{ "apiVersion": 1, "source": "https://www.ventureatlas.org", "license": "Data is curated by Venture Atlas; every field carries its own source URL.", "endpoint": "/api/industries", "lastDataUpdate": "2026-10-28", "count": 21, "industries": [ { "slug": "rockets", "name": "Rockets", "description": "Companies building launch vehicles to deliver payloads to orbit and beyond.", "companyCount": 21, "companies": [ { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, { "slug": "relativity-space", "name": "Relativity Space", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, { "slug": "stoke-space", "name": "Stoke Space", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, { "slug": "landspace", "name": "LandSpace", "url": "https://www.ventureatlas.org/company/landspace", "apiUrl": "https://www.ventureatlas.org/api/company/landspace" }, { "slug": "space-pioneer", "name": "Space Pioneer", "url": "https://www.ventureatlas.org/company/space-pioneer", "apiUrl": "https://www.ventureatlas.org/api/company/space-pioneer" }, { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, { "slug": "galactic-energy", "name": "Galactic Energy", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, { "slug": "ispace", "name": "iSpace (Interstellar Glory)", "url": "https://www.ventureatlas.org/company/ispace", "apiUrl": "https://www.ventureatlas.org/api/company/ispace" }, { "slug": "orienspace", "name": "Orienspace", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, { "slug": "deep-blue-aerospace", "name": "Deep Blue Aerospace", "url": "https://www.ventureatlas.org/company/deep-blue-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/deep-blue-aerospace" }, { "slug": "expace", "name": "Kuaizhou Aerospace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, { "slug": "space-epoch", "name": "Space Epoch", "url": "https://www.ventureatlas.org/company/space-epoch", "apiUrl": "https://www.ventureatlas.org/api/company/space-epoch" }, { "slug": "cosmoleap", "name": "Cosmoleap", "url": "https://www.ventureatlas.org/company/cosmoleap", "apiUrl": "https://www.ventureatlas.org/api/company/cosmoleap" }, { "slug": "skyroot", "name": "Skyroot Aerospace", "url": "https://www.ventureatlas.org/company/skyroot", "apiUrl": "https://www.ventureatlas.org/api/company/skyroot" }, { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, { "slug": "isar-aerospace", "name": "Isar Aerospace", "url": "https://www.ventureatlas.org/company/isar-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/isar-aerospace" } ], "overview": { "lastUpdated": "2026-10-18", "sections": [ { "source": "https://www.spacex.com/launches/crs35/", "heading": "The key race: Falcon flew the station cargo mission, and no next Starship flight is posted", "paragraphs": [ "On October 13, 2026 at 6:33 a.m. ET, Falcon 9 launched Dragon's 35th cargo mission, CRS-35, from SLC-40 at Cape Canaveral. SpaceX said Dragon docked with the station on October 15 at 10:27 a.m. ET after about 52 hours. That Dragon was on its fourth flight, and the booster was on its eighth flight and landed at Landing Zone 40. SpaceX's launches page lists CRS-35 as ongoing, with a return in November 2026, and lists Crew-13's return in April 2027.", "The same launches page lists a Falcon 9 Starlink mission from Vandenberg SLC-4E on October 12 and USSF-481, also Falcon 9 from SLC-4E, on October 15, with a droneship landing. It lists SDA's fourth Tranche 1 mission on October 10. Upcoming Falcon 9 windows on that page are Bandwagon-5 from SLC-40 on October 19, 6:30-7:30 a.m. ET, and Starlink missions from SLC-4E on October 20 and October 24. Starship Flight 14 is listed on September 28 from Starbase Pad 2 and marked expended. No Starship flight appears in the upcoming table." ] }, { "source": "https://www.cnsa.gov.cn/n6758823/n6758838/c10780180/content.html", "heading": "Who flew and who slipped: Zhuque-2's tenth flight, and Neutron's debut moved to 2027", "paragraphs": [ "On October 14, 2026 at 19:40 Beijing time, a Zhuque-2E Y4 lifted off from the Dongfeng commercial space innovation pilot zone. CNSA said it placed 10 satellites, Guoxing Yuhang Xingshidai-39 and Xingshidai-44 through 50 plus Guangchuan-03 and Guangchuan-04, into their planned orbits and that the flight was a complete success. CNSA called it the 10th flight of the Zhuque-2 series. It was another orbital flight of that expendable methalox vehicle.", "The same day, Rocket Lab said Neutron's inaugural launch is now expected in 2027. The October 14 press release calls that an adjusted schedule and does not name a month. It points to an investor presentation for further detail. A 2027 debut means Neutron does not add a medium-lift flight in the fourth quarter of 2026." ] }, { "source": "https://www.govinfo.gov/content/pkg/FR-2026-10-14/html/2026-20963.htm", "heading": "What decides the next Starship step: scoping for a higher rate, with the current license unchanged", "paragraphs": [ "On October 14, 2026 the FAA published a notice of intent to prepare a programmatic environmental impact