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 21 Sep 2026 other weeks: 9 Nov 2 Nov 26 Oct 19 Oct 12 Oct 5 Oct 28 Sep 21 Sep 14 Sep 7 Sep 31 Aug 24 Aug 17 Aug 10 Aug 3 Aug

# Δ Company Score
1 — OpenAI
Top factors
  • Source diversity · 41 in window · 28% of score
  • Coverage · 441 in window · 17% of score
  • Event involvement · 97 in window · 17% of score
100
2 — Anthropic
Top factors
  • Source diversity · 35 in window · 39% of score
  • Event involvement · 64 in window · 18% of score
  • Coverage · 278 in window · 17% of score
61
3 — Hugging Face
Top factors
  • Source diversity · 34 in window · 46% of score
  • Funding activity · 8 in window · 33% of score
  • Event involvement · 29 in window · 10% of score
51
4 ▲1 NVIDIA
Top factors
  • Source diversity · 24 in window · 39% of score
  • Relationship growth · 168 in window · 19% of score
  • Event involvement · 36 in window · 15% of score
42
5 ▼1 Google
Top factors
  • Source diversity · 28 in window · 49% of score
  • Relationship growth · 142 in window · 17% of score
  • Event involvement · 33 in window · 15% of score
39
6 — Meta
Top factors
  • Source diversity · 21 in window · 48% of score
  • Event involvement · 25 in window · 15% of score
  • Relationship growth · 92 in window · 15% of score
30
7 — Apple
Top factors
  • Source diversity · 14 in window · 40% of score
  • Event involvement · 23 in window · 17% of score
  • Relationship growth · 82 in window · 16% of score
24
8 ▲2 Microsoft
Top factors
  • Source diversity · 18 in window · 61% of score
  • Event involvement · 17 in window · 15% of score
  • Relationship growth · 60 in window · 14% of score
20
9 — Wonderful
Top factors
  • Funding activity · 8 in window · 86% of score
  • Source diversity · 3 in window · 10% of score
  • Relationship growth · 8 in window · 2% of score
20
10 ▼2 Amazon
Top factors
  • Source diversity · 11 in window · 46% of score
  • Deployment evidence · 2 in window · 21% of score
  • Relationship growth · 53 in window · 15% of score
16
11 ▲1 SiliconANGLE
Top factors
  • Event involvement · 50 in window · 59% of score
  • Coverage · 113 in window · 29% of score
  • Relationship growth · 21 in window · 7% of score
15
12 ▲2 Google DeepMind
Top factors
  • Source diversity · 14 in window · 69% of score
  • Event involvement · 11 in window · 14% of score
  • Relationship growth · 32 in window · 11% of score
14
13 ▼2 SpaceX
Top factors
  • Source diversity · 10 in window · 55% of score
  • Funding activity · 1 in window · 17% of score
  • Relationship growth · 28 in window · 11% of score
12
14 ▼1 Perplexity
Top factors
  • Source diversity · 8 in window · 44% of score
  • Funding activity · 1 in window · 17% of score
  • Deployment evidence · 1 in window · 14% of score
12
15 new Crusoe
Top factors
  • Funding activity · 3 in window · 54% of score
  • Source diversity · 6 in window · 35% of score
  • Event involvement · 3 in window · 4% of score
12
16 ▲2 Cognition
Top factors
  • Source diversity · 7 in window · 45% of score
  • Funding activity · 2 in window · 39% of score
  • Event involvement · 5 in window · 8% of score
11
17 — Alibaba
Top factors
  • Source diversity · 10 in window · 66% of score
  • Deployment evidence · 1 in window · 16% of score
  • Event involvement · 5 in window · 8% of score
10
18 ▼2 Z.ai
Top factors
  • Source diversity · 10 in window · 68% of score
  • Event involvement · 9 in window · 15% of score
  • Relationship growth · 21 in window · 10% of score
10
19 — DeepSeek
Top factors
  • Source diversity · 11 in window · 78% of score
  • Relationship growth · 22 in window · 11% of score
  • Coverage · 16 in window · 6% of score
10
20 ▲9 The Information
Top factors
  • Source diversity · 10 in window · 71% of score
  • Event involvement · 11 in window · 20% of score
