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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 7 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 · 38 in window · 29% of score
  • Coverage · 356 in window · 17% of score
  • Event involvement · 102 in window · 17% of score
100
2 Anthropic
Top factors
  • Source diversity · 34 in window · 41% of score
  • Event involvement · 67 in window · 18% of score
  • Relationship growth · 133 in window · 17% of score
63
3 ▲4 Hugging Face
Top factors
  • Source diversity · 33 in window · 47% of score
  • Funding activity · 8 in window · 32% of score
  • Event involvement · 27 in window · 9% of score
54
4 ▼1 Google
Top factors
  • Source diversity · 26 in window · 42% of score
  • Relationship growth · 112 in window · 19% of score
  • Deployment evidence · 2 in window · 15% of score
47
5 ▼1 NVIDIA
Top factors
  • Source diversity · 21 in window · 34% of score
  • Relationship growth · 140 in window · 24% of score
  • Coverage · 152 in window · 16% of score
47
6 ▼1 Meta
Top factors
  • Source diversity · 24 in window · 51% of score
  • Relationship growth · 65 in window · 14% of score
  • Coverage · 94 in window · 13% of score
36
7 ▲1 Amazon
Top factors
  • Source diversity · 14 in window · 47% of score
  • Deployment evidence · 1 in window · 15% of score
  • Relationship growth · 40 in window · 14% of score
22
8 new Wonderful
Top factors
  • Funding activity · 8 in window · 84% of score
  • Source diversity · 3 in window · 11% of score
  • Relationship growth · 8 in window · 3% of score
21
9 Microsoft
Top factors
  • Source diversity · 14 in window · 61% of score
  • Relationship growth · 36 in window · 16% of score
  • Event involvement · 12 in window · 12% of score
17
10 ▲3 Apple
Top factors
  • Source diversity · 12 in window · 55% of score
  • Event involvement · 16 in window · 16% of score
  • Relationship growth · 31 in window · 15% of score
16
11 ▼1 SpaceX
Top factors
  • Source diversity · 11 in window · 51% of score
  • Funding activity · 1 in window · 13% of score
  • Event involvement · 12 in window · 12% of score
16
12 new SiliconANGLE
Top factors
  • Event involvement · 49 in window · 54% of score
  • Coverage · 104 in window · 33% of score
  • Relationship growth · 15 in window · 8% of score
15
13 ▲9 DeepSeek
Top factors
  • Source diversity · 13 in window · 72% of score
  • Event involvement · 9 in window · 11% of score
  • Relationship growth · 16 in window · 9% of score
14
14 new Perplexity
Top factors
  • Source diversity · 6 in window · 35% of score
  • Deployment evidence · 1 in window · 26% of score
  • Funding activity · 1 in window · 17% of score
13
15 ▼1 Alibaba
Top factors
  • Source diversity · 9 in window · 54% of score
  • Deployment evidence · 1 in window · 27% of score
  • Event involvement · 5 in window · 7% of score
13
16 ▲16 Tesla
Top factors
  • Deployment evidence · 2 in window · 60% of score
  • Source diversity · 4 in window · 26% of score
  • Relationship growth · 9 in window · 6% of score
12
17 ▲9 Z.ai
Top factors
  • Source diversity · 9 in window · 59% of score
  • Event involvement · 13 in window · 19% of score
  • Relationship growth · 17 in window · 12% of score
12
18 ▲7 Amazon Web Services
Top factors
  • Source diversity · 8 in window · 55% of score
  • Relationship growth · 29 in window · 21% of score
  • Coverage · 26 in window · 12% of score
11
19 ▲4 Etched
Top factors
  • Funding activity · 3 in window · 61% of score
  • Source diversity · 4 in window · 28% of score
  • Relationship growth · 7 in window · 5% of score
11
20 ▼8 AWS
Top factors
  • Source diversity · 8 in window · 57% of score
  • Event involvement · 11 in window · 18% of score
  • Relationship growth · 20 in window · 15% of score
11
21 new Gravis Robotics
