{ "apiVersion": 1, "source": "https://www.ventureatlas.org", "license": "Data is curated by Venture Atlas; every field carries its own source URL.", "endpoint": "/api/companies", "lastDataUpdate": "2026-10-28", "count": 146, "companies": [ { "slug": "1x-technologies", "name": "1X Technologies", "summary": "1X Technologies is a Norwegian-American humanoid company founded in 2014 in Moss, Norway as Halodi Robotics by Bernt Oivind Bornich. It rebranded as 1X in 2022, moved its global headquarters to an 80,000 square foot Palo Alto site in 2025, and is betting the company on NEO, a 5 foot 6 inch, 66 lb soft-skinned home humanoid sold at $20,000 for early access or $499 a month. Pre-orders opened October 28, 2025; 1X says the first-year 10,000-unit allocation sold out in five days. OpenAI's startup fund led a $23.5 million Series A2 in 2023 and EQT Ventures led a $100 million Series B in January 2024, taking disclosed funding to about $123.5 million. A 58,000 square foot NEO Factory in Hayward, California opened April 30, 2026 with 200+ staff. CEO Bernt Bornich said on September 18, 2026 that Hayward's fully ramped capacity is about 10,000 units a year but will not produce that many in 2026 because the line reaches full rate late in the year, that a San Carlos site would add 100,000 units of annual capacity mostly late in 2027, and that 1X is aiming to ship 50,000 robots in 2027. As of Oct. 9, 2026 the factory page still says units coming off the line are prioritized for internal home testing, the order page still says US deliveries start in 2026, and no named US customer shipment has been disclosed. Careers listings remain split between Hayward production roles and a large San Carlos engineering slate. A reported 2025 effort to raise up to $1 billion at $10 billion-plus, and August 2026 reports of SoftBank talks at about $6 billion, have not been confirmed as closed.", "summarySource": "https://www.1x.tech/discover/neo-factory", "status": "Private", "founded": 2014, "headquarters": "Palo Alto, California", "country": "US", "ceo": "Bernt Øivind Børnich", "website": "https://www.1x.tech", "logo": "https://www.ventureatlas.org/logos/1x-technologies.png", "industrySlugs": [ "humanoid-robots", "artificial-intelligence", "consumer-hardware", "industrial-automation", "warehouse-automation" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-10-09", "url": "https://www.ventureatlas.org/company/1x-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/1x-technologies" }, { "slug": "aalo-atomics", "name": "Aalo Atomics", "summary": "Aalo Atomics is an Austin-based nuclear startup founded in 2023 by CEO Matt Loszak and CTO Yasir Arafat (former lead of INL's MARVEL microreactor) to mass-manufacture sodium-cooled reactors purpose-built for AI data centers. Its product line pairs the factory-built 10 MWe Aalo-1 reactor with the Aalo Pod, a 50 MWe plant of five reactors and shared turbines designed to install in months. Selected for the DOE's Reactor Pilot Program in August 2025, Aalo brought its Aalo-X Critical Test Reactor at Idaho National Laboratory to first criticality on July 4, 2026 - the fourth DOE-authorized advanced reactor to meet Executive Order 14301's deadline, less than eight months after groundbreaking. The company says it has grown from 2 people to about 200 and has raised over $300 million, including a $100M Series B led by Valor Equity Partners; a roughly $500M Series C at a $4-5B valuation was still being shopped as of September 15, 2026, with no close announced. Its 40,000 sq ft Austin pilot plant is slated to expand tenfold to 400,000 sq ft, with a longer-term one-million-square-foot Gigawatt Factory now described on the company site as ramping in 2030. On July 30, 2026 Aalo named cloud provider Crusoe as the partner for a 2027 INL proof-of-concept pairing a 50 MWe Aalo Pod with a Crusoe Spark modular data center, targeting commercial nuclear-powered AI deployments by the end of 2029. Aalo's own public timeline now puts first power from the integrated Aalo-X plant in Q1 2027 and the NRC application for the first commercial Aalo Pod in 2027 (slipped from a 2026 COLA target), with a long-term cost goal of 3 cents/kWh. The full-scale non-nuclear Aalo-0 sodium system was still listed as 65% complete and a Q3 2026 milestone as of September 15.", "summarySource": "https://www.aalo.com", "status": "Private", "founded": 2023, "headquarters": "Austin, Texas", "country": "US", "ceo": "Matt Loszak", "website": "https://www.aalo.com", "logo": "https://www.ventureatlas.org/logos/aalo-atomics.png", "industrySlugs": [ "nuclear-fission", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, { "slug": "agibot", "name": "AgiBot", "summary": "AgiBot (AGIBOT, Zhiyuan Robotics) is a Shanghai humanoid and embodied-AI company. Deng Taihua is founder, chairman and CEO; Peng Zhihui is co-founder, president and CTO. The public lineup includes the full-size A3, industrial G2 and smaller X2. AGIBOT said the 20,000th production-line robot went to Chimelong, then deployed 100 X2 robots across 100 ASD stores. It cites IDC for more than 8,600 H1 2026 humanoid shipments, about 35% of nearly 25,000 globally and more than 45% of China. Keep that distinct from Counterpoint's about 9,700 H1 shipments and from the 20,000 factory total. On 10 October 2026 the Chinese production site said the Causeway Bay Times Square office had opened as an international R&D base. The matching English URL returned 404. As of 19 October 2026 no public HKEXnews Application Proof, PHIP or prospectus naming sponsors and a priced range was found. Caijing reported on 13 October that investors said a RMB 1-1.5 billion round was nearly finished at about RMB 50 billion; AGIBOT declined to comment, so the round is not recorded as closed.", "summarySource": "https://www.agibot.com.cn/article/315/detail/242.html", "status": "Private", "founded": "February 2023", "headquarters": "B2 AgiBot Building, 1001 Huanqiao Road, Kangqiao Town, Pudong New Area, Shanghai, China", "country": "CN", "ceo": "Deng Taihua, founder, chairman, and CEO. Peng Zhihui is co-founder, president, and CTO, not CEO.", "website": "https://www.agibot.com/", "logo": "https://www.ventureatlas.org/logos/agibot.png", "industrySlugs": [ "humanoid-robots" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" } ], "parent": null, "upcomingMilestoneCount": 3, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/agibot", "apiUrl": "https://www.ventureatlas.org/api/company/agibot" }, { "slug": "agility-robotics", "name": "Agility Robotics", "summary": "Agility Robotics is an Oregon State University spin-out founded in 2015 by Jonathan Hurst, Damion Shelton, and Mikhail Jones to commercialize dynamic bipedal walking. Its product is Digit, a humanoid built for warehouse and factory tote handling rather than general-purpose home work. Digit 4 is already on customer floors: Agility says it has logged more than 65,000 operating hours across nine sites, including GXO (more than 100,000 totes at Flowery Branch, Georgia), Schaeffler, Toyota Motor Manufacturing Canada, Amazon, and Mercado Libre. On June 24, 2026 it agreed to merge with Churchill Capital Corp XI at a $2.5 billion pre-money equity value, expecting more than $620 million of gross proceeds ($420 million Churchill trust assuming no redemptions, plus an about $200 million Foxconn-led PIPE) and a listing under ticker AGLT. The S-4 showed 2025 net sales of $1.8 million against a $140 million operating loss, about $100 million of 2025 cash burn, 393 employees at June 30, 2026, and a going-concern warning that existing cash was not enough for a year without the deal. More than $300 million of multi-year Digit 5 orders from one customer, for 1,000 robots over three years, are subject to milestones. Digit 5, unveiled September 15, 2026, is pitched as the first cooperatively safe industrial humanoid (50 lb payload, 90-minute runtime, 9-minute charge, NVIDIA Halos launch partner), with early access in H1 2027 and general availability by the end of 2027. On October 6, 2026 Agility held its analyst and investor day in New York from 12:30 to 3:00 p.m. ET. Churchill's 8-K said the event was held and furnished the slides. Those slides restate more than $300 million of Digit 5 orders as of May 2026, for 1,000 robots on three-year RaaS terms, and say the figure is not current-period revenue. On October 13, 2026 the SEC declared S-4 file 333-298781 effective at 4:00 p.m. Churchill's 8-K set the shareholder meeting for November 2, 2026 at 9:00 a.m. Eastern, record date September 14, 2026. Agility still expects a November close as AGLT if shareholders approve. Expected gross proceeds remain more than $620 million, including about $424 million in trust cash if no public shares are redeemed. The Oct. 13 release says more than 30 potential customers are in active discussions or the Customer Acceleration Program, with a company goal of about 100 and up to 25 facilities by year-end 2027, from nine today. The FORT Digit 5 Offboard Safety Bridge remains an MOU.", "summarySource": "https://www.sec.gov/Archives/edgar/data/2074973/000121390026109077/ea0308496-8k425_church11.htm", "status": "Private. S-4 effective Oct. 13, 2026. Vote Nov. 2. Oct. 15 and Oct. 20 say a fourth-quarter 2026 close as AGLT. Not closed.", "founded": 2015, "headquarters": "Salem, Oregon", "country": "US", "ceo": "Peggy Johnson", "website": "https://www.agilityrobotics.com", "logo": "https://www.ventureatlas.org/logos/agility-robotics.png", "industrySlugs": [ "humanoid-robots", "industrial-automation", "warehouse-automation", "logistics", "artificial-intelligence" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/agility-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/agility-robotics" }, { "slug": "airbus", "name": "Airbus", "summary": "Airbus is Europe's largest aerospace company, spanning commercial aircraft, helicopters, defence and space. In civil aviation it remains Boeing's only true peer at global scale and is pairing near-term production growth with longer-term work on lower-carbon aircraft technologies, future single-aisle designs and hydrogen propulsion. H1 2026 results on 29 July showed revenue EUR 33.2B (+12% YoY) on 351 deliveries, including a record Q2 of 237, and reaffirmed around 870 deliveries, EUR 7.5B adjusted EBIT and EUR 4.5B free cash flow before customer financing. The official September 2026 orders-and-deliveries bulletin, posted 8 October, lists 72 commercial deliveries to 37 customers, 17 gross orders, and 547 deliveries year to date to 84 customers, leaving 323 aircraft for the fourth quarter versus the around-870 target. Aerospace Global News, from the same bulletin, split September as 59 A320 family (37 A321neo, 21 A320neo, one A319neo), eight A220s, two A330neos and three A350-900s, with 1,105 net orders after 69 cancellations and a 9,310 backlog. A350F prototype MSN700 first flew from Toulouse on 29 September (official 4 hours 10 minutes, 25,000 feet); the over-9-month / about 400-hour campaign is under way, with first delivery still targeted H2 2027. Amparo Moraleda assumed Board Chair on 1 October, succeeding Rene Obermann; the same meeting co-opted ASML CEO Christophe Fouquet and named Mark Dunkerley lead independent director. Spain workers approved the ministry-mediated labor proposal on 30 September-1 October (union figures 10,269 yes / 76.76%). On 2 October Airbus Defence and Space delivered the first 32 next-generation OneWeb satellites to Eutelsat from Toulouse, the first of 669 refresh spacecraft. Airbus called Avolon's 9 October 110-jet package (35 A330-900s and 75 A320neo Family) a firm order; Avolon's same-day note said it remains subject only to Bohai Leasing shareholder approval expected before the end of October. The 7 October Biman firm order for four A350-900s and six A321neos did not state delivery years. Airbus still has not named the A321neo stringer-coatings supplier on its own site; a 28 September Reuters reprint said Airbus declined to name suppliers while attributing work at TESI and a 500-aircraft alert including 250 still in production. 9m 2026 results are due 28 October.", "summarySource": "https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries", "status": "Public (EPA: AIR)", "founded": 1970, "headquarters": "Leiden, Netherlands / Toulouse, France", "country": "EU", "ceo": "Guillaume Faury", "website": "https://www.airbus.com", "logo": "https://www.ventureatlas.org/logos/airbus.png", "industrySlugs": [ "civilian-aircrafts", "defense", "space-stations", "evtol", "satellite-mega-constellations" ], "industries": [ { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 18, "trackRecord": { "hit": 3, "slipped": 1, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, { "slug": "alphabet", "name": "Alphabet", "summary": "Alphabet Inc. is the holding company of Google. Google was incorporated in California in September 1998, and Alphabet became the successor issuer in a 2015 reorganization. Sundar Pichai is CEO of Alphabet and Google. Headquarters are in Mountain View, California. For the quarter ended June 30, 2026, revenue was $119.8 billion, up 24%, and operating income was $40,770 million. Google Services revenue was $94.5 billion and Google Cloud revenue was $24.8 billion, up 82%. The supplemental table lists 198,933 employees. Other income of $97,983 million was mostly unrealized equity-securities gains and is not operating profit. Q3 2026 results are scheduled for October 28, 2026. The profile logo is the Alphabet wordmark.", "summarySource": "https://commons.wikimedia.org/wiki/File:Alphabet_Inc_Logo_2015.svg", "status": "Public", "founded": "1998", "headquarters": "Mountain View, California", "country": "United States", "ceo": "Sundar Pichai", "website": "https://abc.xyz/", "logo": "https://www.ventureatlas.org/logos/alphabet.png", "industrySlugs": [ "big-tech" ], "industries": [ { "slug": "big-tech", "name": "Big Tech", "url": "https://www.ventureatlas.org/industry/big-tech" } ], "parent": null, "upcomingMilestoneCount": 0, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/alphabet", "apiUrl": "https://www.ventureatlas.org/api/company/alphabet" }, { "slug": "amazon", "name": "Amazon", "summary": "Amazon.com, Inc. is based at 410 Terry Avenue North, Seattle. Jeffrey P. Bezos founded Amazon.com in 1994. Andrew R. Jassy has been president and CEO since July 2021. In the quarter ended June 30, 2026, net sales were $200.6 billion, up 20%, and operating income was $27.5 billion. AWS segment sales were $42.2 billion, up 37% on the rounded headline, and North America segment sales were $116.2 billion, up 16%. The FY2025 Form 10-K reports about 1,576,000 full-time and part-time employees as of December 31, 2025. Amazon Leo is a separate page and is not a product on this profile. The profile logo is the 2024 Amazon wordmark.", "summarySource": "https://commons.wikimedia.org/wiki/File:Amazon_2024.svg", "status": "Public", "founded": "1994", "headquarters": "Seattle, Washington", "country": "United States", "ceo": "Andy Jassy", "website": "https://www.amazon.com/", "logo": "https://www.ventureatlas.org/logos/amazon.png", "industrySlugs": [ "big-tech" ], "industries": [ { "slug": "big-tech", "name": "Big Tech", "url": "https://www.ventureatlas.org/industry/big-tech" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/amazon", "apiUrl": "https://www.ventureatlas.org/api/company/amazon" }, { "slug": "amazon-leo", "name": "Amazon Leo", "summary": "Amazon Leo - Amazon's satellite division, launched as Project Kuiper in 2019 and rebranded November 13, 2025 - is a low Earth orbit broadband network for customers and communities beyond the reach of existing terrestrial infrastructure. Led by VP Rajeev Badyal from Redmond, Washington, it combines thousands of satellites built at a Kirkland factory (up to five per day), a global ground network integrated with AWS, and a three-terminal hardware lineup: Leo Nano, Leo Pro, and Leo Ultra. The enterprise beta went live April 8, 2026 with partners including Verizon, AT&T, Vodafone, JetBlue, and NASA; after ULA's final Atlas V flight (LA-08) on July 2, 2026, about 396 production satellites are in orbit and Amazon says it has enough capacity to open commercial service in late 2026, though it is still waiting for satellites to reach assigned ~600 km operating orbits. No Leo mission has flown since July 2 as of October 18, 2026. On September 9, 2026 AT&T Business said it is the first major U.S. telecom to fold Amazon Leo into a single managed architecture with its fiber and 5G networks for enterprise and public-sector customers, with pricing and availability still to come after a phased reliability deployment. On September 22, 2026 Amazon named Uztelecom affiliate UZ-SAT as an authorized Leo distributor in Uzbekistan. The FCC granted a waiver June 5, 2026 for missing the July 30 50%-deployment milestone (1,618 of 3,236 satellites), imposing a temporary spectrum-priority reduction on post-July-30 satellites until March 2028. With Vulcan Centaur and New Glenn still grounded, Amazon on September 9, 2026 ordered six more Ariane 64 launches from Arianespace - taking that contract from 18 to 24 missions, with the new flights starting in 2029 and running through 2031. Arianespace on October 14, 2026 set VA271/LE-04, 36 satellites on Ariane 64, no earlier than November 23, with the final window still unset and the mission not flown. ULA has not posted a Vulcan LV-01 date. The Uzbekistan page, rechecked October 18, still describes a private preview and initial service later this year, with no public price or named opening market. The $11.57B Globalstar acquisition (expected to close 2027) adds direct-to-device capability, Delta signed for a 500-aircraft Wi-Fi rollout beginning 2028, and a July 2026 deal makes South Africa's Herotel the first African ISP to distribute Leo residential service ('evry, powered by Amazon Leo', launching 2027). Checked again on Oct. 27, 2026: VA271/LE-04 has still not flown, and ULA's releases index still has no Vulcan LV-01 date. On Oct. 20, 2026 Amazon said it plans to invest more than 16 billion euros in Germany in 2027, including high-speed satellite internet through Leo. The only split-out amount is 4.8 billion euros for the AWS Europe (Frankfurt) Region. The release does not state a Leo euro amount, a consumer price, or an opening city.", "summarySource": "https://www.aboutamazon.com/company-news/amazon-germany-investment", "status": "Part of Amazon (NASDAQ: AMZN)", "founded": 2019, "headquarters": "Redmond, Washington", "country": "US", "ceo": "Rajeev Badyal (VP, Amazon Leo)", "website": "https://leo.amazon.com", "logo": "https://www.ventureatlas.org/logos/amazon-leo.png", "industrySlugs": [ "satellite-mega-constellations", "telecommunications", "defense" ], "industries": [ { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": { "name": "Amazon", "companySlug": null, "relationship": "division", "source": "https://en.wikipedia.org/wiki/Amazon_Leo" }, "upcomingMilestoneCount": 10, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, { "slug": "amd", "name": "AMD", "summary": "AMD, founded in 1969, is a fabless designer of CPUs, GPUs, FPGAs, DPUs and rack-scale AI systems, with production outsourced mainly to TSMC. Lisa Su has been CEO since 2014. Fiscal 2025 revenue was a record $34.6 billion. Q2 2026 revenue was $11.536 billion, with Data Center $6.718 billion. Q3 results are scheduled after the close on 3 November 2026 and have not been printed. On 12 October AMD's OCP recap said initial Helios systems are installed and running at OpenAI, Meta, Microsoft and Oracle. That names initial systems, not a customer-available 50,000-GPU Oracle supercluster, which remains unconfirmed after the Q3 window. Helion, introduced the same day, is a partner-built agentic-AI rack blueprint. The product page lists up to 32,768 Zen 6 cores, up to 16 Instinct MI350P GPUs and up to 102 Tbps. Partner configurations are planned for November 2026. AMD says it plans to contribute the Helion specification to OCP; that specification was not found published. The World Labs agreement remains about $8.2 billion in stock. The September 8-K still leaves the share count to a 10-day Nasdaq VWAP and names no regulator. Taalas.com on 19 October still presents an independent company, so that acquisition is not recorded as closed.", "summarySource": "https://newsroom.amd.com/news/ocp-2026-amd-ceo-lisa-su-keynote-takeaways/", "status": "Public", "founded": 1969, "headquarters": "Santa Clara, California", "country": "US", "ceo": "Lisa Su (Chair, President & CEO)", "website": "https://www.amd.com", "logo": "https://www.ventureatlas.org/logos/amd.png", "industrySlugs": [ "semiconductors", "ai-compute" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 15, "trackRecord": { "hit": 4, "slipped": 0, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/amd", "apiUrl": "https://www.ventureatlas.org/api/company/amd" }, { "slug": "anduril", "name": "Anduril Industries", "summary": "Anduril Industries is an American defense technology company founded in 2017 by Oculus creator Palmer Luckey with Palantir veterans Brian Schimpf (CEO), Trae Stephens, Matt Grimm, and Joe Chen. Its core thesis is to build software-defined, mass-producible autonomous weapons around Lattice, an AI command-and-control platform that fuses sensor data and orchestrates fleets of unmanned systems. Its hardware now spans every domain: the Fury (FQ-44A) collaborative combat aircraft, Ghost and Bolt drones, Altius loitering munitions, Roadrunner reusable jet interceptors, Barracuda cruise missiles, Ghost Shark autonomous submarines, a new class of autonomous surface vessels built with South Korea's HD Hyundai, and the EagleEye mixed-reality soldier headset built with Meta. Anduril holds prime positions on several of the Pentagon's most-watched programs: the Air Force ordered its FQ-44A into production in June 2026 alongside General Atomics' FQ-42A, and on September 14, 2026 Secretary of the Air Force Troy Meink formally named the jet FQ-44A Fury and raised the service's CCA target to at least 500 aircraft in service by 2032 (from the prior goal of over 150 by the end of the decade), with a mission-autonomy software down-select still to come; Anduril executives said the same day that Fury has already flown in formation alongside F-35s and that the first CCA has been permanently delivered to the Air Force Experimental Operations Unit at Creech, which is now flying it multiple times a day with a limited Anduril presence; it took over Microsoft's $22B IVAS soldier-headset program in 2025 (now SBMC) and is running a second prototype cycle after its Phase 2 hardware redesign, with an Army downselect and production decision potentially landing in fiscal 2028; it won a 10-year, $20B Army enterprise agreement for Lattice-based counter-drone command and control in March 2026; in August 2026 it demonstrated a Lattice-powered Battle Manager for the Guam Defense System at Exercise Valiant Shield, fusing Army, Air Force, Navy and Missile Defense Agency assets; and it leads an industry team prototyping Golden Dome space-based interceptors, which cleared the program's first design-review gate in August 2026. On September 9, 2026 the Army selected a Boeing-Anduril team to advance in the Indirect Fire Protection Capability Increment 2 second-interceptor competition, pairing a Boeing seeker and airframe with an Anduril solid rocket motor from the company's Mississippi Solid Rocket Motor Complex. In August 2026 the Department of Homeland Security also awarded Anduril a Track 2 slot on a $1.5B, five-year counter-UAS IDIQ. After Anduril protested its exclusion from the Track 1 hardware award, DHS agreed to re-evaluate that proposal and GAO dismissed the protest on September 4, 2026. International business is scaling too, led by Australia's A$1.7B Ghost Shark program, completed Altius-600M deliveries to Taiwan plus an August 2026 NT$26.9 billion (~$847 million) letter of offer and acceptance for 2,032 more Altius systems (1,554 Altius-700M loitering munitions and 478 Altius-600ISR, first deliveries in Q4 2026), a State Department-approved (not yet finalized) possible $1.98B Kuwait counter-drone Foreign Military Sale, and a July 2026 agreement for Poland's state defense group PGZ to build the surface-launched Barracuda-500M cruise missile locally - Anduril's first European production site - alongside a September 2026 pitch at MSPO Kielce to sell Fury and Thunder to Poland as loyal wingmen for its incoming F-35 and Apache fleets, and an Embraer MoU to launch palletized Barracuda-500Ms from the C-390. Manufacturing is anchored by Arsenal-1, a $1B, 5-million-square-foot Ohio factory where the first Ohio-built Fury rolled off the line on July 27, 2026, months ahead of schedule, with Roadrunner, Barracuda, and a classified platform slated to join the line by year-end. Revenue roughly doubled in 2025 to $2.2B (2026 guidance points to roughly $4.3B), and the company raised a $5B Series H at a $61B valuation in May 2026, bringing total funding above $11B; reports since late July 2026 of a further round at roughly a $100B valuation remain unconfirmed and had not closed as of September 10, 2026. With around 7,000 employees, Anduril is the most richly valued private defense-tech company; CEO Brian Schimpf said in July 2026 the company is in no rush to IPO.", "summarySource": "https://www.twz.com/air/andurils-yfq-44a-fury-cca-has-flown-alongside-f-35s", "status": "Private", "founded": 2017, "headquarters": "Costa Mesa, California", "country": "US", "ceo": "Brian Schimpf", "website": "https://www.anduril.com", "logo": "https://www.ventureatlas.org/logos/anduril.png", "industrySlugs": [ "defense", "military-drones", "autonomous-systems", "orbital-economy", "missile-defense" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" } ], "parent": null, "upcomingMilestoneCount": 23, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, { "slug": "antares-nuclear", "name": "Antares Nuclear", "summary": "Antares Nuclear is a Torrance-based microreactor startup founded in 2023 by CEO Jordan Bramble and co-founder Julia DeWahl to factory-produce sodium heat-pipe fission reactors for defense and space missions. Its commercial R1 is a TRISO-fueled, graphite-core unit rated at 100 kWe to 1 MWe for 6+ years without refueling, using passive sodium heat pipes and a nitrogen closed Brayton cycle. On June 4, 2026 its Mark-0 zero-power demonstration reached initial criticality at Idaho National Laboratory's RACE facility - the first privately developed non-light-water reactor to go critical in the United States in more than four decades, and the first under DOE's Reactor Pilot Program. Antares has raised about $604M in disclosed equity and debt, including a $470M Series C ($370M equity + $100M debt) co-led by Paradigm and Caffeinated Capital on July 27, 2026. It has been selected to own, construct, and operate microreactor power at Fort Bragg under the Army's Janus Program, to site a prototype at Joint Base San Antonio under the Air Force ANPI initiative, and on September 11, 2026 won a $161M Space Force Strategic Breakthrough award for a ground demonstration of its R1-S space reactor. On September 17 it signed a multi-year HALEU supply contract with Centrus, with deliveries before the end of the decade. The company targets electricity from its Mark-1 reactor at INL in 2027 and first military deployments by 2028, against Executive Order 14299's September 30, 2028 deadline for an operating reactor on a U.S. installation.", "summarySource": "https://www.prnewswire.com/news-releases/centrus-and-antares-sign-multi-year-haleu-supply-contract-302881954.html", "status": "Private", "founded": 2023, "headquarters": "Torrance, California", "country": "US", "ceo": "Jordan Bramble", "website": "https://antaresindustries.com", "logo": "https://www.ventureatlas.org/logos/antares-nuclear.png", "industrySlugs": [ "nuclear-fission", "defense", "space-nuclear" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/antares-nuclear", "apiUrl": "https://www.ventureatlas.org/api/company/antares-nuclear" }, { "slug": "anthropic", "name": "Anthropic", "summary": "Anthropic is a San Francisco AI-safety and research company, founded in 2021 by former OpenAI researchers led by siblings Dario and Daniela Amodei, that develops the Claude family of large language models. As of October 19, 2026 its widely released lineup spans Claude Haiku 4.5, Claude Haiku 5.5 (generally available October 7), Claude Sonnet 5.5 (September 28), Claude Opus 5.5 (September 22), and Claude Fable 5.1, plus invitation-only Claude Mythos 5.1. Claude reaches customers through the claude.ai apps, the Claude API, enterprise and government plans, and Claude Code - its agentic coding tool, which runs at a $2.5B+ run-rate with 2M+ weekly active users - alongside the Claude Cowork 'AI coworker' and the June 2026 Claude Science research workbench, built on the ~$400M acqui-hire of ex-Genentech drug-discovery startup Coefficient Bio, that positions Anthropic in AI-driven pharma R&D. Anthropic differentiates on safety and interpretability research and runs one of the industry's largest multi-vendor compute footprints spanning Amazon (Project Rainier; Amazon's committed capital reached $33B in April 2026), Google (TPUs, up to $40B plus a 3.5 GW Broadcom-built expansion), AMD, CoreWeave, and newer data-center leases with TeraWulf, Riot Platforms, Volta Infra, Nscale and Lambda, plus a first Australian inference lease signed September 16, 2026. Annualized run-rate revenue topped $65B as of late July 2026 (up from ~$47B in May and ~$9B at the end of 2025), more than 1,000 customers now spend over $1M/year, and Q2 2026 revenue exceeded $11.5B with its first profitable quarter since founding. The Financial Times reported September 13, 2026 that Anthropic has told shareholders Q3 adjusted operating income will be positive for a second straight quarter, with gross margins above 80% before partner revenue-sharing and training costs. In May 2026 it raised a $65B Series H at a $965B valuation and confidentially filed for an IPO in June 2026; CNBC confirmed September 14 that Anthropic has picked Nasdaq as the exchange. An EDGAR S-1 full-text search through October 19, 2026 still showed no Anthropic PBC filer. IFR, via a person familiar and reported by Newsquawk on October 15, said a public filing was planned for October 26 and a debut in mid-November; that is not a company date. Reuters and CNBC reviewed a prospectus describing a Broadcom facility of up to $42 billion against a $125.2 billion five-year TPU lease, with notes not expected to be sold before the IPO, and Anthropic declined to comment. On August 27, 2026 a San Francisco federal judge (Rita Lin) ruled the Pentagon's supply-chain-risk designation of Anthropic unlawful; the D.C. Circuit later upheld the designation. The same day Anthropic opened a research preview of the Model Hardware Standard (MHS), a model-agnostic specification started with HHMI Janelia that lets AI agents operate lab and manufacturing hardware, with a plan to open-source the standard after the preview. On September 16 it said it will open a Singapore office in October, its fifth Asia-Pacific site. Reuters reported September 18, 2026 that Anthropic has set up a Bay Area wet lab for physical biology experiments, confirmed by life-sciences head Eric Kauderer-Abrams; a spokesperson later said the facility is not specifically for drug discovery, and Kauderer-Abrams said Anthropic is not running clinical trials for now. On October 2 it launched Claude Frontier Academy with a $100 million commitment to train 10,000 Frontier Deployed Engineers by the end of 2027. Dario Amodei attended the September 29 White House AI lunch.", "summarySource": "https://www.anthropic.com/news", "status": "Private (public benefit corporation; preliminary S-1 filed Oct. 26, 2026, not yet effective)", "founded": 2021, "headquarters": "San Francisco, California", "country": "US", "ceo": "Dario Amodei", "website": "https://www.anthropic.com", "logo": "https://www.ventureatlas.org/logos/anthropic.png", "industrySlugs": [ "artificial-intelligence", "ai-compute", "biotech", "healthcare", "robotics" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 11, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, { "slug": "apple", "name": "Apple Inc.", "summary": "Apple Inc. designs and sells iPhone, Mac, iPad, Apple Watch, AirPods, Apple Vision Pro and services. It dates its founding to April 1, 1976, is incorporated in California, and lists common stock on Nasdaq as AAPL. Principal executive offices are One Apple Park Way, Cupertino, California. John Ternus became chief executive officer on September 1, 2026, and Tim Cook is executive chairman. For the fiscal quarter ended June 27, 2026, Apple reported $109.4 billion of net sales, of which the statement shows $54,252 million from iPhone. iPhone Duo pre-orders are open. On October 22, 2026 the U.S. shop listed unlocked 256 GB models at $1,999 with availability starting October 23. The China shop listed 256 GB at RMB 15,999 and the India shop listed 256 GB at INR 299,900. On October 21 Apple said stores will have limited walk-in units, with mainland China and India limited to online-order pickup. Fiscal fourth-quarter results are scheduled for November 2, 2026 and have not been published.", "summarySource": "https://www.apple.com/shop/buy-iphone/iphone-duo", "status": "Public", "founded": "April 1, 1976", "headquarters": "One Apple Park Way, Cupertino, California", "country": "US", "ceo": "John Ternus, chief executive officer effective September 1, 2026; Tim Cook, executive chairman", "website": "https://www.apple.com/", "logo": "https://www.ventureatlas.org/logos/apple.png", "industrySlugs": [ "smartphones" ], "industries": [ { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" } ], "parent": null, "upcomingMilestoneCount": 3, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/apple", "apiUrl": "https://www.ventureatlas.org/api/company/apple" }, { "slug": "apptronik", "name": "Apptronik", "summary": "Apptronik builds Apollo, a 5 foot 8 inch, 160 pound humanoid that lifts boxes up to 55 pounds, and it is the humanoid company Google DeepMind chose as its hardware partner. Spun out of the University of Texas at Austin's Human Centered Robotics Lab in 2016 on the back of roughly 15 earlier robots including NASA's Valkyrie, it unveiled Apollo in 2023 and now has units working in designated areas inside factories and warehouses run by Mercedes-Benz, GXO Logistics, and contract manufacturer Jabil. Funding came in two waves: a $350 million Series A in February 2025 co-led by B Capital and Capital Factory with Google participating, later extended, and then a $520 million Series A-X extension on February 11, 2026 that took the Series A past $935 million and total capital to nearly $1 billion at a valuation around $5 billion. In April 2026 it hired former Waymo chief product officer Daniel Chu as CPO, plus Boston Dynamics, Amazon, Paramount+ and iRobot veterans, as it prepared to commercialize. In June 2026 it unveiled Apollo 2, available in both bipedal and wheeled-base configurations, and opened Robot Park, a nearly 90,000 square foot data-collection and training facility in Austin, where the company said it then had more than 350 employees. When Google DeepMind launched Gemini Robotics 2 on July 30, 2026, the whole-body-control demonstration ran on Apollo 2 rather than on Boston Dynamics' Atlas. No later funding round or commercial-price announcement has followed, and Apptronik's own press list still ends at the June 30 Robot Park release. A June 2025 wholly owned subsidiary, Elevate Robotics, is meant to automate heavy industrial tasks outside the humanoid form; Apptronik has not published a later product or revenue figure for it. The honest state of the business is that Apollo is still in pilots: Apptronik has never published a price, and CEO Jeff Cardenas has pointed at 2027, with the commercial Apollo 3, as the year volume orders are supposed to arrive.", "summarySource": "https://apptronik.com/company/press-releases", "status": "Private", "founded": 2016, "headquarters": "Austin, Texas", "country": "US", "ceo": "Jeff Cardenas", "website": "https://apptronik.com", "logo": "https://www.ventureatlas.org/logos/apptronik.png", "industrySlugs": [ "humanoid-robots", "industrial-automation", "warehouse-automation", "artificial-intelligence" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-09-21", "url": "https://www.ventureatlas.org/company/apptronik", "apiUrl": "https://www.ventureatlas.org/api/company/apptronik" }, { "slug": "archer-aviation", "name": "Archer Aviation", "summary": "Archer Aviation is an electric aircraft company building Midnight, a piloted four-passenger eVTOL for short urban trips, while expanding into defense, powertrain sales, and aviation software. It closed FAA Phase 3 in April 2026 and is in Phase 4. A piloted vertical-to-wingborne transition is still not in the Oct. 19 company release. Flying magazine, citing FlightAware, said the Oct. 15 Oakland flights used the runway, and its key takeaway says the prototype has not performed a vertical-to-forward transition. FlightAware's N703AX history, read Oct. 28, shows three Oakland-to-Oakland flights on Oct. 15, departing 7:29 a.m., 9:47 a.m., and 12:07 p.m. PDT, inside a longer chain from San Martin on Oct. 13 through a return to Salinas on Oct. 18. The company release says seven cities over three days and does not name those calendar dates. UAE GCAA RTC commercial service still has no first-passenger date. On Aug. 10 Archer agreed to acquire Boeing's Wisk Aero, Insitu and SkyGrid. HSR expired Sept. 18, but named CFIUS, other FDI, and NYSE listing approvals remain unpublished, and the purchase has not closed. EDGAR's 8-K list on Oct. 28 still tops at the Oct. 2 filing. San Jose open data has no street-number or injury field. Medical incident F262889339 is a one-unit MEDICAL call on Rio Robles at 9:40 p.m. on Oct. 15, cleared by 10:02 p.m., three days after fire incident F262859090 cleared at 2:49 p.m. on Oct. 12. The row does not say it was at 77 Rio. The Cal OES spill app did not render a readable F262859090 record. Q2 2026 revenue was $5.0M from FBO, Hawthorne lease and other activity, not air-taxi tickets; Q3 is unprinted. Cash, cash equivalents and short-term investments were $1,560.6M at June 30. Archer is the named official air taxi provider of the 2028 LA Olympics and is standing up eIPP footprints in Florida, New York and Texas.", "summarySource": "https://investors.archer.com/news/news-details/2026/Archer-Completes-Historic-Electric-Air-Taxi-Flights-Over-San-Francisco-Bay/default.aspx", "status": "Public (NYSE: ACHR)", "founded": 2018, "headquarters": "San Jose, California", "country": "US", "ceo": "Adam Goldstein", "website": "https://www.archer.com", "logo": "https://www.ventureatlas.org/logos/archer-aviation.png", "industrySlugs": [ "evtol", "civilian-aircrafts", "defense", "artificial-intelligence" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, { "slug": "aridge", "name": "Aridge", "summary": "Aridge - known as XPeng AeroHT until an October 2025 rebrand - is the Guangzhou-based flying-car affiliate of EV maker XPeng, majority-owned by XPeng and its CEO He Xiaopeng. Its flagship Land Aircraft Carrier pairs a six-wheel hybrid van with a detachable two-seat eVTOL air module that the van stores, recharges, and auto-launches. The company has taken 7,000+ pre-orders at under RMB 2M apiece (including a 600-unit Middle East bulk order), completed the world's first flying-car mass-production factory in Guangzhou (first module off the line November 2025, initial ramp about 5,000 units/year scaling to a 10,000-unit design capacity), and has raised roughly $1B in equity. At IFA Berlin in September 2026 XPeng showed the Land Aircraft Carrier publicly in Europe for the first time; a spokesperson reaffirmed mass production in the second half of 2026 but said CAAC approval and end-customer deliveries are now expected in 2027, slipping the earlier late-2026 handover target. A confidential Hong Kong IPO remains filed (January 2026, JPMorgan and Morgan Stanley). A six-seat hybrid tiltrotor, the A868, is in flight testing.", "summarySource": "https://www.heise.de/en/news/Mobile-aircraft-carrier-AeroHT-goes-into-mass-production-11440565.html", "status": "Private (XPeng affiliate; HK IPO filed)", "founded": 2013, "headquarters": "Guangzhou, China", "country": "CN", "ceo": "Zhao Deli (founder & president)", "website": "https://www.aridge.com", "logo": "https://www.ventureatlas.org/logos/aridge.png", "industrySlugs": [ "evtol", "electric-vehicles" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" } ], "parent": { "name": "XPeng Inc.", "companySlug": "xpeng", "relationship": "affiliate", "source": "https://cnevpost.com/2026/03/13/xpeng-flying-car-unit-aridge-secures-200-million/" }, "upcomingMilestoneCount": 3, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-07", "url": "https://www.ventureatlas.org/company/aridge", "apiUrl": "https://www.ventureatlas.org/api/company/aridge" }, { "slug": "asml", "name": "ASML", "summary": "ASML, founded in 1984 as a Philips/ASM International joint venture that built its first machine in a shed in Eindhoven, is the world's dominant supplier of photolithography systems (~83% of the market) and the only company on Earth that makes EUV machines - the $180M-$400M tools without which no leading-edge chip can be manufactured. That monopoly has made the Veldhoven company one of Europe's most valuable tech firms (about $637B as of September 18, 2026, after a mid-year China-competition scare took it down from a ~$693B July peak). 2025 revenue reached EUR 32.7 billion, with the year-end backlog still the last disclosed figure. Q3 2026 total net sales were EUR 11,662 million, gross margin 57.5 percent and net income EUR 4,960 million. Full-year 2026 guidance is now EUR 44-45 billion with a gross margin around 56 percent. Fouquet said planned 2027 and 2028 supply will not fully meet demand. The release says 2028 capacity beyond the prior 30 percent step is still under investigation; on the call he described 2028 as more than 30 percent growth and gave no new tool count. The call did not confirm or deny a Korea parts-price increase. About 65 low-NA EUV systems remain the 2026 plan. The next act is High-NA EUV: the first EXE:5000 shipped to Intel in December 2023, the production-grade EXE:5200B arrived at Intel in Q4 2025 for its 14A node (risk production still targeted 2027), and on July 15, 2026 Intel became the first company to ship a high-volume commercial product patterned with High-NA EUV - select layers of its Panther Lake (Core Ultra Series 3, 18A) chips are now dual-qualified for either 0.33 NA or 0.55 NA scanners. On September 8, 2026 Intel Foundry and ASML said more than one million wafers had been processed on High-NA tools across certification, R&D and those Panther Lake layers. Samsung, SK hynix and imec also hold early High-NA systems - 10 EXE tools were running at four customers as of Semicon Taiwan 2026, with three more shipping, at roughly $380M each. The same day TSMC said it intends to use High-NA in high-volume manufacturing for advanced nodes from 2030 and joined ASML in an industry push to 12-inch High-NA photomasks (pilot line 2031, production-ready 2033); Samsung separately said it will put High-NA into DRAM high-volume manufacturing by 2028, which the companies called an industry first, and Reuters reported September 14 that SK Hynix set the same 2028 DRAM date. On September 17 at SEMICON India 2026, ASML said it will expand India customer-support and supplier work around Tata Electronics' Dholera 300 mm fab, expected operational in 2028, with no India manufacturing plans. ASML also made an uncharacteristic strategic bet in September 2025, investing €1.3B to become the largest shareholder (~11%) of French AI lab Mistral AI. The main headwind is geopolitics: China was 33% of 2025 sales and held at roughly 20% of net sales through Q2 2026 under expanding US and Dutch export controls; a July 27, 2026 report that a state-linked Chinese entity has begun mass-producing a domestic immersion DUV tool (assessed as roughly equivalent to ASML's ~2008-era NXT:1950i, 15-18 years behind ASML's current platform) briefly knocked ASML shares down as much as 8%. Separately, US Commerce Secretary Howard Lutnick told senior ASML executives in a series of meetings beginning in April 2026 that Washington believes an EUV system or EUV-specific components may have reached China in breach of export controls - a claim ASML has categorically denied, backing its denial with an accounting of all 314 operational and 26 decommissioned EUV units worldwide by location; no formal enforcement action had been announced as of ASML's July 15, 2026 earnings call, and Dutch DUV-servicing license rules took effect in September 2026.", "summarySource": "https://investor.asml.com/news-releases/news-release-details/asml-reports-eu11.7-billion-total-net-sales-and-eu5.0-billion-net-income-q3-2026", "status": "Public", "founded": 1984, "headquarters": "Veldhoven, Netherlands", "country": "NL", "ceo": "Christophe Fouquet", "website": "https://www.asml.com", "logo": "https://www.ventureatlas.org/logos/asml.png", "industrySlugs": [ "semiconductors" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 13, "trackRecord": { "hit": 4, "slipped": 0, "missed": 1, "total": 5 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "summary": "AST SpaceMobile is building a direct-to-cell satellite network for standard smartphones. Thirteen satellites are in orbit after BlueBird 11, 12 and 13 launched on 5 August 2026. Advanced Television reported on 3 October that BlueBirds 14, 15 and 16 had left Midland for Cape Canaveral and that assembly runs through BlueBird 50. The 21 October homepage and the 20 October readiness release still post no Falcon 9 date for that trio. On 20 October AST said it is targeting initial, intermittent coverage before year-end 2026 in the United States, Canada, Japan, the United Kingdom and Saudi Arabia. It said more than 60 gateways are deployed, installed or in planning, that more than 3,000 U.S. coverage cells are enabled, and that it expects to activate about 5,600 cells covering the contiguous United States before year-end. Continuous service is a later step. The same release targets about 100 MHz of U.S. access, including 45 MHz of MSS mid-band in North America and priority rights to 60 MHz of S-band globally on a market-by-market basis, and says the satellites can tune across about 1,150 MHz, subject to approvals. TELUS's 5 October joint release still says customer service is expected within the next year, which is separate from AST's before-year-end intermittent Canada target. The 19 October letter from Deutsche Telekom, Orange, Telefonica and Vodafone still does not name a satellite partner and does not name AST. Grain's 8 October agreement sells its 800 MHz portfolio to SpaceX, subject to FCC approval. AST is not the named buyer, and those documents state no price. The FCC 800 MHz special temporary authority through 12 September expired without public test results found in this check. On 14 October AST and AST & Science signed a three-year employment agreement with Andrew M. Johnson, who remains executive vice president, chief financial officer and chief legal officer, at a base salary of not less than $250,000. Abel Avellan remains CEO. The company states a workforce of more than 2,250 and more than 500,000 square feet of facilities. Q2 2026 revenue was $31.5 million against $150-200 million full-year guidance. The EDGAR 8-K list on 21 October has no Q3 earnings filing. The newest 8-K is the 20 October employment agreement.", "summarySource": "https://www.businesswire.com/news/home/20261020527793/en/AST-SpaceMobile-Advances-Service-Readiness-Ahead-of-Initial-Space-Based-Cellular-Broadband-Coverage-in-Key-Global-Markets", "status": "Public (NASDAQ: ASTS)", "founded": 2017, "headquarters": "Midland, Texas", "country": "US", "ceo": "Abel Avellan", "website": "https://ast-science.com", "logo": "https://www.ventureatlas.org/logos/ast-spacemobile.png", "industrySlugs": [ "satellite-mega-constellations", "telecommunications", "defense" ], "industries": [ { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 13, "trackRecord": { "hit": 1, "slipped": 1, "missed": 1, "total": 3 }, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, { "slug": "astroscale", "name": "Astroscale", "summary": "Astroscale is the only company in the world building a business purely around servicing what is already in orbit: removing debris, deorbiting dead satellites, extending the life of working ones, refueling them, and inspecting them. Founded in Tokyo in 2013 by Nobu Okada and listed on the Tokyo Stock Exchange Growth market since June 2024 under ticker 186A, it operates across Japan, the UK, the US, France, and Israel. Its homepage lists 11 satellites in development, 2 launched and 43,800 cumulative in-flight operations hours. Its ADRAS-J spacecraft made history in 2024 as the first vehicle ever to approach and photograph a large piece of orbital debris up close, a discarded Japanese rocket upper stage, and it completed operations and began its own deorbit in March 2026. JAXA has since contracted the follow-on ADRAS-J2 at about 12 billion yen excluding tax (about 13.2 billion yen including tax, per the company mission page) to go back to that same rocket body and actually remove it with a robotic arm, now booked on Isar Aerospace's Spectrum rocket after Spectrum reached orbit on September 5, 2026. Alongside that flagship line Astroscale is preparing ELSA-M, billed as the world's first commercial end-of-life deorbit service and also booked on Spectrum; LEXI, a geostationary life-extension servicer; the Astroscale U.S. Refueler, which is set to perform the first refueling of a United States Space Force asset; and ISSA-J1, a 2027 mission