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 28 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 · 40 in window · 28% of score
  • Coverage · 472 in window · 17% of score
  • Event involvement · 98 in window · 17% of score
100
2 — Anthropic
Top factors
  • Source diversity · 35 in window · 41% of score
  • Event involvement · 71 in window · 20% of score
  • Coverage · 294 in window · 18% of score
60
3 ▲2 Google
Top factors
  • Source diversity · 31 in window · 47% of score
  • Event involvement · 43 in window · 16% of score
  • Relationship growth · 178 in window · 15% of score
46
4 — NVIDIA
Top factors
  • Source diversity · 26 in window · 45% of score
  • Relationship growth · 194 in window · 19% of score
  • Coverage · 136 in window · 12% of score
41
5 ▲1 Meta
Top factors
  • Source diversity · 25 in window · 46% of score
  • Relationship growth · 145 in window · 15% of score
  • Coverage · 139 in window · 13% of score
38
6 ▼3 Hugging Face
Top factors
  • Source diversity · 31 in window · 64% of score
  • Funding activity · 2 in window · 12% of score
  • Event involvement · 20 in window · 10% of score
34
7 ▲1 Microsoft
Top factors
  • Source diversity · 21 in window · 62% of score
  • Event involvement · 20 in window · 15% of score
  • Relationship growth · 76 in window · 13% of score
24
8 ▼1 Apple
Top factors
  • Source diversity · 13 in window · 40% of score
  • Event involvement · 23 in window · 17% of score
  • Deployment evidence · 2 in window · 15% of score
23
9 — Wonderful
Top factors
  • Funding activity · 8 in window · 86% of score
  • Source diversity · 3 in window · 11% of score
  • Relationship growth · 8 in window · 2% of score
20
10 ▲11 Nscale
Top factors
  • Funding activity · 5 in window · 61% of score
  • Source diversity · 7 in window · 29% of score
  • Relationship growth · 18 in window · 4% of score
17
11 ▼1 Amazon
Top factors
  • Source diversity · 11 in window · 48% of score
  • Deployment evidence · 2 in window · 21% of score
  • Relationship growth · 63 in window · 16% of score
16
12 — Google DeepMind
Top factors
  • Source diversity · 13 in window · 69% of score
  • Event involvement · 11 in window · 14% of score
  • Relationship growth · 34 in window · 10% of score
13
13 ▼2 SiliconANGLE
Top factors
  • Event involvement · 44 in window · 57% of score
  • Coverage · 115 in window · 31% of score
  • Relationship growth · 21 in window · 6% of score
13
14 ▼1 SpaceX
Top factors
  • Source diversity · 10 in window · 57% of score
  • Funding activity · 1 in window · 17% of score
  • Relationship growth · 32 in window · 11% of score
12
15 new Mistral AI
Top factors
  • Funding activity · 4 in window · 73% of score
  • Source diversity · 3 in window · 18% of score
  • Relationship growth · 15 in window · 5% of score
12
16 ▼1 Crusoe
Top factors
  • Funding activity · 3 in window · 57% of score
  • Source diversity · 5 in window · 32% of score
  • Event involvement · 3 in window · 5% of score
11
17 ▼1 Cognition
Top factors
  • Source diversity · 7 in window · 46% of score
  • Funding activity · 2 in window · 40% of score
  • Event involvement · 4 in window · 6% of score
11
18 ▲1 DeepSeek
Top factors
  • Source diversity · 11 in window · 81% of score
  • Relationship growth · 22 in window · 9% of score
  • Coverage · 13 in window · 5% of score
10
19 ▲4 Tesla
Top factors
  • Deployment evidence · 3 in window · 53% of score
  • Source diversity · 4 in window · 30% of score
  • Event involvement · 4 in window · 7% of score
9
20 ▼6 Perplexity
Top factors
  • Source diversity · 7 in window · 54% of score
  • Deployment evidence · 1 in window · 19% of score
  • Event involvement · 6 in window · 11% of score