Top factors
  • Funding activity · 3 in window · 68% of score
  • Source diversity · 3 in window · 24% of score
  • Event involvement · 2 in window · 4% of score
9
22 ▼11 Google DeepMind
Top factors
  • Source diversity · 8 in window · 64% of score
  • Relationship growth · 20 in window · 17% of score
  • Event involvement · 7 in window · 13% of score
9
23 ▲8 GitHub
Top factors
  • Source diversity · 9 in window · 75% of score
  • Relationship growth · 11 in window · 10% of score
  • Coverage · 14 in window · 8% of score
9
24 new CrowdStrike
Top factors
  • Deployment evidence · 1 in window · 38% of score
  • Source diversity · 3 in window · 25% of score
  • Relationship growth · 23 in window · 20% of score
9
25 ▼5 Nscale
Top factors
  • Funding activity · 2 in window · 55% of score
  • Source diversity · 3 in window · 29% of score
  • Relationship growth · 8 in window · 8% of score
8
26 new The Information
Top factors
  • Source diversity · 7 in window · 69% of score
  • Event involvement · 9 in window · 20% of score
  • Coverage · 13 in window · 8% of score
8
27 new Stability AI
Top factors
  • Source diversity · 5 in window · 52% of score
  • Funding activity · 1 in window · 30% of score
  • Relationship growth · 10 in window · 11% of score
7
28 ▼10 Uber
Top factors
  • Source diversity · 7 in window · 75% of score
  • Event involvement · 4 in window · 10% of score
  • Relationship growth · 7 in window · 8% of score
7
29 Mistral AI
Top factors
  • Source diversity · 4 in window · 47% of score
  • Funding activity · 1 in window · 33% of score
  • Relationship growth · 10 in window · 12% of score
7
30 ▼9 DeepMind
Top factors
  • Source diversity · 6 in window · 77% of score
  • Event involvement · 3 in window · 9% of score
  • Coverage · 9 in window · 7% of score
6
31 new Shein
Top factors
  • Deployment evidence · 1 in window · 59% of score
  • Source diversity · 2 in window · 26% of score
  • Event involvement · 3 in window · 9% of score
6
32 new Goldman Sachs
Top factors
  • Source diversity · 6 in window · 78% of score
  • Event involvement · 3 in window · 9% of score
  • Coverage · 10 in window · 8% of score
6
33 new Waymo
Top factors
  • Source diversity · 5 in window · 70% of score
  • Relationship growth · 12 in window · 17% of score
  • Coverage · 7 in window · 6% of score
5
34 ▼19 AMD
Top factors
  • Source diversity · 5 in window · 73% of score
  • Event involvement · 4 in window · 13% of score
  • Relationship growth · 5 in window · 8% of score
5
35 ▼18 Alphabet
Top factors
  • Source diversity · 5 in window · 74% of score
  • Event involvement · 4 in window · 13% of score
  • Relationship growth · 5 in window · 8% of score
5
36 new Cerebras
Top factors
  • Source diversity · 5 in window · 74% of score
  • Event involvement · 5 in window · 17% of score
  • Coverage · 5 in window · 5% of score
5
37 new Unitree
Top factors
  • Source diversity · 3 in window · 46% of score
  • Funding activity · 1 in window · 44% of score
  • Coverage · 4 in window · 4% of score
5
38 new TechCrunch
Top factors
  • Source diversity · 3 in window · 53% of score
  • Event involvement · 7 in window · 28% of score
  • Coverage · 13 in window · 15% of score
4
39 ▼6 SoftBank
Top factors
  • Source diversity · 4 in window · 79% of score
  • Event involvement · 3 in window · 13% of score
  • Coverage · 4 in window · 5% of score
4
40 ▼21 Mistral
Top factors
  • Source diversity · 3 in window · 60% of score
  • Relationship growth · 14 in window · 29% of score
  • Coverage · 5 in window · 6% 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 7 Sep 2026 · movement is measured against the week of 31 Aug 2026 · historical snapshots stay available via the week links above.

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