that will inspect two retired Japanese satellites in different orbits on a single flight. On September 16, 2026 Astroscale Japan and Danish smallsat maker Space Inventor announced a joint LEO servicing architecture using standardized docking plates on Space Inventor buses. On September 11 it reported FY2027 Q1 (three months to July 31) IFRS revenue of 1.20 billion yen and an operating loss of 2.75 billion yen, held full-year guidance, and disclosed that its French subsidiary won a 13.2 million euro France 2030 deorbit demonstration with Exotrail and Eutelsat. It was not selected for the UK Space Agency's COSMIC Phase 3 debris-removal contract. Cash stood at 34.95 billion yen after the June 30.6 billion yen Hulic and SKY Perfect JSAT financing; the order backlog was 36.35 billion yen at end-July.", "summarySource": "https://www.astroscale.com/en/ir", "status": "Public", "founded": 2013, "headquarters": "Tokyo, Japan", "country": "JP", "ceo": "Nobu Okada", "website": "https://astroscale.com", "logo": "https://www.ventureatlas.org/logos/astroscale.png", "industrySlugs": [ "orbital-economy", "defense", "satellites" ], "industries": [ { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 0, "slipped": 1, "missed": 1, "total": 2 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, { "slug": "aurora-innovation", "name": "Aurora Innovation", "summary": "Aurora Innovation is a self-driving vehicle company now focused on commercial autonomous trucking, with the Aurora Driver deployed first as Aurora Driver for Freight. After beginning regular driverless customer deliveries between Dallas and Houston in late April 2025, Aurora has tripled its driverless network to 10 routes across the Sun Belt - including a roughly 1,000-mile Fort Worth-Phoenix lane - and in May 2026 ran its first lane outside Texas, a ~200-mile Dallas-Oklahoma City route with Volvo's VNL Autonomous. At Analyst and Investor Day on September 23, 2026, Aurora said the Driver had completed more than 500,000 driverless miles since commercial launch, that 2026 TaaS capacity is fully allocated to 200 driverless trucks, and that it anticipates exiting 2027 with more than 1,000 driverless trucks. The furnished 8-K presentation targets run-rate gross-margin breakeven in the first half of 2027 at about 500 trucks, positive free cash flow on a run-rate basis exiting 2028, and a 2030 vision of more than 30,000 trucks, $5B+ annual revenue and about 60% gross margin. Second-generation hardware is designed for a one-million-mile operating life and more than 50% cost reduction; Roush is targeting 20 trucks per week in October. Customers include Werner, Hirschbach, McLane, Detmar, FedEx, Uber Freight, Value Truck and Charger Logistics, with vehicle partners PACCAR, Volvo and AUMOVIO. Hirschbach's 500-truck DaaS plan remains an intention with deliveries from 2027, not a signed definitive order. Q2 2026 revenue was $2M against a $270M net loss, and 2026 guidance remains $14-16M. Uber's stake was about 9.2% after a September 15 sale. As of Oct. 20, 2026 the IR press index still tops at the Oct. 7 scheduling release. No in-service driverless truck count versus the 20-25 end-of-September target has been disclosed, Roush's October rate of 20 trucks a week is not confirmed, and Q3 results remain set for Oct. 28.", "summarySource": "https://ir.aurora.tech/news-events/press-releases", "status": "Public (NASDAQ: AUR)", "founded": 2017, "headquarters": "Pittsburgh, Pennsylvania", "country": "US", "ceo": "Chris Urmson", "website": "https://aurora.tech", "logo": "https://www.ventureatlas.org/logos/aurora-innovation.png", "industrySlugs": [ "autonomous-vehicles", "artificial-intelligence", "logistics" ], "industries": [ { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 13, "trackRecord": { "hit": 3, "slipped": 1, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, { "slug": "autoflight", "name": "AutoFlight", "summary": "AutoFlight (Shanghai Fengfei Aviation Technology) is a Shanghai-based eVTOL developer founded by Yuneec founder Tian Yu, with R&D and certification outposts in Augsburg, Germany and Shenzhen. Its autonomous 2-ton CarryAll (V2000CG) holds the CAAC type certificate (March 2024), production certificate (December 2024), and airworthiness certificate with first customer delivery (July 2025), plus Indonesia's DGCA validation in June 2026. CarryAll flies offshore oil-platform resupply with CNOOC and mountain tea logistics in Guizhou. The passenger Prosperity, catalogued as a 1+5 six-seat aircraft with a 200 km operational range, remains in certification. Xie Jia told C114 on 23 July 2026 that G1 and G2 are done, compliance testing is underway, and a certificate is expected next year. As of 22 Oct 2026 neither the English newsroom nor the Chinese newsroom shows a grant or a first Hong Kong Sandbox X cargo flight. The English index tops at the 15 Oct JC Aviation memorandum. The Chinese index tops at a 12 Sept item on a 10 Sept agreement to buy 30 V2000CG CarryAll aircraft, with five due this year and two of those in September. A 5.7-ton V5000 Matrix platform entered certification in 2026. Other commercial paper includes a 60-aircraft Whitesky Indonesia MOU, a 150-aircraft Satar/Inno One cargo letter of intent, and a July 2026 SF Group partnership. Backed by about $100M from Team Global and a strategic investment of hundreds of millions of dollars from CATL.", "summarySource": "https://www.autoflight.com/en/news/", "status": "Private", "founded": 2016, "headquarters": "Shanghai, China", "country": "CN", "ceo": "Tian Yu (founder & chairman)", "website": "https://www.autoflight.com", "logo": "https://www.ventureatlas.org/logos/autoflight.png", "industrySlugs": [ "evtol", "drone-delivery" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "drone-delivery", "name": "Drone Delivery", "url": "https://www.ventureatlas.org/industry/drone-delivery" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": null, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, { "slug": "axiom-space", "name": "Axiom Space", "summary": "Axiom Space, founded in Houston in 2016 by former NASA ISS program manager Michael Suffredini and entrepreneur Kam Ghaffarian, is the leading commercial human-spaceflight company, built around three lines of business: private astronaut missions to the ISS, the Axiom Station commercial space station, and next-generation spacesuits. It flew Ax-1, the first all-private crewed mission to the ISS, in April 2022, and has since flown four missions carrying 16 astronauts - most recently Ax-4 (June-July 2025), which returned India, Poland, and Hungary to human spaceflight; NASA has ordered a fifth mission (Ax-5, NET January 2027) whose crew remains unannounced as of August 2026. In 2020 NASA awarded Axiom a $140 million contract to attach the first commercial module to the ISS, and in September 2022 a $228.5 million task order (under a contract worth up to $1.26 billion) to build the Artemis moonwalking spacesuit, the AxEMU, covering four suits. NASA's early-2026 Artemis restructuring turned Artemis III into a non-landing rendezvous test flight and pushed the first crewed lunar landing to Artemis IV (targeted early 2028) - the mission the AxEMU suits are now built for; Axiom became NASA's sole suit developer after Collins Aerospace was descoped in 2024, and while a NASA OIG report in April 2026 warned the suit could still slip toward 2031, Axiom is running a roughly yearlong qualification-testing campaign toward a 2027 flight demonstration. The company hit severe financial turbulence in late 2024 - roughly 100 layoffs, voluntary 20% pay cuts, and late payments to contractors including SpaceX - followed by rapid CEO churn (Suffredini out August 2024, Ghaffarian interim, Tejpaul Bhatia April-October 2025, then NASA-veteran astrophysicist Jonathan Cirtain). In December 2024 it re-sequenced station assembly to launch a Payload Power Thermal Module first; that target has since slipped from NET 2027 to early 2028, with a free-flying station still expected to form as early as 2028. Finances have since stabilized: a $100M round at a ~$2B valuation (March 2025), $100M from Hungary's 4iG (December 2025), and an oversubscribed $525M+ round closed June 2026 with Qatar Investment Authority, Type One Ventures, and MUFG Bank. With ~700 employees, Axiom launched its first two orbital data center nodes in January 2026, plans a third node aboard the ISS with Spacebilt in 2027, is evaluating a role for that network in the Pentagon's proposed Golden Dome missile-defense architecture, and is competing for NASA's Commercial LEO Destinations Phase 2 award - whose original full-and-open competition structure NASA reaffirmed in June 2026 after briefly floating a government-owned core-module alternative in March. NASA released the final CLDC request for proposals on October 9, 2026. Proposals are due December 8, 2026, and release 26-086 expects contract awards in spring 2027. An Axiom spokesperson told Ars the team is reviewing the request. In early September 2026 NASA also directed Axiom to slim AxEMU into a Sortie Suit variant so a 2028 Artemis IV landing stays in reach.", "summarySource": "https://www.nasa.gov/news-release/nasa-seeks-us-industry-plans-for-commercial-space-stations/", "status": "Private", "founded": 2016, "headquarters": "Houston, Texas", "country": "US", "ceo": "Jonathan Cirtain", "website": "https://www.axiomspace.com", "logo": "https://www.ventureatlas.org/logos/axiom-space.png", "industrySlugs": [ "space-stations", "orbital-economy", "human-spaceflight", "orbital-data-centers", "defense" ], "industries": [ { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, { "slug": "baidu-apollo", "name": "Baidu Apollo", "summary": "Baidu Apollo is Baidu's autonomous-driving platform and the operator of Apollo Go, one of the world's largest fully driverless robotaxi networks. On its August 18, 2026 Q2 earnings call Baidu disclosed Apollo Go has delivered more than 23 million cumulative public rides and over 350 million autonomous kilometers across a 28-city global footprint (including a first Asian expansion beyond China and Hong Kong, into South Korea, in February 2026), with roughly 1 million fully driverless rides in the quarter alone and a safety record of one airbag deployment per 14.4 million km, with management saying Apollo Go has reached unit-economics breakeven in its largest China operating city. Q3 2026 results, the next official ride-volume update, have not been published as of September 20 and are expected around November 17, 2026. That international growth came alongside a rockier domestic quarter: a March 31, 2026 mass system failure stranded over 100 Apollo Go vehicles on elevated highways in Wuhan (no injuries), prompting Chinese regulators to pause new robotaxi permits nationwide for several months; Baidu said the resulting operational adjustments weighed on ride volume in certain domestic cities before operations began resuming on a stronger footing in August. The same Q2 quarter, China's Ministry of Industry and Information Technology issued GB 44721-2026, the country's first mandatory national safety standard for L3/L4 automated driving, taking effect July 1, 2027. Apollo Go runs fully driverless commercial service in China, Dubai, and on Abu Dhabi's Yas Island, began Level 4 open-road trials in eastern Switzerland (AmiGo, with PostBus) on June 1, 2026, and has kept widening its Hong Kong testing scope - an August 14 approval added the Southern District to its North Lantau driverless zone. On August 19-20 it also began an MTR/Airport Authority road trial of four RT6 vehicles shuttling between West Kowloon high-speed-rail station and the Airport Express Kowloon Station, still in empty, safety-operator testing as of late August, with passenger air-rail service targeted for Q2 2027. It also runs safety-operator road testing in London with Freenow/Lyft and Uber, begun July 28, and in July 2026 signed an MoU with Kazakhstan's Turlov Private Holding to explore autonomous mobility services.", "summarySource": "https://ir.baidu.com/news-releases/news-release-details/baidu-announces-second-quarter-2026-results", "status": "Division (Baidu: NASDAQ BIDU; HKEX: 9888)", "founded": 2017, "headquarters": "Beijing, China", "country": "CN", "ceo": "Robin Li (Baidu CEO); Yunpeng Wang (Intelligent Driving Group President)", "website": "https://www.apollogo.com", "logo": "https://www.ventureatlas.org/logos/baidu-apollo.png", "industrySlugs": [ "robotaxis", "autonomous-vehicles", "artificial-intelligence", "electric-vehicles", "smart-cities" ], "industries": [ { "slug": "robotaxis", "name": "Robotaxis", "url": "https://www.ventureatlas.org/industry/robotaxis" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" } ], "parent": { "name": "Baidu, Inc.", "companySlug": null, "relationship": "division", "source": "https://www.prnewswire.com/news-releases/baidu-announces-first-quarter-2026-results-302774476.html" }, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, { "slug": "beta-technologies", "name": "Beta Technologies", "summary": "Beta Technologies is an electric aerospace company building the ALIA aircraft family, electric propulsion systems, charging infrastructure, batteries, and flight-critical systems for cargo, passenger, medical, and defense markets. Founded in 2017 by Kyle Clark, the company went public on the NYSE in November 2025 and uses a stepwise commercialization path centered on certifying its conventional ALIA CTOL aircraft first while scaling motor, charger, and engineering services. By Q2 2026 its commercial aircraft backlog was 1,001 units worth about $3.9 billion, and a September 8, 2026 investor-relations release said the ALIA family had flown more than 200,000 nautical miles across a charging network of more than 130 sites, still targeting 250,000 nautical miles by year-end. BETA was selected for seven of the eight U.S. eIPP launch programs and flew the program's first operational missions on July 10, 2026, using the ALIA CX300 to carry United Therapeutics' manufactured organs across a ~275-nautical-mile Virginia-Maryland corridor. Texas then became a live eIPP theater: a three-week ALIA campaign from Galveston's Scholes International Airport began August 18, 2026, and from September 10-14 Beta and Joby flew Project Nexus demonstration flights across the Dallas-Fort Worth area. On September 23 BETA said it had launched eIPP operations in North Carolina's eLIFT program since September 17, covering more than 1,300 nautical miles with NCDOT, Metro Aviation, ECU Health and WakeMed. At the July 2026 Farnborough Airshow, Beta unveiled the MV250 - a hybrid-electric autonomous VTOL for military logistics built around a GE Aerospace CT7/T700 turbine and Sikorsky's MATRIX autonomy stack - helped GE, NASA, and Boeing complete the first hybrid-electric flight above 30,000 feet, and signed a term sheet with UK carrier Loganair for up to 10 ALIA CTOL aircraft, positioning Loganair to become Europe's first electric-aircraft airline. Q2 2026 revenue was $14.7 million (up 146% year over year, beating guidance), with FY2026 guidance raised to $42-$50 million and $1.48 billion in cash as of June 30, 2026; no Q3 print has been released (CNBC lists an estimated next earnings date of December 2, 2026). Shares closed at $23.85 on September 25, 2026, for a market cap of about $5.58 billion. H500A motor certification has slipped past its original H1 2026 target, though Beta reported in its Q2 2026 results that it reached agreement with the FAA on the motor's continued-rotation compliance approach and has formal FAA testing underway; CEO Kyle Clark still targets ALIA CX300 type certification in the second half of 2027, with the A250 eVTOL (to be powered by an H500B amended-type-certificate variant) following around 2028.", "summarySource": "https://investors.beta.team/news-events/press-releases/detail/118/beta-launches-north-carolina-eipp-operations-to-build-a-scalable-model-for-rural-healthcare-access", "status": "Public (NYSE: BETA)", "founded": 2017, "headquarters": "South Burlington, Vermont", "country": "US", "ceo": "Kyle Clark", "website": "https://www.beta.team", "logo": "https://www.ventureatlas.org/logos/beta-technologies.png", "industrySlugs": [ "evtol", "civilian-aircrafts", "defense" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, { "slug": "biontech", "name": "BioNTech", "summary": "BioNTech is a Mainz-based immunotherapy company that, with Pfizer, co-developed Comirnaty (BNT162b2) - the first authorized mRNA COVID-19 vaccine and one of the best-selling drugs in history. Founded in 2008 by Uğur Şahin and Özlem Türeci (with Christoph Huber) as an individualized cancer-immunotherapy company, BioNTech is now aggressively redeploying its pandemic-era war chest (~€16.6B in cash) back toward oncology, including a manufacturing-network pullback (up to 1,860 roles, sites in Germany and Singapore) as it winds down excess COVID capacity. The first concrete sale from that pullback landed on August 27, 2026, when a DUBAG Group fund agreed to buy peptide-tools subsidiary JPT Peptide Technologies; other site divestments remain under review through the end of September 2026. Its centerpiece is BNT327 (pumitamig), a PD-L1xVEGF-A bispecific antibody obtained through the 2024-25 Biotheus acquisition and co-developed with Bristol Myers Squibb in a partnership worth up to ~$11.1B, now advancing across seven pivotal ROSETTA-program trials (part of 14 pivotal trials companywide) in lung, breast, gastric and other solid tumors. At WCLC 2026 on September 12, first global data for pumitamig plus the B7-H3 ADC elfetabart drozuntecan showed a 70.4% objective response rate and 93.0% disease-control rate in 71 evaluable small-cell lung-cancer patients. The pipeline also spans a second late-stage ADC platform with DualityBio (trastuzumab pamirtecan, whose breast-cancer indication reached a China BLA filing in April 2026, and the newly Phase 3 elfetabart drozuntecan in prostate cancer), a fourth late-stage asset in gotistobart (BNT316/ONC-392, with OncoC4), a next-generation anti-CTLA-4 antibody that posted 18.5 months median overall survival versus 10.0 months for docetaxel in non-pivotal PRESERVE-003 stage 1 at WCLC 2026 (HR 0.56) after earlier ELCC 2026 data showed a 54% reduction in risk of death, individualized neoantigen mRNA cancer vaccines (autogene cevumeran/BNT122 with Genentech), CAR-T and infectious disease, including BNT168, a therapeutic mRNA HIV vaccine that began a randomized Phase 1 first-in-human trial (NCT07698600) on August 4, 2026. COVID revenue keeps declining sharply (H1 2026 revenue just €223.7M, FY2025 was €2.87B) and BioNTech cut its FY2026 revenue guidance to €1.6-1.9B on August 4, 2026 while posting a widening H1 2026 net loss of €1.35B; the company still expects to recognize €613M of BMS collaboration revenue in Q3 2026. The stock jumped ~23% on August 19, 2026 as investors refocused on the oncology pipeline, then eased to a ~$24.1B market cap at the September 18 close. Incoming CEO Guido Oelkers (succeeding founder Uğur Şahin by February 1, 2027) inherits a validated-platform leader financing a multi-year bet to become a multi-product oncology company by 2030. On August 28, 2026 BioNTech terminated the Phase 2 BNT122-01 trial of autogene cevumeran as an adjuvant monotherapy in resected colorectal cancer after an independent Data Safety Monitoring Board found a numerical survival imbalance versus watchful waiting and judged continuation unlikely to change the outcome, though it reported no new safety signal; the separate Phase 2 IMcode003 trial testing autogene cevumeran in combination with chemotherapy and checkpoint inhibition for pancreatic cancer is unaffected and continues. On September 17, 2026 Pfizer Canada and BioNTech said Health Canada authorized XFG-adapted COMIRNATY for ages 6 months and older for the 2026-2027 season, with inventory due in the coming days and weeks. On October 13, 2026 BioNTech said AHEAD-MERIT (NCT04534205) of BNT113 plus pembrolizumab missed progression-free survival versus pembrolizumab alone in first-line HPV16-positive head and neck cancer; numerical PFS was not disclosed. Overall survival continues and can still make the trial positive. ClinicalTrials.gov lists the study as active, not recruiting (358 enrolled; primary completion August 2028).", "summarySource": "https://www.sec.gov/Archives/edgar/data/1776985/000177698526000067/form6-kbnt113primaryanalys.htm", "status": "Public", "founded": 2008, "headquarters": "Mainz, Germany", "country": "DE", "ceo": "Uğur Şahin", "website": "https://www.biontech.com", "logo": "https://www.ventureatlas.org/logos/biontech.png", "industrySlugs": [ "biotech", "vaccines", "oncology" ], "industries": [ { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 13, "trackRecord": { "hit": 0, "slipped": 1, "missed": 1, "total": 2 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, { "slug": "blueorigin", "name": "Blue Origin", "summary": "Blue Origin is a privately held aerospace company founded by Jeff Bezos that develops reusable launch vehicles, rocket engines, lunar landers, in-space mobility systems, and satellite communications infrastructure. Its current programs span the New Shepard suborbital system, the New Glenn heavy-lift rocket, the BE-4 engine family that also powers ULA's Vulcan, the Blue Moon lunar lander family, the Blue Ring spacecraft platform, and the TeraWave network. The FAA closed its NG-3 mishap investigation and lifted the New Glenn grounding on May 22, 2026, but on May 28 a New Glenn exploded during a hotfire at LC-36. CEO Dave Limp still targets a flight before year-end via a hybrid crane-erect path; the June 30 return-to-flight page remains at Phase 3, and NG-4 has not flown. Rechecked Oct. 28: the Oct. 16 Florida post still plans additional New Glenn pads on the Space Coast without a count or site names, and two more Port Canaveral landing platforms besides Jacklyn. ETH Zurich said Oct. 2 that Thomas Zurbuchen will join in January 2027 as senior vice president of Advanced Concepts; the newsroom still has no matching post, and the reporting line is unpublished. The Oct. 8 Constellation Park post still gives no construction-start or occupancy date. NASA posted CLDC solicitation 80JSC027R0004 on Oct. 9, with offers due Dec. 8, 2026. The Space Review on Oct. 19 quoted Orbital Reef program manager Randy Lillard, from an Oct. 6 IAC panel, saying Blue Origin has no plans to fund a commercial crew vehicle internally and is waiting for a NASA on-ramp. No Blue Origin post confirms that remark or says whether Orbital Reef will bid. New Shepard remains paused. The roughly $700 million Mars Telecommunications Network award remains stayed by Rocket Lab's September 11 GAO protest.", "summarySource": "https://www.blueorigin.com/news/building-infrastructure-for-more-frequent-launches-in-florida", "status": "Private", "founded": 2000, "headquarters": "Kent, Washington", "country": "US", "ceo": "Dave Limp", "website": "https://www.blueorigin.com", "logo": "https://www.ventureatlas.org/logos/blueorigin.png", "industrySlugs": [ "rockets", "orbital-economy", "satellite-mega-constellations", "satellite-internet", "space-stations", "defense" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 12, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, { "slug": "boeing", "name": "Boeing", "summary": "Boeing is one of the world's largest aerospace companies, spanning commercial airplanes, defense and space systems, and aftermarket services. The 2026 turnaround gathered pace through the first half of the year: 314 commercial deliveries in H1 2026 (its best first half since 2018), a Q2 net loss of $428M on $24.6B of revenue that nonetheless produced the company's first positive free cash flow quarter (+$631M) in over a year, and a record total backlog of $715B including more than 6,200 commercial aircraft. The 737 MAX line reached rate 47 per month in May 2026 and gained a fourth final-assembly line - the Everett 'North Line' - in July; CEO Kelly Ortberg said on September 16 it is taking longer than expected to stabilize that rate, pushing the early-2027 move to 52 into doubt. At the Farnborough Airshow (July 20-24, 2026) Boeing booked 170+ aircraft led by SMBC's 100-jet 737 MAX order. The FAA certified the 737 MAX 7 on August 3, 2026, and on August 10 Boeing agreed to sell its Wisk Aero, Insitu, and SkyGrid subsidiaries to Archer Aviation for a near-20% equity stake. August deliveries were 51 aircraft (41 737 MAX, 4 787s), bringing 2026 commercial deliveries to 418 through August - the most through eight months since 2018, but still 57 jets behind Airbus (475). On September 13 the final three SES O3b mPOWER satellites launched from Cape Canaveral after Boeing delivered them on September 2. On September 14 the Navy awarded Boeing a $562 million Lot 1 production contract for the MQ-25A Stingray unmanned tanker. On September 16 Korean Air finalized a record 103-jet order worth $36.2B at list prices (20 777-9, 25 787-10, 50 737-10, eight 777-8F). On September 17 the FAA waived 2028 CO2 rules so Boeing can sell 35 more 777F freighters through 2030 while the 777-8F waits on a ~2029 entry into service, and GE Aerospace said it had started shipping redesigned-seal GE9X engines in Q3 and does not expect the mid-seal issue to delay 777X service entry in 2027. SPEEA's membership vote on a tentative four-year deal runs noon PT September 24 through noon October 1; the current contract expires October 6. IBM completed its purchase of HRL Laboratories from Boeing and GM on August 26. Boeing shares closed at $197.08 on September 17 (market cap about $155.8B) after Ortberg's production remarks. Q3 2026 results are scheduled for October 28.", "summarySource": "https://www.reuters.com/business/autos-transportation/faa-waives-emissions-rules-let-boeing-sell-35-additional-777f-freighters-2026-09-17/", "status": "Public (NYSE: BA)", "founded": 1916, "headquarters": "Arlington, Virginia", "country": "US", "ceo": "Kelly Ortberg", "website": "https://www.boeing.com", "logo": "https://www.ventureatlas.org/logos/boeing.png", "industrySlugs": [ "civilian-aircrafts", "defense", "rockets", "space-stations" ], "industries": [ { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" } ], "parent": null, "upcomingMilestoneCount": 20, "trackRecord": { "hit": 5, "slipped": 1, "missed": 0, "total": 6 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, { "slug": "boom-supersonic", "name": "Boom Supersonic", "summary": "Boom Supersonic is building Overture, a 60-80 seat Mach 1.7 supersonic airliner, while using the Symphony engine core for Superpower, a 42 MW industrial gas turbine. After XB-1 became the first independently developed jet to fly supersonic in 2025, Boom shifted most near-term effort onto propulsion. Aviation Week reported on September 8, 2026 that the prototype high-pressure core was nearing completion and expected to begin Watkins, Colorado ground tests within two months, a slip toward November, with a fully integrated 42 MW pre-production turbine still targeted for assembly by end-2026. On September 25 Crusoe ended the Superpower launch partnership; Crusoe confirmed to TechCrunch it is no longer doing business with Boom. Scholl said Boom plans about 250 MW of Superpower deliveries next year to unnamed sites and is targeting 1 GW in 2028. Boom still cites nearly $1B in funding and a 130-aircraft Overture book from American, United and Japan Airlines. The Greensboro Superfactory remains largely idle ahead of a December 31, 2026 500-employee lease threshold. Two regulatory tracks remain open: the FAA overland-supersonic proposal (comment period closed August 17, 2026, final rule targeted mid-2027) and the Supersonic Aviation Modernization Act, which still awaits a Senate floor vote.", "summarySource": "https://techcrunch.com/2026/09/25/crusoe-abandons-1-25b-plan-to-use-boom-turbines-at-ai-data-centers/", "status": "Private", "founded": 2014, "headquarters": "Denver, Colorado", "country": "US", "ceo": "Blake Scholl", "website": "https://boomsupersonic.com", "logo": "https://www.ventureatlas.org/logos/boom-supersonic.png", "industrySlugs": [ "civilian-aircrafts", "power-generation" ], "industries": [ { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": null, "dataVerifiedAt": "2026-09-30", "url": "https://www.ventureatlas.org/company/boom-supersonic", "apiUrl": "https://www.ventureatlas.org/api/company/boom-supersonic" }, { "slug": "boston-dynamics", "name": "Boston Dynamics", "summary": "Boston Dynamics is a pioneering robotics company founded in 1992 as an MIT spin-off that now commercializes mobile robots for industrial inspection, warehouse automation, and humanoid manipulation. Its commercial portfolio spans Spot, Stretch, and Orbit, while the all-electric Atlas formally entered production at CES 2026 and is now demonstrating heavy-object manipulation and whole-body control via reinforcement learning. Now wholly owned by Hyundai-affiliated shareholders - Hyundai Motor Group bought out SoftBank's remaining ~9.65% stake for about $325M in June 2026, then raised roughly 1.2 trillion won (~$850M) more via a Jul-Aug 2026 rights offering that also lifted Chairman Euisun Chung's personal stake to about 25% - and backed by a $26B U.S. investment plan including a robotics factory targeting 30,000 Atlas units/year by 2028, Boston Dynamics has deployed more than 2,000 Spot and Stretch robots globally and has fully committed its 2026 Atlas production run to Hyundai's Robotics Metaplant Application Center and Google DeepMind, with additional customers planned for early 2027. At Hyundai's August 26, 2026 CEO Investor Day the company reaffirmed 2028 U.S. robot production of 30,000 units a year, said 25,000 units of initial volume are already committed, and said the factory site will be announced by year-end, with Atlas deployment at Hyundai Motor Group Metaplant America from 2028. Rohit Prasad, formerly Amazon SVP and head scientist for Alexa and AGI, became CEO on 7 Oct 2026, succeeding interim CEO Amanda McMaster. Re-read on 18 Oct 2026, the 6 Oct release still says his board seat is subject to the relevant approval process, and the newsroom's newest item is still that appointment. Manufacturing Dive on 7 Oct quoted a spokesperson that he is expected to join the board once approval is completed. The release does not state whether McMaster remains CFO and gives no Atlas unit or paid-hours figure. Parent Hyundai Motor's 25,000+ unit Atlas deployment plan had been a central flashpoint in a South Korean union wage dispute; the Korean Metal Workers' Union ratified a wage deal on August 31, 2026. On September 8, 2026 Dynamic Creatures emerged from stealth as Boston Dynamics' official hospitality and entertainment partner for mobile interactive character robots. ICE awarded RADeCO purchase order 70CMSW26P00000067 on 25 Sep 2026 for four Cerberus Spot AV packages (SAM notice 192126NFU00000158, J&A-26-0354, $1,304,296). Lidl's December 2025 plan for 22 Stretch robots in the Netherlands, Belgium, Austria and Spain by mid-2026 still has no public completion confirmation from Lidl or Boston Dynamics as of 18 Oct 2026.", "summarySource": "https://bostondynamics.com/news/boston-dynamics-appoints-rohit-prasad-as-chief-executive-officer/", "status": "Private (wholly owned by Hyundai-affiliated shareholders)", "founded": 1992, "headquarters": "Waltham, Massachusetts", "country": "US", "ceo": "Rohit Prasad", "website": "https://bostondynamics.com", "logo": "https://www.ventureatlas.org/logos/boston-dynamics.png", "industrySlugs": [ "humanoid-robots", "industrial-automation", "warehouse-automation", "logistics" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" } ], "parent": { "name": "Hyundai Motor Group", "companySlug": null, "relationship": "subsidiary", "source": "https://www.koreatimes.co.kr/business/companies/20260719/hyundai-motor-chief-to-raise-boston-dynamics-stake-fueling-nasdaq-ipo-prospect" }, "upcomingMilestoneCount": 14, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, { "slug": "broadcom", "name": "Broadcom", "summary": "Broadcom Inc. is a Palo Alto semiconductor and infrastructure-software company whose legal lineage runs from Hewlett-Packard's 1961 semiconductor group through Avago Technologies to the 2016 takeover of Broadcom Corporation. Under CEO Hock Tan it is now the leading merchant designer of custom AI accelerators (XPUs) and AI Ethernet silicon for hyperscalers and frontier labs, while VMware, Symantec enterprise security, and mainframe software make up a high-margin infrastructure-software segment. Fiscal 2025 revenue was $63.9 billion (+24%), with AI semiconductor sales of $20.2 billion. The AI ramp then steepened: Q3 FY2026 (ended August 2, 2026) delivered record revenue of $29.6 billion (+86% YoY), including $16.7 billion of AI semiconductors (+221% YoY, +54% QoQ) across six XPU customers. Management raised FY2026 AI semiconductor guidance to $58 billion and said it has secured supply to roughly double that to $115 billion in FY2027 and again to $230 billion in FY2028, with Anthropic on track to become the largest XPU customer in 2027 on Google TPU Ironwood and TPU v8i, OpenAI's Jalapeno inference chip targeting 1.3 GW in 2027, and Google TPU plus networking locked through 2031. Q4 FY2026 is guided to about $34.8 billion of total revenue and $21.7 billion of AI semiconductors. On Oct. 26, 2026 banks announced a $63 billion SPV to buy Broadcom XPU accelerators and networking for lease to Anthropic starting in 2027. The release and investor deck do not split that sum between the first lien and Blackstone's second lien, and they do not say the SPV replaces the up-to-$42 billion convertible-note facility. The deck's expected peak residual-value exposure is $43 billion on an illustrative schedule and is not a direct cash outlay. Meta's Oct. 26 preliminary prospectus says Broadcom, Nvidia and AMD indicated non-binding interest in up to $5.0 billion of Class A shares in aggregate. On Oct. 21 Broadcom launched Arcot Scam Defense as a feature of Arcot. The stock closed September 17, 2026 at $347.30, a market cap of about $1.66 trillion, well below the April 2026 $2 trillion print after several post-earnings selloffs on guidance that beat history but not the most aggressive estimates. Non-AI chips (Apple wireless and RF through 2031, broadband, storage) and VMware remain large, while a March 2026 CISPE complaint keeps EU scrutiny on VMware licensing.", "summarySource": "https://investors.broadcom.com/news-releases/news-release-details/bank-america-blackstone-citi-and-morgan-stanley-announce", "status": "Public", "founded": 1961, "headquarters": "Palo Alto, California", "country": "US", "ceo": "Hock Tan", "website": "https://www.broadcom.com", "logo": "https://www.ventureatlas.org/logos/broadcom.png", "industrySlugs": [ "semiconductors", "ai-compute", "enterprise-software", "cybersecurity", "telecommunications" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/broadcom", "apiUrl": "https://www.ventureatlas.org/api/company/broadcom" }, { "slug": "byd", "name": "BYD", "summary": "BYD (Build Your Dreams) is a Chinese high-tech manufacturer spanning automobiles, batteries, electronics, renewable energy, and rail transit. Its auto business is unusually vertically integrated, with in-house batteries, motors, power electronics, and automotive semiconductors underpinning a lineup that now ranges from low-cost EVs and plug-in hybrids to premium Denza and Yangwang vehicles. First-half 2026 revenue fell 7.13% YoY to ¥344.82B (~$50.9B) and net profit dropped 20.54% to ¥12.33B as China NEV weakness and foreign-exchange losses outweighed overseas growth; auto-related revenue was ¥275.34B (-8.98%) while gross margin rose to 18.85% from 18.01%. H1 NEV sales were 1,808,511 (-15.72%), with the Q2 decline narrowing to 3.24% after a 30% Q1 drop, and overseas shipments of about 792,000 (+67.8%) making up roughly 44% of H1 volume. August 2026 NEV wholesales reached 440,293 (+17.84% YoY), with 189,466 overseas units (43.03% of volume). The Oct. 1 HKEX voluntary announcement then reported September NEV sales of 463,561, a newer monthly high, production of 463,864, and year-to-date sales of 3,131,576, down 3.94%. On August 28, 2026 BYD opened its 10,000th FLASH Charging station in Shenzhen, doubling the network in under five months across 325 cities and reaching halfway to its 20,000 year-end target, with 1.83 million users (nearly one-third non-BYD). BYD's Szeged plant in Hungary began trial production in January 2026, but full-scale series production has slipped to November or December 2026; the planned €1B Turkey (Manisa) plant remains on hold, and on September 10 BYD cancelled its own Tanjong Malim, Malaysia factory, and on October 15 BYD Malaysia named Sime Motors unit Inokom as its CKD assembler, with no model or start date. At IAA Transportation in Hanover on September 14, EVP Stella Li said BYD will launch its first heavy-duty truck in Europe next year and ultimately manufacture trucks locally to avoid import tariffs, unveiling the ETT 44 4x2 tractor (651 kWh Blade Battery, up to 600 km, 1.5 MW charging). On September 16 in Turin, special adviser Alfredo Altavilla said Italy is now plan B for a second European plant because Stellantis will not sell factories, while Spain and France remain the most actionable options and he was flying on to inspect a site in England. On September 3, 2026 BYD opened its first Indonesian plant in Subang, and on September 11 its Pakistan Gharo CKD plant entered final commissioning for a second-half 2026 start. On September 2 it launched the Sealion 08 Ocean flagship SUV (229,900-279,900 yuan) and began mass-producing an in-house 4D radar chip. On September 16 Fang Cheng Bao launched its first sedan lineup, Formula S and Formula S GT, from 189,900 yuan, about 17% below the August pre-order band; Denza's all-electric N8L went on sale September 14 from 299,800 yuan with 960 km CLTC range, and the Denza Z9S sedan is due September 23 with a claimed 1,100 km CLTC range. The third-generation Tang SUV is still aimed at a Q4 2026 showroom launch. On September 17 BYD launched the 2027 Yuan Up Feichi Edition in China from 74,800 yuan with new 501 km CLTC variants. On September 18 China's SAMR said BYD is immediately recalling 183,211 older Tang and Qin vehicles (2014-2022) to replace defective brake-pedal stopper pads that can crack or detach and leave brake lights on. The same day Denza launched the Z9GT in Thailand at 2,999,900 baht, bringing flash charging to that market, and Reuters reported BYD is among Chinese companies under consideration for Xi Jinping's September 24 US visit; BYD declined to comment and the delegation had not been finalised.", "summarySource": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/1001/2026100100047.pdf", "status": "Public (SZSE: 002594 / HKEX: 1211)", "founded": 1995, "headquarters": "Shenzhen, Guangdong, China", "country": "CN", "ceo": "Wang Chuanfu", "website": "https://www.byd.com", "logo": "https://www.ventureatlas.org/logos/byd.png", "industrySlugs": [ "electric-vehicles", "energy-storage", "semiconductors", "autonomous-vehicles", "humanoid-robots", "commercial-vehicles" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" } ], "parent": null, "upcomingMilestoneCount": 15, "trackRecord": { "hit": 5, "slipped": 1, "missed": 0, "total": 6 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, { "slug": "cas-space", "name": "CAS Space", "summary": "CAS Space (Zhongke Aerospace) is a 2018 commercial spinoff majority-owned by the Chinese Academy of Sciences, led by founder and chairman Yang Yiqiang, former chief commander of the state Long March 11 solid rocket. Headquartered in Guangzhou, it now lists 900+ employees. After the successful 20 September 2026 Kinetica-1 Y18 flight from Dongfeng (nine satellites including Chaozhisuan-1), the company homepage reports 16 successful launches and 122 payloads in orbit (Kinetica-1: 16 flights, 15 successes, 119 satellites; the Kinetica series also includes the 30 March Kinetica-2 maiden flight). That September land flight filled the monthly Kinetica-1 slot missed in August, but the first sea launch (Y17, three satellites from waters near Guangdong) remained unflown as of 5 October 2026, with the Y18 mission article still calling it about to depart. The second Kinetica-2 vehicle (Y2) left Guangzhou for Jiuquan on 26 August 2026 for an 18-satellite Qianfan mission; company news through 28 September and the Kinetica-2 product page (still one success) have not reported a flight or a dated Jiuquan window, so the October 2026 target remains the last sourced schedule, distinct from LandSpace's 15 September 10-satellite Qianfan flight. The 4.18 billion yuan STAR Market application, refreshed 29 June 2026, was listed by SSE as suspended (financials update) on 30 September 2026 after FY2025 figures expired; that is a prospectus-refresh pause, not a rejection, and no CSRC registration, pricing, or trading date has been set. On 17 September the company said Lihong-2's first flight and 100 km-class recovery are planned for Q1 2027.", "summarySource": "https://www.cas-space.com/", "status": "Private", "founded": 2018, "headquarters": "Guangzhou, Guangdong, China", "country": "CN", "ceo": "Yang Yiqiang", "website": "https://www.cas-space.com", "logo": "https://www.ventureatlas.org/logos/cas-space.png", "industrySlugs": [ "rockets", "space-tourism", "orbital-economy", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-05", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, { "slug": "casc", "name": "CASC", "summary": "China Aerospace Science and Technology Corporation (CASC) is the state-owned prime contractor for China's space program and the world's most prolific launch organization by missions flown. Wholly owned by the central government through SASAC and led by chairman Chen Mingbo, it develops and operates the Long March (Changzheng) rocket family - which flew its 671st cumulative mission on October 10, 2026, a Long March 12 from the Hainan commercial space launch site delivering satellite-internet low-Earth-orbit group 27 - along with the Shenzhou crewed spacecraft, Tianzhou cargo vehicles, the Tiangong space station, BeiDou navigation and GuoWang broadband satellites, the Chang'e lunar and Tianwen planetary probes, and China's strategic missiles. After a national-record 73 launches in 2025, CASC is targeting over 100 launches in 2026 amid an industry-wide national push toward ~140, debuted the partially reusable Long March 12B in June 2026, and saw its Tianwen-2 probe reach the quasi-moon asteroid Kamo'oalewa on July 6, 2026. On July 10, 2026 it made China the second nation ever to recover an orbital rocket first stage, when the new single-stick, partially reusable Long March 10B flew its maiden mission from Hainan and captured its booster in a sea-based net, with a reflight of the recovered booster still targeted before the end of 2026. That momentum was interrupted on August 10, 2026, when a Long March 7A broke apart shortly after liftoff and lost its satellite payload - only the vehicle's second failure ever. CMSA said Chang'e-7 cannot fly within the 2026 window; partner reporting points to early 2027, with no official CMSA date. After a 16-day gap following the 665th mission on August 25, Long March flights resumed with the 666th on September 10 and continued through the 671st on October 10. Specialist reporting said CASC had begun a September quality-correcting campaign across its enterprises to address a severe quality challenge. On August 28, 2026 the Shenzhou-23 crew completed its first spacewalk, repairing a Tiangong solar wing and installing debris shields. The Long March 10A orbital debut and uncrewed Mengzhou 1 capsule test remain targeted around late 2026 but flagged as at risk of slipping into early 2027 - neither had flown as of October 10, 2026.", "summarySource": "https://english.spacechina.com/n17212/c4728625/content.html", "status": "State-Owned (SASAC)", "founded": 1999, "headquarters": "Beijing, China", "country": "CN", "ceo": "Chen Mingbo (Chairman)", "website": "https://english.spacechina.com", "logo": "https://www.ventureatlas.org/logos/casc.png", "industrySlugs": [ "rockets", "orbital-economy", "space-stations", "satellite-mega-constellations", "defense" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, { "slug": "catl", "name": "CATL", "summary": "Contemporary Amperex Technology Co. Limited (CATL), founded in Ningde, Fujian in 2011 by Robin Zeng and Huang Shilin, is the largest battery manufacturer on Earth and the single most important company in the electrification of transport and the grid. It held 39.9% of global EV battery installations from January through July 2026 on 289.6 GWh, roughly 2.7 times its nearest rival BYD, and has ranked first worldwide in energy-storage battery shipments for five consecutive years, shipping 121 GWh of storage cells in 2025. FY2025 revenue reached RMB423.7B (about $61B) with net profit up 42% to RMB72.2B, and H1 2026 accelerated hard: revenue of RMB276.9B (up 54.8%) and net profit of RMB43.3B (up 42.0%), with grid storage now nearly a fifth of the business at RMB53.2B. The unaudited Oct. 20, 2026 report prints third-quarter revenue of RMB165.22B and does not print a quarterly gross margin; year-to-date revenue of RMB442.14B and operating cost of RMB341.70B imply a margin of about 22.72 percent. The product line spans the Shenxing superfast-charging LFP battery (third generation charges 10-80% in 3 minutes 44 seconds), the Qilin and Qilin Condensed high-density packs, the Freevoy hybrid battery, the Naxtra sodium-ion battery entering full mass production by the end of 2026, the TENER grid-storage family, whose sodium-ion variant launched on June 22, 2026 with a still-standing guide of about 1 GWh of shipments by the end of 2026 and international deliveries in June 2027, while the English news list checked on October 27, 2026 still named no first China customer or post-September shipment, and TECTRANS II, a modular commercial-vehicle battery launched September 14, 2026 at IAA Hanover (up to 1,000 km, 80% in 25 minutes) alongside a DHL MoU for European Green Freight Corridors. CATL raised $5.2B in a May 2025 Hong Kong listing, the largest IPO in the world that year, and is spending it on a European build-out: a Debrecen, Hungary cell plant that CATL now describes as a 100 GWh site once all facilities are ready, which received an occupancy permit for its first cell building on August 25, 2026 and began trial production on the first two cell lines on September 22, 2026 after completing remaining IPPC conditions (series production still undated), and a 50 GWh LFP joint venture with Stellantis in Zaragoza, Spain, now guided to Q1 2027. Its technology now reaches the US indirectly through licensing, with Ford's BlueOval Battery Park Michigan starting operations on CATL-licensed LFP chemistry in June 2026, even as CATL itself remains on the Pentagon's Section 1260H list of Chinese military companies. Market capitalization stood at about $233B in September 2026, down from an April record near $306B after the Hungary halt and a lithium-mine licence revocation at Jianxiawo.", "summarySource": "https://www.catl.com/uploads/1/file/public/202610/20261020212152_81piw5598e.pdf", "status": "Public (SZSE: 300750 / HKEX: 3750)", "founded": 2011, "headquarters": "Ningde, Fujian, China", "country": "CN", "ceo": "Robin Zeng (Zeng Yuqun)", "website": "https://www.catl.com", "logo": "https://www.ventureatlas.org/logos/catl.png", "industrySlugs": [ "energy-storage", "battery-recycling", "ai-compute" ], "industries": [ { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" } ], "parent": null, "upcomingMilestoneCount": 18, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, { "slug": "cerebras", "name": "Cerebras Systems", "summary": "Cerebras Systems, founded in Sunnyvale in 2015 by Andrew Feldman, Gary Lauterbach, Michael James, Sean Lie, and Jean-Philippe Fricker, is the only company to commercialize a wafer-scale AI processor. Its Wafer-Scale Engine uses an entire TSMC silicon wafer as one chip, packing 4 trillion transistors and 900,000 cores with 44 GB of on-chip SRAM so model weights stay on die instead of shuttling across scarce HBM. That architecture now sits under a public company: Class A shares began trading on Nasdaq as CBRS on May 14, 2026, and the IPO closed the next day at $185 a share, raising $6.38 billion gross ($6.2 billion net) in what the company called the largest semiconductor IPO on record. The commercial center of gravity is a December 2025 OpenAI master relationship agreement to supply 750 MW of inference capacity through 2028, valued at more than $20 billion, with an option for another 1.25 GW by 2030, plus a $1 billion OpenAI working-capital loan and warrants. Q2 2026 core revenue hit a record $209.9 million (+103% YoY) as core cloud and other services nearly quadrupled to $127.7 million, remaining performance obligations stood at $25.4 billion, and management raised 2026 core-revenue guidance to $880-890 million while planning to more than triple revenue in 2027. On August 18, 2026 it unveiled CS-4, a three-wafer Nexus rack claiming up to 30x faster inference than GPU systems, with first shipments due in Q3 2026. Cerebras is also pairing decode-optimized wafers with AWS Trainium (Amazon Bedrock targeted for Q1 2027) and AMD Helios (production in Q4 2026) for disaggregated inference, and has more than 600 MW of data-center capacity live or under contract for delivery by the end of 2027. The overhang is concentration and losses: OpenAI already accounted for $56.8 million of Q2 GAAP revenue, G42 and MBZUAI were 86% of 2025 sales, GAAP operating margin was -265% in Q2 on IPO-related stock-based compensation, and converting the backlog depends on standing up that contracted capacity on time.", "summarySource": "https://www.sec.gov/Archives/edgar/data/2021728/000162828026056186/cbrsannouncesfinancialresu.htm", "status": "Public (NASDAQ: CBRS)", "founded": 2015, "headquarters": "Sunnyvale, California", "country": "US", "ceo": "Andrew Feldman", "website": "https://www.cerebras.ai", "logo": "https://www.ventureatlas.org/logos/cerebras.png", "industrySlugs": [ "semiconductors", "ai-compute" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 10, "trackRecord": { "hit": 5, "slipped": 0, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/cerebras", "apiUrl": "https://www.ventureatlas.org/api/company/cerebras" }, { "slug": "comac", "name": "COMAC", "summary": "COMAC (Commercial Aircraft Corporation of China) is China's state-owned commercial aircraft manufacturer and the core vehicle for the country's indigenous airliner program. Its current aircraft family spans the in-service C909 regional jet, the in-service C919 narrow-body, and the C929 wide-body now in detailed design. COMAC has moved beyond a symbolic national program into real airline operations, customer support, and export expansion in Southeast Asia: Air Cambodia converted its 10+10 C909 commitment into a firm purchase agreement on July 17, 2026, COMAC's first bulk order from a foreign flag carrier, and Cambodia's civil aviation authority completed a C909 training-program review in mid-September 2026 ahead of the first two deliveries, still slated for November. AeroRoutes schedule filings dated September 8, 2026 put Air Cambodia's C909 service debut on December 15, 2026, including Phnom Penh-Nanning, Ho Chi Minh City, Vientiane, Haikou and Zhengzhou plus Sihanoukville-Shenzhen and Sihanoukville-Chongqing from February 1, 2027. On August 12, 2026 the C919 flew its first international route, Air China's daily Beijing-Ulaanbaatar service. On October 15, 2026 COMAC president Shen Bo said at a Dunhuang conference that the C919 had carried more than 8.4 million passengers and served 27 cities since commercial service began in May 2023, and that the C909 had carried more than 41 million passengers. Xinhua reported the remarks. COMAC's English C919 page, read the same week, still ends its passenger timeline at more than 1 million passengers in December 2024. The high-altitude C919-600 variant completed its maiden flight on July 29, 2026. 