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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 31 Aug 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 · 32 in window · 29% of score
  • Coverage · 160 in window · 17% of score
  • Event involvement · 30 in window · 17% of score
100
2 Anthropic
Top factors
  • Source diversity · 30 in window · 46% of score
  • Event involvement · 24 in window · 23% of score
  • Coverage · 99 in window · 18% of score
60
3 Google
Top factors
  • Source diversity · 19 in window · 45% of score
  • Relationship growth · 288 in window · 25% of score
  • Event involvement · 11 in window · 17% of score
38
4 NVIDIA
Top factors
  • Source diversity · 20 in window · 50% of score
  • Event involvement · 13 in window · 21% of score
  • Relationship growth · 163 in window · 15% of score
36
5 ▲1 Meta
Top factors
  • Source diversity · 17 in window · 55% of score
  • Event involvement · 10 in window · 21% of score
  • Coverage · 31 in window · 12% of score
28
6 ▲1 HappyRobot
Top factors
  • Funding activity · 10 in window · 65% of score
  • Source diversity · 7 in window · 24% of score
  • Event involvement · 3 in window · 7% of score
26
7 ▼2 Hugging Face
Top factors
  • Source diversity · 16 in window · 59% of score
  • Relationship growth · 199 in window · 26% of score
  • Coverage · 23 in window · 10% of score
25
8 ▲1 Amazon
Top factors
  • Source diversity · 14 in window · 54% of score
  • Event involvement · 9 in window · 22% of score
  • Coverage · 28 in window · 13% of score
23
9 ▼1 Microsoft
Top factors
  • Source diversity · 12 in window · 62% of score
  • Event involvement · 4 in window · 13% of score
  • Relationship growth · 72 in window · 13% of score
18
10 ▲2 SpaceX
Top factors
  • Source diversity · 9 in window · 50% of score
  • Deployment evidence · 1 in window · 27% of score
  • Event involvement · 3 in window · 11% of score
16
11 ▼1 Google DeepMind
Top factors
  • Source diversity · 11 in window · 65% of score
  • Relationship growth · 71 in window · 15% of score
  • Event involvement · 3 in window · 11% of score
15
12 ▲2 AWS
Top factors
  • Source diversity · 7 in window · 49% of score
  • Event involvement · 6 in window · 27% of score
  • Relationship growth · 51 in window · 13% of score
13
13 ▼2 Apple
Top factors
  • Source diversity · 8 in window · 56% of score
  • Event involvement · 4 in window · 18% of score
  • Coverage · 16 in window · 13% of score
13
14 ▲1 Alibaba
Top factors
  • Source diversity · 9 in window · 65% of score
  • Relationship growth · 74 in window · 19% of score
  • Coverage · 12 in window · 11% of score
12
15 ▲3 AMD
Top factors
  • Source diversity · 9 in window · 70% of score
  • Event involvement · 3 in window · 15% of score
  • Coverage · 9 in window · 8% of score
12
16 ▲3 Cloudflare
Top factors
  • Source diversity · 8 in window · 64% of score
  • Event involvement · 3 in window · 15% of score
  • Coverage · 15 in window · 14% of score
11
17 ▼1 Alphabet
Top factors
  • Source diversity · 9 in window · 77% of score
  • Event involvement · 2 in window · 11% of score
  • Coverage · 10 in window · 10% of score
11
18 ▲4 Uber
Top factors
  • Source diversity · 7 in window · 65% of score
  • Event involvement · 4 in window · 24% of score
  • Coverage · 8 in window · 9% of score
10
19 ▲6 Mistral
Top factors
  • Source diversity · 5 in window · 54% of score
  • Relationship growth · 63 in window · 25% of score
  • Event involvement · 2 in window · 14% of score
8
20 ▲3 Nscale
Top factors
  • Source diversity · 6 in window · 68% of score
  • Event involvement · 3 in window · 22% of score
  • Coverage · 6 in window · 8% of score
8
21 ▲5 DeepMind
Top factors
  • Source diversity · 6 in window · 68% of score
  • Event involvement · 2 in window · 15% of score
  • Coverage · 7 in window · 10% of score
8
22 ▼5 DeepSeek
Top factors
  • Source diversity · 5 in window · 61% of score
  • Event involvement · 2 in window · 16% of score
  • Coverage · 8 in window · 12% of score
7
23 ▲4 Etched
Top factors
  • Funding activity · 2 in window · 47% of score
  • Source diversity · 3 in window · 37% of score
  • Event involvement · 1 in window · 8% of score
7
24 ▲5 DHL
Top factors
  • Source diversity · 5 in window · 66% of score
  • Event involvement · 3 in window · 25% of score
  • Coverage · 5 in window · 8% of score
7
25 ▼4 Amazon Web Services
Top factors
  • Deployment evidence · 1 in window · 64% of score
  • Source diversity · 1 in window · 13% of score
  • Event involvement · 1 in window · 9% of score
7
26 ▲5 Z.ai
Top factors
  • Source diversity · 4 in window · 55% of score
  • Event involvement · 4 in window · 35% of score
  • Coverage · 5 in window · 8% of score
7
27 ▼3 Moonshot
Top factors
  • Source diversity · 5 in window · 85% of score
  • Coverage · 5 in window · 10% of score
  • Relationship growth · 8 in window · 5% of score
5
28 Samsung
Top factors
  • Source diversity · 3 in window · 51% of score
  • Event involvement · 3 in window · 33% of score
  • Coverage · 4 in window · 8% of score
5
29 ▲4 Mistral AI
Top factors
  • Source diversity · 3 in window · 52% of score
  • Relationship growth · 50 in window · 31% of score
  • Event involvement · 1 in window · 11% of score
5
30 ▲4 Liquid AI
Top factors
  • Source diversity · 4 in window · 75% of score
  • Event involvement · 1 in window · 12% of score
  • Coverage · 4 in window · 9% of score
5
31 ▲6 GitHub
Top factors
  • Source diversity · 3 in window · 58% of score
  • Event involvement · 2 in window · 25% of score
  • Coverage · 4 in window · 9% of score
5
32 ▲3 Tesla
Top factors
  • Source diversity · 3 in window · 62% of score
  • Coverage · 5 in window · 13% of score
  • Event involvement · 1 in window · 13% of score
4
33 ▲7 SoftBank
Top factors
  • Source diversity · 3 in window · 74% of score
  • Event involvement · 1 in window · 16% of score
  • Coverage · 3 in window · 9% of score
4
35 ▲1 ElevenLabs
Top factors
  • Source diversity · 2 in window · 64% of score
  • Event involvement · 1 in window · 20% of score
  • Coverage · 3 in window · 11% of score
3

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 31 Aug 2026 · movement is measured against the week of 24 Aug 2026 · historical snapshots stay available via the week links above.

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