statement for more Starship-Super Heavy operations at Starbase. The notice says the current authorization is up to 25 launches and 50 landings a year at Boca Chica, 25 for Starship and 25 for Super Heavy. The study ceiling is up to 456 launches and 912 landings a year. Phase 1 in the notice is up to 100 launches and 200 landings, on any day. Phase 2 is the 456-launch case, on weekdays, described as a mature program within several years. Comments are due November 30, 2026. A draft statement comes later.", "The notice's no-action case would leave the license as it is. Scoping does not itself raise the authorized rate, and the launches page does not pair this notice with a Flight 15 date. The demonstrated Starship orbital flight on that page remains Flight 14 on September 28, marked expended." ] }, { "source": "https://www.spacex.com/launches/", "heading": "What to watch through the next quarter", "paragraphs": [ "Watch whether the posted Falcon 9 windows of October 19, 20, and 24 fly, and whether a Starship mission is added to the upcoming list. Watch the FAA docket FAA-2026-12808 through November 30, 2026. Until a later license action, the notice leaves Starbase at 25 launches and 50 landings a year. Watch whether Rocket Lab names a month for the 2027 Neutron debut. Watch whether the next Zhuque-2 series flight follows the October 14 success. CRS-35 is listed to come home in November 2026." ] } ], "sources": [ { "url": "https://www.spacex.com/launches/crs35/", "name": "www.spacex.com" }, { "url": "https://www.spacex.com/launches/", "name": "www.spacex.com" }, { "url": "https://www.govinfo.gov/content/pkg/FR-2026-10-14/html/2026-20963.htm", "name": "www.govinfo.gov" }, { "url": "https://www.sec.gov/Archives/edgar/data/1819994/000181999426000067/rklb-10142026ex991.htm", "name": "www.sec.gov" }, { "url": "https://www.cnsa.gov.cn/n6758823/n6758838/c10780180/content.html", "name": "www.cnsa.gov.cn" } ] }, "url": "https://www.ventureatlas.org/industry/rockets" }, { "slug": "artificial-intelligence", "name": "AI Labs", "description": "Companies building frontier foundation models - the large-scale AI systems powering the next generation of general-purpose intelligence.", "companyCount": 25, "companies": [ { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "unitree-robotics", "name": "Unitree Robotics", "url": "https://www.ventureatlas.org/company/unitree-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/unitree-robotics" }, { "slug": "apptronik", "name": "Apptronik", "url": "https://www.ventureatlas.org/company/apptronik", "apiUrl": "https://www.ventureatlas.org/api/company/apptronik" }, { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, { "slug": "deepseek", "name": "DeepSeek", "url": "https://www.ventureatlas.org/company/deepseek", "apiUrl": "https://www.ventureatlas.org/api/company/deepseek" }, { "slug": "moonshot-ai", "name": "Moonshot AI", "url": "https://www.ventureatlas.org/company/moonshot-ai", "apiUrl": "https://www.ventureatlas.org/api/company/moonshot-ai" }, { "slug": "zhipu-ai", "name": "Zhipu AI (Z.ai)", "url": "https://www.ventureatlas.org/company/zhipu-ai", "apiUrl": "https://www.ventureatlas.org/api/company/zhipu-ai" }, { "slug": "safe-superintelligence", "name": "Safe Superintelligence", "url": "https://www.ventureatlas.org/company/safe-superintelligence", "apiUrl": "https://www.ventureatlas.org/api/company/safe-superintelligence" }, { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, { "slug": "ubtech-robotics", "name": "UBTECH Robotics", "url": "https://www.ventureatlas.org/company/ubtech-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/ubtech-robotics" }, { "slug": "1x-technologies", "name": "1X Technologies", "url": "https://www.ventureatlas.org/company/1x-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/1x-technologies" }, { "slug": "agility-robotics", "name": "Agility Robotics", "url": "https://www.ventureatlas.org/company/agility-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/agility-robotics" }, { "slug": "qwen", "name": "Qwen", "url": "https://www.ventureatlas.org/company/qwen", "apiUrl": "https://www.ventureatlas.org/api/company/qwen" } ], "overview": { "lastUpdated": "2026-10-22", "sections": [ { "source": "https://mistral.ai/news/mistral-large-4/", "heading": "The weight file is still a countdown", "paragraphs": [ "On October 6, 2026 Mistral put Large 4, also called Le Chonk, into a public preview on Mistral Studio. That post calls it a 1 trillion-parameter model with 52 billion active parameters, trained on 3,800 NVIDIA Grace Blackwell GPUs in Mistral's own datacenters in Europe. It says weights drop at the end of this month, and later that the weights will be released by the end of the month. The post does not link a weight file.", "On October 21, 2026 a Mistral post about work with NVIDIA describes that same preview as approximately 1 trillion total parameters and 49 billion active parameters, trained on 3,800 NVIDIA Grace Blackwell GPUs in Mistral-operated data centers in Europe, with