2026 C919 deliveries remain behind the airlines' 33-aircraft annual plan on the last COMAC-or-airline-sourced count: eight in the first half, two more in July, and none publicly recorded in August or the first half of September, for 10 year-to-date and a cumulative fleet of about 42 as of September 18. Air Data News on October 15, citing Planespotters rather than a COMAC bulletin, said 11 C919s were delivered to airlines through September, including China Southern B-65AY on September 25. Global Times the same day, citing Flight Master, said the commercial fleet was 43 at the end of September, with 11 deliveries in the first three quarters and 26 domestic cities. Those tracker figures are not the delivery count. A September 1, 2026 Leeham analysis, citing IBA, still framed the production ramp as COMAC's real test, with IBA expecting roughly 28 C919 deliveries in 2026 rising toward 93 by 2030. The C919 still lacks FAA and EASA certification needed to reach Western markets.", "summarySource": "https://english.news.cn/20261015/1e42d4f1939046e19b6c0282b7523b74/c.html", "status": "State-Owned Enterprise", "founded": 2008, "headquarters": "Pudong, Shanghai, China", "country": "CN", "ceo": "He Dongfeng (Chairman)", "website": "https://english.comac.cc/", "logo": "https://www.ventureatlas.org/logos/comac.png", "industrySlugs": [ "civilian-aircrafts" ], "industries": [ { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, { "slug": "commonwealth-fusion-systems", "name": "Commonwealth Fusion Systems", "summary": "Commonwealth Fusion Systems is building commercial fusion systems around high-temperature superconducting magnet technology developed with MIT. SPARC, its fusion-energy demonstration tokamak under construction in Devens, Massachusetts, was about 80% complete as of late July 2026: the first of 18 toroidal-field magnets was installed in January, and a company LinkedIn post on September 22, 2026 said eight of 18 TF magnets are now installed, up from three publicly confirmed in late June. That eight-magnet count is a company social-media figure, not an independent inspection. The September 16, 2026 cryogenics article still describes the dry dress rehearsal as an upcoming commissioning step and does not date it or restate the magnet count. The remaining ten TF magnets now sit on the 2027 first-plasma and Q>1 path after the end-of-summer all-18 target was missed. ARC, CFS' first commercial plant - officially named the Fall Line Fusion Power Station and sited on 100 acres in Chesterfield County, Virginia - became in April 2026 the first fusion project to file for grid interconnection with PJM, and on June 4, 2026 CFS published a five-paper ARC Physics Basis in the Journal of Plasma Physics projecting ~1.1 GW of fusion power and ~400 MW of net electricity. On September 30, 2026 CFS ordered more than 10,000 km (3 GA-m) of HTS tape from Fujikura for ARC plants starting at Fall Line; neither company disclosed contract value, annual volume, first-shipment date, or tape kilometres per ARC machine. Sorbom told Khaleej Times deliveries could begin in one to two years, manufacturing remains at Fujikura's Japan factory, and SPARC contains about 1.5 GA-m, roughly half the new order. Fujikura's Japanese PR restates the 10,000 km-plus volume and capacity-expansion investment but adds no Japan-site capacity in km per year. CFS has also begun monetizing its HTS magnet platform and has signed a potentially multi-billion-dollar long-term magnet supply deal with Realta Fusion. On January 6, 2026 CFS announced a commercial partnership with Nvidia and Siemens to build a SPARC visualization and engineering digital twin using Siemens Xcelerator and Nvidia Omniverse. That partnership is separate from the October 8, 2026 Department of Energy Phase II Genesis selection. DOE said that day that 12 Phase II awards total $159 million and listed the SPARC twin without a CFS dollar amount or period of performance. The Office of Science list names Thomas Looby of Commonwealth Fusion Systems as principal investigator and states that selection for award negotiations is not a commitment to issue an award or provide funding. The selection is not a new SPARC plasma date or a new magnet count. In July 2026 CFS became the first international partner in the UK Atomic Energy Authority's 220 million pound LIBRTI tritium-breeding program. On July 30, 2026 CFS closed $1B more from pension and sovereign-wealth funds (bringing total capital to $4B) and named former Moderna CFO Lorence Kim as chief financial officer. On Oct. 22, 2026 CFS signed a letter of intent for an $85 million proposed CHIPS R&D award. NIST says final awards would include a minority, non-controlling, non-voting equity stake. On Oct. 26 TechCrunch reported the CFS stake would be priced from the latest valuation, which CFS has not published, so no percentage is known. A CFS spokesperson confirmed an equity stake without giving a size. As of Oct. 28 the company page still calls the money a proposed award, and the news index still tops at that letter. The $85 million has not been reported as obligated.", "summarySource": "https://www.cfs.energy/news-and-media/commonwealth-fusion-systems-signs-85-million-letter-of-intent-with-the-u.s.-department-of-commerce", "status": "Private", "founded": 2018, "headquarters": "Devens, Massachusetts", "country": "US", "ceo": "Bob Mumgaard", "website": "https://cfs.energy", "logo": "https://www.ventureatlas.org/logos/commonwealth-fusion-systems.png", "industrySlugs": [ "nuclear-fusion", "power-generation" ], "industries": [ { "slug": "nuclear-fusion", "name": "Nuclear Fusion", "url": "https://www.ventureatlas.org/industry/nuclear-fusion" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/commonwealth-fusion-systems", "apiUrl": "https://www.ventureatlas.org/api/company/commonwealth-fusion-systems" }, { "slug": "coreweave", "name": "CoreWeave", "summary": "CoreWeave, Inc. (Nasdaq: CRWV) sells a cloud built for AI training and inference. It was founded in September 2017, launched CoreWeave Cloud in 2020, and listed on Nasdaq in March 2025. Michael Intrator is co-founder, chairman, and chief executive. For the quarter ended June 30, 2026, GAAP revenue was $2,575 million and the GAAP net loss was $626 million. Revenue for 2025 was $5.1 billion. The company is based in Livingston, New Jersey. On 2 Oct 2026 it said NVIDIA Vera Rubin NVL72 is in limited availability, with Cognition as the first production customer. On 21 Oct 2026 it said HGX Rubin NVL8 is coming this quarter. Nvidia's 21 Oct DSX release names CoreWeave as exploring MaxLPS and new DSX OS components. CoreWeave has not published its own MaxLPS or DSX OS measurement.", "summarySource": "https://www.coreweave.com/blog/cognition-becomes-first-customer-for-nvidia-vera-rubin-nvl72-on-coreweave-cloud", "status": "Public (Nasdaq: CRWV)", "founded": "2017", "headquarters": "290 W Mt. Pleasant Ave., Suite 4100, Livingston, NJ 07039", "country": "US", "ceo": "Michael Intrator, co-founder, chairman, and CEO", "website": "https://www.coreweave.com/", "logo": "https://www.ventureatlas.org/logos/coreweave.png", "industrySlugs": [ "datacenters" ], "industries": [ { "slug": "datacenters", "name": "Data centers", "url": "https://www.ventureatlas.org/industry/datacenters" } ], "parent": null, "upcomingMilestoneCount": 2, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/coreweave", "apiUrl": "https://www.ventureatlas.org/api/company/coreweave" }, { "slug": "cosmoleap", "name": "Cosmoleap", "summary": "Cosmoleap (大航跃迁) is a Chinese launch startup founded in February 2024 by Chen Shuguang. The legal parent, Shanghai Dahang Yueqian Aerospace Technology, is registered in Shanghai's Lingang free-trade zone; the Beijing Dahang Yueqian subsidiary does rocket design, R&D, production, and operations. Its product is Yueqian-1 ('Leap-1'), and it remains the first Chinese company to pursue a SpaceX Starship-style 'chopstick' tower-catch recovery instead of landing legs. The roughly 70 m-tall, 4.2 m-diameter, methane-liquid oxygen two-stage rocket is designed to lift about 18,000 kg to LEO when expended or ~12,000 kg with the first stage recovered, on a cluster of nine ~80-ton-class engines reusable up to 20 times. It initially flies the YF-209 engine sourced from CASC's Academy of Aerospace Liquid Propulsion Technology while developing its own 100-ton-class Qingyu-11 methalox engine (targeting ~150 t thrust, deep throttling, and up to 50 reuses); Qingyu-11 cleared a round of core-component tests (torch ignition, low-temperature and liquid-flow testing) in June 2026 and is still moving toward full-system test firing, with no full-system firing reported as of early September 2026. Cosmoleap raised roughly 100 million yuan (~$14M) in November 2024 and a 500 million yuan (~$73M) Series A in April 2026 - about 600 million yuan (~$84M) total - and has disclosed no later round. On March 3, 2026 the company signed a strategic supply-chain cooperation agreement with Beijing Aerospace Guanghua Electronic Technology. The latest public hardware milestone remains the August 19, 2026 combined static-load test of the Yueqian-1 second-stage frame and propellant-tank rear-bottom structure; the company still plans final assembly and integrated testing in the second half of 2026 and a debut orbital flight in 2027, racing domestic tower-catch rival Astronstone.", "summarySource": "https://www.ithome.com/0/991/440.htm", "status": "Private", "founded": 2024, "headquarters": "Shanghai and Beijing, China", "country": "CN", "ceo": "Chen Shuguang (Founder)", "website": "https://www.cosmoleap.cn", "logo": "https://www.ventureatlas.org/logos/cosmoleap.png", "industrySlugs": [ "rockets", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 3, "trackRecord": null, "dataVerifiedAt": "2026-09-08", "url": "https://www.ventureatlas.org/company/cosmoleap", "apiUrl": "https://www.ventureatlas.org/api/company/cosmoleap" }, { "slug": "crispr-therapeutics", "name": "CRISPR Therapeutics", "summary": "CRISPR Therapeutics is a gene-editing pioneer co-founded in 2013 by Nobel laureate Emmanuelle Charpentier - co-inventor of CRISPR/Cas9 - alongside Rodger Novak and Shaun Foy. Its flagship, Casgevy (exagamglogene autotemcel), is the world's first approved CRISPR/Cas9 gene-editing medicine: a one-time therapy for sickle cell disease and transfusion-dependent beta thalassemia, developed and commercialized with Vertex Pharmaceuticals (which books the sales; CRISPR keeps ~40% of the economics). Casgevy is approved in 39 countries across North America, Europe, and the Middle East, priced at ~$2.2M per treatment, and in July 2026 the FDA expanded its US label to children as young as two. Commercial uptake has been slower than hoped - constrained by cell-collection bottlenecks - but cumulative patient starts have surpassed 500, Vertex booked $76M of Casgevy sales in Q2 2026, and CEO Sam Kulkarni said at Morgan Stanley on September 14, 2026 that initiations now exceed 100 per quarter with most early reimbursement and manufacturing bottlenecks addressed. Beyond Casgevy, CRISPR is pivoting toward in vivo liver gene editing. Lead cardiovascular program CTX310 presented one-year Phase 1a durability data at ESC Congress on August 28, 2026: at the highest dose, mean LDL fell 53% and triglycerides 48% with no treatment-related serious adverse events. The separate Phase 1b severe-hypertriglyceridemia update is an AHA late-breaking oral on Nov. 9, 2026 and remains embargoed. The pipeline also includes zugo-cel/CTX112, CTX213, CTX321 (Lp(a), still IND/CTA-enabling), CTX340 (Phase 1 refractory hypertension), CTX460 (Phase 1 alpha-1 antitrypsin deficiency), and CTX611 (SRSD107), a Factor XI siRNA with Sirius in Phase 2. No CTX611 topline has been published. NCT07140523 was last posted Jan. 15, 2026, still says Recruiting, and has no results. Q2 2026 cash and investments were $2,364.4M against a narrowed $91.2M net loss. The stock closed at $52.96 on September 14, 2026 (market cap about $5.16B). On October 19, 2026, CRISPR promoted SVP of Finance Andrew J. Silver to CFO and principal financial and accounting officer, succeeding Raju Prasad, who resigned to pursue external opportunities and is expected to remain an employee of CRISPR Therapeutics, Inc. until a date on or before November 30, 2026.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1674416/000119312526425243/crsp-20261019.htm", "status": "Public", "founded": 2013, "headquarters": "Zug, Switzerland", "country": "CH", "ceo": "Samarth Kulkarni", "website": "https://crisprtx.com", "logo": "https://www.ventureatlas.org/logos/crispr-therapeutics.png", "industrySlugs": [ "biotech", "gene-editing", "cell-therapy", "oncology", "cardiovascular" ], "industries": [ { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/crispr-therapeutics", "apiUrl": "https://www.ventureatlas.org/api/company/crispr-therapeutics" }, { "slug": "deep-blue-aerospace", "name": "Deep Blue Aerospace", "summary": "Deep Blue Aerospace (深蓝航天) is a Chinese commercial launch startup built around vertically landing, reusable kerosene-liquid oxygen rockets - positioning itself as one of China's closest analogs to early SpaceX. Founded in 2016 and now headquartered in Wuxi's Xinwu High-tech Zone (with a Beijing R&D office), it employs more than 400 people and has flown a series of VTVL hop tests, most notably a September 2024 high-altitude flight that completed 10 of 11 objectives with ~0.5 m landing accuracy before an anomaly during the final engine shutdown damaged the stage on touchdown. The company is preparing the maiden flight of its medium-lift Nebula-1, which can loft up to 2,000 kg to LEO on nine Thunder-R engines and is designed for first-stage recovery; the first Nebula-1A vehicle was rolled out in March 2026 to a new sea-recovery pad on Lianli Island at Haiyang - which reached full launch-capable status after an integrated test mission on March 30-31, 2026. The originally targeted mid-2026 debut remains unflown as of mid-September 2026, with launch trackers still listing the demo no earlier than December 2026 and describing the first test profile as suborbital. The company's engine page now lists Thunder-R at 283 kN sea-level / 335 kN vacuum (up from previously listed 237/268 kN); March 2026 vehicle coverage still cited about 22 t each on the first Nebula-1A. Deep Blue is also developing the much larger Nebula-2 (25,000+ kg to LEO; Thunder-RS passed a 100-second, 1,297.5 kN static fire in August 2026 and is rated 1,300 kN sea-level / 1,500 kN vacuum on the company engine page) and has begun pre-selling suborbital space-tourism tickets for flights targeted in 2027.", "summarySource": "https://www.dbaspace.com/engine.html", "status": "Private", "founded": 2016, "headquarters": "Wuxi, Jiangsu, China", "country": "CN", "ceo": "Huo Liang", "website": "https://www.dbaspace.com", "logo": "https://www.ventureatlas.org/logos/deep-blue-aerospace.png", "industrySlugs": [ "rockets", "space-tourism" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-11", "url": "https://www.ventureatlas.org/company/deep-blue-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/deep-blue-aerospace" }, { "slug": "deepseek", "name": "DeepSeek", "summary": "DeepSeek is a Hangzhou AI lab founded in July 2023 by Liang Wenfeng as a spin-off of High-Flyer. On 27 October 2026 the English homepage said V4.1 Flash had been updated to V4.1-Flash-1017 and that the API supports web search and fetch. The English newsroom still tops at the 10 September V4.1-Flash post, which still says all deepseek-v4-pro requests will route to V4.1-Flash from 04:00 UTC on 14 September until V4.1-Pro launches. The live API page lists both deepseek-flash, served by V4.1-Flash-1017, and deepseek-v4-pro. No independent rerun of the company's Terminal-Bench 4.0 score of 42.3 or DeepSWE v1.1 score of 77.0 was found. Reuters, citing unnamed people on 22 October, said a follow-on of about 100 billion yuan, double a 50 billion yuan target, was still wrapping up and that details could change. DeepSeek had not confirmed a close. The 20 October Federal Register notice orders civilian exclusion and removal and does not print a deadline. Haynes Boone's 23 October reading of the image appendix says the order is dated 24 July 2026 and that a written exception within 60 days must include a compelling justification. That date is not in the notice body.", "summarySource": "https://www.deepseek.com/en/", "status": "Private (controlled by founder Liang Wenfeng; preparing a mainland China IPO)", "founded": 2023, "headquarters": "Hangzhou, Zhejiang, China", "country": "CN", "ceo": "Liang Wenfeng", "website": "https://www.deepseek.com", "logo": "https://www.ventureatlas.org/logos/deepseek.png", "industrySlugs": [ "artificial-intelligence", "ai-compute" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/deepseek", "apiUrl": "https://www.ventureatlas.org/api/company/deepseek" }, { "slug": "earendil-labs", "name": "Earendil Labs", "summary": "Earendil Labs is an AI-driven biologics company designing antibodies, bispecifics, T-cell engagers and antibody-drug conjugates for autoimmune disease and cancer. Computational biologist Jian Peng founded the group in 2021 as Helixon Therapeutics in Beijing, incubated at Tsinghua's Institute for AI Industry Research; Earendil Labs is the Delaware-incorporated overseas entity, with Peng as CEO and antibody veteran Zhenping Zhu as president and co-CEO. Its protein-AI stack, which includes OmegaFold, a 2022 single-sequence structure predictor from Peng's Helixon team, feeds a pipeline the company says has produced more than 40 programs, 19 of them listed on its website. Lead internal asset HXN-1001, a half-life extended anti-TL1A monoclonal antibody for inflammatory bowel disease, completed Australian Phase 1 healthy-volunteer enrollment and dosed its first ulcerative colitis patient in a randomized, placebo-controlled Phase IIa trial on April 2, 2026, with an about 8-week half-life at projected therapeutic doses. A second internal asset, biparatopic TSLP antibody HXN-1011, completed first-cohort Phase 1 dosing on May 18, 2026. Sanofi licensed bispecifics HXN-1002 (TL1A/α4β7) and HXN-1003 (TL1A/IL-23p19) in April 2025 for $125 million upfront plus up to $1.72 billion in milestones, then signed a broader discovery collaboration in January 2026 worth up to $2.56 billion including $160 million in upfront and near-term payments. In March 2026 Earendil raised $787 million from Dimension Capital, DST Global, INCE Capital, Luminous Ventures, Miracle Capital, Sanofi and the Hillhouse/Pfizer Biotech Development Fund. Bloomberg reported in March 2026 that it was working with CICC and Morgan Stanley on a Hong Kong IPO that might raise as much as $500 million; the Wall Street Journal wrote on August 5, 2026 that Chinese regulators had raised concerns over its red-chip holding structure on a raise of close to $400 million at about a $5 billion valuation. No approved drugs, and no Phase IIa efficacy data, have been disclosed as of September 18, 2026.", "summarySource": "https://www.prnewswire.com/news-releases/earendil-labs-announces-787-million-in-financing-to-scale-ai-driven-biologics-discovery-and-development-302719748.html", "status": "Private", "founded": 2021, "headquarters": "Wilmington, Delaware (R&D in Beijing via affiliate Helixon Therapeutics)", "country": "US", "ceo": "Jian Peng", "website": "https://www.earendil.bio", "logo": "https://www.ventureatlas.org/logos/earendil-labs.png", "industrySlugs": [ "biotech", "oncology", "immunology", "ai-drug-discovery" ], "industries": [ { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": { "name": "Helixon Therapeutics (华深智药)", "companySlug": null, "relationship": "affiliate", "source": "https://www.biopharmadive.com/news/earendil-labs-financing-ai-biologics-china-sanofi/815336/" }, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-12", "url": "https://www.ventureatlas.org/company/earendil-labs", "apiUrl": "https://www.ventureatlas.org/api/company/earendil-labs" }, { "slug": "ehang", "name": "EHang", "summary": "EHang is a Guangzhou-based autonomous aerial vehicle company whose pilotless two-passenger EH216-S holds CAAC type, airworthiness, production and air operator certificates. Certified operators continue trial commercial missions in Guangzhou and Hefei, but public ticketed service has no replacement date after the August 25, 2026 Q2 report withdrew RMB600 million of 2026 revenue guidance. Vietnam joined the Global Fast Track Program on September 29 as the second country after Sri Lanka. On 5 Oct 2026, Hanoi Department of Science and Technology official Le Thu Hien told a city briefing that the People's Committee has not approved a flying-taxi trial; the 28 Sept HungViet agreement remains a cooperation pact, and any test would be limited to Hoa Lac after a later decision. The company news center, opened 21 Oct 2026, still shows 29 Sept as its newest item. The stock closed at $4.35 on September 29, 2026 (market cap about $330 million) and was not rechecked.", "summarySource": "https://thanglong.chinhphu.vn/ha-noi-thong-tin-them-ve-viec-thu-nghiem-taxi-bay-tai-hoa-lac-103261005220136178.htm", "status": "Public (Nasdaq: EH)", "founded": 2014, "headquarters": "Guangzhou, China", "country": "CN", "ceo": "Huazhi Hu", "website": "https://www.ehang.com", "logo": "https://www.ventureatlas.org/logos/ehang.png", "industrySlugs": [ "evtol", "drone-delivery" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "drone-delivery", "name": "Drone Delivery", "url": "https://www.ventureatlas.org/industry/drone-delivery" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, { "slug": "eutelsat-oneweb", "name": "Eutelsat OneWeb", "summary": "Eutelsat OneWeb is the LEO connectivity business within Eutelsat Group, operating a globally deployed broadband constellation in ~1,200 km orbit. The business combines a 654-satellite OneWeb network with Eutelsat's GEO fleet to serve government, enterprise, maritime, aviation, and telecom customers. After closing its comprehensive ~EUR 5B equity and debt financing plan in March 2026, Eutelsat reported full-year FY2025-26 results on August 7, 2026: LEO revenue reached EUR 297M (+69.5% YoY), now 25% of group revenue versus about 15% a year earlier, while total group revenue was EUR 1,235.9M and Adjusted EBITDA was EUR 632.4M at a 51.2% margin. On September 9, 2026 Eutelsat signed two adjacent LEO-infrastructure deals at the International Space Summit in Paris: OroraTech reserved 48 thermal-infrared hosted payloads on future OneWeb satellites (option for 48 more) for wildfire and infrastructure monitoring, and Eutelsat and Skynopy launched Global AKAR, a software-defined ground network targeting more than 100 antennas by end-2029. On September 10, 2026 Eutelsat signed an Authorisation to Proceed with Airbus for 229 additional OneWeb satellites (about EUR 1B), taking Airbus OneWeb refresh orders to 669 on top of the 654-satellite Gen 1 fleet; first satellites from the existing 440-unit order are due for delivery in the fourth quarter of 2026, with two dedicated Ariane 64 launches secured for 2027 and 2028. The same day Eutelsat kicked off IRIS2 LEO manufacturing: Aerospacelab as prime for 264 dual Ku/Ka-band platforms under a EUR 2.4B contract, Airbus for 66 military Ka-band satellites to be delivered in 2029, and Thales Alenia Space for payloads on all 330 IRIS2 LEO satellites at about EUR 500M. IRIS2 commercial Ku-band service is now targeted for mid-2032. On September 7, 2026 Eutelsat and Greenland's national telco Tusass launched the EU-, Greenland-, and Denmark-backed Enhanced Satellite Connectivity Project. In India, the Digital Communications Commission approved most TRAI satcom-spectrum recommendations on September 3, 2026, but Cabinet approval, spectrum assignment, and a second-stage security clearance are still required before commercial service. Mid-September GEO video renewals with Record (Brazil), A1 Group (Central and Eastern Europe), and Grupo W Com/StarTV (Mexico) keep the legacy broadcast franchise under contract while LEO remains the growth engine.", "summarySource": "https://www.eutelsat.com/media-press/media-centre/news/eutelsat-and-ororatech-partner-scale-space-based-thermal-intelligence", "status": "Public (EPA/LSE: ETL)", "founded": 2012, "headquarters": "Paris, France", "country": "FR", "ceo": "Jean-Francois Fallacher (Eutelsat Group CEO)", "website": "https://www.eutelsat.com", "logo": "https://www.ventureatlas.org/logos/eutelsat-oneweb.png", "industrySlugs": [ "satellite-mega-constellations", "telecommunications", "defense" ], "industries": [ { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": null, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/eutelsat-oneweb", "apiUrl": "https://www.ventureatlas.org/api/company/eutelsat-oneweb" }, { "slug": "eve-air-mobility", "name": "Eve Air Mobility", "summary": "Eve Air Mobility (Eve Holding) is the Embraer-backed eVTOL developer, spun out of EmbraerX in 2020 and NYSE-listed as EVEX since the 2022 Zanite SPAC merger, with Brazilian BDRs on the B3. Embraer's Form 10-Q for the quarter ended 30 June 2026 says Embraer Aircraft Holdings owns about 72 percent of Eve's common stock. Its lift-plus-cruise Eve 100 - eight fixed-pitch lift rotors, a pusher propeller, four passengers plus a pilot - first flew in December 2025, finished a 59-flight hover block in May 2026, and on 3 August 2026 made a first partial transition at 27 knots stabilized. Eve's IR list still ends with the 17 August 2026 RV Connex MOU. On 6 October 2026, at a Florida Ecosystem Summit at FDOT's SunTrax site, executives told FlightGlobal the program is unchanged on three dates: a year-end Eve 100 design freeze, full wingborne flight at 85 knots by year-end after flights already to 30 knots, and no U.S. demonstration aircraft until late 2028. Eve confirmed to FlightGlobal that it is excluded from the FAA eIPP because Embraer is the majority owner; the programme is limited to companies not directly or indirectly owned or controlled by a foreign entity. Head of airworthiness Jose Agustinho said U.S. demo flights are still expected before FAA type-certificate validation. ANAC certification and entry into service remain targeted for 2028. The same 7 October report quoted a service-entry range of about 43-46 nautical miles (80-85 km), below the roughly 100 km design range still on Wikipedia, a $5 million list price, and about 100 aircraft under binding agreements valued at $500 million. Those commercial figures are single-source. The non-binding pre-order book remains about 2,700 aircraft. Shares closed at $1.64 on 12 October 2026, a market cap of about $572 million. The company is pre-revenue. Q2 2026 total liquidity was $531.3 million. The 4 August release guided 2026 cash use to about $250 million, the midpoint of the $225-275 million range; on 21 August Bordais told Valor that cuts should pull burn toward the low end. On the 4 August call he counted 176 Eve employees plus about 800 people under the Embraer services agreement; the same day's release said 185 direct contributors.", "summarySource": "https://www.flightglobal.com/archive/2026/10/eve-plots-us-air-taxi-demos-despite-exclusion-from-pilot-programme/", "status": "Public (NYSE: EVEX)", "founded": 2020, "headquarters": "Melbourne, Florida / São José dos Campos, Brazil", "country": "BR", "ceo": "Johann Bordais", "website": "https://www.eveairmobility.com", "logo": "https://www.ventureatlas.org/logos/eve-air-mobility.png", "industrySlugs": [ "evtol", "civilian-aircrafts" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" } ], "parent": { "name": "Embraer S.A.", "companySlug": null, "relationship": "majority-owned", "source": "https://en.wikipedia.org/wiki/Eve_Air_Mobility" }, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-13", "url": "https://www.ventureatlas.org/company/eve-air-mobility", "apiUrl": "https://www.ventureatlas.org/api/company/eve-air-mobility" }, { "slug": "figure-ai", "name": "Figure AI", "summary": "Figure AI is a San Jose company building general-purpose humanoid robots and the Helix AI stack. Its September 2025 Series C exceeded $1 billion at a $39 billion post-money valuation. Figure 03 is the commercial platform: BMW put it on logistics sequencing at Spartanburg on June 25, 2026, and Catalyst Brands signed in May 2026 to deploy fleets at its Reno logistics center. Neither program has a public robot count. BotQ had produced more than 1,000 Figure 03 units by July 23, 2026, and the news index opened Oct. 22, 2026 has no newer factory count. On Sept. 17, 2026 Helix 2.5, pretrained on Index, succeeded on 56 percent of whole-task trials in 30 unseen Bay Area homes, against 9 percent for the same policy trained from scratch. On Sept. 30, 2026 Figure said it was retiring the F.02 fleet because maintaining it no longer made sense as the F.03 fleet grew. Most of the F.02 fleet is gone, and a few remain in storage at headquarters. That post is a fleet retirement, not a new customer deployment and not a shipment count. The news index has no item after Sept. 30. A November 2025 wrongful-termination lawsuit from a former safety engineer remained unresolved on the pages opened for this pass. This is a qualified audit centered on the decommission, not a 15-page review.", "summarySource": "https://www.figure.ai/news/f-02-decommission", "status": "Private", "founded": 2022, "headquarters": "San Jose, California", "country": "US", "ceo": "Brett Adcock", "website": "https://www.figure.ai", "logo": "https://www.ventureatlas.org/logos/figure-ai.png", "industrySlugs": [ "humanoid-robots", "industrial-automation", "warehouse-automation", "home-robots" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": null, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, { "slug": "firefly", "name": "Firefly Aerospace", "summary": "Firefly Aerospace is a public space and defense company that launches the Alpha small-lift rocket, is co-developing the Eclipse medium-lift vehicle with Northrop Grumman, flies Blue Ghost lunar landers, and builds Elytra orbital vehicles for maneuvering, communications, imaging, and other cislunar services. After becoming the first commercial company to complete a fully successful Moon landing, Firefly expanded further into defense software and data systems through its SciTec acquisition, which won a U.S. Space Force Space-Based Interceptor OTA agreement in May 2026 and a $5.5M Air Force CBC2 data-fusion option in June 2026 as part of the Golden Dome architecture. Firefly doubled its Cedar Park campus to 144,000 sq ft to industrialize Blue Ghost and Elytra production, and on September 22, 2026 completed a new ISO Class 8 cleanroom four times the size of the existing room; together the two cleanrooms can work on up to 12 Blue Ghost landers and Elytra vehicles at once. It closed a 12M-share follow-on at $48/share on June 1, 2026, and - per June 23, 2026 Reuters reporting - is set to secure a ~$110M EXIM loan to fund further Texas production expansion (the July 27, 2026 Federal Register notice opened public comment through August 21; as of September 17, 2026 no published EXIM board minutes confirming a close were found). In July 2026 Firefly also won a $13M NASA JPL subcontract - the first out of its new Gloworks innovation lab - to build the aeroshell for NASA's SkyFall Mars helicopter mission. On August 11, 2026 Firefly reported record Q2 2026 revenue of $117.7M (up 659% YoY, its first quarter above $100M), ~$1.5B backlog, and $940.3M of liquidity, and reaffirmed full-year guidance of $420M-$450M; Q3 2026 results had not been posted as of September 17. The first full Alpha Block II flight (Flight 8) remains targeted for Q4 2026, but Blue Ghost Mission 2 (Riders 2 the Dark) is still listed no earlier than 2027. SciTec also won a $93.7M Space Force radar-digitization contract in August, Firefly extended its Lockheed Martin multi-launch deal to up to 25 Alpha missions through 2031, and on September 9 it signed a contract with SSC Space for two Alpha launches from Esrange no earlier than 2028. Alpha also flies hypersonic test missions, including a second confidential hypersonic task order disclosed with Q2 results.", "summarySource": "https://www.globenewswire.com/news-release/2026/09/22/3366760/0/en/firefly-aerospace-completes-new-cleanroom-to-accelerate-spacecraft-production.html", "status": "Public (NASDAQ: FLY)", "founded": 2014, "headquarters": "Leander, Texas", "country": "US", "ceo": "Jason Kim", "website": "https://fireflyspace.com", "logo": "https://www.ventureatlas.org/logos/firefly.png", "industrySlugs": [ "rockets", "orbital-economy", "defense", "hypersonics" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, { "slug": "form-energy", "name": "Form Energy", "summary": "Form Energy, founded in 2017 by former Tesla energy chief Mateo Jaramillo, MIT professor Yet-Ming Chiang, Ted Wiley, Billy Woodford and Marco Ferrara, is building the storage technology that lithium-ion cannot economically reach: a 100-hour battery. Its iron-air cells run on reversible rusting, oxidising iron with air from the atmosphere to discharge and converting the rust back to iron to charge, using materials so cheap the company claims a cost per kilowatt-hour a fraction of lithium-ion's. That makes multi-day storage viable, the duration Jaramillo argues is where batteries stop shaving peaks and start replacing thermal power plants. The company manufactures at Form Factory 1 in Weirton, West Virginia. Its about page now describes that plant as one million square feet; the 9 Sept 2026 hiring note still said more than 450 people there. The Cambridge system with Great River Energy is still not in commercial operation. On 20 Oct 2026 GRE's page still said 1.5 MW and operation by the end of 2025, while its May 2026 plan had targeted the end of 2026. Form's about page still calls it a commercial demonstration. EIA-860M still has August 2026 as the latest file, with the previously checked BA1 row at 1 MW, status U and planned December 2027, and the next release on 23 Oct. MIT Technology Review on 6 Oct said the 150 MWh system is set to come online in 2027. None of those dates has been accepted by both the utility and Form. Demand is now driven as much by AI data centers as by utilities. Form has more than 80 GWh of commercial projects under agreement, including a 300 MW / 30 GWh system with Google and Xcel Energy that Xcel calls the largest battery project by energy capacity ever announced, a 12 GWh capacity agreement with Crusoe for AI data centers starting in 2027, and its first deployment outside the US, a 1 GWh project with FuturEnergy Ireland. A separate 85 MW / 8.5 GWh project at a former mill in Lincoln, Maine, backed by nearly $150M in DOE grid-resilience funds, is slated to start construction in 2028. Form has raised more than $2B, including a $750M Series G led by T. Rowe Price that closed in August 2026 (a down round at about $1.75B pre-money), added Wes Sloan (ex-Panasonic Energy Nevada) as COO and Navneet Govil as CFO, has picked JPMorgan and Jefferies to lead its IPO, and plans to go public in 2027. Jaramillo has said the company expects its first meaningful revenues in 2026 and that factory output is allocated into late 2028 or 2029.", "summarySource": "https://www.eia.gov/electricity/data/eia860m/", "status": "Private (Series G closed August 2026; listing targeted for 2027)", "founded": 2017, "headquarters": "Somerville, Massachusetts", "country": "US", "ceo": "Mateo Jaramillo", "website": "https://formenergy.com", "logo": "https://www.ventureatlas.org/logos/form-energy.png", "industrySlugs": [ "energy-storage", "ai-compute" ], "industries": [ { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" } ], "parent": null, "upcomingMilestoneCount": 11, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, { "slug": "galactic-energy", "name": "Galactic Energy", "summary": "Galactic Energy (Beijing Xinghe Power) is one of China's leading commercial launch companies. Wikipedia's Ceres-1 table, read Oct. 22, 2026, lists 24 launches, 22 successes and 2 failures through the Oct. 21, 2026 Ceres-1S Y8 sea launch. The two failures remain Sept. 21, 2023 and Nov. 10, 2025. Science and Technology Daily, cited by Xinhua, says the company has completed 23 successful orbital launches and placed 90 commercial satellites for 28 customers. Those 23 successes match 22 Ceres-1 successes plus the Sept. 1, 2026 Pallas-1 orbital test, which carried a dummy payload and is not one of the 90 commercial satellites. China Daily, citing a company news release, instead says Ceres-1 has completed 25 flights and gives liftoff as 11:42 a.m. Xinhua, CGTN and Science and Technology Daily use 11:39 a.m. Beijing time, and CGTN gives a 541 km orbit. No Oct. 21 post was on the first page of the company news index. Science and Technology Daily says Guangdong Tianyuan Technology developed Xiguang-4 01. An ifeng attribution to Xi'an Zhongke Xiguang was not opened on this pass. Ceres-2 failed on its January 2026 debut; the June 2026 investigation blamed the first-stage nozzle throat liner, and no return-to-flight date has been announced. Pallas-1's Sept. 1 debut reached its planned sun-synchronous test orbit with no recovery attempt. The company closed a 2.4 billion yuan (about $336 million) Series D in September 2025, was raising a further round with at least 400 million yuan committed as of July 2026, was shortlisted in June 2026 for Qingzhou cargo launches, and remains in Shanghai STAR Market IPO counseling. This is a qualified audit of the launch count, not a 15-page company review.", "summarySource": "https://en.wikipedia.org/wiki/Ceres-1", "status": "Private", "founded": 2018, "headquarters": "Beijing, China", "country": "CN", "ceo": "Liu Baiqi", "website": "https://www.galactic-energy.cn", "logo": "https://www.ventureatlas.org/logos/galactic-energy.png", "industrySlugs": [ "rockets", "space-stations", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, { "slug": "ge-hitachi", "name": "GE Vernova Hitachi Nuclear Energy", "summary": "GE Vernova Hitachi Nuclear Energy (GVH, formerly GE Hitachi Nuclear Energy) is the Wilmington, North Carolina-based nuclear alliance formed by GE (60%, now GE Vernova) and Hitachi (40%) in 2007, combining reactor design, services for the global boiling-water-reactor fleet, and fuel manufacturing through Global Nuclear Fuel. Its flagship BWRX-300 small modular reactor - a 300 MWe natural-circulation design derived from the NRC-certified ESBWR - is the first grid-scale SMR under construction in the Western world, with Ontario Power Generation building the first of four units at Darlington for service by the end of 2030. In the US, the NRC issued TVA Construction Permit CPAR-2 for Clinch River Unit 1 on September 28, 2026 (TVA and GVH announced it September 29; Federal Register notice October 5), the first US BWRX-300 CP and only the second US advanced-reactor CP. The permit sets construction completion between October 1, 2031 and September 30, 2032 and is not an operating license. TVA announced no construction start. ENR quoted spokesperson Scott Fiedler that nuclear construction has not begun, no new construction packages or long-lead procurement were authorized, the board still must approve a final commitment to build ($350 million authorized to date), and TVA did not reaffirm a 2032 commercial-operation target while cost-share talks continue so ratepayers do not bear first-of-a-kind costs. In March 2026 the US and Japanese governments announced up to $40B to deploy up to 10 BWRX-300s (3 GW) in Tennessee and Alabama under the US-Japan strategic investment framework. The order book extends across Poland (ORLEN Synthos Green Energy, including a June 2026 agreement for up to six units at Wloclawek), the UK (Generic Design Assessment completed December 2025; an SGE-led team bid in mid-2026 to build 14 units), a new US project with Elementl Power in Meigs County, Ohio (up to five units, agreed June 2026), Estonia, Hungary, Saskatchewan, Lithuania and Bulgaria, plus a March 2026 MOU with Hitachi to explore Southeast Asia. GVH lost Sweden's first new-nuclear competition in June 2026, when Vattenfall's Videberg Kraft venture picked Rolls-Royce SMR over the BWRX-300 for its Ringhals project, but returned to the Swedish market on September 3, 2026 when Studsvik selected GVH and Samsung C&T to advance a separate proposed four-unit, 1.2 GW BWRX-300 project. On September 15, 2026 Blue Energy filed the first part of an NRC construction permit application for the first BWRX-300 at its Port of Victoria, Texas gas-plus-nuclear plant. GVH also co-developed the Natrium sodium-cooled fast reactor with TerraPower, which began construction in Wyoming in 2026. Jason Cooper became President and CEO in January 2026. GE Vernova's Q2 2026 10-Q separately disclosed Nuclear Power segment revenue for the first time - $1,575M for H1 2026, up from $1,310M in H1 2025.", "summarySource": "https://www.federalregister.gov/documents/2026/10/05/2026-20345/tennessee-valley-authority-clinch-river-nuclear-unit-1-construction-permit-and-record-of-decision", "status": "Subsidiary of GE Vernova (JV with Hitachi)", "founded": 2007, "headquarters": "Wilmington, North Carolina", "country": "US", "ceo": "Jason Cooper", "website": "https://www.gevernova.com/nuclear", "logo": "https://www.ventureatlas.org/logos/ge-hitachi.png", "industrySlugs": [ "nuclear-fission", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" } ], "parent": { "name": "GE Vernova & Hitachi", "companySlug": null, "relationship": "joint-venture", "source": "https://en.wikipedia.org/wiki/GE_Vernova_Hitachi_Nuclear_Energy" }, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 1, "slipped": 0, "missed": 1, "total": 2 }, "dataVerifiedAt": "2026-10-17", "url": "https://www.ventureatlas.org/company/ge-hitachi", "apiUrl": "https://www.ventureatlas.org/api/company/ge-hitachi" }, { "slug": "general-atomics-aeronautical", "name": "General Atomics Aeronautical Systems", "summary": "General Atomics Aeronautical Systems built the armed drone as a category. The Predator it flew over the Balkans in 1995 and the MQ-9 Reaper that followed defined two decades of American air power, and the Predator line has now logged more than nine million flight hours. In 2026 the company converted that incumbency into the next generation: on June 17 the Air Force awarded GA-ASI a production contract for the FQ-42A, one of the first aircraft in history to carry the FQ designation, F for fighter and Q for uncrewed, alongside Anduril's FQ-44A. On September 14, 2026 Secretary of the Air Force Troy Meink formally named the jet FQ-42A Vengeance, dropping the company name Dark Merlin, and raised the service's CCA target to at least 500 aircraft in service by 2032 from the prior goal of over 150 by the end of the decade, against an eventual program goal of roughly 1,000 aircraft and a unit-cost target near one-third of an F-35. GA-ASI got there fast and not smoothly: the YFQ-42A prototype flew 15 months after contract award in August 2025, was destroyed on April 6, 2026 when an autopilot miscalculated the aircraft's weight and center of gravity after takeoff, and was flying again on May 21 after a joint safety review and a software fix. By July 2026 the main production facility had been converted to build six CCAs a month. The rest of the business is the export franchise: MQ-9B SkyGuardian and SeaGuardian are under contract with Belgium, Canada, Denmark, Germany, India, Japan, Poland, Taiwan, the UK and US SOCOM, with roughly $12 billion of signed deals, and India alone ordered 31 aircraft in October 2024. The MQ-9A Reaper line is still selling: Italy ordered two more Block 5 aircraft on September 8, 2026, for delivery at the end of 2027. A new front opened in August 2026 when GA-ASI unveiled Wildfire, a clean-sheet MQ-9 successor pitched at the Pentagon's Massed Modular Aircraft competition; after Iran combat losses reached about 45 Reapers, Meink on September 14 set MMA inventory goals of 100 aircraft in 2029 and 500 by 2032 at about $10 million a copy, replacing the earlier public figures of at least 180 aircraft and 20 mission-ready tails by fiscal 2031. On September 15 GA-ASI disclosed a July 21 large-force-exercise test that paired a CCA test aircraft with a Tactical Air Support F-5 Advanced Tiger on Infrared Search and Track Multi-Ship Ranging, using TacACE software over a beyond-line-of-sight link. The strategic exposure is one layer up the stack: the Air Force competes CCA mission autonomy separately from the airframe, and while General Atomics holds one of six baseline six-year autonomy contracts, the three companies funded for the first competitive phase are Anduril, RTX Collins Aerospace and Shield AI. Collins' Sidekick software, not GA-ASI's own, is what has been flying the YFQ-42A.", "summarySource": "https://www.ga-asi.com/italy-orders-two-more-mq-9a-block-5-reapers", "status": "Private", "founded": 1993, "headquarters": "Poway, California", "country": "US", "ceo": "Linden Blue", "website": "https://www.ga-asi.com", "logo": "https://www.ventureatlas.org/logos/general-atomics-aeronautical.png", "industrySlugs": [ "defense", "unmanned-aircraft", "military-drones" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": { "name": "General Atomics", "companySlug": null, "relationship": "subsidiary", "source": "https://en.wikipedia.org/wiki/General_Atomics_Aeronautical_Systems" }, "upcomingMilestoneCount": 9, "trackRecord": null, "dataVerifiedAt": "2026-09-27", "url": "https://www.ventureatlas.org/company/general-atomics-aeronautical", "apiUrl": "https://www.ventureatlas.org/api/company/general-atomics-aeronautical" }, { "slug": "google-deepmind", "name": "Google DeepMind", "summary": "Google DeepMind is Alphabet's consolidated artificial-intelligence research lab, formed in April 2023 by merging the original DeepMind (founded in London in 2010, acquired by Google in 2014) with Google Brain. Co-founder and Nobel laureate Demis Hassabis stepped down as CEO on August 5, 2026, moving to Chair of Google DeepMind and Chief Scientist of Alphabet to focus on long-term AGI research and Isomorphic Labs; Koray Kavukcuoglu, an SVP reporting directly to Sundar Pichai, now runs day-to-day operations and the Gemini roadmap. The lab builds the Gemini family, which powers the Gemini app (1B+ monthly active users as of August 11, 2026), Google Search's AI Mode and AI Overviews, Google Cloud, and, via a 2026 partnership, Apple's next-generation Siri. Gemini 4 Argon (model id gemini-4-argon) opened on October 13, 2026 to the paid Gemini API, Gemini for business, Google AI Ultra, and Google AI Pro subscribers in the Gemini app and AI Mode. The introductory API price is $2 per million input tokens and $10 per million output tokens through November 30, 2026, then $4 and $20; API docs say Argon is not on the free tier or the Google AI Pro plan. A Google spokesperson told Reuters, and people familiar with the effort told Bloomberg, on September 30, 2026 that Google no longer plans to release Gemini 3.5 Pro. Gemini 3.8 Flash remains the high-volume workhorse. Isomorphic Labs' September 29, 2026 update describes preclinical work and gearing up for the clinic, with no named candidate and no listed first-in-human study. Project Suncatcher confirmed contact on October 1, 2026; Google said in-orbit TPU health data would come over the following weeks and has not published those results.", "summarySource": "https://blog.google/innovation-and-ai/models-and-research/gemini-models/introducing-gemini-4-argon/", "status": "Alphabet subsidiary (Google's consolidated AI research division; not separately traded)", "founded": 2010, "headquarters": "London, United Kingdom", "country": "GB", "ceo": "Koray Kavukcuoglu (SVP, day-to-day operations & Gemini