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 2 Nov 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 · 35 in window · 27% of score
  • Coverage · 406 in window · 16% of score
  • Funding activity · 3 in window · 16% of score
100
2 — Anthropic
Top factors
  • Source diversity · 32 in window · 33% of score
  • Coverage · 302 in window · 16% of score
  • Event involvement · 70 in window · 16% of score
74
3 — Google
Top factors
  • Source diversity · 26 in window · 33% of score
  • Deployment evidence · 8 in window · 27% of score
  • Event involvement · 53 in window · 15% of score
61
4 — NVIDIA
Top factors
  • Source diversity · 23 in window · 34% of score
  • Relationship growth · 177 in window · 24% of score
  • Event involvement · 47 in window · 15% of score
52
5 — Meta
Top factors
  • Source diversity · 26 in window · 40% of score
  • Funding activity · 2 in window · 21% of score
  • Relationship growth · 81 in window · 11% of score
51
6 — Microsoft
Top factors
  • Source diversity · 21 in window · 53% of score
  • Event involvement · 30 in window · 17% of score
  • Relationship growth · 73 in window · 17% of score
31
7 ▲3 SpaceX
Top factors
  • Funding activity · 2 in window · 44% of score
  • Source diversity · 11 in window · 34% of score
  • Event involvement · 13 in window · 9% of score
25
8 — DeepSeek
Top factors
  • Source diversity · 14 in window · 49% of score
  • Funding activity · 1 in window · 24% of score
  • Relationship growth · 45 in window · 14% of score
22
9 ▲5 Amazon
Top factors
  • Source diversity · 15 in window · 54% of score
  • Relationship growth · 65 in window · 21% of score
  • Coverage · 71 in window · 13% of score
22
10 ▼1 Apple
Top factors
  • Source diversity · 12 in window · 44% of score
  • Relationship growth · 52 in window · 17% of score
  • Event involvement · 20 in window · 16% of score
21
11 ▲1 CoreWeave
Top factors
  • Funding activity · 2 in window · 52% of score
  • Source diversity · 8 in window · 30% of score
  • Event involvement · 11 in window · 9% of score
21
12 ▲14 Pigment
Top factors
  • Funding activity · 3 in window · 83% of score
  • Source diversity · 3 in window · 12% of score
  • Relationship growth · 8 in window · 3% of score
20
13 ▼6 Hugging Face
Top factors
  • Source diversity · 18 in window · 71% of score
  • Event involvement · 17 in window · 15% of score
  • Coverage · 35 in window · 7% of score
20
14 ▲1 Google DeepMind
Top factors
  • Source diversity · 14 in window · 66% of score
  • Deployment evidence · 1 in window · 12% of score
  • Event involvement · 8 in window · 8% of score
16
15 ▼4 SiliconANGLE
Top factors
  • Event involvement · 53 in window · 58% of score
  • Coverage · 126 in window · 33% of score
  • Source diversity · 1 in window · 5% of score
15
16 ▼3 Tesla
Top factors
  • Source diversity · 10 in window · 51% of score
  • Deployment evidence · 2 in window · 27% of score
  • Relationship growth · 20 in window · 9% of score
15
17 ▲2 Mistral
Top factors
  • Source diversity · 13 in window · 68% of score
  • Relationship growth · 27 in window · 13% of score
  • Event involvement · 9 in window · 10% of score
15
18 ▼1 TypeSafe
Top factors
  • Source diversity · 9 in window · 49% of score
  • Funding activity · 1 in window · 38% of score
  • Event involvement · 5 in window · 6% of score
14
19 ▲10 Mistral AI
Top factors
  • Funding activity · 1 in window · 42% of score
  • Source diversity · 6 in window · 36% of score
  • Event involvement · 7 in window · 9% of score
13
20 new Alphabet
Top factors
  • Source diversity · 12 in window · 78% of score
  • Coverage · 27 in window · 9% of score
  • Event involvement · 5 in window · 7% of score
12
21 ▲10 Google Cloud
Top factors
