 71% of score
  • Event involvement · 7 in window · 11% of score
  • Relationship growth · 21 in window · 11% of score
11
20 ▼4 Tesla
Top factors
  • Deployment evidence · 3 in window · 62% of score
  • Source diversity · 3 in window · 21% of score
  • Event involvement · 4 in window · 7% of score
10
21 ▼2 Etched
Top factors
  • Funding activity · 3 in window · 63% of score
  • Source diversity · 4 in window · 28% of score
  • Relationship growth · 7 in window · 4% of score
10
22 ▲3 Nscale
Top factors
  • Funding activity · 3 in window · 65% of score
  • Source diversity · 3 in window · 22% of score
  • Relationship growth · 11 in window · 6% of score
10
23 ▼5 Amazon Web Services
Top factors
  • Source diversity · 8 in window · 59% of score
  • Relationship growth · 32 in window · 19% of score
  • Event involvement · 7 in window · 13% of score
10
24 ▼3 Gravis Robotics
Top factors
  • Funding activity · 3 in window · 70% of score
  • Source diversity · 3 in window · 23% of score
  • Event involvement · 2 in window · 4% of score
9
25 ▲3 Uber
Top factors
  • Source diversity · 10 in window · 79% of score
  • Event involvement · 5 in window · 10% of score
  • Coverage · 13 in window · 6% of score
9
26 ▼3 GitHub
Top factors
  • Source diversity · 9 in window · 75% of score
  • Event involvement · 5 in window · 10% of score
  • Coverage · 14 in window · 7% of score
9
27 ▲13 Mistral
Top factors
  • Source diversity · 6 in window · 51% of score
  • Funding activity · 1 in window · 25% of score
  • Relationship growth · 20 in window · 14% of score
9
28 ▼8 AWS
Top factors
  • Source diversity · 6 in window · 53% of score
  • Event involvement · 10 in window · 22% of score
  • Relationship growth · 21 in window · 15% of score
8
29 ▼3 The Information
Top factors
  • Source diversity · 7 in window · 69% of score
  • Event involvement · 9 in window · 22% of score
  • Coverage · 13 in window · 8% of score
7
30 ▼3 Stability AI
Top factors
  • Source diversity · 5 in window · 52% of score
  • Funding activity · 1 in window · 31% of score
  • Relationship growth · 10 in window · 8% of score
7
31 ▼7 CrowdStrike
Top factors
  • Deployment evidence · 1 in window · 35% of score
  • Source diversity · 2 in window · 23% of score
  • Relationship growth · 23 in window · 22% of score
6
32 ▲1 Waymo
Top factors
  • Source diversity · 5 in window · 71% of score
  • Relationship growth · 13 in window · 15% of score
  • Coverage · 8 in window · 7% of score
5
33 ▲4 Unitree
Top factors
  • Funding activity · 1 in window · 45% of score
  • Source diversity · 3 in window · 45% of score
  • Coverage · 5 in window · 4% of score
5
34 ▼2 Goldman Sachs
Top factors
  • Source diversity · 5 in window · 78% of score
  • Event involvement · 3 in window · 11% of score
  • Relationship growth · 5 in window · 6% of score
5
35 ▼4 Shein
Top factors
  • Deployment evidence · 1 in window · 49% of score
  • Source diversity · 2 in window · 32% of score
  • Event involvement · 3 in window · 12% of score
4
36 ▼1 Alphabet
Top factors
  • Source diversity · 4 in window · 73% of score
  • Event involvement · 3 in window · 13% of score
  • Relationship growth · 5 in window · 7% of score
4
37 new Palantir
Top factors
  • Source diversity · 4 in window · 73% of score
  • Event involvement · 3 in window · 13% of score
  • Relationship growth · 5 in window · 7% of score
4
38 ▼4 AMD
Top factors
  • Source diversity · 4 in window · 74% of score
  • Event involvement · 3 in window · 14% of score
  • Relationship growth · 5 in window · 7% of score
4
39 new ElevenLabs
Top factors
  • Source diversity · 4 in window · 74% of score
  • Event involvement · 3 in window · 14% of score
  • Coverage · 6 in window · 7% of score
4
40 ▼2 TechCrunch
Top factors
  • Source diversity · 3 in window · 57% of score
  • Event involvement · 5 in window · 23% of score
  • Coverage · 14 in window · 16% of score
4

Methodology

Scope. Companies with robotics-matching coverage or a deployment record. Robotics context means coverage matching “robot”, “humanoid”, “autonomous vehicle”, “drone” or “warehouse automation”, or a deployment tracked on the Physical AI page.

Computation. Updated weekly (Monday morning) over the trailing 30 days of TLDRocket's own coverage — no external data, no generated scores. Companies need at least 3 visible stories in the window to be ranked (minimum data threshold); the top 40 are kept. Each factor below is normalized 0–1 against the highest value in that week's candidate set, multiplied by its weight, and summed into the score. Ties break on raw coverage, then company name.

Not investment advice. A ranking measures how much a company is being written about, nothing else. It says nothing about the quality of a business, its shares or its prospects, and it is not a recommendation to buy, sell or hold anything.

Factor Weight What it counts
Coverage 0.15 Visible stories linked to the company in the window.
Source diversity 0.25 Distinct publications behind that coverage — the anti-gaming counterweight to raw volume.
Event involvement 0.15 Named events in the window whose coverage involves the company.
Funding activity 0.15 Funding rounds raised by the company in the window.
Deployment evidence 0.15 Real-world deployments tracked with the company as vendor in the window — independent validation beyond announcements.
Relationship growth 0.15 New source-backed relationships involving the company in the window.

Anti-gaming. Source diversity is weighted above raw coverage, so press-release volume from a single outlet cannot dominate the ranking on its own. Deployment evidence, funding rounds and new relationships add independent validation beyond announcement counts.

Snapshot of week of 14 Sep 2026 · movement is measured against the week of 7 Sep 2026 · historical snapshots stay available via the week links above.

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