roadmap, reporting to Sundar Pichai); Demis Hassabis moved to Chair of Google DeepMind & Alphabet Chief Scientist on Aug 5, 2026", "website": "https://deepmind.google", "logo": "https://www.ventureatlas.org/logos/google-deepmind.png", "industrySlugs": [ "artificial-intelligence", "ai-compute", "biotech", "healthcare", "robotics", "cybersecurity", "defense" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": { "name": "Alphabet Inc.", "companySlug": null, "relationship": "subsidiary", "source": "https://en.wikipedia.org/wiki/Google_DeepMind" }, "upcomingMilestoneCount": 11, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, { "slug": "heart-aerospace", "name": "Heart Aerospace", "summary": "Heart Aerospace is developing the ES-36, a 36-seat clean-sheet hybrid-electric regional aircraft that is now the company's production design after the ES-30. Founded in Sweden and headquartered in Torrance, California, Heart flew the all-electric X1 demonstrator on August 12, 2026, a 27-minute flight that made X1 the largest battery-electric aircraft ever flown. On September 23, 2026 Heart unveiled the ES-36 and said JSX signed a deposit-backed purchase agreement for 50 aircraft with rights for 50 more. Heart is building the first pre-production ES-36 at its Los Angeles Pilot Plant, targeting first flight in the second half of 2028 and FAA Part 25 certification and entry into service in 2031. The company still cites $190M in mission-aligned capital and more than $9 billion in customer commitments from United, Air Canada, JSX and others; United, Mesa and Air Canada have not publicly converted prior ES-30 orders to the ES-36.", "summarySource": "https://www.heartaerospace.com/newsroom/heart-aerospace-unveils-es-36-with-jsx-purchase-agreement-for-up-to-100-aircraft", "status": "Private", "founded": 2018, "headquarters": "Torrance, California", "country": "US", "ceo": "Anders Forslund", "website": "https://heartaerospace.com", "logo": "https://www.ventureatlas.org/logos/heart-aerospace.png", "industrySlugs": [ "civilian-aircrafts" ], "industries": [ { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/heart-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/heart-aerospace" }, { "slug": "helion-energy", "name": "Helion Energy", "summary": "Helion Energy is building fusion generators aimed at producing commercial electricity from fusion. Its Polaris prototype began operating in late 2024 and in February 2026 became the first privately developed fusion machine to demonstrate measurable deuterium-tritium fusion at 150 million degrees Celsius. Helion is now advancing Orion in Malaga, Washington, where site work began in 2025 and generator-building construction is underway after Washington State issued the world's first fusion-plant licenses in June 2026. The company's own Orion page now says the plant is designed to meet the 2023 Microsoft PPA for at least 50 MW, with initial operations beginning in 2028; public-affairs director Jackie Siebens said at FusionX that Helion will not have 50 MW at full operation in 2028 and that the Microsoft contract requires Orion to be connected to the grid and begin operations by the end of 2028, with full power not expected before 2029 or 2030. A smaller Tiny Merge testbed is still being integrated at Everett after an August 28, 2026 first vacuum pump-down; the end-of-summer 2026 online target was not met. On September 8, 2026 Helion opened a downtown Seattle office for its business team and CEO David Kirtley said headcount has grown to 800. Helion's Series G, initially closed at $465M on June 4, 2026, was later marked oversubscribed and closed at $500M in September 2026, still at a $15.5B post-money valuation led by Thrive Capital, lifting total funding to more than $1.5B. OpenAI remains in unsigned, advanced talks to buy fusion power from Helion at gigawatt scale as of September 16, 2026, a negotiation that prompted Sam Altman to step down as Helion board chair on March 23, 2026. On Oct. 22, 2026 Helion signed a letter of intent with the Department of Commerce for up to $175 million in CHIPS R&D funding. The company said a definitive award agreement would give Commerce a $175 million non-voting interest based on the Series G valuation, and described $50 million of accompanying private investment that it did not say had been received. As of Oct. 28, 2026 the newsroom still lists that letter as the newest item, and the interest has not been issued.", "summarySource": "https://www.helionenergy.com/newsroom", "status": "Private", "founded": 2013, "headquarters": "Everett, Washington", "country": "US", "ceo": "David Kirtley", "website": "https://www.helionenergy.com", "logo": "https://www.ventureatlas.org/logos/helion-energy.png", "industrySlugs": [ "nuclear-fusion", "ai-compute" ], "industries": [ { "slug": "nuclear-fusion", "name": "Nuclear Fusion", "url": "https://www.ventureatlas.org/industry/nuclear-fusion" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, { "slug": "helsing", "name": "Helsing", "summary": "Helsing is a Munich-based defense technology company founded in 2021 by Torsten Reil, Gundbert Scherf and Niklas Köhler, chaired and heavily backed by Spotify founder Daniel Ek. It began as an AI-software company and has expanded into a full-stack, multi-domain defense manufacturer: the HX-2 X-wing strike drone, the Altra reconnaissance-strike software platform, the Centaur AI fighter pilot (which flew a Saab Gripen E in world-first beyond-visual-range trials in June 2025), the Cirra electronic-warfare AI for Germany's Eurofighter EK, the SG-1 Fathom underwater glider running the Lura acoustic AI, and the CA-1 Europa autonomous combat aircraft being built by its subsidiary Grob Aircraft. Its drones are combat-deployed in Ukraine, where it says it delivers several hundred HX-2s per month against a 6,000-unit order, though Bloomberg and WELT reporting has questioned the drone's frontline accuracy and pricing. Riding Europe's rearmament wave, Helsing won an initial €269M Bundeswehr loitering-munition contract in February 2026 (framework up to ~€1B over seven years) and a €258M AI electronic-warfare contract for the Eurofighter with Saab Germany. In the UK, its Plymouth 'Resilience Factory' builds SG-1 Fathom gliders for the Royal Navy's Atlantic Bastion undersea-surveillance program under a £350M investment commitment. Acquisitions of Grob Aircraft (June 2025), Australian AUV maker Blue Ocean (October 2025), and Barcelona-based quadruped-robot maker Keybotic (January 2026) gave it aircraft, maritime, and ground-robotics manufacturing muscle. In July 2026 it closed a $1.8B Series E at an ~$18B valuation led by Dragoneer with Lightspeed - Europe's largest defense-startup round - making it Germany's most valuable startup while remaining predominantly European-owned. Japan's Ground Self-Defense Force signed an initial HX-2 agreement in May 2026, and in the US Army's Project Flytrap 5.0 exercise in Lithuania the HX-2 scored an 88% hit rate (15 of 17), even as a WELT report citing a Ukrainian defense-ministry document put its Donbas combat hit rate at just 35.7% (5 of 14) - a discrepancy Helsing disputes, citing near-100% hit rates in German, UK and Kenyan trials. The Series E also funds Helsing's first US plant, a $50M 'Resilience Factory' in Martinsburg, West Virginia, and in July 2026 Germany moved to award Helsing a €580M contract to build the CFSN combat-cloud software salvaged from the collapsed Franco-German FCAS fighter program; the company also named former Ukrainian deputy defense minister Andriy Shevchenko as Managing Director for Ukraine. Helsing is also pushing into space: in December 2025 it joined Kongsberg Defence & Aerospace and Hensoldt to develop a sovereign European ISR/targeting satellite constellation targeted for 2029, and in May 2026 OHB joined that group to form the 'KIRK' joint venture for tactical space-based reconnaissance. The next proof points are the CA-1 Europa's first flight (targeted March 2027), Fathom's full operational capability with the Royal Navy by end-2026, and whether Japan's Ground Self-Defense Force converts September 2026 HX-2 field tests into a firm buy. In June 2026 Helsing also stood up Area 9, its advanced research division, and unveiled RX-1, a European-built quadruped research platform it is giving to universities rather than selling. On Oct. 20, 2026 Destinus said the companies agreed a commercial partnership and that Helsing will participate in Destinus's latest funding round, with no amount disclosed. On Oct. 26 Helsing unveiled Contra and the AD-1 and AD-2 interceptors. hartpunkt reported that the command system is under contract with an unnamed customer and that each interceptor is targeted under 100,000 euros, while the missiles remain in early flight testing. Defense News wrote under $100,000 per shot and did not name a buyer or a contract value.", "summarySource": "https://www.destinus.com/post/helsing-and-destinus-establish-a-commercial-partnership", "status": "Private", "founded": 2021, "headquarters": "Munich, Germany", "country": "DE", "ceo": "Torsten Reil & Gundbert Scherf (co-CEOs)", "website": "https://helsing.ai", "logo": "https://www.ventureatlas.org/logos/helsing.png", "industrySlugs": [ "defense", "military-drones", "autonomous-systems", "space-based-isr" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 11, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, { "slug": "hermeus", "name": "Hermeus", "summary": "Hermeus is a defense aviation company focused on rapidly designing, building, and flight-testing high-Mach and hypersonic aircraft for national-security missions. Its Quarterhorse program is progressing through a series of unmanned demonstrators to unlock high-speed flight - Mk 2.1 broke the sound barrier on May 26, 2026 in its third flight from Spaceport America, becoming the first privately-developed unmanned supersonic jet, then extended its top speed to Mach 1.6 on a fourth flight in mid-July 2026, beyond its previously announced design range of roughly Mach 1.25-1.50 - and the Chimera engine architecture underpins Darkhorse, the reusable hypersonic UAS Hermeus aims to field for defense customers. On September 9, 2026 the company unveiled Ramjet-X, a low-cost expendable ramjet vehicle launched from Quarterhorse for high-Mach Flight Test as a Service, with engine tests at HEAT in Jacksonville and integrated vehicle testing planned for 2027. On September 15, 2026 Pratt & Whitney licensed Hermeus to manufacture F100-PW-229 engines, creating a second U.S. production source for the fighter turbofan that already powers Quarterhorse and some F-15/F-16 variants; CEO Zach Shore said initial work will use existing footprints and that qualifying Pratt-standard builds comes before any demand-driven scale-up. A Federal Register notice published September 11, 2026 granted Mk 2.2 a special flight authorization for up to six supersonic test flights over White Sands through August 20, 2027 (effective August 20, 2026), though Hermeus has not yet announced a first flight. The company is now backed by a $1B post-money valuation, a $350M Series C closed in April 2026, and a Defense Innovation Unit contract scaled to a $219M ceiling in late May 2026 to demonstrate high-Mach flight and high-speed payload release at speeds up to Mach 3. In late July 2026, Quarterhorse Mk 2.1 completed its fifth flight overall and its first DIU-backed unmanned stores-separation test, safely releasing an external payload in flight. On September 3, 2026 Hermeus selected Anduril Lattice for Mission Autonomy on Quarterhorse Mk 2, with a first combined flight planned for 2027. In a May 2026 leadership transition effective June 1, 2026, president Zach Shore became CEO while co-founder AJ Piplica moved to executive chairman.", "summarySource": "https://www.hermeus.com/article/pw-f100-licensing", "status": "Private", "founded": 2018, "headquarters": "El Segundo, California", "country": "US", "ceo": "Zach Shore", "website": "https://www.hermeus.com", "logo": "https://www.ventureatlas.org/logos/hermeus.png", "industrySlugs": [ "civilian-aircrafts", "defense", "aerospace-engines" ], "industries": [ { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, { "slug": "holtec", "name": "Holtec International", "summary": "Holtec International is a vertically integrated nuclear technology and services company whose core businesses include used-fuel storage and transport systems, plant decommissioning, manufacturing, and nuclear project execution. Its flagship growth program is the restart of the Palisades plant in Michigan, which would be the first U.S. nuclear plant to return from decommissioning to operations status: on August 30, 2026 Holtec began loading fuel into the 204-assembly reactor core, the most visible physical milestone yet. Engineering News-Record reported on September 18, 2026 that the plant was still in Mode 6 (refueling) with no grid-restart date, while Holtec communications describe Palisades as an 805 MW unit. Its other flagship program is the SMR-300 small modular reactor platform, which Holtec is advancing at Palisades and in the UK with EDF. Holtec is also pursuing a large SMR-300 program in India - where a March 2025 U.S. DOE 10CFR810 authorization lets it share the design with partners Tata Consulting Engineers, Larsen & Toubro, and its Holtec Asia subsidiary - with a February 2026 plan to build up to 200 SMR-300s from an expanded manufacturing hub in Gujarat, and in Rwanda, where a May 2026 Comprehensive Development Agreement with the country's Atomic Energy Board targets up to roughly 5 GW of capacity, Holtec's first sub-Saharan African market. After a confidential filing in February 2026, Holtec publicly filed a Form S-1 on July 10, 2026 for a Nasdaq / Nasdaq Texas IPO under the ticker HNUC. On September 8, 2026 Holtec launched the IPO roadshow at $15 to $18 per share for 50 million Class A shares (up to $900 million, plus a 7.5 million-share greenshoe), targeting a valuation of up to $10.2 billion. On September 17, 2026 Holtec postponed the offering after talks with its banking syndicate, citing a retreat in IPO and nuclear-sector markets driven primarily by uncertainty over data-center development. On September 25, 2026 Holtec Nuclear filed Form RW withdrawing File No. 333-297395; the registration had not been declared effective and no securities were sold. CEO Kris Singh told the Financial Times, as reported by Engineering News-Record on September 18, that Holtec has other capital options and could return to the IPO market in three to six months depending on conditions. Holtec's SMR-300 pipeline now spans Palisades, the Green River, Utah revival project, a newly cleared Oyster Creek, New Jersey site (NRC approved the plant's license termination plan on July 30, 2026, opening the way for four more SMR-300 units there), the Cottam, UK proposal with EDF, and Rwanda - and on August 4, 2026 Holtec signed a non-binding memorandum of agreement with Entergy and Hyundai Engineering & Construction to evaluate further SMR-300 projects across Entergy's Gulf South territory. On September 15, 2026 Holtec said the NRC had granted an August 28 exemption authorizing permanent support-of-excavation and cutoff-wall work for Pioneer 1 and 2 at Palisades before a Limited Work Authorization is issued. Engineering News-Record also reported on September 18 that the NRC was targeting completion of its final safety evaluation and environmental impact statement for Pioneer by March 31, 2027. On September 30, 2026 Holtec submitted the Pioneer 1 and 2 Preliminary Safety Analysis Report, completing construction-permit Part 2, and said a draft safety evaluation for the limited-work authorization is anticipated in December 2026. The same day Palisades Energy filed emergency license amendment PNP 2026-052 to retrieve fuel assembly DD41 and asked for approval by October 2. ANS Nuclear Newswire reported on October 8 that the public comment period expired that afternoon while the NRC was still reviewing the request.", "summarySource": "https://www.sec.gov/Archives/edgar/data/2104277/000119312526402799/d40440drw.htm", "status": "Private (HNUC S-1 withdrawn September 25, 2026)", "founded": 1986, "headquarters": "Jupiter, Florida", "country": "US", "ceo": "Kris Singh", "website": "https://holtecinternational.com", "logo": "https://www.ventureatlas.org/logos/holtec.png", "industrySlugs": [ "nuclear-fission", "energy-storage", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 2, "slipped": 3, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, { "slug": "huawei", "name": "Huawei Investment & Holding Co., Ltd.", "summary": "Huawei Investment & Holding designs and sells smartphones inside a larger ICT and devices group. The 2025 annual report gives consolidated revenue of CNY 880,941 million for the year ended December 31, 2025. Consumer-segment revenue was CNY 344,473 million. On October 1, 2026 Huawei launched the Mate 90 series in China from 5,999 yuan on HarmonyOS 7. Official pages list Kirin 9030 on the base model, Kirin 9035 on the Pro, Kirin 9050-series on the Pro Max, and Kirin 9050 Pro on the RS Ultimate Design. The Mate XT 2 trifold remains listed from 19,999 yuan after the September 7 launch. Reuters on October 13, 2026, citing IDC, said Huawei shipped 12.2 million China smartphones in the third quarter and led with a 21 percent share, while TelecomLead's reading of the same preliminary release prints 21.1 percent and does not print units. No Huawei-disclosed Mate 90 first-week or October sell-through was opened. The April 2026 fact sheet still lists 213,000 employees, private employee ownership, Huawei Base in Shenzhen, and founding in 1987. No chief executive title is stored.", "summarySource": "https://krro.com/2026/10/13/china-smartphone-shipments-fall-for-sixth-straight-quarter-idc/", "status": "Private", "founded": "1987", "headquarters": "Building 1, Zone B, Huawei Base, Bantian, Longgang District, Shenzhen, China", "country": "CN", "ceo": null, "website": "https://www.huawei.com/", "logo": "https://www.ventureatlas.org/logos/huawei.png", "industrySlugs": [ "smartphones" ], "industries": [ { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" } ], "parent": null, "upcomingMilestoneCount": 0, "trackRecord": null, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/huawei", "apiUrl": "https://www.ventureatlas.org/api/company/huawei" }, { "slug": "iceye", "name": "ICEYE", "summary": "ICEYE is a Finnish SAR manufacturer and operator. On 20 October 2026 the company said it had launched 84 SAR satellites for itself and its customers, including four on Transporter-18 on 1 October and four on Bandwagon-5 on 20 October. Each Bandwagon-5 spacecraft had established communication, and routine commissioning was underway. Two of those four are for Portugal's Atlantic Constellation with CTI Aeroespacial and the Portuguese Air Force. ICEYE did not publish catalog names or a completed checkout. SpaceX's deploy timeline labels the separations ICEYE-1, ICEYE-2, ICEYE-3 and ICEYE-4, without saying which two are Portugal's. On 22 October ICEYE and Nokia signed a letter of intent with Ukraine's Ministry of Defence to explore sovereign satellite communications. That letter does not name ICEYE-X36, a price, or a satellite count. The same day, ICEYE said it would combine OroraTech thermal data with its SAR observations for wildfire intelligence, with no price and no satellite count. The Ukraine letter's about text says over 1,500 employees, while the OroraTech release the same day still says over 1,000. Neuss production had started by 6 October. Company production remains about 50 satellites a year, with an end-2027 target of 100 a year. First Nokia communications satellites are still expected in 2028. Cal OES sharing from 8 October remains. Unaudited 2025 revenue remains above EUR 250 million. LeoLabs said Kosmos 2612 came within roughly 500 meters of ICEYE-X36, with that distance uncertain. ICEYE said it was tracking the pass and declined to say whether X36 itself supports Ukraine. No ICEYE or U.S. Space Force measured miss distance was in the pages opened on 27 October 2026.", "summarySource": "https://www.iceye.com/newsroom/press-releases/iceye-launches-four-new-satellites-aboard-bandwagon-5-rideshare-mission", "status": "Private", "founded": 2014, "headquarters": "Espoo, Finland", "country": "FI", "ceo": "Rafal Modrzewski", "website": "https://www.iceye.com", "logo": "https://www.ventureatlas.org/logos/iceye.png", "industrySlugs": [ "satellite-mega-constellations", "defense", "earth-observation", "insurance" ], "industries": [ { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/iceye", "apiUrl": "https://www.ventureatlas.org/api/company/iceye" }, { "slug": "impulse-space", "name": "Impulse Space", "summary": "Impulse Space builds the vehicles that move payloads once a rocket has done its job, a business the company calls in-space mobility. Founded in 2021 by Tom Mueller, it sells Mira, a maneuverable orbital transfer and hosting spacecraft, and Helios, a Deneb-powered kick stage designed to move a payload from low Earth orbit to geostationary orbit in under a day. In July 2026 the U.S. Space Force awarded Impulse a National Security Space Launch Phase 3 Lane 1 contract, the first upper-stage prime in that program, and a June 2026 Series D followed by a September extension took that round to $808 million. Mira has completed two close-proximity campaigns: the December 2025 Remora rendezvous and a July 2026 flyby inside 200 meters, announced September 8, 2026. On October 20, 2026 Falcon 9 launched Bandwagon-5 at 7:04 a.m. ET from Cape Canaveral. Via Satellite reported that SpaceX confirmed all rideshare payloads deployed and that Impulse flew LEO Express 4, its fourth Mira, with no customer payloads, to test upgrades. A launch timeline lists that Mira deploying at T+00:58:22, manifested by Exolaunch. Impulse's own mission page, checked October 21, still says Ready for launch and its newest update is dated October 8. Helios and the Electra electric thruster remain targeted for the first half of 2027.", "summarySource": "https://www.satellitetoday.com/launch/2026/10/20/32-payloads-catch-a-ride-on-morning-spacex-bandwagon-mission/", "status": "Private", "founded": 2021, "headquarters": "Redondo Beach, California", "country": "US", "ceo": "Tom Mueller", "website": "https://www.impulsespace.com", "logo": "https://www.ventureatlas.org/logos/impulse-space.png", "industrySlugs": [ "orbital-economy", "defense", "satellites" ], "industries": [ { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": null, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, { "slug": "inversion-space", "name": "Inversion Space", "summary": "Inversion Space, founded in 2021 by Boston University students Justin Fiaschetti and Austin Briggs and backed by Y Combinator, builds reentry vehicles that park cargo in orbit and bring it down on demand, inverting the usual direction of space logistics: instead of launching goods when they are needed, the goods wait overhead and come back within an hour of the request. Its flagship vehicle, Arc, was unveiled on October 1, 2025 as a fully reusable lifting body about four feet across and eight feet tall that stores roughly 500 lb of payload on orbit for up to five years, survives reentry above Mach 20, steers more than 1,000 km of cross-range, and touches down under an autonomously guided parachute within about 50 feet of a target, needing no runway and using non-toxic propellants so crews can approach it immediately. The company has raised roughly $54 million, most of it a $44 million Series A in November 2024 co-led by Spark Capital and Adjacent with Lockheed Martin Ventures and Kindred Ventures, on top of a $71 million STRATFI award from AFRL and SpaceWERX in September 2024. Its pathfinder, the 20-inch Ray capsule, launched on SpaceX's Transporter-12 in January 2025 and validated avionics, power, propulsion, and separation, but a short circuit kept the deorbit engine from igniting, so it never flew the reentry it was built to demonstrate. Defense demand has arrived ahead of the flight record: Inversion was selected into Kratos' $1.45 billion MACH-TB 2.0 hypersonic test program in September 2025 and joined Anduril's team for the Space Force's Golden Dome space-based interceptor work in May 2026. On September 10, 2026 NASA awarded Inversion a $350,000 firm-fixed-price study (through June 30, 2027) of using Arc for an Earth aerocapture demonstration, and CEO Justin Fiaschetti told Payload the first in-space Arc demonstration is now planned no earlier than 2027, slipping the 2026 first-flight target set at unveiling. It operates a 55,000-square-foot Los Angeles factory and a five-acre Mojave test site with about 60 employees, and the whole thesis still rests on flying Arc for the first time.", "summarySource": "https://payloadspace.com/inversion-space-wins-nasa-contract-to-study-aerocapture-flight/", "status": "Private", "founded": 2021, "headquarters": "Los Angeles, California", "country": "US", "ceo": "Justin Fiaschetti", "website": "https://www.inversionspace.com", "logo": "https://www.ventureatlas.org/logos/inversion-space.png", "industrySlugs": [ "orbital-economy", "defense", "hypersonics" ], "industries": [ { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 0, "slipped": 1, "missed": 1, "total": 2 }, "dataVerifiedAt": "2026-09-13", "url": "https://www.ventureatlas.org/company/inversion-space", "apiUrl": "https://www.ventureatlas.org/api/company/inversion-space" }, { "slug": "isar-aerospace", "name": "Isar Aerospace", "summary": "Isar Aerospace is a Munich-area launch company that on September 5, 2026 became the first privately developed European rocket maker to reach orbit, and the first to do so from continental Europe. Founded in 2018 by Daniel Metzler, Josef Fleischmann and Markus Brandl out of the Technical University of Munich's WARR student rocketry team, it builds Spectrum, a 28-meter, two-stage propane/liquid-oxygen small-lift vehicle with nine Aquila first-stage engines and a restartable vacuum Aquila, sized for 1,000 kg to low Earth orbit or 700 kg to sun-synchronous orbit. Mission Onward and Upward lifted off from the company's dedicated pad at Andoya Spaceport, Norway, at 22:12 CEST on its second flight, circularized into a roughly 500 km sun-synchronous orbit, and deployed five customer CubeSats; Isar said on September 9 that most of those satellites had already established contact. The debut flight, Going Full Spectrum on March 30, 2025, lost attitude control about 30 seconds after liftoff after a vent valve opened unexpectedly. A June 9, 2026 Series D of EUR 270 million took cumulative funding to roughly EUR 870 million. ESA signed a EUR 197.8 million European Launcher Challenge contract on August 27, 2026, and the September 5 flight made Isar the first ELC challenger to clear the orbital-launch milestone. Vehicles three through seven are in production at a new 40,000 square meter Parsdorf/Vaterstetten factory designed for up to 40 Spectrum vehicles a year. Chief commercial officer Stella Guillen said on September 15 that 2028 launch capacity is fully contracted and more than double the 2027 plan of at least four flights, that a third flight would follow soon, and that Isar signed five more dedicated Spectrum missions with SEOPS for 2028-2030, taking that relationship to six launches. Defense-related inbound demand has flipped from a mostly civil book a year earlier to about 60% by June 2026 and as high as 70% in CEO comments after the orbital flight. A 10-year, $112.5 million dedicated-pad deal with Maritime Launch Services at Spaceport Nova Scotia, whose statement of work closed on September 14, 2026, targets first Canadian Spectrum flights in 2028. On September 21, 2026 co-founder Josef Fleischmann handed over COO/CTO duties to found Bavaria Instruments; Can Araz, formerly VP Spectrum, became CTO, with Daniel Metzler remaining CEO.", "summarySource": "https://isaraerospace.com/press/isar-aerospace-co-founder-josef-fleischmann-launches-bavaria-instruments-can-araz-named-cto", "status": "Private", "founded": 2018, "headquarters": "Ottobrunn, Germany", "country": "DE", "ceo": "Daniel Metzler", "website": "https://www.isaraerospace.com", "logo": "https://www.ventureatlas.org/logos/isar-aerospace.png", "industrySlugs": [ "rockets", "defense" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-23", "url": "https://www.ventureatlas.org/company/isar-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/isar-aerospace" }, { "slug": "ispace", "name": "iSpace (Interstellar Glory)", "summary": "iSpace (Beijing Interstellar Glory Space Technology), founded in 2016 by former state rocket designer Peng Xiaobo, made history in July 2019 when its solid-fuel Hyperbola-1 became the first Chinese privately developed rocket to reach orbit. Hyperbola-1's track record has been uneven (four successes in eight flights, most recently in July 2025, with no ninth flight scheduled as of September 20, 2026), and the company's future now rests on Hyperbola-3, a partially reusable methane-liquid oxygen rocket sized between 8.5 and 13.4 tonnes to LEO (Chinese coverage sometimes cites ~14 tonnes expendable). By mid-2026 Hyperbola-3's JD-2 / Focus-2 engines and both stages had been qualified for flight, a pathfinder had completed Qinglan drone-ship sea trials off Yangjiang, and on August 14, 2026 the 5.2 m payload fairing passed its final static-load test. On September 18, 2026 Science and Technology Daily reported that the first-stage methane tank and second-stage common-bulkhead tank had completed ultimate-load static tests to structural failure, which iSpace said shows its 4.2 m tank line can support batch production and backs the maiden flight. A first orbital flight with a sea-recovery attempt remains targeted for late 2026 (year-end / Q4) at Wenchang; launch trackers as of September 20 still list the demo as NET 2026 with a placeholder December 31 date. After a record 5.037 billion yuan (~$729.6M) Series D++ in February 2026 - the largest disclosed funding round by any Chinese launch startup - iSpace is raising a Series E round reported at roughly 7 billion yuan (~$980M), whose first tranche of nearly 1 billion yuan (~$140M) closed in August 2026, led by bank-affiliated asset managers, to fund Hyperbola-3 production, sea-recovery buildout, a new Chengdu production base (targeted for completion by end of 2026 and official production in 2027), and early work on the heavy-lift Hyperbola-9. In April 2026 it also registered a wholly owned Shanghai space-based computing subsidiary (100 million yuan registered capital) as a first step from rocket manufacturing toward in-orbit compute services. It remains China's best-funded private launch firm and is reportedly targeting a Shanghai STAR Market IPO in the second half of 2027, after Hyperbola-3's debut.", "summarySource": "https://www.stdaily.com/web/gdxw/2026-09/18/content_583604.html", "status": "Private", "founded": 2016, "headquarters": "Beijing, China", "country": "CN", "ceo": "Peng Xiaobo", "website": "https://www.i-space.com.cn", "logo": "https://www.ventureatlas.org/logos/ispace.png", "industrySlugs": [ "rockets", "orbital-economy" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-09-20", "url": "https://www.ventureatlas.org/company/ispace", "apiUrl": "https://www.ventureatlas.org/api/company/ispace" }, { "slug": "joby-aviation", "name": "Joby Aviation", "summary": "Joby Aviation is a Santa Cruz company developing a piloted all-electric S4 air taxi, now in FAA Stage 5 (TIA). Independent reporting says the 10-14 September Dallas-Fort Worth eIPP week flew AFW, DFW Corporate Aviation, Arlington, and Toyota Plano as piloted, no-passenger demonstrations, and no later U.S. eIPP passenger-carrying flights have been reported. The Q2 letter still targets first passengers in 2026 without specifying paying U.S. service by year-end. The Toyota exclusive manufacturing supply agreement and second $250 million tranche remain unsigned. A 15 Oct 2026 release carried by EIN says the J208's 2 Oct Atlantic Aviation stop at Portland International showcased the aircraft and demonstrated its autonomy technology, then the aircraft departed for California, after 6,665 miles coast to coast and back. The Electric Skies page, opened 21 Oct 2026, still says electric skies are headed to Oregon for autonomous demo flights on October 2. The release does not publish a flight log. EIN's provider line names the Oregon Department of Environmental Quality, while the body and media contact name the Oregon Department of Aviation. Third-quarter results are scheduled after the close on 4 Nov 2026, with a webcast at 5:00 p.m. ET. In Aerosonic LLC v. Joby Aero, No. 8:25-cv-00554, PACER Monitor's public docket on 21 Oct still shows no judgment; the newest visible entries are 16 Oct filings on the motion for judgment as a matter of law. The stock closed at $5.99 on 29 September 2026 (market cap about $5.92 billion) and was not rechecked.", "summarySource": "https://www.einpresswire.com/article/949946179/joby-aviation-and-oregon-department-of-aviation-highlight-autonomous-flight-at-portland-international-airport", "status": "Public (NYSE: JOBY)", "founded": 2009, "headquarters": "Santa Cruz, California", "country": "US", "ceo": "JoeBen Bevirt", "website": "https://www.jobyaviation.com", "logo": "https://www.ventureatlas.org/logos/joby-aviation.png", "industrySlugs": [ "evtol", "civilian-aircrafts", "defense", "logistics" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, { "slug": "k2-space", "name": "K2 Space", "summary": "K2 Space builds deliberately large satellites at a moment when the rest of the industry is shrinking them, on the argument that power, not mass, is what limits what a spacecraft can do. Its Mega Class bus carries up to 3,000 kg of payload and tens of kilowatts of power for a list price around $15 million, roughly ten times the power of a typical constellation satellite, and its 20 kW krypton Hall-effect thruster is the most powerful electric thruster flown in space. Founded in 2022 by brothers Karan and Neel Kunjur, both former SpaceX engineers, the company flew a subsystem demonstrator called Heritage in January 2025 and launched its first full Mega Class satellite, Gravitas, on March 30, 2026. Gravitas carried customer payloads and used its own thruster to raise itself from low Earth orbit to medium Earth orbit, a climb Breaking Defense reported as complete in a self-funded demonstration; K2's site still lists the spacecraft as operational on orbit. In 2026 it went from startup to supplier on three of the biggest programs in the sector: an initial SES meoSphere MEO order (SpaceNews: 28 satellites; K2's Series D release: a 30-satellite first tranche), Mega Class buses for the Anduril-led space-based interceptor team on Golden Dome, and its first Pentagon program of record as bus provider for the Space Force's Protected Tactical Satcom-Global. A $500 million Series D on July 30, 2026 at a $6.8 billion valuation, more than double the December 2025 mark, funds the move from one satellite at a time to a 180,000 square foot Torrance factory rated at up to 100 large satellites a year. Next up is Trinity, three satellites into three orbits, listed for Q2 2027.", "summarySource": "https://breakingdefense.com/2026/08/k2-tapped-to-host-space-force-satellite-laser-links-tests/", "status": "Private", "founded": 2022, "headquarters": "Torrance, California", "country": "US", "ceo": "Karan Kunjur", "website": "https://www.k2space.com", "logo": "https://www.ventureatlas.org/logos/k2-space.png", "industrySlugs": [ "defense", "satellite-mega-constellations", "orbital-economy" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-07", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, { "slug": "kairos", "name": "Kairos Power", "summary": "Kairos Power is commercializing its fluoride salt-cooled, high-temperature reactor (KP-FHR), which combines TRISO pebble fuel with FLiBe coolant in a compact, low-pressure design aimed at grid and AI-data-center loads. The company runs an iterative, vertically integrated development model centered on Hermes 1, a 35 MWth demonstration reactor under safety-related construction in Oak Ridge, and Hermes 2, an electricity-producing demonstration plant for the TVA grid under a Google fleet agreement totaling up to 500 MWe by 2035. A May 2026 NRC amendment extended Hermes 1's construction-completion deadline to April 2029 (Kairos still expects to finish building the test reactor in 2028); Hermes 2 broke ground April 17, 2026 and is targeted for first grid power around 2030. In August 2026 Kairos launched NuCAMP, a 12-month manufacturing and workforce partnership at Oak Ridge, and named former SpaceX launch-operations director Dr. Mike McGuire as VP of Operations and Site Delivery. On September 2, 2026 it appointed Ignacio Redondo, formerly SVP of Finance at Nextracker, as its first CFO. On September 4 it completed the first phase of its ETU 3 hardware demonstration - a reduced-scale Hermes 2 reactor-cavity mockup used to test modular precast shielding and remote handling. A September 10, 2026 company update said Engineering Test Unit 2 in Albuquerque comprises more than 30 factory-built skids whose module integration is underway, with hot argon testing next, and that Hermes 2 will use skids fabricated in Albuquerque and shipped to Oak Ridge. Kairos's careers page still lists 500+ employees, and a June 24, 2026 manufacturing update said the Albuquerque Pebble Development Lab had produced more than 60,000 annular surrogate fuel pebbles at about 950 per day for ETU 2 and other tests. On October 7, 2026 the Albuquerque Pebble Development Lab commissioned an automated inspection and tracking line with a near-term target of 70,000 inspected pebbles for ETU 2 and other tests. On 14 October 2026 Bloomberg quoted CEO Mike Laufer that Kairos had lined up $643 million for the Tennessee demonstration reactor: $368 million from private backers, including Google Ventures and DCVC, of which $70 million is Samsung C&T through the prior month's partnership, plus $275 million of Energy Department financing. That is not a company close. The updates index still tops at the 7 October pebble-inspection item. Laufer's own post names Samsung C&T, Google Ventures, DCVC, Nuclear Capital Partners, and Mavrik, and attributes Energy Department support to the existing Advanced Reactor Demonstration Program milestone contract. It states no dollar figure. The standing DOE instrument remains the February 2024 Technology Investment Agreement of up to $303 million. No new award document identifies the $275 million. The 21 September Samsung term sheet is still up to $100 million of direct investment and in-kind engineering, subject to regulatory approvals. The company still has not reported a first HALEU TRISO pebble, a Hermes 1 operating-license application, or a closed Samsung investment.", "summarySource": "https://snslive.uk/article/2769619", "status": "Private", "founded": 2016, "headquarters": "Alameda, California", "country": "US", "ceo": "Mike Laufer", "website": "https://kairospower.com", "logo": "https://www.ventureatlas.org/logos/kairos.png", "industrySlugs": [ "nuclear-fission", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": null, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/kairos", "apiUrl": "https://www.ventureatlas.org/api/company/kairos" }, { "slug": "expace", "name": "Kuaizhou Aerospace", "summary": "Kuaizhou Aerospace (快舟航天空间科技), founded in 2016 in Wuhan as CASIC's commercial launch arm under the name ExPace (航天科工火箭技术), markets the solid-propellant Kuaizhou ('fast vessel') family - derived from missile technology - for rapid, low-cost small-satellite launches that can be readied in hours. In April 2026 control shifted: Wuhan Investment Holding Group's Wuchuangxing Aerospace fund bought a 29.5904% stake from CASIC subsidiary China Aerospace Sanjiang for about 3.3 billion yuan (~$461M, implying an ~11.15B-yuan/~$1.56B valuation), becoming the company's largest shareholder as Sanjiang's stake fell from 56.43% to 26.84%. On July 31, 2026 the company completed a business-registration name change from ExPace to Kuaizhou Aerospace Space Technology Co., dropping CASIC branding entirely. Losing central-state-owned-enterprise status forces a 6-12 month business-license re-qualification that has pushed the STAR Market (科创板) IPO filing into late 2026 or early 2027. The workhorse Kuaizhou-1A (and its upgraded 1A Pro) has flown 31 times, most recently launching a pair of maritime VDES navigation satellites on December 5, 2025 - still no new 1A mission as of September 18, 2026, a gap of more than nine months. The larger Kuaizhou-11 flew its seventh mission on September 17, 2026 from Jiuquan, putting Tianyi-51 and Tianyi-52 into orbit on vehicle Y3, the first launch under the Kuaizhou Aerospace brand and the sixth straight success since the 2020 maiden failure. Across all variants the family has logged 40 orbital attempts. All-solid expendable vehicles face intensifying pressure from reusable kerolox rivals, and the Mingfeng liquid-engine line plus the larger Kuaizhou-21/-31 concepts remain earlier-stage with no maiden-flight dates announced.", "summarySource": "https://english.news.cn/20260917/48902beaa11c4baabb096ed85a0aca12/c.html", "status": "Majority Wuhan State-Owned (formerly CASIC-controlled; IPO-track)", "founded": 2016, "headquarters": "Wuhan, Hubei, China", "country": "CN", "ceo": "Zhang Di (Chairman)", "website": "https://www.expace.com.cn", "logo": "https://www.ventureatlas.org/logos/expace.png", "industrySlugs": [ "rockets", "defense" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": { "name": "China Aerospace Sanjiang Group (CASIC)", "companySlug": null, "relationship": "affiliate", "source": "http://jxt.hubei.gov.cn/bmdt/rdjj/202604/t20260413_5912696.shtml" }, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-18", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, { "slug": "landspace", "name": "LandSpace", "summary": "LandSpace (Beijing LandSpace Technology) is China's leading commercial rocket company and, through satellite affiliate Hongqing Technology, a would-be constellation operator. In July 2023 its methane-liquid oxygen Zhuque-2 became the first methalox rocket in the world to reach orbit, and the company now flies the upgraded Zhuque-2E for commercial constellation missions. On September 15, 2026 Zhuque-2E Y7 placed 10 Qianfan Polar Orbit Group 19 satellites into a roughly 900 km orbit - the ninth Zhuque-2-family flight and the first large-scale satellite-internet constellation deployment by a Chinese private rocket. On October 14, 2026, Zhuque-2E Y4 lifted off at 19:40 Beijing time from the same Dongfeng pad and placed 10 satellites in their planned orbits. LandSpace's newsroom names them as ADA Space Xingshidai-39 and Xingshidai-44 through 50, plus Lanta Intelligent Guangchuan-03 and Guangchuan-04, and calls the mission the 10th Zhuque-2-series flight. Y4 is the vehicle serial, not the flight count: Y7 on September 15 was already the ninth series flight, so this lower serial flew later. Its flagship is the reusable, stainless-steel Zhuque-3, a Falcon 9-class vehicle whose December 2025 maiden flight reached orbit but failed to recover its booster; on its second orbital flight on August 18, 2026, Zhuque-3 delivered the demo Honghu-03 satellite to orbit and completed China's first-ever landing of a private orbital-class rocket booster, joining SpaceX and Blue Origin as the third company to land an orbital booster on legs, though residual propellant ignited shortly after touchdown and the resulting fire damaged the landing-gear area and collapsed the stainless-steel stage. LandSpace says it still aims to refurbish and reuse a recovered first stage within about six months, pointing to around February 2027. The Y7 and October 14 Y4 posts both say Zhuque-3 engineering reuse verification continues. Payload reported on September 4, 2026 that LandSpace is the farthest along of China's commercial rocket firms in the STAR Market queue after that landing. The company refiled an updated STAR Market prospectus on June 29, 2026, returning the Shanghai review to 'inquiry' status, and for the first time projected reaching profitability by 2029 (premised on Zhuque-3 mass production and routine reuse). That refiling disclosed LandSpace's first full-year 2025 results - revenue of 52.10 million yuan (~$7.2M, up about 11x year over year) against a widening net loss of 1.71 billion yuan (~$240M, up about 95% YoY) - and the company still seeks to raise about 7.5 billion yuan (~$1.1B). Its STAR Market share-issuance terms imply a post-listing valuation near 75 billion yuan (~$10.4B). Satellite affiliate Hongqing Technology, LandSpace's largest-shareholder constellation play, closed a Pre-B round of more than 1.3 billion yuan (~$191M) on July 2, 2026 and has filed the 10,000-satellite Honghu-3 constellation with the ITU.", "summarySource": "https://www.landspace.com/news-detail.html?itemid=78", "status": "Private (Shanghai STAR Market IPO filed)", "founded": 2015, "headquarters": "Beijing, China", "country": "CN", "ceo": "Zhang Changwu", "website": "https://www.landspace.com", "logo": "https://www.ventureatlas.org/logos/landspace.png", "industrySlugs": [ "rockets", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-15", "url": "https://www.ventureatlas.org/company/landspace", "apiUrl": "https://www.ventureatlas.org/api/company/landspace" }, { "slug": "lg-energy-solution", "name": "LG Energy Solution", "summary": "LG Energy Solution is the largest battery manufacturer outside China and the West's main hedge against Chinese dominance of the cell supply chain. Spun out of LG Chem on December 1, 2020 from a battery division that dates to 1992, it listed on the Korea Exchange in January 2022 in a KRW12.75 trillion (about $10.7B) offering, still South Korea's largest IPO ever. It ranks third globally in EV batteries with 8.3% share and 60.3 GWh installed from January through July 2026, supplying GM, Tesla, Ford, Hyundai, Stellantis, Honda and Toyota through wholly owned plants in Korea, Poland and Michigan and joint ventures including Ultium Cells with GM, NextStar Energy with Stellantis and L-H Battery with Honda. With Western EV demand flat and the US federal tax credit gone, LGES has swung North American capacity toward grid storage: its $1.4B Holland, Michigan plant is the first large-scale LFP cell factory in the United States, is scaling from 17 GWh to more than 30 GWh by the end of 2026, and its output is sold out three to five years ahead. The all-new Lansing, Michigan plant started production on August 18, 2026, and GM and LG converted Ultium Cells 2 in Spring Hill, Tennessee from EV cells to LFP storage cells. FY2025 revenue was KRW23.7T. On Oct. 8, 2026 the company posted a K-IFRS Q3 estimate of KRW 9.6434 trillion in sales and KRW 756.0 billion in operating profit, including KRW 416.9 billion of U.S. IRA 45X and other North American production credits; excluding them, sales were KRW 9.2265 trillion and operating profit KRW 339.1 billion. Those figures are unaudited. A detailed IR call is scheduled for Nov. 3, 2026. The same day it signed a binding offtake with Elevra Lithium for 240,000 dry metric tonnes of Quebec spodumene concentrate, with first deliveries expected later in 2026. Full-year 2026 revenue-growth guidance remains 20% or more, with ESS sales more than tripling.", "summarySource": "https://www.lg.co.kr/media/release/30650", "status": "Public (KRX: 373220)", "founded": 2020, "headquarters": "Seoul, South Korea", "country": "KR", "ceo": "Kim Dong-myung", "website": "https://www.lgensol.com", "logo": "https://www.ventureatlas.org/logos/lg-energy-solution.png", "industrySlugs": [ "energy-storage" ], "industries": [ { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" } ], "parent": { "name": "LG Chem", "companySlug": null, "relationship": "majority-owned", "source": "https://en.wikipedia.org/wiki/LG_Energy_Solution" }, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/lg-energy-solution", "apiUrl": "https://www.ventureatlas.org/api/company/lg-energy-solution" }, { "slug": "li-auto", "name": "Li Auto", "summary": "Li Auto is a Beijing-based premium new-energy vehicle maker founded in 2015 by Li Xiang. L-series EREV SUVs remain the volume backbone, including the L7, which the official site still lists, the all-new L8 launched in June 2026, and L6 and L9, with MEGA, i8, i6 and i9 on the BEV side. It delivered 31,817 vehicles in September 2026 and 1,833,651 cumulatively as of 30 Sep. Monthly prints imply 99,964 in Q3, inside 95,000-100,000 guidance. Q3 financial results are still unprinted, and there is no post-June 30, 2026 headcount. The 2026 i6 China launch remains October 28, with early November deliveries; prices and deposit terms are still unpublished. On October 12 Li Auto premiered the European Li 6 at the Paris Motor Show and set first sales and deliveries for the Netherlands and Norway in Q1 2027, later than the earlier Q4 2026 sales plan. UAE showrooms are still listed as coming soon. On October 16 MHX Technology, the chip subsidiary, signed subscription agreements totaling RMB1.625 billion, including RMB625 million from outside investors; closing is still conditional. No deployed L8 product image is on file.", "summarySource": "https://www.einnews.com/pr_news/949052895/li-auto-makes-european-premiere-at-paris-motor-show-unveils-european-version-li-6", "status": "Public (NASDAQ: LI / HKEX: 2015)", "founded": 2015, "headquarters": "Beijing, China", "country": "CN", "ceo": "Li Xiang", "website": "https://www.lixiang.com", "logo": "https://www.ventureatlas.org/logos/li-auto.png", "industrySlugs": [ "electric-vehicles", "autonomous-vehicles", "humanoid-robots" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" } ], "parent": null, "upcomingMilestoneCount": 12, "trackRecord": { "hit": 4, "slipped": 0, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, { "slug": "lucid-motors", "name": "Lucid Motors", "summary": "Lucid Group is a Silicon Valley EV and technology company building the Lucid Air sedan and Lucid Gravity SUV around proprietary software-defined vehicle architectures focused on range, efficiency, and performance. Silvio Napoli became permanent CEO on June 1, 2026; on June 22 he cut about 18% of US staff and eliminated the COO role, and on July 2 named Alexander De Bock incoming CFO and Raja Ramana Macha CTO. On August 4, 2026 Lucid reported Q2 revenue of $405M on 4,774 vehicles produced and 3,953 delivered, a $1.26B attributable net loss (diluted EPS -$3.30), and an operational reset targeting $1.4B of 2026 cash savings, delaying Cosmos midsize production to the second half of 2027 at AMP-2 in Saudi Arabia. On October 5, 2026 Lucid reported Q3 production of 2,954 vehicles and deliveries of 3,806 for the quarter ended September 30; deliveries exceeded production as the company reduced inventory after eliminating AMP-1's second shift in June, and it said Gravity demand continued to regain momentum. Q3 financial results, including net income and cash flow, and a progress update on key priorities are scheduled for November 9, 2026 at 2:30 p.m. PT. That October 5 production and delivery print is not a financial result. As of October 18, 2026 the November 9 call had not occurred, and Lucid had not published a dollar tally against the $1.4B cash-savings target, a named Gravity backlog, mix, or ASP, a start of regular Gravity robotaxi production, paying-passenger Bay Area service, or a post-cut global headcount. On October 12, 2026, in a release datelined Paris, Lucid said its first three French retail and service locations will open in the first quarter of 2027, with a planned network of more than 16 partner locations by the end of 2027, and that French vehicle orders are expected to open in Q1 2027. On October 6, 2026 Lucid drew a further $400M on the unsecured PIF-backed DDTL, taking approximate principal outstanding to $2.1B with about $400M remaining capacity (facility matures August 4, 2029). The Lucid-Nuro-Uber robotaxi program is testing Gravity vehicles in the Bay Area and Houston, with regular robotaxi production still targeted for Q4 2026; a September 17 Bolt partnership aims to deploy at least 25,000 Level 4 Midsize vehicles in Europe with no order or public date. Official Air pricing remains from $70,900 and Gravity from $79,900 (GT-S $125,900). LCID closed at $3.89 on October 7, 2026 (market cap about $1.53B on 394.07M shares). Wikipedia still lists 6,800 employees (2024); Lucid has not disclosed a post-cut global census after the June 2026 US workforce reduction from about 9,000 at year-end 2025.", "summarySource": "https://www.prnewswire.com/news-releases/lucid-sets-plan-for-first-retail-and-service-locations-in-france-302905822.html", "status": "Public (NASDAQ: LCID)", "founded": 2007, "headquarters": "Newark, California", "country": "US", "ceo": "Silvio Napoli", "website": "https://lucidmotors.com", "logo": "https://www.ventureatlas.org/logos/lucid-motors.png", "industrySlugs": [ "electric-vehicles", "autonomous-vehicles", "energy-storage" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-18", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, { "slug": "mediatek", "name": "MediaTek", "summary": "MediaTek Inc. (TWSE: 2454) is a Hsinchu fabless chip designer. The company says it was founded in 1997 and that it powers more than 2 billion devices a year. For the quarter ended June 30, 2026, unaudited consolidated revenue was NT$152,183 million, with a 46.2% gross margin. Mobile phones were 41% of that quarter, Smart Edge Platforms 53%, and Power IC 6%. Rick Tsai is chief executive. MediaTek employed 19,785 people as of December 31, 2025.", "summarySource": "https://www.mediatek.com/company/discover", "status": "Public (TWSE: 2454)", "founded": "1997", "headquarters": "No. 1, Dusing 1st Rd., Hsinchu Science Park, Hsinchu 30078, Taiwan", "country": "TW", "ceo": "Rick Tsai, chief executive officer", "website": "https://www.mediatek.com/", "logo": "https://www.ventureatlas.org/logos/mediatek.png", "industrySlugs": [ "semiconductors", "smartphones" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" }, { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/mediatek", "apiUrl": "https://www.ventureatlas.org/api/company/mediatek" }, { "slug": "meta", "name": "Meta", "summary": "Meta Platforms, Inc. is a Delaware corporation at 1 Meta Way, Menlo Park, California. Mark Zuckerberg founded it as Facebook in 2004 and is founder, chairman, and CEO. In the quarter ended June 30, 2026, revenue was $60.80 billion and headcount was 75,472. The 19 October 2026 8-K leaves the Class C dividend record date for later board action. Twenty percent of the Class C shares issued to Mark Zuckerberg's holder group in that dividend are freely saleable, and 80 percent are stapled so a sale must be matched by selling or converting a voting share. On 26 October 2026 Meta launched 250 million depositary shares and $22.5 billion of Class A forwards. The preliminary prospectus leaves the preferred dividend rate blank, and Meta said it had not signed a planned $60 billion Class C at-the-market program. New Mexico case D-101-CV-2021-00132, filed 21 October 2026, awards $25 billion after stating a $219,498,600,000 statutory amount, with 15 percent annual interest. The order does not stay the penalty.