  • Source diversity · 11 in window · 74% of score
  • Relationship growth · 19 in window · 12% of score
  • Event involvement · 6 in window · 9% of score
11
22 ▲8 GitHub
Top factors
  • Source diversity · 10 in window · 69% of score
  • Coverage · 30 in window · 11% of score
  • Relationship growth · 18 in window · 11% of score
11
23 ▼5 Cloudflare
Top factors
  • Source diversity · 9 in window · 66% of score
  • Relationship growth · 25 in window · 17% of score
  • Coverage · 23 in window · 9% of score
10
24 ▲3 Waymo
Top factors
  • Funding activity · 1 in window · 56% of score
  • Source diversity · 4 in window · 32% of score
  • Relationship growth · 12 in window · 9% of score
10
25 ▼1 IBM
Top factors
  • Source diversity · 5 in window · 40% of score
  • Deployment evidence · 1 in window · 21% of score
  • Relationship growth · 24 in window · 17% of score
10
26 ▼3 Amazon Web Services
Top factors
  • Source diversity · 7 in window · 57% of score
  • Relationship growth · 24 in window · 18% of score
  • Coverage · 30 in window · 13% of score
9
27 ▼2 Arena
Top factors
  • Funding activity · 1 in window · 59% of score
  • Source diversity · 4 in window · 34% of score
  • Event involvement · 2 in window · 4% of score
9
28 ▲4 Cognition
Top factors
  • Funding activity · 1 in window · 60% of score
  • Source diversity · 4 in window · 34% of score
  • Coverage · 4 in window · 2% of score
9
29 ▼13 Nous Research
Top factors
  • Funding activity · 1 in window · 63% of score
  • Source diversity · 3 in window · 27% of score
  • Relationship growth · 8 in window · 7% of score
9
30 ▼10 AWS
Top factors
  • Source diversity · 7 in window · 64% of score
  • Event involvement · 9 in window · 18% of score
  • Coverage · 18 in window · 9% of score
8
31 ▲4 Alibaba
Top factors
  • Source diversity · 7 in window · 73% of score
  • Event involvement · 5 in window · 12% of score
  • Relationship growth · 9 in window · 9% of score
7
32 new DeepMind
Top factors
  • Source diversity · 7 in window · 79% of score
  • Event involvement · 4 in window · 10% of score
  • Relationship growth · 6 in window · 6% of score
7
33 ▲5 Walmart
Top factors
  • Source diversity · 5 in window · 56% of score
  • Deployment evidence · 1 in window · 30% of score
  • Relationship growth · 6 in window · 6% of score
7
34 ▼6 Dell
Top factors
  • Source diversity · 3 in window · 35% of score
  • Deployment evidence · 1 in window · 31% of score
  • Event involvement · 6 in window · 15% of score
7
35 ▲2 SAP
Top factors
  • Source diversity · 4 in window · 51% of score
  • Deployment evidence · 1 in window · 34% of score
  • Event involvement · 2 in window · 6% of score
6
36 — Vercel
Top factors
  • Source diversity · 6 in window · 78% of score
  • Relationship growth · 9 in window · 11% of score
  • Coverage · 9 in window · 6% of score
6
37 ▲3 Samsung
Top factors
  • Source diversity · 6 in window · 78% of score
  • Event involvement · 4 in window · 11% of score
  • Coverage · 8 in window · 5% of score
6
38 new Liquid AI
Top factors
  • Source diversity · 5 in window · 68% of score
  • Relationship growth · 13 in window · 16% of score
  • Event involvement · 3 in window · 9% of score
6
39 new Epic Games
Top factors
  • Source diversity · 3 in window · 43% of score
  • Deployment evidence · 1 in window · 38% of score
  • Relationship growth · 9 in window · 12% of score
5
40 new Perplexity
Top factors
  • Source diversity · 4 in window · 64% of score
  • Event involvement · 6 in window · 21% of score
  • Relationship growth · 6 in window · 9% of score
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 2 Nov 2026 · movement is measured against the week of 26 Oct 2026 · historical snapshots stay available via the week links above.