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 12 Oct 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
|
100 |
| 2 | — |
Anthropic
Top factors
|
58 |
| 3 | — |
Google
Top factors
|
50 |
| 4 | — |
Meta
Top factors
|
40 |
| 5 | — |
NVIDIA
Top factors
|
35 |
| 6 | ▲1 |
Microsoft
Top factors
|
23 |
| 7 | ▲1 |
Hugging Face
Top factors
|
20 |
| 8 | new |
Nous Research
Top factors
|
18 |
| 9 | ▼3 |
Apple
Top factors
|
16 |
| 10 | ▲23 |
Waymo
Top factors
|
15 |
| 11 | ▼1 |
ElevenLabs
Top factors
|
14 |
| 12 | ▲10 |
SpaceX
Top factors
|
12 |
| 13 | ▲4 |
SiliconANGLE
Top factors
|
12 |
| 14 | ▼1 |
World Labs
Top factors
|
12 |
| 15 | new |
Arena
Top factors
|
12 |
| 16 | new |
TypeSafe
Top factors
|
11 |
| 17 | ▼3 |
Amazon
Top factors
|
11 |
| 18 | ▼2 |
Google DeepMind
Top factors
|
11 |
| 19 | ▼4 |
TEKEVER
Top factors
|
11 |
| 20 | ▼9 |
Nscale
Top factors
|
11 |
| 21 | ▼2 |
CoreWeave
Top factors
|
10 |
| 22 | ▼2 |
AWS
Top factors
|
9 |
| 23 | ▲1 |
Amazon Web Services
Top factors
|
9 |
| 24 | ▼1 |
IBM
Top factors
|
8 |
| 25 | ▲1 |
Cloudflare
Top factors
|
8 |
| 26 | ▼1 |
GitHub
Top factors
|
8 |
| 27 | ▼9 |
Mistral
Top factors
|
7 |
| 28 | ▼7 |
DeepSeek
Top factors
|
7 |
| 29 | new |
SAP
Top factors
|
7 |
| 30 | — |
Vercel
Top factors
|
7 |
| 31 | ▼2 |
Perplexity
Top factors
|
7 |
| 32 | ▼5 |
Crusoe
Top factors
|
6 |
| 33 | ▼2 |
AMD
Top factors
|
6 |
| 34 | ▲1 |
DeepMind
Top factors
|
6 |
| 35 | ▲3 |
Reuters
Top factors
|
6 |
| 36 | new |
Dell
Top factors
|
5 |
| 37 | ▼5 |
Oura
Top factors
|
5 |
| 38 | new |
TechCrunch
Top factors
|
5 |
| 39 | new |
Google Cloud
Top factors
|
5 |
| 40 | new |
Samsung
Top factors
|
5 |
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 12 Oct 2026 · movement is measured against the week of 5 Oct 2026 · historical snapshots stay available via the week links above.