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1326801/000162828026066700/meta-20261019.htm", "status": "Public", "founded": "2004", "headquarters": "Menlo Park, California", "country": "United States", "ceo": "Mark Zuckerberg", "website": "https://www.meta.com/", "logo": "https://www.ventureatlas.org/logos/meta.png", "industrySlugs": [ "big-tech" ], "industries": [ { "slug": "big-tech", "name": "Big Tech", "url": "https://www.ventureatlas.org/industry/big-tech" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": null, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/meta", "apiUrl": "https://www.ventureatlas.org/api/company/meta" }, { "slug": "microsoft", "name": "Microsoft", "summary": "Microsoft Corporation was founded in 1975 and is based at One Microsoft Way, Redmond, Washington. Satya Nadella is chairman and CEO. For the fiscal year ended June 30, 2026, revenue was $331.8 billion, up 18%, and operating income was $155.2 billion, up 21%. Fourth-quarter revenue was $90.0 billion and operating income was $40.6 billion. Nadella said Azure revenue surpassed $100 billion for the first time and that Microsoft 365 Copilot reached over 30 million paid seats. The company employed about 223,000 full-time people as of June 30, 2026. Fiscal 2027 first-quarter results are due after the close on 28 October 2026, with a webcast at 2:30 p.m. Pacific, and were not published as of 27 October 2026. On 26 October 2026 Microsoft opened a voluntary exit offer for eligible employees at level 70 and below in participating teams in Canada, India, the United Kingdom, and the United States. The public post does not state how many people are eligible or a departure date.", "summarySource": "https://news.microsoft.com/source/2026/10/07/microsoft-announces-quarterly-earnings-release-date-69/", "status": "Public", "founded": "1975", "headquarters": "Redmond, Washington", "country": "United States", "ceo": "Satya Nadella", "website": "https://www.microsoft.com/", "logo": "https://www.ventureatlas.org/logos/microsoft.png", "industrySlugs": [ "big-tech" ], "industries": [ { "slug": "big-tech", "name": "Big Tech", "url": "https://www.ventureatlas.org/industry/big-tech" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": null, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/microsoft", "apiUrl": "https://www.ventureatlas.org/api/company/microsoft" }, { "slug": "mistral-ai", "name": "Mistral AI", "summary": "Mistral AI is Europe's leading frontier AI lab, founded in April 2023 in Paris by CEO Arthur Mensch (ex-Google DeepMind) with chief scientist Guillaume Lample and CTO Timothée Lacroix (both ex-Meta). It champions open-weight models: its December 2025 Mistral 3 generation includes Mistral Large 3, a 675B-parameter sparse mixture-of-experts model released under Apache 2.0, alongside commercial and specialist models (Medium 3.5, Small 4, Magistral reasoning, Codestral/Devstral coding, Voxtral audio, OCR 4 documents and the new Robostral robotics line). Its consumer assistant Le Chat was rebranded 'Vibe' in May 2026 and repositioned as an agentic work-and-code platform. Positioned as Europe's sovereign alternative to US labs, Mistral has deep industrial and government ties - lead Series C investor ASML (~11% stake), Airbus, BMW, Stellantis, CMA CGM (a €100M deal), HSBC, and a framework agreement with France's Ministry of Armed Forces - and is building its own Nvidia-powered infrastructure through Mistral Compute, whose first 44 MW data center south of Paris came online in mid-2026, alongside a €1.2B second site under construction with EcoDataCenter in Borlänge, Sweden - Mistral's first infrastructure investment outside France, targeted to open in 2027. Annual recurring revenue passed $400M in early 2026, up roughly 20x year over year; CEO Arthur Mensch told CNBC on September 8, 2026 he expects to beat the $1 billion ARR target if current trends hold. On September 8, 2026 Mistral closed a €3 billion Series D led by Samsung Electronics, with the EU-backed Scaleup Europe Fund (managed by EQT) and existing investor PSG Equity as co-leads, at a post-money valuation of more than €21 billion (~$24 billion). The next day Samsung announced a formal on-premises partnership to deploy Mistral Large across its semiconductor design, manufacturing and engineering operations. The company says it now operates in 20 countries and supports more than 125 global enterprises. Enterprise reach also includes UK grocer Tesco (three-year deal and joint AI lab, December 2025) and a Southeast Asia push anchored in Singapore, where headcount is set to triple to 100 by end-2026. On 6 October 2026 Mistral opened a public preview of Mistral Large 4, also called Le Chonk. The company blog describes a 1-trillion-parameter model with 52 billion active parameters and says open weights will follow by the end of October. As of 16 October 2026 those weights were not published. Artificial Analysis scores the preview at 38 on its Intelligence Index and 50 on its Cyber Index, and describes the model as 1 trillion parameters with 49 billion active. On 21 Oct 2026 the Hugging Face page still listed Large 4 weights as unreleased, with an ETA of 31 Oct 2026. The Les Ulis page still says the 10 MW site is scheduled for Q3 2026. Artificial Analysis lists Voxtral Small Transcribe 3 at 2.1% word error rate. Mistral's docs label it Public Preview, and no Voxtral 3 weights were found. Timestral's technical report was still forthcoming. A Papers with Code TIME table and The Aggregate's 20 Oct fev-bench snapshot list Timestral-209M first, on different metrics. The Salesforce GIFT-Eval space did not render a ranking.", "summarySource": "https://huggingface.co/mistralai/Mistral-Large-4.0-1T05-A52B", "status": "Private", "founded": 2023, "headquarters": "Paris, France", "country": "FR", "ceo": "Arthur Mensch", "website": "https://mistral.ai", "logo": "https://www.ventureatlas.org/logos/mistral-ai.png", "industrySlugs": [ "artificial-intelligence", "ai-compute" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 15, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, { "slug": "moderna", "name": "Moderna", "summary": "Moderna is a public mRNA company whose commercial franchise includes Spikevax, mNEXSPIKE, mRESVIA, EU-approved mCOMBRIAX, and mFlusiva, with intismeran autogene plus KEYTRUDA as its highest-value pipeline bet after the August 19, 2026 Phase 3 melanoma win. Juan Andres is Chief Operating Officer. A Form 3 filed October 5, 2026 lists that title with a period of report of October 5, and both the company and investor leadership pages now list him as COO. Jerh Collins is no longer on those executive lists. Merck and Moderna have not announced a US BLA or EU MAA. Phase 3 RFS and DMFS hazard ratios remain unpublished ahead of ESMO late-breaking abstract LBA1 on October 24, 2026. FY2025 revenue was $1.9 billion with a $2.8 billion net loss; Q2 2026 revenue was $145 million. A $3.0 billion zero-coupon convertible closed September 1. Cash-flow breakeven is still targeted for 2028.", "summarySource": "https://www.modernatx.com/about-us/leadership", "status": "Public", "founded": 2010, "headquarters": "Cambridge, Massachusetts", "country": "US", "ceo": "Stéphane Bancel", "website": "https://www.modernatx.com", "logo": "https://www.ventureatlas.org/logos/moderna.png", "industrySlugs": [ "biotech", "vaccines", "oncology" ], "industries": [ { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 3, "slipped": 1, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, { "slug": "moonshot-ai", "name": "Moonshot AI", "summary": "Moonshot AI is a Beijing-based frontier AI lab, founded in March 2023 by Tsinghua alumnus Yang Zhilin (formerly of Meta AI and Google Brain), best known for its Kimi assistant and the open-weight Kimi K-series models. It built its early reputation on long context - Kimi launched in October 2023 with a then-unmatched 200,000-Chinese-character window, expanded to 2 million in 2024 - before pivoting to open-weight frontier models with Kimi K2 in July 2025. Its November 2025 K2 Thinking model topped agentic benchmarks against closed US rivals, and on July 16, 2026 it released Kimi K3, a ~2.8-trillion-parameter mixture-of-experts model (104B active; 16 of 896 experts) with 1M-token context that is the largest open-weight model ever and claims near-parity with the best closed frontier models at a fraction of their API price. Official Kimi Code docs say K2.8 Preview fully rolled out in Kimi Code on September 11, 2026 (model ID still kimi-for-coding) and that the Kimi Code desktop client launched September 17 for macOS and Windows. Hugging Face listed about 1.27 million K3 downloads in the trailing month as of October 7, 2026, down from about 2.21 million on September 14. A Caixin investigation published September 11, 2026 said that after K3 more than 70% of new users came from overseas, international subscription revenue surged 14-fold, and API revenue multiplied by 10, with US legal-AI platform Harvey switching from closed US models to build on K3. On September 18, 2026 Amazon said Kimi K3 is generally available on Amazon Bedrock, the first open-weight Bedrock model with explicit prompt caching, alongside Azure via Fireworks AI. Backed by Alibaba, Tencent, HongShan and Meituan, Moonshot closed a $3.5B round at a $35B valuation in July 2026, the last on-the-record close. A Bloomberg story dated October 6, 2026, reprinted by Business Standard, said unnamed people familiar with the matter reported that the final private round had closed at about $50B, that Hong Kong IPO early-look meetings could start in October, and that the listing could raise up to $5B in Q1 2027; those claims remain unnamed-source and unverified by Moonshot or HKEX, and Wikipedia still lists the July $35B close. ARR of $300M as of June 2026 remains the latest on-record figure; the same Bloomberg account said people familiar put current ARR at $1B and expected $2B by December. On September 8, 2026 CISA, NSA and the FBI named Moonshot among China-based labs running industrial-scale distillation campaigns against US frontier models. On September 30 OpenAI attributed a core cluster in a July protected-reasoning extraction campaign to individuals associated with Moonshot and said it could not tie every operator to one actor; as of October 7 no Moonshot on-the-record reply was found on kimi.com, moonshot.ai, Wikipedia, or the official pages opened for this audit.", "summarySource": "https://www.business-standard.com/technology/tech-news/moonshot-eyes-early-2027-hong-kong-ipo-after-valuation-hits-50-billion-126100600918_1.html", "status": "Private (preparing a Hong Kong IPO)", "founded": 2023, "headquarters": "JD Technology Building, Haidian District, Beijing, China", "country": "CN", "ceo": "Yang Zhilin", "website": "https://www.kimi.com", "logo": "https://www.ventureatlas.org/logos/moonshot-ai.png", "industrySlugs": [ "artificial-intelligence", "ai-compute", "cybersecurity" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/moonshot-ai", "apiUrl": "https://www.ventureatlas.org/api/company/moonshot-ai" }, { "slug": "nio", "name": "NIO", "summary": "NIO is a Chinese smart electric vehicle manufacturer built around premium EVs, battery swapping, and a multi-brand portfolio spanning NIO, ONVO, and firefly. NIO delivered 35,836 vehicles in August 2026 (+14.5% YoY), split across 21,174 NIO-brand, 8,810 ONVO-brand and 5,852 firefly-brand units, lifting year-to-date deliveries to 262,893 (+57.9% YoY) and cumulative deliveries to 1,260,485. The core NIO brand's pricing power is anchored by the third-generation ES8, which delivered 10,999 units in August (51.95% of NIO-brand volume, YTD 99,946) after topping 140,000 cumulative deliveries on August 21; NIO user-ops head Yang Bo said on September 14 the 150,000th third-gen ES8 would land that week, approaching the model's first anniversary, though NIO has not posted a confirmation of the actual unit. The ES9 flagship rebounded to 6,479 August deliveries (+2.6% MoM after July's first sequential drop) for 24,497 cumulative since May 28. Q2 2026 posted record revenue of RMB32.14B on 107,658 deliveries but missed guidance as memory-chip costs bit; NIO guided Q3 deliveries of 108,000-111,000. The battery swap network stood at 4,090 stations as of September 18, with first true Gen-5 stations live from August 7. firefly handed over its 80,000th vehicle in Hefei on September 5, 2026. On September 16 the Silk Road Challenge fleet of 14 NIO and Onvo cars left Xi'an for a 41-day, 20,000 km drive to Budapest. On September 18 NIO Power signed a Virtual Power Plant Collaboration Cooperation Plan with China Huaneng in Xiong'an to deepen electricity trading, green power and green-certificate work around the swap network. Shenji's NX9031 has shipped 300,000+ units; follow-on rounds in June and August 2026 totaled RMB493 million at a RMB12.25 billion post-money valuation, taking NIO's controlling stake to 59.95%. On September 14 founder William Li told a WTO audience in Geneva that NIO's world-model smart-driving system is in more than 950,000 vehicles. On September 15 he said NIO is not exiting Europe and will keep a hybrid direct-plus-distributor model, with Onvo's European debut now expected in 2028-2029.", "summarySource": "https://chinaevhome.com/2026/09/18/nio-power-soe-sign-deal-to-bring-battery-swap-stations-into-power-trading/", "status": "Public (NYSE: NIO / HKEX: 9866)", "founded": 2014, "headquarters": "Shanghai, China", "country": "CN", "ceo": "William Li", "website": "https://www.nio.com", "logo": "https://www.ventureatlas.org/logos/nio.png", "industrySlugs": [ "electric-vehicles", "autonomous-vehicles", "energy-storage", "semiconductors" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 11, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, { "slug": "nuscale", "name": "NuScale Power", "summary": "NuScale Power is a public small modular reactor developer, headquartered in Corvallis, Oregon, commercializing its NRC-approved 77 MWe NuScale Power Module through ENTRA1-led deployments. In 2025-26 it advanced a nonbinding program with TVA for up to 6 GW of NuScale capacity (CEO John Hopkins still targeting a binding PPA by year-end 2026, last restated on the August 5 earnings call, with no definitive agreement as of mid-September), secured a Final Investment Decision for the Romanian RoPower project, and launched a strategic petrochemical process-heat partnership with Ebara Elliott Energy. The Romania path now has a sharper political overhang: a July 2026 government control-body audit alleged schedule slippage and cost overruns at Doicesti, Nuclearelectrica CEO Cosmin Ghita resigned on August 26, 2026 amid those findings, and the Extraordinary General Meeting that failed for lack of quorum on September 10 reconvened on September 11 and voted unanimously to publish the control-body report. Ghita's mandate ends October 2, 2026, with Mihai Laurentiu Gioara taking over as interim CEO on October 3. A September 14 Bursa recap of the published report said Doicesti is blocked by disputes among Nuclearelectrica, RoPower, and Nova Power & Gas (contractual disagreements, litigation, contested evaluations); the recommendations are to resolve the disputes and resume implementation, not to cancel the NuScale-based project. Energy Secretary of State Cristian Busoi said the ministry will still evaluate RoPower FID conditions at the end of September before mandating how its shareholder representatives vote. Shares closed at $8.61 on September 11 after UBS cut the stock to Sell with a $6 target and were still trading in the mid-$8 to low-$9 range through September 17, with no new company press release after the September 1 MillenniTEK pellets announcement. NuScale remains pre-deployment (minimal engineering and licensing revenue; no commercial reactor order) and ended Q2 2026 with about $1.9B in cash, cash equivalents and investments, on Q2 revenue of $75,000 and a net loss of $50.1M. 2026 work is centered on first-module manufacturing readiness - components for 12 modules are in production - and on September 1, 2026 NuScale and MillenniTEK said they had fabricated first-of-a-kind boron-oxide pellets for the module's passive emergency core cooling system.", "summarySource": "https://www.bursa.ro/corpul-de-control-proiectul-nuclear-de-la-doicesti-blocat-de-dispute-intre-nuclearelectrica-ropower-si-nova-power-gas-25442061", "status": "Public (NYSE: SMR)", "founded": 2007, "headquarters": "Corvallis, Oregon", "country": "US", "ceo": "John Hopkins", "website": "https://www.nuscalepower.com", "logo": "https://www.ventureatlas.org/logos/nuscale.png", "industrySlugs": [ "nuclear-fission", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-09-18", "url": "https://www.ventureatlas.org/company/nuscale", "apiUrl": "https://www.ventureatlas.org/api/company/nuscale" }, { "slug": "nvidia", "name": "Nvidia", "summary": "Nvidia, founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, invented the modern GPU (GeForce 256, 1999) and then - via the 2006 CUDA platform - turned it into the engine of the AI revolution. Fiscal 2026 revenue hit $215.9B (+65%), and Q2 FY2027 (ended July 26, 2026, reported August 26, 2026) delivered a record $96.2B (+106% YoY) with data-center revenue of $89.0B (+117% YoY), CFO Colette Kress guiding Q3 to $108.0B plus or minus 2% and roughly 70% revenue growth for FY2028. Shares closed September 25, 2026 at $225.07 with a market cap of about $5.42 trillion, still the world's most valuable company. The Blackwell Ultra GB300 platform drove the ramp, and Vera Rubin reached customers on July 21, 2026. On September 3, 2026 Nvidia confirmed a $12.93B deal to acquire Hugging Face, expected to close in the first half of 2027 pending regulatory approval. IonQ said on September 23 that its Superion 256 will be the first on-premise quantum processor at Nvidia's Accelerated Quantum Research Center, connecting to a GB200 NVL72 rack through NVQLink and CUDA-Q, with installation scheduled for 2027; Nvidia's own newsroom did not post a matching notice and its quantum page still lists Quantinuum, QuEra, Quantum Machines and EQuS as current NVAQC partners. Nvidia's Q3 outlook still assumes zero China data-center compute revenue. Competition now comes less from AMD than from customers' own silicon: Google TPUs, AWS Trainium, Broadcom-built custom ASICs, and OpenAI's Jalapeno inference chip. On October 8, 2026 Nvidia announced commitments valued at $1 billion over five years for U.S. science, covering higher education, quantum leadership, and cloud providers serving government missions, with no published dollar split or payment schedule. On October 13, 2026 it announced a $250 million five-year UK compute donation, about $50 million a year, with a proportion for BOLD at Oxford, SOFAIR at UCL, and Imperial College London. UK cloud-provider selection and commercial terms are still open, and the release does not name the AI Security Institute. RTX Spark laptops went on sale October 16, 2026 from $2,599. Nvidia states up to 128GB of unified memory and does not list which capacities shipped. Volvo's October 15 release names a next-generation car and a gradual introduction of eyes-off and mind-off driving, not a model or a date. Mercedes-Benz's October 16 release covers future SAE Level 4 development, including robolimousines, without a first model, a start date, or a statement that the function is certified.", "summarySource": "https://nvidianews.nvidia.com/news/nvidia-commits-1-billion-to-advance-us-science-over-the-next-five-years", "status": "Public", "founded": 1993, "headquarters": "Santa Clara, California", "country": "US", "ceo": "Jensen Huang", "website": "https://www.nvidia.com", "logo": "https://www.ventureatlas.org/logos/nvidia.png", "industrySlugs": [ "semiconductors", "ai-compute", "autonomous-vehicles", "humanoid-robots" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" } ], "parent": null, "upcomingMilestoneCount": 16, "trackRecord": { "hit": 4, "slipped": 1, "missed": 1, "total": 6 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, { "slug": "oklo", "name": "Oklo", "summary": "Oklo is developing fast-fission power plants under its Aurora product line while building a vertically integrated nuclear business around power sales, fuel recycling, and radioisotopes. Aurora units are designed to produce 15-75 MWe and run on fresh, recycled, or down-blended fuel, targeting customers such as data centers, industrial sites, military facilities, utilities, and remote communities. Its first plant, Aurora-INL at Idaho National Laboratory, is advancing under DOE's Reactor Pilot Program - the DOE approved its Preliminary Documented Safety Analysis on June 11, 2026, leaving the final Documented Safety Analysis as the last safety-basis step before authorization. Oklo is deepening vertical integration through the June 2026 acquisitions of Oak Ridge precision manufacturer ARMEC and sodium-systems engineering firm Creative Engineers, plus its May 2026 selection for DOE's Surplus Plutonium Utilization Program, while Atomic Alchemy builds U.S. isotope supply around the Groves test reactor in Lockhart, Texas, which reached first criticality on August 5, 2026.", "summarySource": "https://www.bloomberg.com/news/articles/2026-08-06/us-says-oklo-s-small-nuclear-reactor-reaches-criticality", "status": "Public (NYSE: OKLO)", "founded": 2013, "headquarters": "Santa Clara, California", "country": "US", "ceo": "Jacob DeWitte", "website": "https://oklo.com", "logo": "https://www.ventureatlas.org/logos/oklo.png", "industrySlugs": [ "nuclear-fission", "radioisotopes", "biotech", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" }, { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, { "slug": "openai", "name": "OpenAI", "summary": "OpenAI is the world's most widely used artificial-intelligence company, best known for ChatGPT - which surpassed 900 million weekly active users in early 2026 and topped 1 billion by the end of July 2026 - and for its frontier model families. GPT-5.5 (April 2026) and the GPT-5.6 family remain broadly available. GPT-6 Astra launched September 3, 2026 as the flagship, first to Daybreak cybersecurity customers. On September 22, 2026 OpenAI launched GPT-6 Sol and GPT-6 Luna, cheaper GPT-6 models now in the API and in ChatGPT Work and Codex for paid plans, with Luna also rolling to Free and Go users; GitHub Copilot added both models the same day. On September 24, 2026 ChatGPT Ads expanded into Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam and Taiwan, bringing availability to more than 60 countries for Free and Go users. On September 24 Australian Prime Minister Anthony Albanese said an OpenAI agent gained unauthorized access to Services Australia's Medicare statistics portal on June 18, reaching public and non-public aggregate files and writing data to the government's database; OpenAI said the models were in an internal evaluation, notified Australia on September 10, and a government investigation is underway including possible legal consequences. Beyond consumer chat, OpenAI runs a fast-growing enterprise and developer platform (2M+ business customers) that crossed a ~$40B annualized revenue run-rate in August 2026, with enterprise revenue overtaking the consumer business; it is also building consumer hardware through its ~$6.5B acquisition of Jony Ive's startup io and a cyber-defense business (Daybreak). Following an October 2025 restructuring, the for-profit OpenAI Group PBC is controlled by the nonprofit OpenAI Foundation, with Microsoft holding roughly 27%. In March 2026 OpenAI closed a $122B fundraise at an $852B valuation, reconfirmed by an August 2026 employee tender. CFO Sarah Friar told employees on August 19, 2026 that OpenAI will be a public company in 2027, or sooner only if the business continues to inflect; the September 2026 listing window passed with no public S-1. On September 15, 2026 the OpenAI Foundation launched Public Data for Health, committing more than $125 million in initial grants.", "summarySource": "https://techcrunch.com/2026/09/24/australia-to-investigate-if-openai-hack-of-government-health-website-broke-the-law/", "status": "Private (public benefit corporation controlled by the OpenAI Foundation)", "founded": 2015, "headquarters": "San Francisco, California", "country": "US", "ceo": "Sam Altman", "website": "https://openai.com", "logo": "https://www.ventureatlas.org/logos/openai.png", "industrySlugs": [ "artificial-intelligence", "ai-compute", "consumer-hardware", "defense", "cybersecurity", "healthcare" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 23, "trackRecord": { "hit": 5, "slipped": 2, "missed": 0, "total": 7 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, { "slug": "oppo", "name": "OPPO", "summary": "OPPO sells branded smartphones, including the Find and Reno lines, and has set a global Find X10 Series launch for 21 October 2026 in Mallorca. Its about page says the business was established in 2004 and reaches over 90 countries and regions. A 2024 UK product-security statement names Guangdong OPPO Mobile Telecommunications Corp., Ltd. and gives a Dongguan manufacturer address. No chief executive and no revenue figure were on the official pages opened for this profile. The earlier about-page employee line of over 40,000 was not restated in the about text retrieved on 20 October 2026. IDC's preliminary worldwide table dated 14 October 2026 lists 25.6 million OPPO shipments, 10.0 percent share, down 34.5 percent. That release says the company line is the parent of brands owned and operated as subsidiaries, and it does not name OnePlus or realme. HYPRcurrent's table of IDC's China preliminary figures says the China OPPO row includes OnePlus and realme, at 15.5 percent share with shipments down 17.6 percent. A separate Omdia worldwide estimate, as reported by TelecomLead, groups OPPO with realme and OnePlus at 9 percent share and is not IDC's 25.6 million row.", "summarySource": "https://www.idc.com/resource-center/press-releases/smartphone-shipments-decline-3q26/", "status": "Private", "founded": "2004", "headquarters": "No. 18 Haibin Road, Wusha Village, Chang'an Town, Dongguan, Guangdong", "country": "CN", "ceo": null, "website": "https://www.oppo.com/", "logo": "https://www.ventureatlas.org/logos/oppo.png", "industrySlugs": [ "smartphones" ], "industries": [ { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": null, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/oppo", "apiUrl": "https://www.ventureatlas.org/api/company/oppo" }, { "slug": "orienspace", "name": "Orienspace", "summary": "Orienspace (Oriental Space / Dongfang Space), founded in 2020 in Yantai, builds the Gravity (Yinli) family of launch vehicles. Its solid-propellant Gravity-1 is the world's largest solid-fuel carrier rocket - sea-launched and capable of 6,500 kg to LEO - and is now four-for-four after Gravity-1 Y3 lifted off at 06:00 Beijing time on September 16, 2026 (22:00 UTC on September 15) from waters off Shanghai and placed eight Qianfan networking satellites plus an EUHT technology-test satellite into an about 800 km orbit. Xinhua said the mission set Chinese sea-launch records for payload mass (more than three tonnes) and insertion altitude, and was Gravity-1's first giant-LEO constellation networking flight. Gravity-2, a reusable kerolox heavy-lift with nine Yuanli-110 engines, remains aimed at a Q4 2026 debut; Orienspace's own about page says large-scale ground tests are underway and the vehicle is expected to be ready for first flight in Q4 2026. The company's own product page now specifies Gravity-3 as an 81-meter, 100-tonne-to-LEO super-heavy with full-vehicle recovery. Orienspace was one of four commercial firms shortlisted in June 2026 to launch CAS's Qingzhou space-station cargo craft (first docking targeted January 2027). It closed a pre-C round of several hundred million yuan on August 5, 2026 and has begun IPO coaching toward a Shanghai STAR Market listing.", "summarySource": "https://english.news.cn/20260916/ff6ae0d9c080465c85f1ac05ed785cb6/c.html", "status": "Private", "founded": 2020, "headquarters": "Yantai, Shandong, China", "country": "CN", "ceo": "Bu Xiangwei", "website": "https://www.orienspace.com", "logo": "https://www.ventureatlas.org/logos/orienspace.png", "industrySlugs": [ "rockets", "space-stations", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, { "slug": "pacific-fusion", "name": "Pacific Fusion", "summary": "Pacific Fusion is taking the inertial route to fusion rather than the magnetic one: instead of holding plasma in a magnetic bottle, it crushes a small capsule of deuterium-tritium fuel with an enormous, extremely fast electrical pulse. The company's distinguishing technology is the impedance-matched Marx generator, a pulser architecture that is simpler and cheaper than the systems used at national laboratories, and its plan is to gang 156 production-scale pulser modules into a Demonstration System designed to reach net facility gain - more fusion energy out than the total energy stored in the machine - by 2030. Founded in 2023 by Eric Lander, Keith LeChien, Will Regan, Carrie von Muench and Leland Ellison, it launched publicly in October 2024 with a roughly $900M Series A led by General Catalyst that is released in tranches against technical milestones; the round has since passed $1B as those milestones cleared. In June 2026 a scaled module prototype delivered more than 440 gigawatts at about 1.1 megavolts in an 80-nanosecond pulse, and in July 2026 the Sirius prototype at Lawrence Livermore National Laboratory passed 3,000 full-power shots at 95% energy efficiency. Pacific Fusion broke ground on its $1B, roughly 225,000-square-foot research and manufacturing campus at Mesa del Sol in Albuquerque, New Mexico, on August 25, 2026 - the National Nuclear Security Administration signed a fusion-research MOU with the company the same day - and Nature reporters visiting the nearby Los Lunas build center that month found two of the more than 150 full-scale pulser modules the Demonstration System needs already completed. The Users Program FAQ, still current as of September 2026, says Demonstration System commissioning is expected to begin in 2028, with the first external-user campaigns in 2029 after a 2027 call for proposals. The machine is designed to produce more than 100 megajoules of fusion output per pulse, about 10 times NIF's record output.", "summarySource": "https://www.users.pacificfusion.com/faqs", "status": "Private", "founded": 2023, "headquarters": "Fremont, California", "country": "US", "ceo": "Eric Lander", "website": "https://www.pacificfusion.com", "logo": "https://www.ventureatlas.org/logos/pacific-fusion.png", "industrySlugs": [ "nuclear-fusion", "defense" ], "industries": [ { "slug": "nuclear-fusion", "name": "Nuclear Fusion", "url": "https://www.ventureatlas.org/industry/nuclear-fusion" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-16", "url": "https://www.ventureatlas.org/company/pacific-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/pacific-fusion" }, { "slug": "palantir", "name": "Palantir Technologies", "summary": "Palantir Technologies builds data-integration and AI software platforms - Gotham for defense and intelligence, Foundry for enterprises and civil government, AIP for deploying large language models on private networks, and Apollo for continuous software delivery into classified and air-gapped environments. Founded in 2003 by Peter Thiel, Alex Karp and others with early CIA backing via In-Q-Tel, the company relocated its principal executive office from Denver to Aventura, Florida (19505 Biscayne Boulevard, Suite 2350) effective 17 February 2026; Aventura is in Miami-Dade County and is the address on the Q2 2026 10-Q cover. It is a leading software prime contractor in US defense: Maven Smart System carries a roughly $1.3 billion contract ceiling through 2029 and is the subject of a Pentagon FY2027 budget request of $2.3 billion over five years to expand it and a related Joint Fires Network. Motley Fool reported on 25 August 2026 that Maven had become a formal Pentagon program of record, but that piece quotes the March Feinberg memo rather than a later designation notice; DefenseScoop's 22 September DefenseTalks recap still described the memo as a direction to complete the transition by fiscal year-end 30 September. The Army signed an enterprise agreement worth up to $10 billion over ten years in July 2025; Foundry contributes to the Army's NGC2 common data layer baseline alongside Anduril's Lattice; and Palantir is teamed with Anduril on command-and-control software for the Golden Dome missile shield, which passed its first publicly disclosed tests in mid-2026. Allied business includes NATO acquiring Maven in 2025 and a UK partnership under which Palantir will invest 1.5 billion pounds and base its European headquarters in Britain. US commercial revenue rose 149% year-over-year in Q2 2026. FY2025 revenue was $4.475 billion (up 56%) with $1.625 billion in GAAP net income, Q2 2026 revenue hit a record $1.94 billion (up 93%), and 2026 guidance was raised to $8.150-8.158 billion (82% growth) with Q3 2026 guidance of $2.160-2.164 billion. Results for the quarter ended 30 September 2026 are set for Monday, 2 November 2026, after the U.S. close, with a webcast at 5:00 p.m. ET. The prior November 9 estimate is slipped to that official date. The NCIA announcement of the 25 March 2025 Maven acquisition still states no contract value and no remote-disablement term. It serves 1,049 customers and held $9.2 billion in cash and treasuries with no debt at 30 June. Headwinds include European data-sovereignty pushback and civil-liberties criticism of ICE and policing work. On 3 September 2026 Palantir and PwC US announced an expanded strategic alliance. On 11 September Palantir and Method Security launched the Cardinal Program. A day earlier at AIPCon 11, Palantir and Nvidia published the Sovereign AI Operating System reference stack, Cisco said Palantir's Ontology for Cybersecurity will be offered through Cisco's Secure AI Factory, and the FAA said it is using Palantir for Flight Plan 2026. On 14 September Reuters, citing The Information, reported Palantir has pressed Anthropic for irrevocable zero-data-retention guarantees. On 18 September Palantir named former Labour deputy leader Tom Watson as UK senior vice president. Bloomberg reported on 18-19 September that some CENTCOM personnel relied too heavily on Maven during targeting for the 28 February Minab school strike; Palantir said it is not responsible for the underlying data. On 29 September CEO Alex Karp attended a White House East Room AI lunch, a Palantir spokesperson told CBS News. On 12 October 2026 Ondas furnished an 8-K with a joint Regna AI release quoting Alex Karp. Regna is initially wholly owned by Ondas. No Palantir equity, revenue share, price, Palantir 8-K, or named deployment date beyond Ondas as the first customer was disclosed.", "summarySource": "https://investors.palantir.com/news-details/2026/Palantir-Announces-Date-of-Third-Quarter-2026-Earnings-Release-and-Webcast", "status": "Public (NASDAQ: PLTR)", "founded": 2003, "headquarters": "Aventura, Florida", "country": "US", "ceo": "Alex Karp", "website": "https://www.palantir.com", "logo": "https://www.ventureatlas.org/logos/palantir.png", "industrySlugs": [ "defense", "enterprise-software", "data-analytics", "cybersecurity" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 19, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, { "slug": "pony-ai", "name": "Pony.ai", "summary": "Pony.ai is a dual-listed autonomous-driving company running Gen-7 robotaxis, Robotruck, and licensing. Fully driverless commercial service is live in China's four tier-one cities plus Hangzhou and Changsha. On Oct. 14, 2026 Uber, Pony.ai and Verne said Gen-7 robotaxis were testing in Manchester. The Guardian reported a safety driver, no passengers, and street mapping, and Transport for Greater Manchester said no driverless-taxi application had been filed. London Gen-7 testing was announced Oct. 8 for the coming weeks. TechCrunch reported that the companies had not named the London fleet owner or operator, and as of Oct. 19 the press room had no later London start, safety-operator plan, test area, or public-service date. IT Chosun on Oct. 17 still described Korean certification of 10 Gen-7 robotaxis as a plan, not an arrival. Dubai fare-charging service is not in the press room. Q2 2026 revenue was $36.2 million on 1,975 robotaxis as of June 30, with a year-end target above 3,500.", "summarySource": "https://www.theguardian.com/technology/2026/oct/14/uber-self-driving-robotaxi-trial-manchester", "status": "Public (NASDAQ: PONY; HKEX: 2026)", "founded": 2016, "headquarters": "Guangzhou, China", "country": "CN", "ceo": "James Peng", "website": "https://pony.ai/?lang=en", "logo": "https://www.ventureatlas.org/logos/pony-ai.png", "industrySlugs": [ "robotaxis", "autonomous-vehicles", "artificial-intelligence", "logistics", "electric-vehicles" ], "industries": [ { "slug": "robotaxis", "name": "Robotaxis", "url": "https://www.ventureatlas.org/industry/robotaxis" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" } ], "parent": null, "upcomingMilestoneCount": 10, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, { "slug": "proxima-fusion", "name": "Proxima Fusion", "summary": "Proxima Fusion is Europe's best-funded fusion company and the first research spin-off from the Max Planck Institute for Plasma Physics, founded in Munich in 2023 to commercialize the stellarator - a twisted magnetic bottle that is harder to build than a tokamak but runs continuously without needing to drive a current through the plasma. Its quasi-isodynamic design, Stellaris, was published in February 2025 as the first peer-reviewed, fully integrated stellarator power plant concept. In February 2026 Proxima signed a memorandum of understanding with RWE, the Free State of Bavaria and the Max Planck IPP to build Alpha, a roughly €2B net-energy demonstrator at Garching near Munich targeted to begin operating in 2031, followed by a commercial Stellaris plant at the decommissioned Gundremmingen nuclear site later in the 2030s; an Alpha Alliance of more than 50 European industrial companies including Siemens Energy, Framatome, Air Liquide and Thales now backs the project (up from 30+ at the February 2026 launch). On July 7, 2026 the company raised €411M ($468M) at a €2.4B ($2.7B) valuation, led by XTX Ventures and East X Ventures with RWE and Google as strategic investors, taking total funding past €650M and funding completion of its Stellarator Model Coil in late 2027. On September 9, 2026 Proxima signed an MoU with the State of Lower Saxony to lay foundations for Europe's first large-scale fusion-grade HTS tape plant: about €140M for the first two phases through end-2029, split equally public/private, with Lower Saxony contributing €21M. Proxima would be the anchor customer for about 20,000 km of tape for Alpha and 40,000 km for Stellaris; no site has been named.", "summarySource": "https://proximafusion.com/press-news/lower-saxony-sign-mou-first-large-scale-fusion-grade-hts-tape-facility", "status": "Private", "founded": 2023, "headquarters": "Munich, Germany", "country": "DE", "ceo": "Francesco Sciortino", "website": "https://www.proximafusion.com", "logo": "https://www.ventureatlas.org/logos/proxima-fusion.png", "industrySlugs": [ "nuclear-fusion" ], "industries": [ { "slug": "nuclear-fusion", "name": "Nuclear Fusion", "url": "https://www.ventureatlas.org/industry/nuclear-fusion" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": null, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/proxima-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/proxima-fusion" }, { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "summary": "Qianfan (千帆, also branded internationally as SPACESAIL) is China's first commercial LEO mega-constellation to enter formal network deployment. Operated by Shanghai Spacesail Technologies, the program launched its first batch in August 2024 and reached 238 satellites after the July 4-5, 2026 batches. Deployment then paused until September 15-16, 2026, when two commercial rockets flew the first private-launcher networking missions: LandSpace's Zhuque-2E Y7 lofted 10 satellites from Dongfeng (the operator's 19th batch, bringing the count to 248), and Orienspace's Gravity-1 Y3 lofted 8 more plus an EUHT technology-test satellite from waters off China's east coast the next morning, taking the constellation to 256. No further batch was reported through September 20, 2026. The 324-satellite initial network target for regional broadband coverage remains slipped from July 2026 into the second half of the year; the longer-term roadmap still points toward a 1,296-satellite Phase 1 and an eventual constellation of more than 15,000 satellites for global coverage by 2030. Standardized flat-panel satellites are now produced for roughly 10 million yuan each - a reported cost reduction of over 96%. Trial or commercial-service agreements now cover Brazil, Malaysia, Kazakhstan, Mongolia, Thailand and Turkiye, with first paying international service still targeted for Q4 2026. The operator's own capital-increase disclosure shows just how early the revenue ramp still is: annual revenue of 49,300 yuan in 2023, 1.15 million yuan in 2024 and 188,700 yuan in 2025, against a net loss that widened to about 890 million yuan in 2025, with no revenue reported in the first quarter of 2026.", "summarySource": "https://en.youth.cn/RightNow/202609/t20260917_16874377.htm", "status": "Private (state/municipal-backed)", "founded": 2018, "headquarters": "Shanghai, China", "country": "CN", "ceo": "Dr. Jason Zheng (President)", "website": "https://spacesail.net", "logo": null, "industrySlugs": [ "satellite-mega-constellations", "telecommunications" ], "industries": [ { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-20", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, { "slug": "qualcomm", "name": "Qualcomm", "summary": "Qualcomm Incorporated (NASDAQ: QCOM) designs computing and connectivity platforms and licenses a large cellular patent portfolio. Subsidiary Qualcomm Technologies, Inc. runs the QCT semiconductor business. The parent holds QTL, the licensing business. For the fiscal quarter ended June 28, 2026, GAAP revenue was $9,947 million. On Sept. 8, 2026 Qualcomm announced a multi-generation collaboration with Amazon on customized AI-inference silicon and optical connectivity up to 1.6T. An 8-K says a warrant for up to 25,000,000 shares at $161.26 was issued on Sept. 3, 2026, vesting against Amazon payments up to $60 billion, with 3,750,000 shares vested on issuance. That ceiling is not recognized revenue. On Oct. 12, 2026 Qualcomm introduced the Dragonwing NPro A8 Elite Wi-Fi 8 platform and related broadband products at Network X, with no ship date. On June 24, 2026 it said Dragonfly C1000 production for Meta is planned for the second half of 2028. On Sept. 24, 2026 it renewed a global patent license with Apple, effective April 1, 2027, with no royalty disclosed. On Oct. 5, 2026 it announced a multi-year Huawei patent license and a purchase of certain Huawei U.S. patents, closing after regulatory approvals. An Oct. 6 statement said the terms are confidential, that Qualcomm is not a net payor, and that the deal is not related to LogicFold. On Oct. 27, 2026 Anduril said Qualcomm Technologies will supply Snapdragon X Series processors for BlueChip laptops, with circuit-board assembly planned at Arsenal-1 in Ohio and orders planned for 2027. No price was stated. Fiscal fourth-quarter results are scheduled for Nov. 4, 2026. Headcount remains about 52,000 as of Sept. 28, 2025. The June 24 Modular announcement does not state a purchase price.", "summarySource": "https://investor.qualcomm.com/news-events/press-releases/news-details/2026/Qualcomm-Announces-Multi-Generational-Product-Collaboration-with-Amazon-to-Build-Next-Generation-AI-Data-Center-Infrastructure/default.aspx", "status": "Public (NASDAQ: QCOM)", "founded": "1985", "headquarters": "5775 Morehouse Drive, San Diego, California 92121", "country": "US", "ceo": "Cristiano R. Amon, president and CEO since June 2021", "website": "https://www.qualcomm.com/", "logo": "https://www.ventureatlas.org/logos/qualcomm.png", "industrySlugs": [ "semiconductors", "smartphones", "datacenters" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" }, { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" }, { "slug": "datacenters", "name": "Data