  • Coverage · 18 in window · 7% of score
10
21 ▲1 Nscale
Top factors
  • Funding activity · 3 in window · 66% of score
  • Source diversity · 3 in window · 22% of score
  • Relationship growth · 11 in window · 5% of score
10
22 ▲1 Amazon Web Services
Top factors
  • Source diversity · 7 in window · 56% of score
  • Relationship growth · 34 in window · 18% of score
  • Event involvement · 8 in window · 16% of score
9
23 ▼3 Tesla
Top factors
  • Deployment evidence · 3 in window · 61% of score
  • Source diversity · 3 in window · 25% of score
  • Event involvement · 3 in window · 6% of score
8
24 ▲3 Mistral
Top factors
  • Source diversity · 6 in window · 52% of score
  • Funding activity · 1 in window · 26% of score
  • Relationship growth · 21 in window · 12% of score
8
25 — Uber
Top factors
  • Source diversity · 9 in window · 78% of score
  • Event involvement · 5 in window · 11% of score
  • Coverage · 12 in window · 6% of score
8
26 — GitHub
Top factors
  • Source diversity · 8 in window · 73% of score
  • Event involvement · 5 in window · 11% of score
  • Relationship growth · 14 in window · 9% of score
8
27 ▲1 AWS
Top factors
  • Source diversity · 6 in window · 58% of score
  • Event involvement · 7 in window · 17% of score
  • Relationship growth · 24 in window · 16% of score
7
28 ▲2 Stability AI
Top factors
  • Source diversity · 5 in window · 52% of score
  • Funding activity · 1 in window · 32% of score
  • Relationship growth · 10 in window · 7% of score
7
29 ▲10 ElevenLabs
Top factors
  • Source diversity · 4 in window · 51% of score
  • Funding activity · 1 in window · 39% of score
  • Relationship growth · 4 in window · 4% of score
5
30 ▲1 CrowdStrike
Top factors
  • Deployment evidence · 1 in window · 32% of score
  • Source diversity · 2 in window · 26% of score
  • Relationship growth · 23 in window · 20% of score
5
31 new Vercel
Top factors
  • Source diversity · 3 in window · 44% of score
  • Deployment evidence · 1 in window · 36% of score
  • Relationship growth · 12 in window · 12% of score
5
32 ▲5 Palantir
Top factors
  • Source diversity · 5 in window · 77% of score
  • Event involvement · 3 in window · 12% of score
  • Coverage · 7 in window · 6% of score
4
33 ▲7 TechCrunch
Top factors
  • Source diversity · 3 in window · 48% of score
  • Event involvement · 7 in window · 28% of score
  • Coverage · 18 in window · 16% of score
4
34 new Reuters
Top factors
  • Source diversity · 4 in window · 67% of score
  • Event involvement · 6 in window · 25% of score
  • Coverage · 7 in window · 7% of score
4
35 new DeepMind
Top factors
  • Source diversity · 4 in window · 69% of score
  • Event involvement · 4 in window · 18% of score
  • Relationship growth · 7 in window · 8% of score
4
36 new Valve
Top factors
  • Deployment evidence · 1 in window · 45% of score
  • Source diversity · 2 in window · 37% of score
  • Event involvement · 2 in window · 9% of score
4
37 new Astra
Top factors
  • Source diversity · 4 in window · 75% of score
  • Event involvement · 4 in window · 19% of score
  • Coverage · 5 in window · 5% of score
4
38 ▼3 Shein
Top factors
  • Deployment evidence · 1 in window · 46% of score
  • Source diversity · 2 in window · 38% of score
  • Event involvement · 2 in window · 10% of score
4
39 new MiniMax
Top factors
  • Source diversity · 4 in window · 78% of score
  • Event involvement · 3 in window · 15% of score
  • Coverage · 4 in window · 4% of score
4
40 ▼8 Waymo
Top factors
  • Source diversity · 3 in window · 63% of score
  • Relationship growth · 13 in window · 18% of score
  • Event involvement · 2 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 21 Sep 2026 · movement is measured against the week of 14 Sep 2026 · historical snapshots stay available via the week links above.