9
21 ▲3 Mistral
Top factors
  • Source diversity · 7 in window · 57% of score
  • Funding activity · 1 in window · 24% of score
  • Relationship growth · 23 in window · 11% of score
9
22 ▼5 Alibaba
Top factors
  • Source diversity · 8 in window · 65% of score
  • Deployment evidence · 1 in window · 20% of score
  • Event involvement · 3 in window · 6% of score
9
23 ▲3 GitHub
Top factors
  • Source diversity · 9 in window · 74% of score
  • Event involvement · 5 in window · 10% of score
  • Coverage · 18 in window · 8% of score
9
24 ▼2 Amazon Web Services
Top factors
  • Source diversity · 6 in window · 50% of score
  • Event involvement · 10 in window · 20% of score
  • Relationship growth · 43 in window · 20% of score
9
25 new TEKEVER
Top factors
  • Funding activity · 3 in window · 77% of score
  • Source diversity · 2 in window · 17% of score
  • Event involvement · 1 in window · 2% of score
8
26 ▼1 Uber
Top factors
  • Source diversity · 9 in window · 79% of score
  • Event involvement · 5 in window · 11% of score
  • Coverage · 12 in window · 5% of score
8
27 ▼7 The Information
Top factors
  • Source diversity · 8 in window · 71% of score
  • Event involvement · 9 in window · 20% of score
  • Coverage · 13 in window · 6% of score
8
28 ▼10 Z.ai
Top factors
  • Source diversity · 7 in window · 73% of score
  • Relationship growth · 21 in window · 12% of score
  • Event involvement · 4 in window · 10% of score
7
29 ▼2 AWS
Top factors
  • Source diversity · 5 in window · 54% of score
  • Event involvement · 8 in window · 21% of score
  • Relationship growth · 25 in window · 15% of score
6
30 ▼1 ElevenLabs
Top factors
  • Source diversity · 5 in window · 57% of score
  • Funding activity · 1 in window · 34% of score
  • Coverage · 5 in window · 3% of score
6
31 ▲9 Waymo
Top factors
  • Source diversity · 4 in window · 47% of score
  • Deployment evidence · 1 in window · 28% of score
  • Relationship growth · 17 in window · 11% of score
6
32 ▼1 Vercel
Top factors
  • Source diversity · 4 in window · 49% of score
  • Deployment evidence · 1 in window · 29% of score
  • Relationship growth · 16 in window · 11% of score
6
33 ▼1 Palantir
Top factors
  • Source diversity · 6 in window · 78% of score
  • Event involvement · 3 in window · 10% of score
  • Relationship growth · 10 in window · 7% of score
5
34 ▼4 CrowdStrike
Top factors
  • Deployment evidence · 1 in window · 33% of score
  • Source diversity · 2 in window · 27% of score
  • Relationship growth · 23 in window · 18% of score
5
35 — DeepMind
Top factors
  • Source diversity · 5 in window · 77% of score
  • Event involvement · 3 in window · 11% of score
  • Relationship growth · 8 in window · 7% of score
5
36 new ByteDance
Top factors
  • Source diversity · 5 in window · 80% of score
  • Event involvement · 2 in window · 8% of score
  • Relationship growth · 8 in window · 7% of score
4
37 new CoreWeave
Top factors
  • Deployment evidence · 1 in window · 42% of score
  • Source diversity · 2 in window · 35% of score
  • Relationship growth · 11 in window · 11% of score
4
38 ▼5 TechCrunch
Top factors
  • Source diversity · 2 in window · 35% of score
  • Event involvement · 7 in window · 30% of score
  • Coverage · 25 in window · 22% of score
4
39 ▼2 Astra
Top factors
  • Source diversity · 4 in window · 76% of score
  • Event involvement · 4 in window · 18% of score
  • Coverage · 5 in window · 5% of score
4
40 ▼2 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

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 28 Sep 2026 · movement is measured against the week of 21 Sep 2026 · historical snapshots stay available via the week links above.