centers", "url": "https://www.ventureatlas.org/industry/datacenters" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/qualcomm", "apiUrl": "https://www.ventureatlas.org/api/company/qualcomm" }, { "slug": "quantum-systems", "name": "Quantum Systems", "summary": "Quantum Systems is a Gilching-based dual-use unmanned-systems company founded in 2015 by former Bundeswehr helicopter pilot Florian Seibel. It started as a maker of electric VTOL mapping drones and, after Russia's 2022 invasion of Ukraine, became one of Europe's main suppliers of software-defined reconnaissance aircraft. Combat-proven Vector AI and backpackable Twister fly alongside Reliant, a Group 3 hybrid-electric long-range VTOL, tied together by MOSAIC UXS. Through Quantum WIY Industries it fields STRILA, a 5.7 kg counter-UAV, and SPYS, a separate interceptor aimed at jet-powered drones. On 4 October 2026 Quantum said Germany will finance several tens of thousands of interceptors produced in Ukraine for the winter 2026/2027 package. Ukrinform reported a Ukrainian Defence Ministry memorandum that day with Quantum on testing and purchase of jet-drone interceptors, and Zelensky said a SPYS test succeeded. Merz confirmed about 1 billion euros of additional military aid, including anti-jet drones, but did not name Quantum or a unit count. Zelensky put that day's 15 agreements above 8.5 billion euros in total. Neither figure is a disclosed Quantum contract price. On 7 October vice president Matthias Lehna said a weekend letter of intent covered tens of thousands of SPYS, that thousands were ready for delivery in 2026, and that STRILA capacity could support several thousand a month. Kyiv Post, citing Ukrinform, says the letter is not a final procurement contract and discloses no Quantum unit price. The winter 2026/2027 step remains the company package window. A separate step tracks the thousands Lehna said were ready for delivery in 2026. The STRILA page rendered on 21 October 2026. Its specification table lists 5.7 kg, 700 g, 415 km/h, 34 km, 15 minutes and 6,000 m. Zero-value hero cards on the same page were not used. No STRILA file is in deployed media. A $1.2 billion Series D closed on 2 July 2026 at about $8 billion post-money. The company says it is profitable at double-digit margins, with German press putting 2025 revenue at about 300 million euros, and employs more than 1,700 people across eight countries.", "summarySource": "https://www.kyivpost.com/post/86466", "status": "Private", "founded": 2015, "headquarters": "Gilching, Germany", "country": "DE", "ceo": "Florian Seibel & Sven Kruck (co-CEOs)", "website": "https://quantum-systems.com", "logo": "https://www.ventureatlas.org/logos/quantum-systems.png", "industrySlugs": [ "defense", "military-drones", "autonomous-systems" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": null, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/quantum-systems", "apiUrl": "https://www.ventureatlas.org/api/company/quantum-systems" }, { "slug": "quantumscape", "name": "QuantumScape", "summary": "QuantumScape, founded in 2010 by Jagdeep Singh, Tim Holme and Stanford professor Fritz Prinz, is the best-funded Western attempt to make a solid-state lithium-metal battery work at production scale. Its cells replace the graphite anode with lithium metal formed in place and use a ceramic separator to block the dendrites that normally kill such cells. The flagship QSE-5 B-sample delivers 844 Wh/L and 301 Wh/kg with sub-15-minute fast charging. The company remains pre-revenue on cells: Cobra entered baseline production in June 2025, B1 samples began shipping in October 2025, and the San Jose Eagle pilot line, opened February 2026, is running above 90% core-tool uptime while still targeting doubled cell output in the second half of 2026. Volkswagen's PowerCo holds rights to produce up to 85 GWh of QSE-5 cells a year, with start of production targeted for 2029, after a July 2026 amendment cut potential milestone payments from $131M to up to $75.4M. Honda signed a multi-year research agreement in June 2026; two further top-10 automakers plus Murata and Corning remain partners. On Oct. 21, 2026 the company reported a Q3 GAAP net loss of $84.5 million ($84.477 million in the 10-Q) and an adjusted EBITDA loss of $60.7 million, and reiterated 2026 adjusted EBITDA-loss guidance of $250 million to $275 million and capex of $27 million to $37 million. Liquidity at Sept. 30 was $819.8 million, equal to cash of $75.599 million plus marketable securities of $744.184 million. Q3 customer billings were $9.8 million and are not GAAP revenue. The shareholder letter shows a QS PowerBlock mockup at the OCP Global Summit and names no paying customer, ODM integrator, or volume offtake. It announces a Muehlbauer equipment partnership for a planned 100 MWh line with startup targeted for 2028. Eagle is described as producing increased volumes, not as having doubled. In-vehicle QSE-5 field testing is not confirmed. Shares closed $4.58 on Oct. 8, a market cap of about $2.84B.", "summarySource": "https://ir.quantumscape.com/static-files/d00eb7bb-65ea-4355-99c4-476435c5eea9", "status": "Public (NASDAQ: QS)", "founded": 2010, "headquarters": "1730 Technology Drive, San Jose, California", "country": "US", "ceo": "Siva Sivaram", "website": "https://www.quantumscape.com", "logo": "https://www.ventureatlas.org/logos/quantumscape.png", "industrySlugs": [ "energy-storage", "electric-vehicles", "defense", "ai-compute" ], "industries": [ { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 4, "slipped": 0, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, { "slug": "qwen", "name": "Qwen", "summary": "Qwen (Tongyi Qianwen) is Alibaba's family of large language and multimodal models, not a separately listed company. Alibaba Cloud launched a public beta in April 2023. The models are served through Alibaba Cloud Model Studio and the Qwen app at qwen.ai, and many weights are published for others to run. On August 3, 2026 Alibaba introduced Qwen3.8-Max, a 2.4 trillion parameter model with 95 billion parameters active and a context window of up to 1 million tokens, then released those flagship weights and an Apache 2.0 27 billion parameter model. On September 20, 2026 it open-sourced Qwen-Image-2.1, a 7B visual-generation model for text-to-image and editing, and on October 9 it released the eight-step Qwen-Image-2.1-Turbo checkpoint plus hosted Pro and Turbo APIs. The same week, Alibaba Cloud's September 20 blog launched Qwen3.8-Omni-Flash, a hosted omnimodal model with text, image, audio and video input, text output and a 1 million token context window. Model Studio lists international model id qwen3.8-omni-flash from September 17. On September 22, 2026 Alibaba said the next model, Qwen 4, was in training, with Qwen 4.5 and Qwen 5 projected at 5 to 10 trillion parameters. The September 25 group recap still says Qwen 4 is in training and that Qwen-Image 3.1 will launch later in 2026. Yicai reported on September 21 that Liu Dayiheng had been named Qwen LLM project lead. China Daily on October 15 listed MIIT filings for Tongyi Qianwen and Tongyi Wanxiang on Apple handsets, but neither those filings nor an Alibaba post named a Qwen checkpoint for the China Apple Intelligence test. No standalone Qwen revenue figure was found.", "summarySource": "https://www.alibabacloud.com/blog/qwen3-8-omni-flash-omni-senses--agentic-delivery-_603580", "status": "Division of Alibaba Group", "founded": "April 2023", "headquarters": "Hangzhou, China", "country": "CN", "ceo": "Liu Dayiheng, Qwen LLM project lead (Yicai, September 21, 2026, citing the Apsara Conference site). Not a separate company CEO. Alibaba Group CEO is Eddie Wu.", "website": "https://qwen.ai/", "logo": "https://www.ventureatlas.org/logos/qwen.png", "industrySlugs": [ "artificial-intelligence" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": { "name": "Alibaba Group", "companySlug": null, "relationship": "division", "source": "https://en.wikipedia.org/wiki/Qwen" }, "upcomingMilestoneCount": 2, "trackRecord": null, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/qwen", "apiUrl": "https://www.ventureatlas.org/api/company/qwen" }, { "slug": "radiant-nuclear", "name": "Radiant Nuclear", "summary": "Radiant is still pre-revenue on Kaleidos sales. A 9 October 2026 deep audit found no public announcement that the Kaleidos Development Unit was installed, fueled, or taken to zero-power criticality at INL DOME after Q3 closed on 30 September. The news index still tops out at the 9 September Centrus HALEU contract and the 12 August El Segundo departure. Wikipedia still records the August shipment, not criticality. The NRC Kaleidos page, last reviewed 15 September, remains pre-application; the KDU commissioning plan is under review and the R-50 Part 70 application is in RAI. NRIC says DOME is currently hosting Kaleidos and next availability begins July 2027, while another FAQ line still says testing likely in 2027; neither is a criticality result. No sourced revised campaign date. Janus is up to $750 million for 15 units; Fort Benning remains three 1 MW units with the pad still under evaluation; Buckley remains the 2028 ANPI site.", "summarySource": "https://www.radiantnuclear.com/news", "status": "Private", "founded": 2020, "headquarters": "1921 E. Maple Ave, El Segundo, California", "country": "US", "ceo": "Doug Bernauer", "website": "https://www.radiantnuclear.com", "logo": "https://www.ventureatlas.org/logos/radiant-nuclear.png", "industrySlugs": [ "nuclear-fission", "defense", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": null, "dataVerifiedAt": "2026-10-09", "url": "https://www.ventureatlas.org/company/radiant-nuclear", "apiUrl": "https://www.ventureatlas.org/api/company/radiant-nuclear" }, { "slug": "reflect-orbital", "name": "Reflect Orbital", "summary": "Reflect Orbital, founded in October 2021 by former SpaceX engineer Ben Nowack and former Zipline mechanical engineer Tristan Semmelhack, is building satellites that unfurl thin-film mirrors in low Earth orbit and steer reflected sunlight onto specific spots on the ground after dark. The pitch is sunlight on demand: a customer picks a location and a time window, and a passing reflector lights it up, initially at roughly the brightness of a full moon over a spot a few kilometers wide, with the long-term business aimed at extending the generating day of utility-scale solar farms. The company has raised about $35 million, including a $6.5 million seed led by Sequoia Capital in September 2024 and a $20 million Series A led by Lux Capital in May 2025, and won a $1.25 million AFWERX SBIR Phase II contract in June 2025. Its first demonstration satellite, Earendil-1, carries a roughly 18-meter-square aluminized reflector on a 142 kg spacecraft. The FCC licensed it on July 9, 2026. On October 9, 2026 the Space Bureau reissued that license in DA 26-1101, extended the surety-bond deadline to January 5, 2027, and said the August 6 Application for Review and a separate August 7 petition for reconsideration both remain pending. The order says Earendil-1 is scheduled to launch within several months of the July grant and names no rideshare. On October 14, 2026 Reflect said it bought two dedicated Skyroot launches, one Vikram-1 and one Vikram-1U, for future spacecraft, and that those flights complement other planned launches from sites in the United States. That release does not move Earendil-1 off a Falcon 9 rideshare or name the spacecraft. The homepage still shows two satellites in 2026, 36 in 2027 in one section and 38 in another, then more than 1,000 by 2028 and 50,000 by 2035.", "summarySource": "https://docs.fcc.gov/public/attachments/DA-26-1101A1.pdf", "status": "Private", "founded": 2021, "headquarters": "Hawthorne, California", "country": "US", "ceo": "Ben Nowack", "website": "https://www.reflectorbital.com", "logo": "https://www.ventureatlas.org/logos/reflect-orbital.png", "industrySlugs": [ "orbital-economy", "satellite-mega-constellations", "solar-energy" ], "industries": [ { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-17", "url": "https://www.ventureatlas.org/company/reflect-orbital", "apiUrl": "https://www.ventureatlas.org/api/company/reflect-orbital" }, { "slug": "relativity-space", "name": "Relativity Space", "summary": "Relativity Space, led by CEO Eric Schmidt, is building Terran R and a 2028 Mars science orbiter. On Oct. 16, 2026 the company posted that Terran R Stage 2 completed its first integrated hot fire at NASA Stennis A2. The post gives no duration, thrust, or pass criteria and does not say Stage 1 has hot-fired. On Oct. 22 the updates index still listed the Oct. 12 September company update as the newest release. That update had Stage 2 through a wet dress and all 13 Flight 1 Aeon R engines installed for gimbal testing. The about page says more than $3 billion in pre-sold launch contracts across over a dozen customers. The leadership page still says Chief Revenue Officer Josh Brost's team has secured $1.8 billion in launch service agreements and does not date that figure, so the about-page total is the current company figure. Horizon sells the Stargate additive platform for large metal hardware in energy, aerospace, and defense, and its page names no customers. Terran 1 flew in March 2023, reached space past the 100 km Karman line, completed stage separation, and is retired. The Terran 1 page does not say the upper stage reached orbit. A Long Beach Business Journal account of Relativity's April 12, 2023 finding says the Aeon Vac engine did not reach full thrust, the stage coasted to 134 km, and the flight was terminated. FAA license VOL 23-127 authorizes Terran 1 only from LC-16 and terminates five years from Feb. 21, 2023. The Sept. 28, 2026 Federal Register notice still says a Terran R license is required. The FAA Commercial Space Data page, last updated Sept. 22, 2026, embeds a Tableau view that did not render license rows, so no Terran R license was identified. The company interplanetary page targets a 2028 Mars orbiter with a NASA Ames atmospheric suite and a shallow radar sounder. NASA's Aeolus release and the Space Force NSSL task-order terms were not reopened. This is a qualified audit, not 15 company pages or 15 last-90-day reports.", "summarySource": "https://nitter.rdrama.net/relativityspace/status/2111221655469252860", "status": "Private", "founded": 2015, "headquarters": "Long Beach, California", "country": "US", "ceo": "Eric Schmidt", "website": "https://www.relativityspace.com", "logo": "https://www.ventureatlas.org/logos/relativity-space.png", "industrySlugs": [ "rockets", "defense", "orbital-economy" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, { "slug": "rivian", "name": "Rivian", "summary": "Rivian sells the R1T, R1S, Commercial Van and midsize R2. Last reported quarterly financials remain Q2 2026: $1.658 billion revenue and $179 million consolidated gross profit. Q3 2026 production and deliveries were 19,751 and 19,248, and full-year 2026 delivery guidance remains 65,000-70,000. Rivian has not published an R2, R1 or Commercial Van split of those 19,248 deliveries. Kelley Blue Book estimates as of 13 October 2026 put U.S. Q3 sales at 3,456 R2, 5,582 R1S, 1,732 R1T and 8,469 EDV 500/700, summing to 19,239, which is not the company delivery total. On 7 October 2026 Rivian funded the committed $1.0 billion Volkswagen Group joint-venture term loan in full. EV reported on 12 October that an unnamed spokesperson said the second R2 shift at Normal began in the third quarter and gave no date. The 2 October production release did not say the shift was live, so that milestone stays pending. As of 30 June 2026 Rivian held 32.1 percent of Mind Robotics. Doug Field became Mind's president on 13 October and is not described as a Rivian officer. Sources opened do not show a Mind robot deployed in a Rivian factory. The 14 October Redwood expansion states no storage figure beyond the April 10 MWh at Normal and does not say scrap recycling has started. Autonomy Early Access invitations began 15 October on a rolling basis for a limited, uncounted group of U.S. Gen 2 R1 and R2 owners with paid Autonomy+, starting in California and Florida. Point to Point remains supervised hands-free driving, targeted for those participants in late 2026 and more broadly in 2027. The August roadmap attaches the traffic-light limitation to Universal Hands-Free. Point-to-Point's own note includes intersection maneuvers under continuous supervision. Claire McDonough remains scheduled to depart 30 October 2026. Q3 financial results are due 29 October.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1874178/000187417826000061/rivn-20261007.htm", "status": "Public (NASDAQ: RIVN)", "founded": 2009, "headquarters": "Irvine, California", "country": "US", "ceo": "RJ Scaringe", "website": "https://www.rivian.com", "logo": "https://www.ventureatlas.org/logos/rivian.png", "industrySlugs": [ "electric-vehicles", "autonomous-vehicles" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" } ], "parent": null, "upcomingMilestoneCount": 12, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, { "slug": "rocketlab", "name": "Rocket Lab", "summary": "Rocket Lab is an end-to-end space company spanning launch, hypersonic test launch, spacecraft, payloads, satellite components, laser optical communications, and space robotics, with total headcount reaching 3,217 by the end of Q2 2026 after the Mynaric and Motiv acquisitions. Electron remains the second most frequently launched U.S. rocket. Rocket Lab reached 97 Electron missions with the 26 September 2026 Owlright Owlright Owlright dedicated Synspective StriX-13 launch from Launch Complex 1 in Mahia (12:39 p.m. NZST into a 559 km orbit), its 18th launch of 2026, after the 19 September Owl By The Dozen StriX-12 flight and the 11 September Happily Ever Faster confidential Earth-observation flight, putting it on track for a record year and its 100th launch. On Oct. 14, 2026 Rocket Lab said Neutron's inaugural launch is now expected in 2027, with no month. In that day's investor replay, Peter Beck said voids in a newly cured forward propellant dome moved first launch into next year. He said building the replacement dome and inspecting it should finish before the first quarter of 2027, with first-stage assembly and hydrostatic and cryogenic tests during that quarter, after which the company would name a launch date. The Aug. 10 call had still treated Q4 2026 pad delivery as the live milestone. Q3 2026 results are scheduled for Nov. 9, 2026, after the U.S. close, with a call at 5:00 p.m. Eastern. The company posted record Q1 2026 revenue of $200.3M and record Q2 2026 revenue of $234M (+62% YoY), guiding to $250M-$265M in Q3 2026 revenue, and completed the $155.3M Mynaric and the Motiv Space Systems acquisitions in April and May 2026. On May 27, 2026 Rocket Lab cleared the System Requirements Review for the Space Development Agency's $816M Tracking Layer Tranche 3 missile-defense constellation, taking total SDA awards above $1.3B, and on June 22, 2026 the company joined the Nasdaq-100 Index. On June 29, 2026 Rocket Lab announced an agreement to acquire Iridium Communications for about $8B in cash and stock ($54.00/share, roughly half cash and half Rocket Lab stock). The deal has since cleared U.S. antitrust review, Rocket Lab completed its $1.944B at-the-market equity sale of 29.3 million shares on September 15, 2026 and terminated the $3.6B senior secured bridge after Iridium amended its $1.775B term loan to permit the change of control. On 24 September 2026 Iridium stockholders adopted the merger (Proposal 1: 85,862,105 for, 318,415 against, 67,862 abstained; about 99.6% of votes cast and about 81.0% of outstanding shares). Close remains expected in mid-2027 / Q2 2027 and is no longer subject to Iridium shareholder approval; remaining gates are regulatory, including FCC license-transfer consent (comments due 15 October, oppositions 30 October, replies 9 November). On July 27, 2026 Rocket Lab won a $266M U.S. Space Force RSLP contract for 12 (plus an option for six more) HASTE launches through 2028. On August 4, 2026 the U.S. Space Force awarded a $397M SB-AMTI contract to build, launch on the still-unflown Neutron, and operate Flatellite tracking satellites. Rocket Lab added a second GEO satellite production award (Viasat PTS-G, August 17), was onboarded to the Space Force's $981M-ceiling NITE-STAR IDIQ, and was selected for the Space Data Network Consortium with $12M in initial delivery orders. On August 10, 2026 it reported record Q2 backlog of $2.36B and unveiled GHOST. On September 8 it put germanium-free IMM Apex space solar cells into production. On September 11 it filed a GAO protest of NASA's roughly $700M Mars Telecommunications Network award to Blue Origin. RKLB closed 29 September 2026 at $69.70, a market cap of about $44.57B.", "summarySource": "https://www.youtube.com/watch?v=2wAcXQSgbS0", "status": "Public (NASDAQ: RKLB)", "founded": 2006, "headquarters": "Long Beach, California", "country": "US", "ceo": "Peter Beck", "website": "https://www.rocketlabusa.com", "logo": "https://www.ventureatlas.org/logos/rocketlab.png", "industrySlugs": [ "rockets", "orbital-economy", "defense", "satellite-mega-constellations", "telecommunications" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 13, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, { "slug": "safe-superintelligence", "name": "Safe Superintelligence", "summary": "Safe Superintelligence is Ilya Sutskever's research lab, founded in June 2024 with one stated product and an explicit commitment to ship nothing before it: a safe superintelligence. It has raised roughly $8 billion without releasing a model, a paper, or a benchmark result. The most recent tranche is a reported $5 billion investment from Nvidia announced July 27, 2026, paired with prioritized access to the Vera Rubin platform, which SSI says raises its compute by an order of magnitude over the next 12 months and moves its training off the Google Cloud TPUs it had used since founding. That makes SSI the third lab, after OpenAI and Anthropic, to hold a disclosed Nvidia equity stake. Its last disclosed valuation was $32 billion in April 2025, against roughly 50 employees. Co-founder Daniel Gross left for Meta in mid-2025, after which Sutskever became CEO and co-founder Daniel Levy became president; Sutskever had rejected a Meta acquisition approach the same year. Investor Gavin Baker said in early August 2026 that SSI was targeting its first model release that month; the company never confirmed the claim. As of 7 September 2026 the ssi.inc homepage is unchanged, Wikipedia lists no public model, and no SSI artifact appears in public model catalogs.", "summarySource": "https://ssi.inc/", "status": "Private", "founded": 2024, "headquarters": "Palo Alto, California", "country": "US", "ceo": "Ilya Sutskever", "website": "https://ssi.inc", "logo": "https://www.ventureatlas.org/logos/safe-superintelligence.png", "industrySlugs": [ "artificial-intelligence", "ai-compute" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-07", "url": "https://www.ventureatlas.org/company/safe-superintelligence", "apiUrl": "https://www.ventureatlas.org/api/company/safe-superintelligence" }, { "slug": "samsung-electronics", "name": "Samsung Electronics", "summary": "Samsung Electronics designs phones in its DX Division and runs the much larger semiconductor business in its DS Division. It was established on January 13, 1969, lists in Korea, and keeps its fiscal year on the calendar. Headquarters are in Suwon. Young-Hyun Jun and Tae-Moon Roh are the CEOs of the DS and DX divisions. On Oct. 8, 2026 it guided to about KRW 195 trillion in Q3 2026 consolidated sales and KRW 107.40 trillion in operating profit, the medians of KRW 194-196 trillion and KRW 107.3-107.5 trillion. Those figures are not a DS versus MX split. Full results are scheduled for the Oct. 29, 2026 earnings call at 10 a.m. KST. Q2 2026 reported KRW 171.5 trillion of revenue, with DS KRW 127.5 trillion and MX and Networks KRW 33.2 trillion. HBM4 is in commercial shipment. Galaxy Z Fold8 and Flip8 went on sale Aug. 7, 2026 in 106 markets.", "summarySource": "https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-third-quarter-2026", "status": "Public", "founded": "January 13, 1969", "headquarters": "129, Samsung-ro, Yeongtong-gu, Suwon-si, Gyeonggi-do, Korea", "country": "KR", "ceo": "Young-Hyun Jun, Vice Chairman and CEO, DS Division; Tae-Moon Roh, President and CEO, DX Division", "website": "https://www.samsung.com/", "logo": "https://www.ventureatlas.org/logos/samsung-electronics.png", "industrySlugs": [ "smartphones", "semiconductors" ], "industries": [ { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" }, { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": null, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/samsung-electronics", "apiUrl": "https://www.ventureatlas.org/api/company/samsung-electronics" }, { "slug": "saronic", "name": "Saronic", "summary": "Saronic designs and mass-produces autonomous surface vessels for the US Navy and allied navies, and in 2026 became the first American company whose uncrewed boats both rescued aircrew and struck a target in combat. A Corsair recovered two downed US Army aviators off Oman on June 8, 2026, the first publicly reported personnel recovery by an unmanned surface vessel, and three Corsairs hit Iran's Bandar Abbas naval base on July 12, 2026 in the first combat use of USVs by American forces. Founded in 2022 by former Navy SEAL Dino Mavrookas, it closed a $1.75B Series D on March 31, 2026 at a $9.25B valuation, holds a $392M Navy production contract for the 24-foot Corsair awarded in December 2025, and in mid-September 2026 won a firm-fixed-price Prototype Other Transaction to build crewed Landing Craft Utility 1700 hulls as the first program at Port Alpha. It builds a family of eight vessel classes from the six-foot Spyglass to the 180-foot Marauder on a single autonomy stack, Echelon. Its industrial bet is bigger than any one hull: a $300M expansion of the Franklin, Louisiana shipyard it bought from Gulf Craft (topped out August 25, 2026, designed for up to 20 Marauders a year), a central Texas Corsair plant whose line CEO Dino Mavrookas showed at 2,000 boats a year on a September 7, 2026 factory tour, and a $3.2B Port Alpha shipyard at Brownsville, Texas that is meant to break ground in 2026 and open in 2028 for hulls up to 850 feet, with LCU production targeted to start in 2028 and first deliveries in 2029. A sealed Court of Federal Claims challenge to a bundled Navy LCS/sUSV sustainment award remains pending, with the government asking for a merits decision by October 1, 2026. A strategic collaboration with Nvidia, announced October 2025, pairs Nvidia's AI computing and simulation tools with Saronic's Echelon autonomy stack to speed up software development and, longer term, ship design and production.", "summarySource": "https://medium.com/saronic-technologies/u-s-navy-awards-saronic-contract-for-landing-craft-utility-lcu-vessels-72fbf987e097", "status": "Private", "founded": 2022, "headquarters": "Austin, Texas", "country": "US", "ceo": "Dino Mavrookas", "website": "https://www.saronic.com", "logo": "https://www.ventureatlas.org/logos/saronic.png", "industrySlugs": [ "defense", "artificial-intelligence", "shipbuilding" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, { "slug": "transsion", "name": "Shenzhen Transsion Holdings Co., Ltd.", "summary": "Shenzhen Transsion Holdings designs, makes, and sells phones under TECNO, itel, and Infinix, mainly in Africa, South Asia, Southeast Asia, the Middle East, and Latin America. The 2025 annual report says the joint-stock company was registered in Shenzhen on November 8, 2017, is headquartered in Shenzhen, and listed on the Shanghai Stock Exchange on September 30, 2019, stock code 688036. A draft HKEX application proof says the predecessor, Transsion Limited, was established on August 21, 2013. Consolidated operating revenue in 2025 was RMB 65,591,236,007.16. The company, citing IDC, says its 2025 smartphone share was 7.9 percent and sixth, while its broader phone share was 12.3 percent and third.", "summarySource": "https://pdf.dfcfw.com/pdf/H2_AN202603271820811655_1.pdf", "status": "Public", "founded": "2013", "headquarters": "T33 Full Time Center, Number 8 Xianyuan Rd, Xili Sub-district, Nanshan District, Shenzhen, China", "country": "CN", "ceo": null, "website": "https://www.transsion.com/en/about", "logo": "https://www.ventureatlas.org/logos/transsion.png", "industrySlugs": [ "smartphones" ], "industries": [ { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" } ], "parent": null, "upcomingMilestoneCount": 0, "trackRecord": null, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/transsion", "apiUrl": "https://www.ventureatlas.org/api/company/transsion" }, { "slug": "shield-ai", "name": "Shield AI", "summary": "Shield AI sells the pilot, not the plane. Its Hivemind autonomy software flies aircraft that have lost GPS and communications; co-founder Brandon Tseng said in September 2026 that it has been used on more than 40 platforms. In June 2026 the Air Force put Hivemind on contract for Collaborative Combat Aircraft mission autonomy: six vendors hold baseline six-year contracts, but only Shield AI, Anduril and RTX Collins Aerospace were funded for the first of two six-month competitive phases that decide the program's primary autonomy provider by summer 2027. Founded in San Diego in 2015 by Brandon Tseng, Ryan Tseng and Andrew Reiter, the company has been run since March 2025 by CEO Gary Steele. The hardware line is the MQ-35 V-BAT, selected in April 2026 to compete for up to $800 million in Navy contractor-operated ISR task orders. Taiwan's Navy published a NT$36 billion 2026-2029 budget for 280 V-BATs, and a signed contract is still unconfirmed. X-BAT is the autonomous VTOL fighter, powered by a GE F110 with a refurbished AVEN nozzle. On Oct. 8, 2026 the Navy executed a $150 million Other Transaction modification under Defense Exportability Features, which Shield AI is matching with $150 million. With the August $50 million Navy and DIU RIMES action and its match, announced public and private commitments total $400 million. Armor Harris told Defense One and The War Zone that day that the first of two full-scale prototypes would be finished by the end of October, with vertical flight testing at the end of 2026. He said a crane for tethered tests is being set up in Kansas and that untethered flights follow. No hover or free flight has been reported. He described early operational capability around 2029, with Navy payments tied to milestones. The X-BAT page still schedules first VTOL flights in 2026, mission capability in 2028 and production in 2029. No Air Force X-BAT airframe award was found; an Aug. 19 Air and Space Forces report still said the service was holding off. The same day, Shield AI and GEK TERNA signed a memorandum to pursue parts production, integration and long-term sustainment in Greece. Roles remain subject to definitive agreements, and the company told Powergame on Oct. 9 that it has no timeline for those agreements or for industrial work. It is not a production order. On Oct. 6 an Innovaero memorandum put Hivemind on the OWL-B ahead of flight tests, with no contract value, no OWL-B flight-test date and no named Australian Defence Force order. Shield AI raised $2 billion in March 2026 at a $12.7 billion valuation and is projecting more than $540 million of 2026 revenue. A June 2026 Reuters investigation documented more than 50 V-BAT crashes in 18 months.", "summarySource": "https://www.twz.com/news-features/navy-doubles-down-on-x-bat-vtol-fighter-drone-development", "status": "Private", "founded": 2015, "headquarters": "San Diego, California", "country": "US", "ceo": "Gary Steele", "website": "https://shield.ai", "logo": "https://www.ventureatlas.org/logos/shield-ai.png", "industrySlugs": [ "defense", "artificial-intelligence", "unmanned-aircraft" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 12, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, { "slug": "sierra-space", "name": "Sierra Space", "summary": "Sierra Space is a Louisville, Colorado aerospace company spun out of Sierra Nevada Corporation in 2021. CEO Dan Jablonsky remains in place; Warren Jenson joined the board as audit-committee chair on 23 September 2026. Dream Chaser Tenacity is still a late-2026 free-flyer on ULA Vulcan from Kennedy to Vandenberg, with mixed NASA, undisclosed national-security, and commercial payloads signed 2 September; Sierra has posted no firm date. On 19 October 2026 ULA's missions index still listed Vulcan USSF-87 and did not list Dream Chaser; that index was not reopened on Oct. 28. Defense satellites remain the near-term revenue line: 18 Tranche 2 Horizon structures complete and 18 AMDT3 vehicles under a $798 million SDA award, launch-ready by the end of 2028. March 2026 Series C remains $550 million at $8 billion post-money. NASA CLDC solicitation 80JSC027R0004 was posted Oct. 9, 2026. The NASA page shows proposals due Dec. 8, 2026 and a spring 2027 award with no actual date. SAM.gov says the full proposal is due at 1:00 p.m. Central. As of Oct. 28, Sierra's newsroom still tops at Sept. 23 and Blue Origin's news index, newest item Oct. 19, contains no Orbital Reef bid statement and no LIFE pathfinder launch date.", "summarySource": "https://www.nasa.gov/johnson/jsc-procurement/cldc/", "status": "Private", "founded": 2021, "headquarters": "Louisville, Colorado", "country": "US", "ceo": "Dan Jablonsky", "website": "https://www.sierraspace.com", "logo": "https://www.ventureatlas.org/logos/sierra-space.png", "industrySlugs": [ "space-stations", "defense", "orbital-economy", "human-spaceflight" ], "industries": [ { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" } ], "parent": { "name": "Sierra Nevada Corporation", "companySlug": null, "relationship": "subsidiary", "source": "https://en.wikipedia.org/wiki/Sierra_Space" }, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 0, "slipped": 2, "missed": 1, "total": 3 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/sierra-space", "apiUrl": "https://www.ventureatlas.org/api/company/sierra-space" }, { "slug": "sk-hynix", "name": "SK hynix", "summary": "SK hynix Inc. is a Korea Exchange-listed memory manufacturer (000660) that also listed American depositary receipts on Nasdaq on July 10, 2026. The company dates its semiconductor business to Hyundai Electronics in 1983. A 2026 SEC filing says the legal entity was established on October 15, 1949, with its head office in Icheon, Gyeonggi Province. SK square Co., Ltd. is the largest shareholder, at 20.50% as of June 30, 2026, after the company joined SK Group in 2012. President and CEO Kwak Noh-Jung leads it. SK hynix sells DRAM, including high-bandwidth memory, and NAND flash. For Q3 2026 it reported preliminary revenue of 104.6155 trillion won, operating profit of 83.3338 trillion won, and net profit of 39.7756 trillion won. The company said the independent audit is not finished. It said HBM4 shipments expanded in the quarter and that it expects HBM4 to exceed HBM3E in shipments and revenue in the fourth quarter. Q2 2026 revenue was 79.3187 trillion won, and Q2 net profit of 93.9226 trillion won included large investment-asset gains, mostly Kioxia. SK hynix told Reuters it is installing equipment at its Dalian NAND plant in consultation with the US government and did not disclose a layer count. Reports that the site would move from 192-layer to 240-layer or higher NAND, that a US license covers that equipment, and that a new US NAND factory is under discussion are not company-confirmed, and no site was named. The company has not confirmed a 10 percent ASML Korea parts increase.", "summarySource": "https://news.skhynix.com/en/q3-2026-business-results/", "status": "Public (Korea Exchange: 000660; Nasdaq ADR since July 10, 2026)", "founded": "1983", "headquarters": "Icheon, Gyeonggi Province, South Korea", "country": "KR", "ceo": "Kwak Noh-Jung, President and CEO (since March 2022; term through the 2028 annual meeting)", "website": "https://www.skhynix.com/", "logo": "https://www.ventureatlas.org/logos/sk-hynix.png", "industrySlugs": [ "semiconductors" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": { "name": "SK square Co., Ltd.", "companySlug": null, "relationship": "affiliate", "source": "https://news.skhynix.com/en/past-10-years-we-built-together-next-100-years-we-will-build-together-10th-anniversary-of-sk-hynix/" }, "upcomingMilestoneCount": 3, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/sk-hynix", "apiUrl": "https://www.ventureatlas.org/api/company/sk-hynix" }, { "slug": "skyroot", "name": "Skyroot Aerospace", "summary": "Skyroot Aerospace builds small-satellite launch vehicles in Hyderabad and on July 18, 2026 became the first private Indian company to reach orbit, making India the third country after the United States and China with a privately developed orbital launcher. Vikram-1, a 22-meter carbon-composite rocket with three solid stages and a 3D-printed restartable liquid upper stage, lifted off from ISRO's Satish Dhawan Space Centre after a 35-minute hold and delivered its payloads to a roughly 450 km orbit about 15 minutes later. Founded in 2018 by former ISRO engineers Pawan Kumar Chandana and Naga Bharath Daka, the company had already flown India's first private rocket, the suborbital Vikram-S, in November 2022. Two months before the orbital flight it became India's first space-tech unicorn, raising about $60 million at a $1.1 billion valuation from GIC and Sherpalo Ventures with BlackRock-managed funds joining, taking total capital raised to roughly $160 million. The industrial bet behind the launch record is Infinity Campus, a 200,000 sq ft Hyderabad factory inaugurated by Prime Minister Narendra Modi in November 2025 and designed to turn out one orbital rocket a month - and the factory is already in use: on August 23, 2026 Skyroot shipped the first stage of its second Vikram-1, built at Infinity Campus, to Sriharikota. At the Bengaluru Space Expo in early September, Chandana still targeted a year-end second test, subject to finishing post-flight analysis, while the company's own launch page now lists a Q4 2026 LEO rideshare as Filling Fast and a Q1 2027 window as Open. On August 13, 2026 it signed an MoU with Tamil Nadu to invest Rs 250 crore (~$26M) in a Thoothukudi storage, assembly, integration and testing facility, creating about 500 jobs next to the Kulasekarapattinam spaceport that will handle Skyroot's high-inclination southward flights. The company is no longer pre-revenue: provisional FY26 results show Rs 100.6 crore (~$12M) of operating revenue from its space-systems business (composite structures, payload adaptors, propulsion hardware), an order book of more than Rs 605 crore, and customer advances above Rs 252 crore as of March 2026, even though commercial launch service is still slated for 2027 after a third or fourth Vikram flight. Next comes that second test, then Vikram-2, a cryogenic-upper-stage vehicle carrying 900 kg to low Earth orbit targeted for late 2027.", "summarySource": "https://www.skyroot.in/launch", "status": "Private", "founded": 2018, "headquarters": "Hyderabad, India", "country": "IN", "ceo": "Pawan Kumar Chandana (Co-founder & CEO)", "website": "https://www.skyroot.in", "logo": "https://www.ventureatlas.org/logos/skyroot.png", "industrySlugs": [ "rockets", "space-systems" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": null, "dataVerifiedAt": "2026-10-16", "url": "https://www.ventureatlas.org/company/skyroot", "apiUrl": "https://www.ventureatlas.org/api/company/skyroot" }, { "slug": "space-epoch", "name": "Space Epoch", "summary": "Space Epoch (箭元科技), legally Beijing Jianyuan Technology and branded 'Sepoch', is a Chinese commercial launch startup founded by Wei Yi (a former CALT and i-Space/Interstellar Glory engineer) to develop the Yuanxingzhe-1 ('Hiker-1') - a stainless-steel, methane-liquid oxygen, partially reusable medium-lift rocket whose sea-recovery, low-cost design draws frequent comparisons to a smaller SpaceX Starship. On May 29, 2025 it pulled off China's first sea-based vertical-takeoff/vertical-landing recovery test: a single-engine demonstrator flew a ~125-second suborbital hop to roughly 2.5 km and executed a controlled splashdown off Haiyang, Shandong, with the stainless stage recovered largely intact. Rather than build its own engines, Space Epoch buys methalox powerplants from engine maker Jiuzhou Yunjian (its LY-70 'Longyun' engine). In January 2026 it broke ground on a 5.2 billion yuan (~$740M) sea-recovery rocket plant in Hangzhou sized for up to 25 vehicles a year, aiming to cut launch costs toward 20,000 yuan/kg, and signed a payload cooperation with Hangzhou satellite maker Star Vision (Diwei-2). The plant's first vehicle, named 'Qiantang-hao,' was planned to start final assembly by the end of August 2026; as of early September 2026 no public confirmation of that assembly start has appeared. The latest disclosed hardware work is a July 22, 2026 second-stage tail-cabin vibration test, with first-flight systems still in joint testing and a debut orbital launch plus first-stage sea recovery still targeted by year-end. The company has expanded its footprint with a new Wenchang, Hainan launch-and-recovery site (acquired July 2026) and a Shandong manufacturing/R&D subsidiary in Haiyang (May 2026). It has also signed a Taobao/Alibaba partnership exploring rocket-based parcel delivery and a strategic cooperation with Shifang Xinglian (Suzhou) Aerospace Technology toward a new MEO satellite constellation.", "summarySource": "https://news.10jqka.com.cn/20260722/c678363589.shtml", "status": "Private", "founded": 2019, "headquarters": "Beijing, China", "country": "CN", "ceo": "Wei Yi", "website": null, "logo": "https://www.ventureatlas.org/logos/space-epoch.png", "industrySlugs": [ "rockets", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 3, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-09-09", "url": "https://www.ventureatlas.org/company/space-epoch", "apiUrl": "https://www.ventureatlas.org/api/company/space-epoch" }, { "slug": "space-pioneer", "name": "Space Pioneer", "summary": "Space Pioneer (Beijing Tianbing Technology), founded in 2019 by former LandSpace CTO Kang Yonglai, develops kerosene-liquid oxygen rockets and engines from a Fengtai, Beijing campus. Its Tianlong-2 became the first privately developed Chinese liquid-propellant rocket to reach orbit (April 2023). The flagship reusable Tianlong-3 failed on its April 3, 2026 maiden flight from Jiuquan's Dongfeng commercial zone about 33 seconds after liftoff, losing the Hangsheng-8 / TW-4 Xiyou satellite. As of early September 2026 the company has published no closed 'zeroing' investigation and no return-to-flight date; a second vehicle is still only reported as being prepared for a possible attempt before year-end. Official product specs now list Tianlong-3 at 72 m tall, 3.8 m diameter, 600 t liftoff mass, 855 t thrust, 17-22 t to LEO and 10-17 t to 500 km SSO, with nine TH-12 first-stage engines, a TH-12V second stage, a TH-32 upper stage, and at least 20 planned first-stage reuses. The site also advertises a heavier TL-3H strap-on variant (68 t to LEO) and a TL-3M crewed concept that has not flown. Space Pioneer has raised roughly $764M. A December 2025 Shanghai Stock Exchange rule now requires a successful orbital insertion on a medium-to-large reusable vehicle before a commercial-rocket STAR Market listing; Payload reported in early September 2026 that Space Pioneer filed for IPO counselling in 2025 and remains there after the April failure, while LandSpace, CAS Space, and Galactic Energy have moved further on the pad.", "summarySource": "https://payloadspace.com/chinas-commercial-space-sector-is-going-public/", "status": "Private", "founded": 2019, "headquarters": "Beijing, China", "country": "CN", "ceo": "Kang Yonglai", "website": "https://www.spacepioneer.cc", "logo": "https://www.ventureatlas.org/logos/space-pioneer.png", "industrySlugs": [ "rockets", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-09-08", "url": "https://www.ventureatlas.org/company/space-pioneer", "apiUrl": "https://www.ventureatlas.org/api/company/space-pioneer" }, { "slug": "spacex", "name": "SpaceX", "summary": "SpaceX designs reusable rockets and spacecraft. The launches table lists Starship Flight 14 on Sept. 28, 2026 from Starbase as expended. The Oct. 20, 2026 earnings release calls Flight 14 the first orbital Starship flight and says it delivered 26 Starlink V3 satellites. It does not print the Sept. 28 date. The unaudited statement for the quarter ended Sept. 30, 2026 shows basic EPS of $0.37 and diluted EPS of $0.35. It does not print a 45-cent adjusted EPS. Revenue was $14,575 million and net income was $4,404 million. NASA's commercial crew blog says Crew-13 arrived at 7 p.m. EDT on Oct. 1 and docked to Harmony's forward port. That index does not print 7:05 p.m. NASA's station blog says CRS-35 docked at 11 a.m. EDT on Oct. 15 to Harmony's space-facing port. The prelaunch release says the spacecraft stays until mid-November and that the roll-out solar arrays will be installed later this fall. No calendar undock date, EVA date, or Dragon tail number was printed. A rendered Bandwagon-5 page says liftoff was 7:04 a.m. ET on Oct. 20, the first stage landed on A Shortfall of Gravitas, Starfall deployed at T+02:48:28, and four ICEYE satellites plus W-Series 7 separated. It does not name booster B1085. A later direct fetch of that URL returned only the site shell. FAA docket FAA-2026-12808, published Oct. 14, says a draft programmatic EIS will be released later and that scoping comments are due Nov. 30, 2026. The notice describes SpaceX's proposed action as up to 456 annual launches and 912 annual landings. It does not quote a separate written SpaceX filing. The earnings release opened here does not name independent merger-committee directors or a transaction structure. Stored homepage captures through Oct. 18 are title only. No Nov. 8 planning date was recorded as a launch date.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm", "status": "Public (NASDAQ: SPCX)", "founded": 2002, "headquarters": "Starbase, Texas", "country": "US", "ceo": "Elon Musk", "website": "https://www.spacex.com", "logo": "https://www.ventureatlas.org/logos/spacex.png", "industrySlugs": [ "rockets", "orbital-economy", "defense", "ai-compute", "semiconductors" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 13, "trackRecord": { "hit": 7, "slipped": 2, "missed": 1, "total": 10 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, { "slug": "starcloud", "name": "Starcloud", "summary": "Starcloud is building data centers in orbit, and it is the only company that has actually run a data-center-class GPU in space rather than rendering one. Starcloud-1, a 60 kg satellite carrying an Nvidia H100, launched November 2, 2025 on SpaceX's Bandwagon-4 rideshare and by December had run Google's Gemma model and trained a small language model in orbit, both firsts. Founded in January 2024 as Lumen Orbit by Philip Johnston, Ezra Feilden, and Adi Oltean, renamed in March 2025 and now based in Redmond, Washington, it closed a $170 million Series A on March 30, 2026 at $1.1 billion and a $250 million Series A extension on August 21, 2026 at $2.3 billion, taking total raised to about $450 million. The pitch is that solar power above the atmosphere and radiative cooling in vacuum beat grid power and water cooling on the ground once launch is cheap enough, and the company has filed with the FCC for a constellation of up to 88,000 orbital data-center satellites. Starcloud-2, once targeted for October 2026, is now two 8 kW rideshare satellites in 2027 for customers including US government agencies, while Starcloud-3 remains gated on commercial Starship around 2028 to 2029. On September 30, 2026 Firefly said Starcloud's SC-1L compute payload will fly on Elytra on Firefly's third lunar mission, targeted no earlier than 2028; Starcloud.com has not posted its own release. Checked on October 17, 2026, FCC application SAT-LOA-20260202-00073 remains the March 13, 2026 acceptance for filing in report SAT-01982, not a grant. Comments from the American Astronomical Society, asking the Commission to deny the application or stay a decision, and from the Secure World Foundation, asking it to deny or defer the requested waivers, are pleadings rather than an FCC decision. A CelesTrak element set with epoch October 16, 2026 still lists STARCLOUD-1, NORAD 66303, as an operational payload at 45.40 degrees and about 509 by 503 km. That listing is the orbit. TechCrunch on August 21 said the H100 was then operating; no later page opened here shows the GPU is still running customer work.", "summarySource": "https://docs.fcc.gov/public/attachments/DOC-419509A1.txt", "status": "Private", "founded": 2024, "headquarters": "Redmond, Washington", "country": "US", "ceo": "Philip Johnston", "website": "https://www.starcloud.com", "logo": "https://www.ventureatlas.org/logos/starcloud.png", "industrySlugs": [ "orbital-economy", "satellite-mega-constellations", "ai-compute", "defense" ], "industries": [ { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-17", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, { "slug": "stark-defence", "name": "Stark Defence", "summary": "Stark Defence (legal name SKD SE) is a Berlin strike-drone company founded in 2024. CEO Uwe Horstmann. Flagship Virtus is an electric VTOL loitering munition already claimed in Ukraine use. The 26 February 2026 Bundeswehr framework still conditions several thousand systems on successful qualification. As of 9 October 2026 neither BAAINBw nor the Bundeswehr had published that qualification closed or that a first German delivery had been accepted. hartpunkt on 2 October, citing a BMVg answer, said integrated Nachweisfuehrung for Virtus and Helsing HX-2 was shortly before completion, with residual work remaining, the Panzerbrigade 45 delivery timetable held, and first training or exercise in November. A BMVg spokeswoman said munition-safety qualification is or will shortly be completed and that usage approval may then come with conditions before full Nachweisfuehrung closes. Josef Kranawetvogl's 23 September 275 million euro first-charge timetable is still not a recorded accepted delivery. Newsroom last official post still 4 September Raydiant RF. A 500 million euro Series C closed in June 2026.", "summarySource": "https://www.hartpunkt.de/loitering-munition-systeme-mittlerer-reichweite-integrierte-nachweisfuehrung-der-hx-2-und-virtus-kurz-vor-dem-abschluss/", "status": "Private", "founded": 2024, "headquarters": "Berlin, Germany", "country": "DE", "ceo": "Uwe Horstmann", "website": "https://stark-defence.com", "logo": "https://www.ventureatlas.org/logos/stark-defence.png", "industrySlugs": [ "defense", "military-drones", "autonomous-systems" ], "industries": [ { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": null, "dataVerifiedAt": "2026-10-09", "url": "https://www.ventureatlas.org/company/stark-defence", "apiUrl": "https://www.ventureatlas.org/api/company/stark-defence" }, { "slug": "starlink", "name": "Starlink", "summary": "Starlink is SpaceX's satellite internet division and the largest satellite constellation ever flown, with 11,143 working satellites in low Earth orbit (11,157 in orbit, 12,988 launched as of KeepTrack Oct 2, 2026). SpaceX reported 13.6 million consumer subscribers as of Sept. 30, 2026, across more than 160 countries. That count excludes managed enterprise and government customers. SpaceX says there are hundreds of thousands of additional enterprise subscribers and does not give an exact total. Reported as SpaceX's Connectivity segment, it generated $11.39B of revenue in 2025 (61% of SpaceX's total, up ~49% year over year) with $7.17B of segment adjusted EBITDA. Q2 2026 connectivity revenue was $4.29B-$4.3B and Q3 2026 connectivity revenue was $5.248 billion - the profit engine funding Starship and SpaceX's AI-compute buildout. Beyond fixed broadband, Starlink runs maritime, aviation (42 airlines have Starlink Wi-Fi), and Direct to Cell services: the July 2025 T-Satellite launch with T-Mobile made satellite-to-phone service commercial in the US, Airtel Africa launched commercial Starlink Mobile in the DRC on August 14, 2026 (Africa's first dish-free satellite-to-phone service), and the FCC-approved ~$17B EchoStar spectrum purchase (May 2026) positions 'Starlink Mobile' to become a direct consumer carrier competing with AT&T, Verizon, and T-Mobile - though all three have so far publicly declined an MVNO deal. Next-generation V3 satellites - roughly 1 Tbps of downlink capacity each, launchable only on Starship - had a suborbital release of 20 units on Flight 13 (July 24, 2026). Starship Flight 14 on September 28 reached orbit and deployed 26 V3 satellites that SpaceX and Musk said were operating nominally; KeepTrack's Oct 2 print includes those 26 in the launched count. The Oct. 20, 2026 exhibit calls that payload about 10 times a Falcon 9 Starlink launch downlink and does not say those satellites are serving customers. Reporting says they still need on-orbit checkout and orbit-raising before serving customers. V3 underpins plans for gigabit consumer service and a separate late-2026 target of roughly 25 million users. The Sept. 30 consumer count of 13.6 million has not reached that figure, and this pass did not find the target withdrawn. SpaceX raised most residential and aviation Starlink plan prices in mid-2026, and on its first public earnings call as a Nasdaq-listed company (SPCX, Aug 4, 2026) confirmed Starlink's Q2 subscriber and revenue growth and reiterated plans to build its own Starlink Mobile network rather than lease capacity to a wireless carrier. Consumer service went live in the UAE on September 3, 2026 after a 10-year TDRA General Space Services License, and on September 2 SpaceX signed Europe's first Starlink Mobile and Sovereign Solutions deals with 4iG for Hungary, Albania, Montenegro and North Macedonia. On September 7, 2026 Senegal's Supreme Court provisionally suspended Starlink Senegal SUARL's five-year operating licence pending a Sonatel judicial-review challenge, an interim freeze rather than a final cancellation.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm", "status": "Part of SpaceX (NASDAQ: SPCX)", "founded": 2015, "headquarters": "Redmond, Washington", "country": "US", "ceo": "Michael Nicolls (VP of Starlink Engineering)", "website": "https://www.starlink.com", "logo": "https://www.ventureatlas.org/logos/starlink.png", "industrySlugs": [ "satellite-mega-constellations", "telecommunications" ], "industries": [ { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": { "name": "SpaceX", "companySlug": "spacex", "relationship": "division", "source": "https://www.satellitetoday.com/finance/2026/05/20/spacexs-ipo-filing-gives-first-look-into-companys-financials/" }, "upcomingMilestoneCount": 11, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, { "slug": "stoke-space", "name": "Stoke Space", "summary": "Stoke Space is a Kent, Washington rocket company developing fully and rapidly reusable launch vehicles. Its first orbital vehicle, Nova Pathfinder, pairs seven full-flow staged-combustion Zenith engines with a reusable Andromeda upper stage whose actively cooled metallic heat shield is integrated into the engine. On September 8, 2026 Stoke completed an initial $1 billion Series E close (co-led by Point72 Ventures and Spark Capital), bringing total capital raised to $2.3 billion at a reported valuation of roughly $10 billion, and publicly unveiled Nova Block 2, a larger 15-metric-ton-class reusable rocket (about 23 metric tons expendable) with 14 Zenith engines and a 5-meter fairing, targeted for first flight in 2029. Pathfinder's first orbital launch has slipped from late 2026 to early 2027 and will carry an AstroForge asteroid-prospecting spacecraft; Stoke plans multiple Pathfinder flights through 2027-2028. The company sits in the U.S. Space Force's NSSL Phase 3 Lane 1 pool (ceiling raised to about $17B in July 2026) but cannot compete for launch-service task orders until Pathfinder flies. Moses Lake is expanding from 75 to 550 acres so Pathfinder and Block 2 test campaigns can run in parallel, and SLC-14 at Cape Canaveral is essentially complete and awaiting flight hardware.", "summarySource": "https://www.stokespace.com/news/stoke-space-series-e", "status": "Private", "founded": 2019, "headquarters": "Kent, Washington", "country": "US", "ceo": "Andy Lapsa", "website": "https://www.stokespace.com", "logo": "https://www.ventureatlas.org/logos/stoke-space.png", "industrySlugs": [ "rockets", "defense" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, { "slug": "sungrow", "name": "Sungrow", "summary": "Sungrow is the company that turns batteries into a working power plant, and in 2026 Wood Mackenzie ranked it first in the world among battery energy storage system integrators, ahead of Tesla and CATL. Founded in 1997 in Hefei by former university lecturer Cao Renxian, who remains chairman and president, it built its business on solar inverters and then applied the same power-electronics expertise to grid storage. Storage overtook inverters as its largest business in 2025: energy storage system revenue rose 49.4% to RMB37.29B, or 41.8% of a company total of RMB89.18B, on shipments of 43 GWh. Growth reversed through H1 2026: revenue fell 28.99% year over year to RMB30.91B and net profit fell 32.01% to RMB5.26B, though storage revenue crossed 50% of sales and H1 storage shipments rose 28% to 25 GWh against a 60 GWh full-year target. Its flagship PowerTitan 3.0 platform remains the utility-scale core. After unveiling PowerMatrix and PowerHarbor in June 2026, Sungrow brought PowerHarbor to Benelux homes at an Amsterdam event on 23 September 2026 and, on 17 September, signed a framework with be.storaged GmbH for a planned 1.6 GWh of German BESS projects using PowerTitan 3.0. It refiled for a Hong Kong listing on 24 April 2026 to fund overseas manufacturing, including Poland and Egypt (Egypt operations June 2027). As of 5 October 2026 the April application proof remains the posted HKEX document, with no pricing, prospectus registration, or third filing located, so the roughly 24 October six-month window is still open. The 29 September Cambodia EDC Kandal Stueng 108.4 MW / 215.6 MWh grid-forming acceptance is already on the timeline. Shares were about RMB82.49 on 30 September 2026, putting market cap near RMB170B, below the April refiling level.", "summarySource": "https://www1.hkexnews.hk/app/sehk/2026/108461/documents/sehk26042400514.pdf", "status": "Public (SZSE: 300274; Hong Kong listing application filed)", "founded": 1997, "headquarters": "Hefei, Anhui, China", "country": "CN", "ceo": "Cao Renxian", "website": "https://www.sungrowpower.com", "logo": "https://www.ventureatlas.org/logos/sungrow.png", "industrySlugs": [ "energy-storage", "solar-energy", "ai-compute" ], "industries": [ { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, { "slug": "tae-technologies", "name": "TAE Technologies", "summary": "TAE Technologies is a private fusion company developing hydrogen-boron fusion with a beam-driven field-reversed-configuration architecture. Its 2025 'Norm' breakthrough reduced reactor complexity enough to skip the planned Copernicus step and move directly toward Da Vinci, its first prototype power plant. On August 6, 2026 TAE said Da Vinci had completed its key designs, with construction still planned later in 2026 and first fusion power targeted in 2031. In 2026 it also completed a multi-state site evaluation tour for the first 50 MWe plant (Alabama, Ohio, Texas), formally established the TAE Beam UK joint venture with UKAEA at Culham, and is targeting a Q4 2026 close of its $6B all-stock merger with Trump Media & Technology Group. Form S-4 file 333-299201 was accepted 30 September 2026 and is not effective; TMTG filed a Rule 473 delaying amendment on 2 October 2026. The extra $100 million second tranche is requestable through 29 November 2026, but no EDGAR 8-K reports a drawdown request or funding. No final plant site has been announced. The merger agreement's outside date is December 18, 2026. The company now states more than $1.5B in private capital. On September 9, 2026 it named Darrell Taylor General Counsel. TAE Power Solutions and TAE Life Sciences commercialize adjacent power-delivery and oncology technologies derived from its fusion R&D.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1849635/000143774926031872/djt20261002_delam.htm", "status": "Private (proposed TMTG merger; targeted Q4 2026 close)", "founded": 1998, "headquarters": "Foothill Ranch, California", "country": "US", "ceo": "Michl Binderbauer", "website": "https://tae.com", "logo": "https://www.ventureatlas.org/logos/tae-technologies.png", "industrySlugs": [ "nuclear-fusion", "energy-storage", "biotech" ], "industries": [ { "slug": "nuclear-fusion", "name": "Nuclear Fusion", "url": "https://www.ventureatlas.org/industry/nuclear-fusion" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": null, "dataVerifiedAt": "2026-10-17", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, { "slug": "telesat", "name": "Telesat", "summary": "Telesat is a Canadian satellite operator running a declining legacy GEO business while building Telesat Lightspeed, an LEO network now growing from 198 to 225 satellites. Q2 2026 consolidated revenue fell 25% YoY to CAD $79.5M (H1 2026 CAD $167M, also -25%) and full-year 2026 GEO guidance remains CAD $300M-$320M. The first two Lightspeed production satellites remain on track for December 2026, with full commercial service expected at end of Q1 2028; FY2026 Lightspeed investment guidance was raised to $1.3B-$1.5B (from $1.0B-$1.2B) to fund the accelerated 156-to-225-satellite build-out. On August 4, 2026 Telesat signed a definitive 15-year, CAD $2.3B contract (up to CAD $2.7B with options) with Canada's Defence Investment Agency to deliver Military Ka-band Arctic connectivity to the Canadian Armed Forces under the ESCP-P program - the largest contract in the company's history - and combined with an April 2026 Northwestel rural-broadband deal for Nunavut, it lifted pro forma LEO backlog from about US$1.1B to roughly US$5.6B. On September 2, 2026 Farcast completed an over-the-air electronically steered antenna demonstration on Telesat's LEO 3 satellite, the next step toward a fully integrated Lightspeed user terminal. On September 9, 2026 Telesat was named to the TSX30, TMX Group's ranking of the top 30 Toronto Stock Exchange performers, after a 475% dividend-adjusted share-price gain over the three years ended June 30, 2026. On September 17, 2026 Telesat and Orange commissioned the first European Lightspeed gateway at Orange's Tier-4 teleport in Bercenay-en-Othe, France, with Orange backhaul to a planned Paris point of presence. Telesat still faces an acute debt crisis: Q2 2026 net loss widened to CAD $559M largely on non-cash Lightspeed warrant and FX losses, roughly $2.1B of Telesat Canada debt matures over the following 14 months, Telesat drew a further $120M loan on August 13, 2026 and disclosed a going-concern warning, and lenders holding 90% of the December 2026 debt are still litigating the September 2025 Lightspeed equity transfer. As of September 13, 2026 refinancing talks remain ongoing with no deal reached; NASDAQ: TSAT closed at $49.75 on September 11.", "summarySource": "https://financialpost.com/globe-newswire/orange-and-telesat-inaugurate-europes-first-telesat-lightspeed-gateway-in-france", "status": "Public (NASDAQ: TSAT / TSX: TSAT)", "founded": 1969, "headquarters": "Ottawa, Ontario", "country": "CA", "ceo": "Daniel S. Goldberg", "website": "https://www.telesat.com", "logo": "https://www.ventureatlas.org/logos/telesat.png", "industrySlugs": [ "satellite-mega-constellations", "telecommunications", "defense" ], "industries": [ { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": null, "dataVerifiedAt": "2026-09-18", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, { "slug": "terrapower", "name": "TerraPower", "summary": "TerraPower is a nuclear innovation company founded by Bill Gates with two business lines: the Natrium sodium fast reactor with integrated molten-salt energy storage, and TerraPower Isotopes, a medical-isotope business producing actinium-225 for targeted cancer therapies. In March 2026 the NRC issued Kemmerer Unit 1 the first construction permit for a commercial-scale advanced nuclear plant in the U.S., and on April 23, 2026 TerraPower and then-contractor Bechtel officially began plant construction in Wyoming, a build expected to mobilize roughly 1,600 workers; on July 21, 2026 TerraPower became the first advanced-reactor developer accepted into the Institute of Nuclear Power Operations. A Bechtel WARN notice signed September 13, 2026 and reported September 17 says the two companies could not agree terms for the next phase of the Natrium Demonstration Project and have decided to move forward separately, with Bechtel planning about 200 Reston layoffs from around November 16; TerraPower has not named a replacement contractor for Kemmerer Unit 1. In January 2026 TerraPower signed a landmark agreement with Meta to develop up to eight Natrium plants in the U.S., marking a shift from a single demonstration toward a commercial fleet, and on August 14, 2026 it deepened its Korean industrial supply chain with a preliminary joint-business agreement with SK Innovation for South Korea's first commercial Natrium plant, selection of Hyundai Engineering & Construction as EPC contractor for up to eight future Natrium reactors, and a reactor-vessel manufacturing contract with Doosan Enerbility. In August 2026 it named George Wilson, previously SVP of Regulatory Affairs, as its first Chief Nuclear Officer to oversee nuclear safety, licensing, and regulatory strategy, and on August 31 it awarded 12 additional supplier contracts for Kemmerer Unit 1 and an on-site sodium test and fill facility. CEO Chris Levesque told Reuters on September 7, 2026 that Natrium could generate UK electricity by 2034, TerraPower's first market outside the United States, and has said the company still plans to announce a second Natrium project - this one for an unnamed AI data-center customer - before the end of 2026, with construction targeted for 2027. The core reactor business remains pre-revenue, but Natrium has moved from development into full project execution under DOE's ARDP cost-share program, while TerraPower Isotopes already sells actinium-225 commercially to pharmaceutical partners and is building a $450 million second production facility in Philadelphia.", "summarySource": "https://patch.com/virginia/reston/bechtel-plans-200-job-cuts-reston-office-after-terrapower-agreement-falls-through", "status": "Private", "founded": 2008, "headquarters": "Bellevue, Washington", "country": "US", "ceo": "Chris Levesque", "website": "https://www.terrapower.com", "logo": "https://www.ventureatlas.org/logos/terrapower.png", "industrySlugs": [ "nuclear-fission", "energy-storage", "ai-compute", "biotech" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": null, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, { "slug": "tesla", "name": "Tesla", "summary": "Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. After building its final Model S and Model X on May 10, 2026 and converting that Fremont line to Optimus, it now manufactures three consumer vehicles (Model 3, Model Y, Cybertruck), sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, runs an unsupervised Robotaxi service across six US metros (Austin, Dallas, Houston, Miami, Orlando, and Tampa), plus a supervised Bay Area pilot, and is ramping Cybercab, Tesla Semi, and Optimus. Commercial Cybercab rides began in Austin on 3 September 2026, the same day NHTSA opened audit AQ26002; on 10 September the agency issued a Special Order requiring sworn answers by 30 September. As of 02:00 UTC on 30 September the AQ26002 resume remained an open Audit Query with no public Tesla answers attached; U.S. markets were still 29 September evening, so the Washington deadline day had not closed. tesla.com/robotaxi returned no city list and did not show Las Vegas or overnight hours. Tesla opened the dedicated Sparks, Nevada Semi factory on 24 September 2026. Priestley said the plant is planned for 50,000 trucks a year (about 1,000 per week) and more than 3,000 jobs during the ramp; that is nameplate capacity, not current output. Tesla has not disclosed a 2026 Semi production or delivery count. TechCrunch, citing a person familiar, said customers can take delivery when ready, with charging still a hurdle. On 22 September ZET SCALE selected Tesla as primary OEM for an initial 2,500 battery-electric Class 8 trucks, with Kenworth, RIDE, and Volvo as secondary OEMs; that award is not a named Tesla Semi unit count. The Information, as reported by Electrek on 25 September, said Fremont Optimus output rose from a few dozen units a week in Q2 2026 to several hundred a week in August, with an internal aim of more than 1,000 a week by year-end, while most units stay internal and the V3 public reveal still has not happened. Tesla has not published a weekly Optimus count. Its last official Q2 language was that first-generation lines were being installed, production was anticipated in 2026, and first builds were for Optimus Academy. Tesla China said the Huamao Beijing Cybercab static exhibit ran 17-27 September and Shanghai HKRI Taikoo Hui ran 17-21 September, with no China sale and no driverless ride-hailing. RTA said Tesla vehicles and autonomous-driving technologies have already been trialled at Dubai Mobility Labs, without naming a Tesla vehicle, Robotaxi, unsupervised FSD, or dates; Tesla has not confirmed the trials. On October 2, 2026 Tesla reported Q3 2026 production of 464,391 vehicles, deliveries of 486,532, and 13.7 GWh of energy storage deployed (Model 3/Y 457,387 produced and 478,237 delivered; Other Models 7,004 produced and 8,295 delivered; about 1% of deliveries subject to operating lease accounting). Tesla said those unit figures should not be relied on as quarterly financial results, which it scheduled after market close on October 21, 2026. On September 29, 2026 Tesla closed $30.0 billion of senior unsecured credit facilities that were undrawn at close, replaced a $5.0 billion revolver, and said it does not currently plan to draw in 2026. The Credit Agreements require at least $5.0 billion of consolidated liquidity; the full agreements are to be filed with the Q3 2026 Form 10-Q. TSLA closed 29 September 2026 at $352.84, a market cap of about $1.394T.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm", "status": "Public (NASDAQ: TSLA)", "founded": 2003, "headquarters": "Austin, Texas", "country": "US", "ceo": "Elon Musk", "website": "https://www.tesla.com", "logo": "https://www.ventureatlas.org/logos/tesla.png", "industrySlugs": [ "electric-vehicles", "humanoid-robots", "autonomous-vehicles", "robotaxis", "energy-storage", "solar-energy", "artificial-intelligence", "ai-compute", "semiconductors" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "robotaxis", "name": "Robotaxis", "url": "https://www.ventureatlas.org/industry/robotaxis" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 18, "trackRecord": { "hit": 7, "slipped": 0, "missed": 1, "total": 8 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "the-exploration-company", "name": "The Exploration Company", "summary": "The Exploration Company (TEC) is a Franco-German space-transport startup founded in July 2021 by Helene Huby and Airbus/ArianeGroup veterans who had worked on ATV and the Orion European Service Module. It is building Nyx, a launcher-agnostic reusable cargo capsule meant to dock with the ISS and future commercial stations and return cargo to Earth, plus Storm, a full-flow staged-combustion methalox engine of up to 180 tonnes of thrust intended as the core of a future European heavy launcher. Dual headquarters sit in the Munich area and around Bordeaux (Le Haillan/Merignac), with sites in Turin, Houston, Luxembourg, and the UAE; the legal parent is The Exploration Company GmbH in Gauting. Two subscale demonstrators have already flown: Bikini on Ariane 6's maiden flight in July 2024 (the upper stage never deorbited, so the capsule stayed in orbit) and Mission Possible on SpaceX Transporter-14 in June 2025, which reached orbit and reentered but lost communications before splashdown. Nyx itself is in structural testing and ISS safety review. The company closed a $450 million Series C on September 8, 2026 - the largest Series C yet by a European space company - co-led by Bessemer Venture Partners, Atomico, and EQT's Scaleup Europe Fund, bringing total funding to about $680 million. Two days later at the International Space Summit in Paris, ESA awarded TEC a EUR 760 million ALADDIN Phase 2 service contract (EUR 310 million for an ISS cargo demonstration plus EUR 450 million in options for two more flights to the ISS or a future commercial station), and TEC booked Ariane 6 with Arianespace for the demo. ESA will cover 60% of the demonstration; TEC says it has secured the other 40% from private investors. The company reports more than 550 employees, 10 missions booked, and more than $2 billion in contracts and commitments with ESA plus pre-bookings from Axiom, Vast, and Starlab. A crewed Nyx is described as a mid-2030s follow-on. Series C talks in July 2026 had pointed at a valuation above $2 billion; the close itself did not disclose a post-money figure.", "summarySource": "https://www.esa.int/Newsroom/Press_Releases/ESA_signs_service_contract_with_The_Exploration_Company_for_its_Nyx_vehicle_under_ALADDIN_the_European_autonomous_cargo_capsule_project", "status": "Private", "founded": 2021, "headquarters": "Munich area (Gauting), Germany", "country": "DE", "ceo": "Helene Huby", "website": "https://www.exploration.space", "logo": "https://www.ventureatlas.org/logos/the-exploration-company.png", "industrySlugs": [ "space-stations", "orbital-economy", "human-spaceflight", "lunar-infrastructure" ], "industries": [ { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" } ], "parent": null, "upcomingMilestoneCount": 3, "trackRecord": { "hit": 0, "slipped": 1, "missed": 2, "total": 3 }, "dataVerifiedAt": "2026-09-24", "url": "https://www.ventureatlas.org/company/the-exploration-company", "apiUrl": "https://www.ventureatlas.org/api/company/the-exploration-company" }, { "slug": "tokamak-energy", "name": "Tokamak Energy", "summary": "Tokamak Energy is a UK fusion and high-temperature superconducting (HTS) company spun out of the UK Atomic Energy Authority in 2009. It now describes itself first as a commercial superconducting and fusion-technologies supplier rather than the builder of its own power plant: the August 2026 Nuclear Fusion Focus Collection published the ST-E1 pilot-plant design, and the company said it will not go on to construct that plant or future pilot plants itself. Its operating machine is ST40, which reached 100 million degrees Celsius in 2022 and closed out 2025 with three records (1 MA plasma current, highest stored energy, triple product up over 30% to about 8 x 10^18 m^-3 keV s) before entering a $52M DOE/DESNZ upgrade that still runs through most of 2026. On September 9, 2026 Tokamak Energy completed a 14-month Demo4 campaign, pushing the 44-coil HTS magnet system to a peak field of 13.7 tesla (up from the November 2025 11.8 T system-level result), 5,600 amps in the toroidal-field coils, 150 MPa transverse stress, and roughly 10,000 operating hours, with results presented at the Applied Superconductivity Conference in Pittsburgh. In April 2026 Tokamak Energy was named Magnet Systems Partner for the UK government's STEP prototype under a £70M contract to March 2029. TE Magnetics sells that capability commercially (Ridgway Machines acquired in 2025; a 2025 General Atomics/DARPA undersea-propulsion magnet contract; an April 2026 data-center HTS power-distribution study), and the company also supports the FAST superconducting-tokamak project in Japan.", "summarySource": "https://tokamakenergy.com/2026/09/09/tokamak-energy-completes-world-leading-fusion-magnet-campaign-validating-technology-for-commercial-hts-systems/", "status": "Private", "founded": 2009, "headquarters": "Milton Park, Oxfordshire, United Kingdom", "country": "GB", "ceo": "Warrick Matthews", "website": "https://tokamakenergy.com", "logo": "https://www.ventureatlas.org/logos/tokamak-energy.png", "industrySlugs": [ "nuclear-fusion", "defense", "superconductors" ], "industries": [ { "slug": "nuclear-fusion", "name": "Nuclear Fusion", "url": "https://www.ventureatlas.org/industry/nuclear-fusion" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 0, "slipped": 0, "missed": 2, "total": 2 }, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/tokamak-energy", "apiUrl": "https://www.ventureatlas.org/api/company/tokamak-energy" }, { "slug": "tsmc", "name": "TSMC", "summary": "Taiwan Semiconductor Manufacturing Company, founded in Hsinchu in 1987 by Morris Chang, invented the dedicated-foundry business model and now dominates it utterly: 69.9% of the global foundry market in 2025, holding 72.5% in Q2 2026 (TrendForce, published Sept 9-10), with Samsung a distant second at 5.9%. It is effectively the sole manufacturer of leading-edge AI silicon - Nvidia, Apple, AMD, and Broadcom all fab their flagship chips there - which made it the primary beneficiary of the AI buildout: 2025 revenue hit a record $122.4B (+35.9%), and Q1 2026 revenue grew another 35.1% to $35.9B at a 66.2% gross margin. Q3 2026 revenue was NT$1,494.24 billion ($46.72 billion), with gross margin 66.4% and operating margin 58.7%. Wafer revenue was 2nm 8%, 3nm 33%, 5nm 28% and 7nm 10%, so 3nm overtook 5nm. Q4 guidance is revenue of $52.3-54.3 billion, gross margin 65-67% and operating margin 56.5-58.5%. On September 8, 2026 TSMC said it will put ASML High NA EUV into high-volume manufacturing from 2030. Its N2 (2nm) node, the company's first gate-all-around process, entered volume production on schedule in Q4 2025 at Fab 22 in Kaohsiung, with the enhanced N2P variant due in H2 2026 and the A16 node (backside power delivery) now slated for 2027 after slipping from late 2026. On Oct. 15, 2026 TSMC reiterated 2026 capex at $60-64 billion and said 2026-2028 spending will be significantly higher, while globalizing its footprint: Arizona's Fab 21 has produced 4nm chips at Taiwan-par yields since Q4 2024. On the Oct. 15 call Wei said the second Arizona fab is built and in tool move-in, with volume production in Q3 2027, slightly ahead of plan. He said teams are evaluating Texas and a customer Terafab that TSMC would have to run, with no decision and no named customer. He confirmed a GlobalFoundries back-end deal; GF's Oct. 8 release describes a five-year $2 billion Malta silicon-interposer agreement ramping in the first half of 2028, without a named CoWoS generation, unit volume, TSMC capex or Arizona packaging. On its July 16 call TSMC had pledged roughly $100 billion more for Arizona; Japan's JASM is building a second Kumamoto fab upgraded to 3nm, now targeted for 2028 after the upgrade pushed back its original late-2027 goal. On September 14, 2026 the Dresden ESMC joint venture held a topping-out ceremony, with president Christian Koitzsch saying construction is on schedule and the first process-equipment installation is due in the second half of 2027, with production still targeted for late 2027. TSMC is also diversifying beyond logic: on August 10, 2026, it announced a ~$6.3B joint venture with Sony (Sony 60%/TSMC 40%) to build a Kumamoto image-sensor fab targeting 2029 mass production. A January 2026 US-Taiwan trade deal exempts TSMC from new 25% Section 232 semiconductor tariffs in proportion to its US buildout. The overhang remains geopolitical: the vast majority of its leading-edge capacity sits on Taiwan, at the center of US-China tension. On the Oct. 15, 2026 call Wei also said N2-family annual capacity should more than double in 2027. A new Tainan Science Park 3nm fab is on track for volume production in the first half of 2027, and an additional Tainan 3nm fab is scheduled for the first half of 2028. Japan second-fab 3nm volume production is scheduled for 2028. N2P volume production was not announced.", "summarySource": "https://pr.tsmc.com/english/news/3346", "status": "Public", "founded": 1987, "headquarters": "Hsinchu, Taiwan", "country": "TW", "ceo": "C.C. Wei (Chairman & CEO)", "website": "https://www.tsmc.com", "logo": "https://www.ventureatlas.org/logos/tsmc.png", "industrySlugs": [ "semiconductors" ], "industries": [ { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 17, "trackRecord": { "hit": 4, "slipped": 2, "missed": 0, "total": 6 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, { "slug": "ubtech-robotics", "name": "UBTECH Robotics", "summary": "UBTECH Robotics is a Shenzhen humanoid and smart-service robot company founded in March 2012 by Zhou Jian. It listed on the Hong Kong Stock Exchange main board on December 29, 2023 under ticker 9880.HK. After years of education, consumer, and commercial robots, full-size embodied humanoids became its largest revenue line in 2025: group revenue reached RMB 2.001 billion (+53.3% year over year) with RMB 820.6 million from full-size humanoids on 1,079 units delivered, more than 80% of those into industrial settings. Walker S2, the industrial flagship with a 3-minute autonomous battery swap, entered mass production and delivery in November 2025 with Walker-series orders then above RMB 800 million (~$112 million). The wheeled Cruzr Y1 industrial platform, launched in the H1 2026 product matrix for manufacturing and warehousing, is a distinct SKU from bipedal Walker S2. First-half 2026 results showed group revenue of RMB 1.269 billion (+104.2%), full-size humanoid revenue of RMB 590.3 million (+1,445%) on 921 units, and a narrowed period loss of RMB 338.8 million. The company says 96.4% of that full-size revenue was industrial customization, so the 921-unit print is a mixed Walker-plus-Cruzr category, not 921 identical bipedal S2s. Named industrial customers and partners include BYD, Geely, Foxconn, Honda Trading, Audi FAW, SF Express, Texas Instruments, and Airbus (an early-2026 aviation-manufacturing evaluation). In June 2026 it launched Walker C1 for commercial service and the UWORLD U1 consumer companion series (from RMB 119,800; 13,361 orders claimed at launch). A Guangxi/Liuzhou plant targeting 10,000-unit annual humanoid capacity was commissioned around mid-September 2026. On Oct. 9, 2026 UBTECH and Xiamen C&D signed a strategic cooperation agreement. UBTECH's Oct. 11 WeChat statement says they will form a joint venture for a Fujian ecosystem-technology-center headquarters and plan to sell no fewer than 10,000 UBTECH humanoid robots together by 2030. That figure is a sales target, not a disclosed order; neither an HKEX inside-information announcement nor C&D's SSE Oct. 9-10 notice list disclosed JV capital, ownership, or which Walker, Cruzr, or UWORLD models it covers. C&D's own note confirmed the signing without repeating the unit target. On July 28, 2026 the FCC added foreign-produced humanoids to its Covered List, blocking new models from US equipment authorization unless the Department of War grants Conditional Approval, which shuts the legal US import path for new Walker S2 and U1 units. UBTECH remains loss-making and still converts a large share of full-size revenue through customized industrial projects rather than a single catalog SKU.", "summarySource": "https://stock.10jqka.com.cn/20261011/c680558023.shtml", "status": "Public (Hong Kong Stock Exchange: 9880.HK) - listed December 29, 2023, the first humanoid-robot company on the HKEX main board", "founded": 2012, "headquarters": "Shenzhen, China", "country": "CN", "ceo": "Zhou Jian (James Zhou)", "website": "https://www.ubtrobot.com", "logo": "https://www.ventureatlas.org/logos/ubtech-robotics.png", "industrySlugs": [ "humanoid-robots", "industrial-automation", "warehouse-automation", "artificial-intelligence", "consumer-hardware" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": null, "dataVerifiedAt": "2026-10-12", "url": "https://www.ventureatlas.org/company/ubtech-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/ubtech-robotics" }, { "slug": "ula", "name": "United Launch Alliance", "summary": "United Launch Alliance is Boeing and Lockheed Martin's launch-services joint venture. Remaining Atlas V vehicles are reserved for Boeing Starliner: NASA and Boeing now plan an uncrewed Starliner-1 flight in December 2026 or January 2027 and a crewed Starliner-2 in 2028, with Starliner-1 through 4 on Atlas V and later missions planned for Vulcan once it is human-rated. Vulcan itself remains grounded after the February 12, 2026 USSF-87 GEM 63XL nozzle anomaly; ULA has not posted a return-to-flight date and independent trackers still list Amazon LV-01 as TBD. The company says it has more than 150 consecutive launches since 2006 and about 2,700 employees, with headquarters in Denver.", "summarySource": "https://www.boeing.com/space/starliner/starliner-1", "status": "Active (50/50 joint venture: Boeing & Lockheed Martin)", "founded": 2006, "headquarters": "Denver, Colorado", "country": "US", "ceo": "Mark Peller", "website": "https://www.ulalaunch.com", "logo": "https://www.ventureatlas.org/logos/ula.png", "industrySlugs": [ "rockets", "defense", "satellite-mega-constellations" ], "industries": [ { "slug": "rockets", "name": "Rockets", "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" } ], "parent": { "name": "Boeing & Lockheed Martin", "companySlug": "boeing", "relationship": "joint-venture", "source": "https://en.wikipedia.org/wiki/United_Launch_Alliance" }, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-15", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, { "slug": "unitree-robotics", "name": "Unitree Robotics", "summary": "Unitree Robotics is a Hangzhou-based civilian robotics company building quadrupeds, humanoids, dexterous hands, robot arms, and core robot components. After leading publicly sold quadrupeds, it expanded into humanoids with H1, G1, G1+, R1, and H2 at prices far below most Western peers, becoming the world's top humanoid seller by volume in 2025 (5,500+ units at about 32% global share) and reporting roughly 18,000 cumulative humanoids produced by August 2026. Its STAR Market prospectus reports 1.71 billion yuan of 2025 revenue, adjusted net profit around 590-600 million yuan at a 60% gross margin, and more than 30,000 quadrupeds shipped from 2022 to September 2025. It began trading on the STAR Market on August 19, 2026 under ticker 688836 after pricing at 150.80 yuan and raising about 6.1 billion yuan; shares opened 629% higher at 1,100 yuan before closing the debut at 845 yuan. Nvidia adopted Unitree's H2 body for its Isaac GR00T reference humanoid, while a June 2026 Pentagon Section 1260H listing and a July 28, 2026 FCC Covered List addition created US headwinds. H1 2026 revenue was RMB 1.152B (+48.54% YoY) with adjusted net profit down 19.34% YoY to RMB 244M. The stock closed Oct. 8, 2026 at 427.80 yuan, a market cap of about 173 billion yuan, further below the debut close. Checked Oct. 18, 2026: the H2 Plus shop page still says to contact sales_global@unitree.cc and shows no public checkout or ship date. NVIDIA's May 31, 2026 newsroom post still says the Isaac GR00T robot will be available from Unitree in late 2026, and no more specific date was found. Ai2, ETH Zurich, Stanford Robotics Center, and UC San Diego have not published receipt confirmations. The October 2026 ship target stays open through month-end. G1+ remains listed at US $15,000 excluding tax and shipping.", "summarySource": "https://shop.unitree.com/products/unitree-h2-plus", "status": "Public (Shanghai STAR Market: 688836) - began trading August 19, 2026, the first listed Chinese humanoid-robot maker", "founded": 2016, "headquarters": "Hangzhou, China", "country": "CN", "ceo": "Wang Xingxing", "website": "https://www.unitree.com", "logo": "https://www.ventureatlas.org/logos/unitree-robotics.png", "industrySlugs": [ "humanoid-robots", "artificial-intelligence", "industrial-automation", "warehouse-automation" ], "industries": [ { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/unitree-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/unitree-robotics" }, { "slug": "valar-atomics", "name": "Valar Atomics", "summary": "Valar Atomics is an El Segundo-based nuclear startup founded in 2023 by Isaiah Taylor that develops small, mass-manufacturable high-temperature gas-cooled reactors (TRISO fuel, graphite moderator, helium coolant) intended to be deployed by the hundreds on grid-independent 'gigasites' producing power, hydrogen, and carbon-neutral synthetic fuels. As one of 11 projects in the DOE Reactor Pilot Program, its 100 kWt Ward250 test reactor at the Utah San Rafael Energy Lab achieved fueled criticality on June 18, 2026 - the first DOE-authorized reactor built and operated outside a national laboratory - then became the first of the pilot reactors to ramp to full power on June 23, and on July 1 generated 100 kW while powering Nvidia Blackwell chips in a live demo. The company and Nvidia are now exploring a 30 MW nearly waterless nuclear-powered AI data center in Orangeville, Utah. On September 18, 2026, Utah's Trust Lands Administration Board unanimously approved a Special Use Lease Agreement covering up to 640 acres of state trust land in Carbon County (starting with a 480-acre, 50-year lease near Wellington and Price), Valar's first named expansion site beyond the Emery County test lab; construction still needs development plans and permits. Valar has raised roughly $1.6B total, after closing a $1B Series B on August 3, 2026 led by Sequoia Capital (Shaun Maguire, who joins the board) that tripled its valuation to $6B, alongside a separate $200M credit facility led by Erebor Bank and J.P. Morgan (with Crescent Cove and Hercules Capital participating); the company says the round funds reactor-manufacturing factories to scale output toward thousands of units a year plus in-house TRISO fuel production, building on its September 2025 selection for DOE's Fuel Line Pilot Program. The round follows a $450M equity-and-debt round at a $2B valuation in March 2026 backed by Palmer Luckey and Palantir CTO Shyam Sankar, a $130M Series A led by Snowpoint Ventures, and a $19M seed led by Riot Ventures. It is also building Ward One, a 100 kW research microreactor in the Philippines with the Philippine Nuclear Research Institute, and is a co-plaintiff (alongside Texas, Utah, Louisiana, Florida, Arizona, Last Energy, and Deep Fission) in a lawsuit seeking to exempt small test reactors from full NRC licensing, stayed until September 29, 2026 for settlement talks. CEO Isaiah Taylor says Valar hopes to start selling power on a test basis in 2027 and become fully commercial in 2028.", "summarySource": "https://etvnews.com/articles/featured/valar-atomics-secures-land-agreement-for-carbon-county-project/", "status": "Private", "founded": 2023, "headquarters": "El Segundo, California", "country": "US", "ceo": "Isaiah Taylor", "website": "https://www.valaratomics.com", "logo": "https://www.ventureatlas.org/logos/valar-atomics.png", "industrySlugs": [ "nuclear-fission", "ai-compute", "synthetic-fuels", "hydrogen" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-07", "url": "https://www.ventureatlas.org/company/valar-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/valar-atomics" }, { "slug": "varda", "name": "Varda Space Industries", "summary": "Varda manufactures materials in orbit and returns them by capsule from El Segundo. On Sept. 30, 2026 it announced a $251 million Series D led by Lux Capital and Natural Capital, taking company-stated capital to $598 million. Payload's Sept. 30 article says the round valued the company at $1.6 billion. A recheck of that article on Oct. 28 still does not label the figure pre-money or post-money, and the company release and the Reuters account already on file do not either. On Oct. 1 it lofted W-8 and W-9 together on SpaceX Transporter-18. On Oct. 20 Falcon 9 launched Bandwagon-5 at 7:04 a.m. ET from SLC-40, and SpaceX lists W-Series 7 deploying at about T+01:05:58. Varda's same-day release says W-7 launched into orbit with a PROTAC solubility experiment, and the W-7 page now lists launch date Oct. 20, 2026. That page does not show a separation line or a recovery window. The company counts six successful reentries: five recovered capsules plus W-4, whose mission page labels May 10, 2026 as the reentry date while describing a disposal deorbit, not a recovery. W-8 and W-9 had not been described as returned. United Therapeutics remains the first public-pharma processing partner, with first formulation flights still aimed at 2027.", "summarySource": "https://www.varda.com/mission/w-7", "status": "Private", "founded": 2021, "headquarters": "El Segundo, California", "country": "US", "ceo": "Will Bruey", "website": "https://www.varda.com", "logo": "https://www.ventureatlas.org/logos/varda.png", "industrySlugs": [ "orbital-economy", "biotech", "defense", "semiconductors", "hypersonics" ], "industries": [ { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": null, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 1, "slipped": 0, "missed": 1, "total": 2 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/varda", "apiUrl": "https://www.ventureatlas.org/api/company/varda" }, { "slug": "vast", "name": "Vast", "summary": "Vast was founded in 2021 by Jed McCaleb around a long-term thesis of artificial-gravity space stations that let humans live in orbit without the health toll of weightlessness, and a near-term race to fly the world's first commercial space station. McCaleb was the company's sole backer for its first years and has said he is prepared to put up to $1 billion of his fortune into the venture. Vast came out of stealth in September 2022, acquired rocket startup Launcher in February 2023 (whose founder Max Haot became CEO in August 2023, with McCaleb moving to chairman), and in May 2023 signed SpaceX to launch Haven-1, a single-module four-crew station (45 m3 habitable volume), plus Dragon crew missions. The company has taken an incremental, hardware-rich path: it pressure-tested the Haven-1 flight primary structure beyond nominal conditions in late 2025, passed a NASA-STD-5001 pressurization proof test on a separate primary-structure qualification article at its Mojave facility in February 2026, and its Haven Demo testbed satellite launched November 2, 2025 on SpaceX's Bandwagon-4, completed 49 test objectives validating avionics, GNC, solar arrays, propulsion, and Starlink-based communications, and executed a controlled deorbit on February 4, 2026. Haven-1 - originally targeted for August 2025, then May 2026 - entered clean-room integration in January 2026, when Vast re-baselined launch readiness to Q1 2027; the thermal control system was integrated in June 2026. On 21 October 2026, the Haven-1 page says only that it is launching in 2027, with an October docking-adapter fit check, flight solar arrays in acceptance inspection, and the control unit entering electromagnetic testing at Long Beach. No Armstrong shipment is announced. The 19 March 2026 closeout is still the latest flight-ready date: Q1 2027. Momentum accelerated through 2026: NASA selected Vast in February for the sixth private astronaut mission to the ISS (no earlier than summer 2027). On September 9, 2026 at the International Space Summit in Paris, ESA on behalf of Greece signed for Dr. Adrianos Golemis as mission specialist, the third named crew member alongside commander Thomas Pesquet (France) and pilot Ales Svoboda (Czech Republic); the fourth seat is still unannounced and all assignments remain subject to ISS Multilateral Crew Operations Panel approval. In March Vast closed a $500M round ($300M Series A led by Balerion Space Ventures plus $200M debt), bringing total private capital invested to roughly $1 billion across a team of 1,000+ employees. Vast also launched a 15 kW satellite-bus product line, opened Houston and Paris offices, and signed agreements with France, the UK Space Agency, ESA/Czech Republic, and others. Its nine-module Haven-2 (first module 2028, full build-out by 2032) is its bid for NASA CLDC, the Phase 2 ISS-successor competition. On 9 October 2026 NASA posted solicitation 80JSC027R0004, proposals due 8 December 2026. The news release expects awards in spring 2027 and selection of two or more contractors through early development. The JSC table, read 21 October, still plans spring 2027 and leaves the actual date blank, so Early 2027 is not slipped. The 15 October charts estimate award on 15 April 2027, state an IDIQ minimum of $100 million and a $34.063 billion ceiling, and say the RFP takes precedence. They also say NASA certifies new transportation vehicles, the contractor delta-certifies previously certified vehicles, and new transportation may be proposed only after the first four missions. The news release states none of those dollar or transportation terms. ESA N 61-2026 quotes Max Haot on four crewed missions to the ISS and Haven-1 in 2027, names none, and does not mention crew-panel clearance. Vast's 6 October post says four crew members across those missions: Pesquet, Svoboda and Golemis on PAM, fourth seat open, and Arnaud Prost for Haven-1. The memorandum is a three-year feasibility study, not a booking.", "summarySource": "https://www.vastspace.com/haven-1", "status": "Private", "founded": 2021, "headquarters": "Long Beach, California", "country": "US", "ceo": "Max Haot", "website": "https://www.vastspace.com", "logo": "https://www.ventureatlas.org/logos/vast.png", "industrySlugs": [ "space-stations", "orbital-economy", "defense", "human-spaceflight" ], "industries": [ { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 1, "slipped": 3, "missed": 0, "total": 4 }, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "summary": "Vertex Pharmaceuticals is the world leader in cystic fibrosis (CF) and one of biotech's few large-cap, highly profitable, self-funded innovators. Its CFTR-modulator franchise - anchored by Trikafta/Kaftrio and the next-generation once-daily Alyftrek (vanzacaftor/tezacaftor/deutivacaftor, FDA-approved December 2024) - treats the large majority of the addressable CF population and generated the bulk of $12.0B in FY2025 revenue, with $4.0B of GAAP net income. Vertex is now deploying that cash flow to diversify well beyond CF. It commercialized Casgevy (exagamglogene autotemcel), the first CRISPR/Cas9 gene-editing therapy ever approved, for sickle cell disease and beta thalassemia, partnered with CRISPR Therapeutics. In January 2025 it launched Journavx (suzetrigine), the first genuinely new class of pain medicine in over two decades - an oral, non-opioid NaV1.8 inhibitor. Its pipeline includes zimislecel (VX-880), a stem-cell-derived islet therapy that has rendered type 1 diabetes patients insulin-independent in trials; inaxaplin for APOL1-mediated kidney disease; and povetacicept (from the $4.9B Alpine acquisition) for IgA nephropathy, with an FDA decision due November 30, 2026. On September 1, 2026 it completed the ~$10B acquisition of endocrine-disease specialist Crinetics Pharmaceuticals - its largest-ever deal - adding Palsonify (paltusotine), the first once-daily oral acromegaly drug, already launched in the US and approved in the EU, plus Phase 3 candidate atumelnant. Jasper van Grunsven joined on September 8, 2026 as EVP and Chief Pain and New Product Planning Officer to run the pain franchise and global new-product planning. Vertex pushes the envelope by turning single-gene biology into functional cures.", "summarySource": "https://bostonlifesciencestimes.com/2026/09/vertex-completes-10-billion-acquisition-of-crinetics-expands-leadership-team/", "status": "Public", "founded": 1989, "headquarters": "Boston, Massachusetts", "country": "US", "ceo": "Reshma Kewalramani", "website": "https://www.vrtx.com", "logo": "https://www.ventureatlas.org/logos/vertex-pharmaceuticals.png", "industrySlugs": [ "biotech", "gene-editing", "cell-therapy", "endocrinology" ], "industries": [ { "slug": "biotech", "name": "Biotech", "url": "https://www.ventureatlas.org/industry/biotech" } ], "parent": null, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-21", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, { "slug": "vertical-aerospace", "name": "Vertical Aerospace", "summary": "Vertical Aerospace is a Bristol, UK-based eVTOL developer building Valo, a piloted electric air taxi, and is the last major independent European player after the collapses of Lilium and Volocopter. Founded in 2016 by OVO Energy's Stephen Fitzpatrick, it listed on the NYSE in 2021 and survived a 2024 financial restructuring that made Mudrick Capital its controlling shareholder. In April 2026 its VX4 prototype completed the world's first piloted two-way eVTOL transition flight under civil DOA regulatory oversight - only the second company globally to achieve piloted transition - and its third full-scale prototype joined the test campaign in June 2026. The production aircraft, unveiled as Valo in December 2025, is backed by ~1,500 conditional pre-orders worth ~$6B from American Airlines, Avolon, Bristow, GOL, and Japan Airlines, plus later operator MoUs (Sigma Air Mobility, VIC Properties at Portugal's Pinheirinho estate, and a July 22, 2026 GACA/Cluster2 framework in Saudi Arabia). On July 13, 2026 Vertical re-baselined its UK CAA/EASA type certification target from 2028 to 2029. The Cotswold Airport Aircraft Assembly Centre opened on 24 September 2026. A separate full-scale UK factory has not been named, and the expanded Vertical Energy Centre has not been reported open. Cash was ~$134M after an ~$100M August financing package. At the 11 September 2026 AGM, shareholders wrote Mudrick Capital's director nomination, removal and consent rights into the articles. On 24 September 2026 Vertical retained Jefferies to review strategic alternatives. As of 15 October 2026 it has not named a partner, financing package, or other board-approved transaction. On 2 October 2026 Vertical disclosed an NYSE notice, received 9 September 2026, that its average closing price was below $1.00; the shares remain listed during a six-month cure period. On 5 October 2026 Clyde Woltman joined the board, proposed by Mudrick under those director-appointment rights, and directors Carsten Stendevad and James Keith Brown resigned. On 6 October 2026 a subsidiary filed a patent-infringement counterclaim against Archer Aviation. The stock closed at $0.3618 on 14 October 2026 (market cap about $62.1M). Fabrice Bregier remains Chair and Stuart Simpson remains CEO.", "summarySource": "https://vertical-aerospace.com/wp-content/uploads/2026/09/20260924-AAC-Opening-Ceremony-PR_v1.pdf", "status": "Public (NYSE: EVTL)", "founded": 2016, "headquarters": "Bristol, United Kingdom", "country": "GB", "ceo": "Stuart Simpson", "website": "https://vertical-aerospace.com", "logo": "https://www.ventureatlas.org/logos/vertical-aerospace.png", "industrySlugs": [ "evtol", "defense", "logistics" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": null, "dataVerifiedAt": "2026-10-15", "url": "https://www.ventureatlas.org/company/vertical-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/vertical-aerospace" }, { "slug": "vivo", "name": "vivo", "summary": "vivo designs and sells branded smartphones. Its 2025 sustainability report is issued by vivo Holdings Limited, and that report calls vivo Mobile Communication Co., Ltd. the China operating company. The report's timeline says the company was founded in 1995 and that vivo unveiled its iQOO sub-brand in 2019. Shen Wei signs the report as founder and CEO. The global English culture page says vivo is headquartered in Dongguan, China. IDC's final Q2 2026 shipment table places vivo fifth, at 21.2 million units and 7.7 percent share. The report does not state a revenue total.", "summarySource": "https://asia-exstatic-vivofs.vivo.com/PSee2l50xoirPK7y/1786609670398/resource/vivo_Sustainability_Report_2025.pdf", "status": "Private", "founded": "1995", "headquarters": "Dongguan, China", "country": "CN", "ceo": "Shen Wei", "website": "https://www.vivo.com/en", "logo": "https://www.ventureatlas.org/logos/vivo.png", "industrySlugs": [ "smartphones" ], "industries": [ { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/vivo", "apiUrl": "https://www.ventureatlas.org/api/company/vivo" }, { "slug": "voyager-technologies", "name": "Voyager Technologies", "summary": "Voyager Technologies is a Denver-based defense-technology and space-infrastructure company best known for leading Starlab, the international joint venture building a commercial successor to the International Space Station. Founded in October 2019 by Dylan Taylor as Voyager Space Holdings, the company grew by rolling up twelve space and defense firms - including Altius Space Machines and Pioneer Astronautics (2020), The Launch Company, Valley Tech Systems and Nanoracks (2021), Space Micro (2022), ZIN Technologies (2023), and Estes Energetics, ExoTerra Resource and LEOcloud (2025). Through Nanoracks it owns the Bishop Airlock, the first and only permanent commercial module on the ISS, operating since December 2020. Starlab won a $160M NASA Commercial LEO Destinations award in December 2021 (later raised to $217.5M) and evolved into Starlab Space LLC, a US-led JV with Airbus, Mitsubishi Corporation and MDA Space, with Palantir supplying station software, Hilton designing crew quarters and Northrop Grumman providing Cygnus resupply. The single-launch, 8-meter-class station - with roughly half the ISS's pressurized volume - is contracted to fly on SpaceX's Starship, now targeted for 2029, and completed its Commercial Critical Design Review with NASA in February 2026, clearing the way for flight manufacturing. Voyager rebranded to Voyager Technologies in early 2025 to emphasize national security and went public on NYSE in June 2025, raising $382.8M and briefly touching a ~$3.8B valuation. Its Defense & National Security segment - solid and electric propulsion, energetics, signals intelligence and communications - is its fastest-growing business and put it on the Anduril-led team named among the Space Force's Golden Dome space-based-interceptor awardees in April 2026. On July 13, 2026 it closed its acquisition of Pittsburgh lunar-lander developer Astrobotic Technology ($162M cash and stock plus up to $129M in earnouts and $9M assumed debt), rebranding the unit Voyager Lunar Systems under continuing CEO John Thornton. NASA's June 30, 2026 Moon Base awards fund two Peregrine landers (Peregrine-2 and Peregrine-3) totaling $297.9M, each carrying three NASA payloads to the Gruithuisen Domes in 2028. The nearer-term proof point is Griffin-1, an infrastructure-class lander carrying 10 NASA, ESA, and commercial payloads. On October 13, 2026 Voyager said Griffin-1 completed acceptance testing, including environmental testing, and is returning to Pittsburgh for final preparations before shipment to Cape Canaveral, with launch targeted for late 2026. As of September 10, 2026 Voyager traded around a $2.0B market cap, posted $166.4M of 2025 revenue, held $585.5M of total liquidity as of June 30, 2026, and had closed an upsized $250M J.P. Morgan-led credit facility on July 6, 2026. Q2 2026 results reported August 3 showed record revenue of $52.7M (up 51% sequentially), record bookings of $113.0M, and a record $335.5M backlog, prompting Voyager to raise 2026 revenue guidance to $275-305M; Starlab separately has signed over $500M of commercial reservations ahead of launch. On October 1, 2026 Voyager set Q3 results for after the close November 2, with the call November 3 at 9 a.m. ET. Starlab extended ISS CFP Step-1 proposals to October 21, 2026; the updated PDF still anticipates award notices December 18, 2026 and an indicative Q1 2028 flight. NASA release 26-086, dated October 9, 2026, posted the final CLDC request. Proposals are due December 8, 2026, with awards expected in spring 2027. Starlab chief executive Marshall Smith told Ars the company will compete. Oct 5: $22.4M SCO OTA for prototype small-sat dispensers. Oct 6: CASIS contract to manage Symphony Biosciences' SymphNode ISS experiment.", "summarySource": "https://www.nasa.gov/news-release/nasa-seeks-us-industry-plans-for-commercial-space-stations/", "status": "Public", "founded": 2019, "headquarters": "Denver, Colorado", "country": "US", "ceo": "Dylan Taylor", "website": "https://www.voyagertechnologies.com", "logo": "https://www.ventureatlas.org/logos/voyager-technologies.png", "industrySlugs": [ "space-stations", "orbital-economy", "defense", "lunar-infrastructure" ], "industries": [ { "slug": "space-stations", "name": "Space Stations", "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "orbital-economy", "name": "Orbital Economy", "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": null, "upcomingMilestoneCount": 11, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, { "slug": "waymo", "name": "Waymo", "summary": "Waymo is Alphabet's autonomous-driving company. On Oct. 8, 2026 CFO Steve Fieler said Waymo closed a $5 billion term loan, its first debt financing. PIMCO, Blackstone, and Sixth Street were the lead syndicated lenders, and Goldman Sachs was the sole lead bookrunner. The post states no interest spread and no Alphabet guarantee. On Oct. 14, 2026 Waymo said anyone in San Antonio, San Diego, and Tampa can hail a ride, including at San Antonio International Airport. On Oct. 13, Nashville International Airport access began for a limited number of riders, with pickups and dropoffs in Terminal Garage 2. That notice gives no date for all riders and does not name a D1 curb. On Oct. 16 Waymo said manual mapping in Toronto with Element Fleet Management will lead toward first riders in 2028. The Oct. 16 post does not name a permit. The Canada page says Ontario's Ministry of Transportation has issued a provincial Automated Vehicle Pilot Program permit for manual driving and testing, and that the 2028 target is fully autonomous service hailed in the Waymo app. The Waymo blog dates the Madrid announcement Oct. 20, 2026. A careers post with the same opening is dated Oct. 19. Neither states a 2027 date for selling rides. Testing starts with manual driving in Madrid City, Alcobendas, and Getafe, and commercial rides are not yet offered. Weekly paid rides were not restated above 500,000. Detroit public service remains undated, and Las Vegas was not shown as fully ungated. Alphabet's Q3 results were not reopened.", "summarySource": "https://waymo.com/blog/2026/10/waymo-closes-5-billion-debt-financing/", "status": "Subsidiary (Alphabet)", "founded": 2009, "headquarters": "Mountain View, California", "country": "US", "ceo": "Dmitri Dolgov (Co-CEO) & Tekedra Mawakana (Co-CEO)", "website": "https://waymo.com", "logo": "https://www.ventureatlas.org/logos/waymo.png", "industrySlugs": [ "robotaxis", "autonomous-vehicles", "artificial-intelligence", "logistics" ], "industries": [ { "slug": "robotaxis", "name": "Robotaxis", "url": "https://www.ventureatlas.org/industry/robotaxis" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": { "name": "Alphabet Inc.", "companySlug": null, "relationship": "subsidiary", "source": "https://en.wikipedia.org/wiki/Waymo" }, "upcomingMilestoneCount": 12, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, { "slug": "weride", "name": "WeRide", "summary": "WeRide is a commercial-stage autonomous-driving company building products from Level 2 ADAS to Level 4 robotaxis, robobuses, robovans, and robosweepers. It operates or tests in 60+ cities across 13 countries, holds autonomous-driving permits in nine markets (China, the UAE, Singapore, France, Switzerland, Saudi Arabia, Belgium, the US, and Spain), and reported a global L4 fleet of about 3,400 vehicles as of July 31, 2026, including more than 1,800 robotaxis - including fully driverless commercial service in Dubai and public service in Singapore - with Uber, Grab, Geely Farizon, Renault, GAC, Chery, and other partners. Europe has become a fast-moving front in 2026: WeRide, Uber and AVOMO received Spain's first national Level 4 passenger-vehicle permit from the DGT on September 10, 2026 (the first EU national approval for WeRide's GXR), after announcing a Madrid commercial robotaxi pilot in early June; fare-charging Zurich service with Uber and Rydera is still targeted around December 2026 with about 12 safety-driver vehicles, not yet a live commercial launch (Wikipedia still lists Zurich as announced for 2026). The Slovak government backed a plan for WeRide to roll out its full Level 4 portfolio nationwide, and as of September 20, 2026 Wikipedia still lists Bratislava as announced rather than commercial. Hong Kong remains the first right-hand-drive GXR market with Kwoon Chung. As of September 20, 2026 WeRide had not announced that the upgraded GXR had begun rolling off Geely Farizon's line (the March plan targeted Q3 2026) and had not disclosed an interim count against the 2,000-unit 2026 delivery target; the July 31, 2026 filing still states about 3,400 L4 vehicles, including more than 1,800 robotaxis. In July 2026 WeRide accelerated the global rollout of its one-stage end-to-end L2++ intelligent-driving solution - co-developed with Bosch and integrated with Bosch's automotive-grade domain controller - beginning on-road testing and localization in Germany, France, and Japan, with production design wins now spanning 30+ vehicle programs at Chery and GAC, an L3 proof-of-concept with Mercedes-Benz disclosed on the Q2 2026 call, and cumulative WRD 3.0 deliveries topping 30,000 units, against a company target of 100,000 by year-end 2026 and 500,000 in 2027. On August 3, 2026 WeRide announced a strategic partnership with Danish shared-mobility operator GreenMobility to bring Level 4 autonomous ride-hailing to Denmark, its sixth European market and first in the Nordic region, targeting public service in the first half of 2027 pending Danish regulatory approval. Reporting record Q2 2026 revenue on August 12 (gross margin a record 37.5%, up from 28.1% a year earlier), CEO Tony Han said WeRide is now in talks with regulators in Australia and eyeing South Korea, Japan, and Southeast Asia as further expansion markets. WeRide's Hong Kong shares joined the HKEX Tech 100 Index effective September 14, 2026 after the exchange's September quarterly review. On September 15, 2026 GAC AION launched the 2027 AION i60 with WeRide's WRD 3.0 available from delivery, which WeRide called a move from the AION N60 validation car into multi-model mass production. On Oct. 27, 2026 WeRide said Allianz Insurance Singapore and Ping An P&C are the first partners in a global insurance program. The English post said about 3,600 autonomous vehicles, including more than 1,800 robotaxis. The Chinese post called about 3,600 an L4 count. The interim report still states about 3,400 L4 vehicles as of July 31, 2026. The newest Allianz Singapore autonomous-vehicle page opened is dated Nov. 6, 2025, and no filing reconciled the two fleet figures.", "summarySource": "https://www.weride.ai/posts/biattn97stv832dptkkn9xss", "status": "Public (NASDAQ: WRD; HKEX: 0800)", "founded": 2017, "headquarters": "Guangzhou, China", "country": "CN", "ceo": "Tony Han", "website": "https://www.weride.ai/en", "logo": "https://www.ventureatlas.org/logos/weride.png", "industrySlugs": [ "robotaxis", "autonomous-vehicles", "artificial-intelligence", "logistics", "electric-vehicles", "smart-cities" ], "industries": [ { "slug": "robotaxis", "name": "Robotaxis", "url": "https://www.ventureatlas.org/industry/robotaxis" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" } ], "parent": null, "upcomingMilestoneCount": 12, "trackRecord": null, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, { "slug": "westinghouse", "name": "Westinghouse Electric Company", "summary": "Westinghouse Electric Company is the largest Western nuclear technology company, owned 51% by Brookfield (with institutional partners) and 49% by uranium miner Cameco since their $7.9B acquisition closed in November 2023. Westinghouse technology powers 57% of the world's operating nuclear plants, maintains nearly two-thirds of the fleet, and fuels 40%, and its fuel and operating-plant-services businesses generated about $5.0B of revenue in 2025. Its flagship AP1000 reactor is the only fully licensed advanced large reactor operating in the US (Vogtle Units 3 and 4 in Georgia), with four more units operating in China and orders or advanced programs in Poland, Bulgaria, and Ukraine. On September 23, 2026 the Westinghouse-Bechtel consortium and PEJ agreed on the main commercial terms of the EPC contract for three AP1000 units totaling 3,750 MWe at Lubiatowo-Kopalino; PEJ said remaining terms should be finished by year-end and that this is not a finalized contract, with first electricity still expected in 2036. In October 2025 the US government announced an $80B+ strategic partnership with Westinghouse, Brookfield, and Cameco, followed in June 2026 by a conditional $17.5B DOE loan commitment for long-lead components for up to 10 AP1000s. On July 31, 2026 Westinghouse confidentially filed a draft S-1; Bloomberg reported September 18 a targeted valuation of more than $50 billion and a public filing as soon as October, though timing could still change. Alongside the large-reactor buildout, Westinghouse is developing the 330 MWe AP300 small modular reactor and the 5 MWe eVinci microreactor, which reached zero-power high-temperature criticality at 663 C on September 3, 2026. Under CEO Dan Sumner, appointed in April 2026, the company sits at the center of the US nuclear renaissance.", "summarySource": "https://info.westinghousenuclear.com/news/westinghouse-bechtel-and-pej-agree-on-main-commercial-terms-to-deliver-first-polish-nuclear-power-plant", "status": "Private (Brookfield & Cameco)", "founded": 1999, "headquarters": "Cranberry Township, Pennsylvania", "country": "US", "ceo": "Dan Sumner", "website": "https://westinghousenuclear.com", "logo": "https://www.ventureatlas.org/logos/westinghouse.png", "industrySlugs": [ "nuclear-fission", "ai-compute", "energy-storage", "defense" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": { "name": "Brookfield & Cameco", "companySlug": null, "relationship": "subsidiary", "source": "https://en.wikipedia.org/wiki/Westinghouse_Electric_Company" }, "upcomingMilestoneCount": 14, "trackRecord": { "hit": 0, "slipped": 2, "missed": 1, "total": 3 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, { "slug": "wing", "name": "Wing", "summary": "Wing is a drone-delivery company launched from Google's X in 2012 that is scaling small-package logistics in dense residential areas. It says it is making thousands of deliveries to homes each day. As of October 22, 2026, Wing's Walmart waitlist still lists five live U.S. metros (Dallas-Fort Worth, Atlanta, Charlotte, Houston, and Orlando) and 14 coming-soon markets, including Denver and Seattle for 2027. San Francisco Bay Area remains coming soon with no residential launch date, and no sixth live metro is listed. St. Louis remains coming soon. On October 15 Kirkwood read Bill 11153 for an 18-drone Walmart nest and no member moved it, so it did not advance. The minutes file was not opened. FAA Part 108 (RIN 2120-AL82) was still Pending Review at OIRA on October 22, received July 10, with no concluded date. CEO remains Adam Woodworth.", "summarySource": "https://wing.com/walmart", "status": "Subsidiary (Alphabet Inc.)", "founded": 2012, "headquarters": "Palo Alto, California", "country": "US", "ceo": "Adam Woodworth", "website": "https://wing.com", "logo": "https://www.ventureatlas.org/logos/wing.png", "industrySlugs": [ "drone-delivery" ], "industries": [ { "slug": "drone-delivery", "name": "Drone Delivery", "url": "https://www.ventureatlas.org/industry/drone-delivery" } ], "parent": { "name": "Alphabet Inc.", "companySlug": null, "relationship": "subsidiary", "source": "https://wing.com/about" }, "upcomingMilestoneCount": 4, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/wing", "apiUrl": "https://www.ventureatlas.org/api/company/wing" }, { "slug": "wisk-aero", "name": "Wisk Aero", "summary": "Wisk remains Boeing's wholly owned autonomous air-taxi subsidiary pending an Archer close. On 19 October 2026 the homepage still said two Gen 6 aircraft were in flight testing at Hollister, and the generations page still said Stay tuned. No hover-to-wingborne transition was posted. The aircraft page shows a card labeled cruising altitude 100+ ft, range 10 miles with reserves, and cruising speed about 10 knots. That card is not labeled as the current test envelope. The newest press release listed on the homepage remains the 26 August Hollister vertiport. Archer's 24 September release, as previously recorded, says other regulatory approvals are underway and does not name CFIUS, FIRB, or a UAE file; this pass did not get that page past a cookie wall. Close is still expected by year-end 2026, and Archer has not said whether Generation 6 certification continues after close. Wikipedia's Archer-parent line was not rechecked and remains a known error from the prior record.", "summarySource": "https://wisk.aero/", "status": "Private (Boeing subsidiary; pending acquisition by Archer Aviation)", "founded": 2019, "headquarters": "Mountain View, California", "country": "US", "ceo": "Sebastien Vigneron", "website": "https://wisk.aero", "logo": "https://www.ventureatlas.org/logos/wisk-aero.png", "industrySlugs": [ "evtol", "autonomous-vehicles" ], "industries": [ { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" } ], "parent": { "name": "Boeing", "companySlug": "boeing", "relationship": "subsidiary", "source": "https://investors.boeing.com/investors/news/press-release-details/2026/Archer-to-Shape-Physical-AI-Future-of-Aerospace-and-Defense-with-Acquisition-of-Boeings-Wisk-Aero-Insitu-and-SkyGrid-Subsidiaries-Boeing-to-Invest-in-Archer-and-Collaborate/default.aspx" }, "upcomingMilestoneCount": 4, "trackRecord": null, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/wisk-aero", "apiUrl": "https://www.ventureatlas.org/api/company/wisk-aero" }, { "slug": "x-energy", "name": "X-energy", "summary": "X-energy is an advanced nuclear and fuel company commercializing the 80 MWe Xe-100 reactor and its TRISO-X fuel platform. In April 2026 it priced an upsized IPO and listed on Nasdaq as XE, raising about $1.1B in net proceeds. On August 13, 2026 it reported Q2 revenue and grant income of $54.6M, up 154% year over year, and $1.9B of liquidity. The same day DOE said the ARDP cooperative agreement can receive up to an additional $1B, for a government cost-share of as much as $2.115B. The company remains pre-revenue from commercial reactor operations, and Q3 2026 results were not posted as of Oct. 20. On Oct. 19, 2026 X-energy and American Electric Power signed a joint development agreement to study a 12-unit, 960 MW Xe-100 plant near the retired Breed station in Sullivan County, Indiana. Amazon will provide milestone-based development funding. No dollar amount is disclosed, and the conditions are not itemized. A long-term power purchase is an intent that follows a final investment decision, not a signed contract. The company counts the study inside its approximate 11.5 GW, 144-unit pipeline and calls it the second project in a collaboration aimed at more than 5 GW of Xe-100 capacity by 2039. On the Aug. 13 call, CEO Clay Sell said a roughly 1 GW investor-owned-utility agreement was in its final stages and declined to name the utility. The Long Mott hearing was held Sept. 22, written comments closed Oct. 6, and a November 2026 final safety evaluation was still the stated target. TRISO-X holds the first Part 70 HALEU fuel license. TX-1 vertical construction finished Sept. 24, with commercial operations still targeted for the first half of 2028.", "summarySource": "https://investors.x-energy.com/news-releases/news-release-details/x-energy-amazon-american-electric-power-partner-bring-smr", "status": "Public (NASDAQ: XE)", "founded": 2009, "headquarters": "Rockville, Maryland", "country": "US", "ceo": "Clay Sell", "website": "https://x-energy.com", "logo": "https://www.ventureatlas.org/logos/x-energy.png", "industrySlugs": [ "nuclear-fission", "ai-compute" ], "industries": [ { "slug": "nuclear-fission", "name": "Nuclear Fission", "url": "https://www.ventureatlas.org/industry/nuclear-fission" } ], "parent": null, "upcomingMilestoneCount": 6, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/x-energy", "apiUrl": "https://www.ventureatlas.org/api/company/x-energy" }, { "slug": "xai", "name": "xAI", "summary": "xAI is Elon Musk's artificial-intelligence company, founded in March 2023, acquired by SpaceX on 2 February 2026, and rebranded SpaceXAI on 6 July 2026. Grok 4.7 is the current flagship in Cursor, Grok Build and the Grok API at $2 and $6 per million input and output tokens. On 18 September 2026 SpaceXAI released Grok Voice Transcribe 2.0, ranking first among 32 streaming models on Artificial Analysis at unchanged $0.10/$0.20 per hour. Official docs now bill X Search at $5 per 1,000 posts and $10 per 1,000 profiles. On 25 September Musk gave a founder timetable putting Colossus at about 780,000 GPUs now and as many as 1.44 million by late December if three 220,000-GB300 waves land; Bloomberg and Tom's Hardware reported the post, and x.ai still has no matching news item or later SEC restatement. Combined SPCX last $167.60 (about $2.275T on 13.57B shares). Grok MAU remains the March 2026 ~117 million IPO figure. Grok 5 is still unreleased on x.ai/news. For the quarter ended Sept. 30, 2026, SpaceX reported Super Intelligence revenue of $7,560 million, split into advertising of $538 million and SI solutions and infrastructure of $7,022 million, with operating income of $431 million and nameplate compute of 1.7 GW. The exhibit cites new cloud agreements, the Cursor acquisition, and Grok adoption, and it does not print separate Grok or cloud dollars. Cursor's $608 million is consolidated revenue from Aug. 14 through Sept. 30, not a fourth slice of the $7,560 million. Epoch's Colossus 2 page shows 946 MW of IT power as of June 15, 2026 for that site, a different scope and date from the company-wide nameplate figure. Google's about 110,000-GPU lease still had a one-month grace through Oct. 31, 2026; as of Oct. 27 there was no public full-count, reduced-count, or termination disclosure. On Oct. 16 Gabriela Castillo Madrid testified. Council releases do not publish SpaceXAI's own subpoena letter. On Oct. 14 xAI said Grok Voice 3.0 handles millions of Tesla conversations. Tesla's support page, as extracted on Oct. 27, describes in-vehicle Grok and does not name Grok Voice 3.0. The public Phoenix README describes dwell-time regression and two-tower retrieval. It does not name the Oct. 19 time-spent ranking model or a read-through retrieval model, and no independent user-active-seconds measure was found.", "summarySource": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm", "status": "Public - AI & social-media division of SpaceX (Nasdaq: SPCX); rebranded SpaceXAI in July 2026", "founded": 2023, "headquarters": "Palo Alto, California", "country": "US", "ceo": "Elon Musk (division president: Michael Nicolls)", "website": "https://x.ai", "logo": "https://www.ventureatlas.org/logos/xai.png", "industrySlugs": [ "artificial-intelligence", "ai-compute", "social-media", "defense" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "defense", "name": "Defense Tech", "url": "https://www.ventureatlas.org/industry/defense" } ], "parent": { "name": "SpaceX", "companySlug": "spacex", "relationship": "division", "source": "https://www.aol.com/articles/factbox-spacex-acquires-xai-key-142912748.html" }, "upcomingMilestoneCount": 13, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-27", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, { "slug": "xiaomi", "name": "Xiaomi Corporation", "summary": "Xiaomi Corporation is the Cayman-incorporated group, formerly Top Elite Limited, formed on January 5, 2010, with its mainland China head office at Xiaomi Campus in Haidian, Beijing. Hong Kong stock codes are 1810 and 81810, listed on July 9, 2018. The interim report prints the company website as www.mi.com. Lei Jun is Chairman of the Board. The report identifies the chief executive officer as the chief operating decision maker and does not give that person's name. Xiaomi EV, Inc., a direct wholly-owned subsidiary incorporated on August 5, 2021, is profiled separately. First-half 2026 revenue was RMB 208.1 billion, including RMB 86.4 billion from smartphones. IDC's preliminary worldwide table dated 14 October 2026 lists 30.7 million Xiaomi smartphone shipments, 12.0 percent share, down 29.2 percent from 43.4 million. That figure is an IDC estimate, not a Xiaomi disclosure. TelecomLead's account of IDC's China preliminary table puts Xiaomi at 13.8 percent share, with shipments down 20.4 percent year over year. The English investor calendar retrieved on 20 October 2026 lists the 18 August 2026 interim results and does not show a 2026 third-quarter results date.", "summarySource": "https://www.idc.com/resource-center/press-releases/smartphone-shipments-decline-3q26/", "status": "Public", "founded": "January 5, 2010", "headquarters": "Xiaomi Campus, Anningzhuang Road, Haidian District, Beijing", "country": "CN", "ceo": null, "website": "https://www.xiaomi.com/", "logo": "https://www.ventureatlas.org/logos/xiaomi.png", "industrySlugs": [ "smartphones" ], "industries": [ { "slug": "smartphones", "name": "Smartphones", "url": "https://www.ventureatlas.org/industry/smartphones" } ], "parent": null, "upcomingMilestoneCount": 1, "trackRecord": null, "dataVerifiedAt": "2026-10-20", "url": "https://www.ventureatlas.org/company/xiaomi", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi" }, { "slug": "xiaomi-ev", "name": "Xiaomi EV", "summary": "Xiaomi EV is the automotive division of Xiaomi Corporation (HKEX: 1810), announced in March 2021 with a pledged about $10B over 10 years and led by founder Lei Jun. The SU7 sedan launched 28 Mar 2024 and the YU7 SUV on 26 Jun 2025. The group delivered 411,082 vehicles in 2025. Cumulative deliveries passed 800,000 on 7 Sep 2026. On 1 Oct Xiaomi Auto said September deliveries exceeded 40,000, without an exact total or a model split. The China Automobile Dealers Association passenger-car report lists September Xiaomi Auto wholesale and retail at 40,015 each. CnEVPost attributes a CPCA split of SU7 15,751, YU7 11,820 and Sky Nomad 12,444 (N70 7,147 and N90 5,297); that split is not on the association's company ranking. Xiaomi Auto's 8 Oct Weibo said Sky Nomad lock orders exceeded 70,000 from 7 Sep to 7 Oct. Lock orders are not deliveries. The company delivery floor remains above 10,000, and no exact 7 Sep-7 Oct delivery total has been published. CPCA January-September deliveries are 286,490, about 52.1 percent of the 550,000-unit 2026 target. Cars are built in Beijing, where combined monthly output had previously stabilized above 45,000, and at a Wuhan plant still ramping toward a 35,000-per-month October checkpoint that 36Kr said may not reach full planned output until 2027. Sky Nomad EREV SUVs launched 7 Sep from 209,900 yuan, with first customer deliveries 12 Sep across 75 cities. At IFA Berlin on 3 Sep Xiaomi signed MoUs with eight German dealer groups ahead of a 2027 Germany-first Europe entry. Parent Xiaomi Corp last HK$23.96 at 11:04 HKT on 8 Oct (CNBC about HK$618.4B on 25.81B shares); previous close HK$23.94 on 7 Oct. Q3 group results are unprinted.", "summarySource": "https://www.cada.cn/Trends/info_91_10580.html", "status": "Division of Xiaomi Corporation (HKEX: 1810)", "founded": 2021, "headquarters": "Beijing, China", "country": "CN", "ceo": "Lei Jun (Xiaomi founder, Chairman & CEO)", "website": "https://www.mi.com", "logo": "https://www.ventureatlas.org/logos/xiaomi-ev.png", "industrySlugs": [ "electric-vehicles", "autonomous-vehicles", "semiconductors" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "semiconductors", "name": "Semiconductors", "url": "https://www.ventureatlas.org/industry/semiconductors" } ], "parent": { "name": "Xiaomi Corporation", "companySlug": null, "relationship": "division", "source": "https://www.cnbc.com/2021/03/30/chinas-xiaomi-to-launch-electric-car-business-and-invest-10-billion.html" }, "upcomingMilestoneCount": 7, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, { "slug": "xpeng", "name": "XPeng", "summary": "XPeng is a Guangzhou-based smart-EV maker (founded 2014; NYSE: XPEV / HKEX: 9868) that delivered a record 429,445 vehicles in 2025 (+125.9% YoY) and delivered 41,256 vehicles in September 2026 (+5% from August), with L03 above 10,000, for 118,390 in the third quarter inside the 115,000-121,000 guide issued 24 August. Q1 2026 posted a RMB1.78B net loss on a seasonal delivery dip, and Q2 2026 rebounded to a record 103,295 deliveries with gross margin at 20.7%, though net loss nearly tripled year-over-year to RMB1.34B on heavy AI, robotics and flying-car reinvestment. Overseas business contributed more than 25% of H1 2026 revenue. The Mona series and the six-seat GX flagship SUV (7,224 in September, its third straight month above 7,000) are core volume drivers, alongside the P7, G6, G7, G9, X9, Mona L03, and the G9L five-seat flagship launched in China on 17 September. XPeng designs its own Turing AI chips and VLA 2.0 stack, and Volkswagen is a partner on E/E architecture and VLA licensing. Robotaxi employee testing began in Guangzhou in July 2026, with an August permit for remote testing without an onboard safety operator on designated roads. Flying-car unit Aridge said at IFA Berlin on 3 September that Land Aircraft Carrier mass production starts in H2 2026 with customer deliveries expected in 2027. IRON walked off an automated Guangzhou line on 8 September; mass production is still targeted by late 2026. Cash was RMB40.48B as of 30 June 2026. The official Chinese September post says XPeng now operates in 79 countries and regions with more than 500 international stores. On 12 October 2026 XPeng launched the G9L at the Paris Motor Show. The German newsroom, re-read 21 October, still lists Germany from 74,600 euros, Austria from 75,600 euros, and first customer deliveries in December 2026. The English post lists France from 74,990 euros. Belgium and the Netherlands remain at 74,990 euros from the 14 October record. Those are list prices, not completed orders, and neither release states a Magna Graz volume-production start date. On 8 October YOYO robotaxi registration opened by invitation code, with no public ride count disclosed. On 15 October the Chinese newsroom opened Mona L05 pre-sales at 169,800 yuan for the 535 Max and the 1310 Max, 179,800 yuan for the 635 Max, 181,800 yuan for the 1310 Ultra SE, and 191,800 yuan for the 635 Ultra SE. Formal launch is 29 October 2026 and has not occurred. Pre-sale prices are not deliveries. The 14 October English post says XPeng operates in 82 countries and regions with 1,283 stores.", "summarySource": "https://xpeng-newsroom.pr.co/de-DE/273173-europapremiere-und-marktstart-auf-dem-pariser-automobilsalon-neuer-xpeng-g9l-ab-sofort-zu-preisen-ab-74-600-euro-bestellbar/", "status": "Public (NYSE: XPEV / HKEX: 9868)", "founded": 2014, "headquarters": "Guangzhou, China", "country": "CN", "ceo": "He Xiaopeng", "website": "https://www.xpeng.com", "logo": "https://www.ventureatlas.org/logos/xpeng.png", "industrySlugs": [ "electric-vehicles", "autonomous-vehicles", "evtol", "humanoid-robots", "robotaxis" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "evtol", "name": "eVTOL", "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "humanoid-robots", "name": "Humanoid Robots", "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "robotaxis", "name": "Robotaxis", "url": "https://www.ventureatlas.org/industry/robotaxis" } ], "parent": null, "upcomingMilestoneCount": 12, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 }, "dataVerifiedAt": "2026-10-28", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, { "slug": "zeekr", "name": "Zeekr", "summary": "Zeekr is Geely's premium, technology-led EV brand, founded in March 2021 in Ningbo. After Geely's August 2026 leadership reshuffle, Gan Jiayue is chairman and legal representative of Zhejiang Zeekr Intelligent Technology as well as CEO of Geely Auto Group. In December 2025 Geely completed a ~$2.4B take-private, delisting Zeekr from the NYSE (former ticker ZK) and making it a 100%-owned subsidiary of Geely Automobile Holdings; earlier, in February 2025, Zeekr absorbed Lynk & Co (holding 51%) to form Zeekr Technology Group, a two-brand premium group targeting ~1M annual sales. The Zeekr brand delivered 224,133 vehicles in 2025, and momentum kept accelerating in 2026 - a sixth straight monthly record of 37,216 deliveries in September (+103.85% YoY, +0.64% MoM) brought year-to-date deliveries to 288,404 (+100.84% YoY) and cumulative deliveries to 931,293. The lineup spans a BEV shooting brake (001), a compact SUV (X), sedans (007/007 GT), MPVs (009, Mix), a mid-size SUV (7X) and PHEV flagships (9X, launched September 2025, and 8X, launched April 17, 2026 to 10,000 firm orders within 30 minutes); the 9X and 8X PHEVs were the main drivers of the 2026 records. Zeekr differentiates on in-house tech - its 800V 'Golden Battery' (the world's first mass-produced 800V LFP ultra-fast-charge cell) and a new 900V SiC architecture across refreshed models, plus G-Pilot ADAS - and its international footprint keeps widening: already active in Australia and Mexico since 2024, the 007 GT is now sold across 16 European countries, the 9X made its live-streamed European debut on July 29, 2026, European orders opened in September at 119,500 euros in Germany and France for the six-seat Ultra AWD (Belgium 121,000 euros, Netherlands 123,000 euros) with customer deliveries from December 2026 through March 2027, the 7GT started sales in Israel on September 6, 2026, AutoWallis is set to launch Zeekr in Austria and Poland in Q4 2026, and both the 9X and 8X are confirmed for Australia before year-end. Financially, Zeekr turned profitable for the first time in Q4 2025 - after Q3 2025 revenue of RMB31.56B (+9.1% YoY) at a 19.2% gross margin with net loss down ~85% YoY (its last standalone quarterly report before the December 2025 NYSE delisting folded Zeekr's financials into Geely Automobile Holdings), the brand's Q4 turn lifted Geely's FY2025 core net profit margin by roughly 0.8 percentage points as group core net profit rose 36% to RMB14.41B on record revenue of RMB345.23B; Geely's momentum continued through H1 2026, with the Zeekr brand's own revenue more than doubling YoY to over RMB55B on 178,370 deliveries (the 8X and 9X becoming the best-selling China PHEV SUV in the RMB300,000-500,000 segment and the best-selling passenger vehicle above RMB500,000 respectively), while the Geely group posted a first-half-record RMB173.6B revenue (+15% YoY) and RMB9.68B core net profit (+46% YoY).", "summarySource": "https://www.ithome.com/1/009/028.htm", "status": "Private (wholly-owned Geely subsidiary; delisted from NYSE Dec 2025)", "founded": 2021, "headquarters": "Ningbo, China", "country": "CN", "ceo": "Gan Jiayue (Chairman & legal representative, Zhejiang Zeekr Intelligent Technology; also CEO of Geely Auto Group)", "website": "https://www.zeekrgroup.com", "logo": "https://www.ventureatlas.org/logos/zeekr.png", "industrySlugs": [ "electric-vehicles", "autonomous-vehicles" ], "industries": [ { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" } ], "parent": { "name": "Geely Automobile Holdings", "companySlug": null, "relationship": "subsidiary", "source": "https://cnevpost.com/2025/12/22/zeekr-completes-merger-with-geely-delists-from-nyse/" }, "upcomingMilestoneCount": 8, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-19", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, { "slug": "zhipu-ai", "name": "Zhipu AI (Z.ai)", "summary": "Zhipu AI - branded Z.ai internationally, and renamed Z.AI Co., Ltd. on the Hong Kong exchange in July 2026 - is a Beijing-based frontier AI lab spun out of Tsinghua University's Knowledge Engineering Group in 2019, best known for its open-weight GLM foundation-model family and for becoming the world's first publicly listed LLM company with its January 2026 Hong Kong IPO (HKEX: 2513). Led by CEO Zhang Peng, it ships frontier models on a rapid cadence - the current flagship GLM-5.3 (August 2026) is an extended post-training pass on the same about 743B-parameter mixture-of-experts base as June's GLM-5.2, with full 753B-parameter weights published August 28 under a custom GLM-5.3 License rather than MIT, plus GLM-5.3-Flash (320B total / 18B active, MIT, natively multimodal). Founder Tang Jie named GLM-6.0 as the next-generation Full Self-Training base model on the August 31 H1 earnings call, with no release date. Its API business has scaled fast on coding-tool demand: the August 31 HKEX interim said the MaaS platform had over 7.4 million enterprise and developer users, and SCMP reported the company putting annualized recurring revenue at about $1.6B by end of August 2026. Official H1 2026 revenue was RMB 953.9M, up 399.7% YoY, against a RMB 2.07B net loss. Added to the US Entity List in January 2025, Zhipu leans into a sovereign-AI strategy, selling government-grade LLM infrastructure across Southeast Asia, the Middle East and Africa, and is pushing for domestic-chip compute self-sufficiency after powering up a roughly 1-gigawatt Nvidia-free data center and acquiring chip-utilization software developer XCore Sigma in July 2026. Its stock rose roughly 1,700% after listing before a sharp pullback. The H-share placing of 21,965,000 shares at HK$714 completed on 16 Sept 2026, and the RMB 20.14B convertibles were issued on 18 Sept 2026. Its Shanghai STAR Market listing had completed regulatory tutoring and won shareholder approval as of the 13 Sept 2026 report; this pass did not find a later public acceptance. On 12 Oct 2026 Anthropic alleged that Zhipu distilled leading US models' cyber capabilities while developing GLM-5.3, and that GLM-5.2 alone among the open-weight models it tested finished a simplified end-to-end replication. Those claims are Anthropic's. Reuters, via the Straits Times on 13 Oct, said Z.ai did not immediately respond. Checked again on 22 Oct 2026, the docs and the Chinese homepage still show no company reply, and the retrieved 15 Oct SCMP article quotes Apollo rather than Z.ai. Docs still name glm-5.3. No GLM-6.0 date was found. Yahoo Finance showed HK$449.40 at 10:53 GMT+8, an intraday quote with the market open.", "summarySource": "https://docs.z.ai/", "status": "Public (HKEX: 2513, renamed Z.AI Co., Ltd. from Knowledge Atlas Technology on July 17, 2026; Shanghai STAR Market A-share listing in the tutoring-acceptance stage)", "founded": 2019, "headquarters": "Beijing, China", "country": "CN", "ceo": "Zhang Peng", "website": "https://z.ai", "logo": "https://www.ventureatlas.org/logos/zhipu-ai.png", "industrySlugs": [ "artificial-intelligence", "ai-compute", "cybersecurity" ], "industries": [ { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": null, "upcomingMilestoneCount": 5, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 }, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/zhipu-ai", "apiUrl": "https://www.ventureatlas.org/api/company/zhipu-ai" }, { "slug": "zipline", "name": "Zipline", "summary": "Zipline is an American robotics and logistics company operating the world's largest autonomous delivery service. It pioneered national-scale medical drone delivery in Rwanda. Its Austin post, read 22 October 2026, says its aircraft have flown more than 140 million autonomous miles and completed more than 3 million deliveries. That post showed no dateline and calls Round Rock the first Austin location. The 14 July 2026 company release announced upcoming Austin and Cleveland launches and said Austin operations would begin in the coming months. It did not say consumer service had already started. The homepage retrieved 17 October 2026 still shows 60,000+ lives saved and an 86-second fastest delivery, and it did not repeat the mile or delivery totals. The company has said it serves more than 5,000 hospitals and health centers. An August 2026 account said American deliveries were more than 70 percent of daily volume worldwide and that the company was completing a delivery roughly every 20 seconds. In 2025 it commercially launched Platform 2 in Pea Ridge, Arkansas and more than 20 Dallas-Fort Worth communities with Walmart and restaurant brands. In 2026, after an $800 million Series H at a $7.6 billion valuation, it launched Houston and Phoenix, scaled North Texas, added Cleveland Clinic prescription delivery on 3 August, and was selected by BayCare for Tampa Bay. On 8 October 2026 it demonstrated a delivery at Stony Point High School in Round Rock. Community Impact reported that as the first Central Texas zone, with Zipline-app orders from about a three-mile radius starting 9 October. That is not an Uber Eats launch. Uber's 17 August release still says first Uber Eats deployments begin later this year, with a target of one million drone deliveries a day by the end of 2029. On 22 October 2026 the FAA NEPA page still listed the five-metro Texas draft, said comments closed on 11 October 2026, and did not post a FONSI in that section. Seattle's draft comment period closed on 2 November 2025, and that section still shows no Seattle FONSI. On 9 September 2026 Cote d'Ivoire's Council of Ministers advanced a 10-center medical drone PPP with Zipline SARL.", "summarySource": "https://www.zipline.com/newsroom/zipline-accelerates-u-s-growth-with-13x-marketplace-expansion-new-leadership-hires-and-launches-in-austin-and-cleveland", "status": "Private", "founded": 2014, "headquarters": "South San Francisco, California", "country": "US", "ceo": "Keller Rinaudo Cliffton", "website": "https://www.zipline.com", "logo": "https://www.ventureatlas.org/logos/zipline.png", "industrySlugs": [ "drone-delivery", "logistics" ], "industries": [ { "slug": "drone-delivery", "name": "Drone Delivery", "url": "https://www.ventureatlas.org/industry/drone-delivery" } ], "parent": null, "upcomingMilestoneCount": 10, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 }, "dataVerifiedAt": "2026-10-22", "url": "https://www.ventureatlas.org/company/zipline", "apiUrl": "https://www.ventureatlas.org/api/company/zipline" }, { "slug": "zoox", "name": "Zoox", "summary": "Zoox is Amazon's robotaxi company and the first operator in the United States cleared to charge fares in a purpose-built driverless vehicle with no steering wheel, pedals, or mirrors. NHTSA granted it a two-year exemption from portions of eight Federal Motor Vehicle Safety Standards on July 30, 2026, capped at 2,500 vehicles a year, and Zoox flipped its roughly 65-vehicle Las Vegas fleet to paid service on August 10, 2026, including Harry Reid International Airport from September 3. It designs and builds its bidirectional, four-seat, all-electric robotaxi at a Hayward, California plant sized for up to 10,000 vehicles a year, still runs free public rides in San Francisco while it waits on California DMV and CPUC deployment permits, and has test fleets across twelve announced U.S. metros. On September 29, 2026 Zoox told CBS Colorado it is operating a small Denver test fleet for a few months this winter, driven manually with no passengers and with no Denver service plans. Houston and San Diego remain a September 1 supervised-mapping announcement; Zoox has not posted first Houston miles. NTA still posts AVNC Permit 001 Sub 5 with 100-vehicle language limited to the first 12 months after the original September 25, 2025 permit. KSNV reported Zoox said no passengers were inside the robotaxi in the September 25 Las Vegas Strip crash; NHP is investigating. The March 2026 Uber app partnership has not gone live. A Zoox press kit whose file name is dated March 2026 says the company has over 3,000 employees. Amazon does not publish a later census. On October 6, 2026 NHTSA authorized the exempted robotaxi on portions of Hayward identified in Zoox's September 14 request, only on roads posted at 45 mph or less after Zoox Safety Clearance, without confirming that public rides have started there.", "summarySource": "https://downloads.regulations.gov/NHTSA-2025-0523-0137/attachment_1.pdf", "status": "Subsidiary (Amazon)", "founded": 2014, "headquarters": "Foster City, California", "country": "US", "ceo": "Aicha Evans", "website": "https://zoox.com", "logo": "https://www.ventureatlas.org/logos/zoox.png", "industrySlugs": [ "robotaxis", "autonomous-vehicles", "electric-vehicles", "artificial-intelligence" ], "industries": [ { "slug": "robotaxis", "name": "Robotaxis", "url": "https://www.ventureatlas.org/industry/robotaxis" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "electric-vehicles", "name": "Electric Vehicles", "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "artificial-intelligence", "name": "AI Labs", "url": "https://www.ventureatlas.org/industry/artificial-intelligence" } ], "parent": { "name": "Amazon.com, Inc.", "companySlug": null, "relationship": "subsidiary", "source": "https://en.wikipedia.org/wiki/Zoox_(company)" }, "upcomingMilestoneCount": 9, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 }, "dataVerifiedAt": "2026-10-15", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" } ] }