weights planned for release at the end of October. The mistralai Hugging Face card for the upcoming release says the model has 49 billion active parameters per token and 52 billion including embeddings and output layers. It lists October 31, 2026 as the current ETA, says it is waiting for the release, and names a planned artifact, mistralai/Mistral-Large-4-1T-A52B. No weight file was downloaded for this update." ] }, { "source": "https://www.chinadaily.com.cn/a/202610/15/WS6ad09bd8e4b06d4aa0563014.html", "heading": "A China test quote, not a new checkpoint", "paragraphs": [ "China Daily reported on October 15, 2026 that Apple executive chairman Tim Cook said Apple Intelligence has been approved for the Chinese market and that a test version will be released later this month. He named real-time translation, writing tools, and image cleanup as the first features, and said the AI-powered Siri will not be in that initial rollout. The article says license records updated on September 29 added three filings, including Alibaba's Qwen, numbered Shanghai-AppleZhiNeng-202506160057, Shanghai-TongYiWanXiang-202410090024, and ZheJiang-TongYiQianWen-20230901. No Apple or Alibaba page opened for this update shows that test as available, and the article does not name a Qwen checkpoint." ] }, { "source": "https://docs.z.ai/release-notes/new-released", "heading": "Z.ai's public list still ends in August", "paragraphs": [ "Z.ai's new-released notes still put the newest model entries on August 26 and August 18, 2026. The August 26 entry describes a hybrid model with 320 billion total parameters and 18 billion activated. The August 18 entry names GLM-5.3 and says it gained 50 percent over GLM-5.2 on Z.ai Code Bench. The page does not name GLM-6.0 and has no model date after August 26, so it does not add a model a customer can call." ] }, { "source": "https://mistral.ai/news/mistral-large-4/", "heading": "What to watch through October 31", "paragraphs": [ "Watch whether a Large 4 weight file is public by the October 31 date on the Hugging Face card, and whether its active-parameter count matches that card, the October 6 post, or the October 21 post. Watch whether the China test Cook described starts, and which Qwen checkpoint it uses. Watch whether Z.ai adds a model entry newer than August 26.", "Humanoid shipments, robotaxi city lists, electric-aircraft orders, and product news from companies outside the frontier-model race do not change which model a customer can call while Large 4's weights are still listed as waiting and Z.ai's notes still end in August." ] } ], "sources": [ { "url": "https://mistral.ai/news/mistral-large-4/", "name": "mistral.ai" }, { "url": "https://mistral.ai/news/mistral-nvidia-ai-for-industrial-engineering/", "name": "mistral.ai" }, { "url": "https://huggingface.co/mistralai/Mistral-Large-4.0-1T05-A52B", "name": "huggingface.co" }, { "url": "https://www.chinadaily.com.cn/a/202610/15/WS6ad09bd8e4b06d4aa0563014.html", "name": "www.chinadaily.com.cn" }, { "url": "https://docs.z.ai/release-notes/new-released", "name": "docs.z.ai" } ] }, "url": "https://www.ventureatlas.org/industry/artificial-intelligence" }, { "slug": "space-stations", "name": "Space Stations", "description": "Companies building commercial space stations to succeed the International Space Station - orbital habitats for astronauts, research, and manufacturing in low Earth orbit.", "companyCount": 11, "companies": [ { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, { "slug": "galactic-energy", "name": "Galactic Energy", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, { "slug": "orienspace", "name": "Orienspace", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, { "slug": "the-exploration-company", "name": "The Exploration Company", "url": "https://www.ventureatlas.org/company/the-exploration-company", "apiUrl": "https://www.ventureatlas.org/api/company/the-exploration-company" }, { "slug": "sierra-space", "name": "Sierra Space", "url": "https://www.ventureatlas.org/company/sierra-space", "apiUrl": "https://www.ventureatlas.org/api/company/sierra-space" } ], "overview": { "lastUpdated": "2026-10-27", "sections": [ { "source": "https://www.nasa.gov/johnson/jsc-procurement/cldc/", "heading": "The 15 October briefing left the April award date in place", "paragraphs": [ "NASA's Johnson Space Center acquisition page, read 27 October 2026, lists the pre-proposal conference charts as posted on 15 October. The news log on that page still ends with that line. The milestone table still shows proposals due 8 December 2026 and contract award in spring 2027, with both actual-date cells blank. The final request's actual release date on the table remains 9 October 2026.", "Cover letter BG-27-001, dated 9 October, still anticipates award on 15 April 2027 and says proposals are due 8 December 2026. Written questions were due to contracting officer Ashley Chaves by 21 October 2026 at 1:00 p.m. Central. Government Task Agreement forms were due 22 days after the final solicitation, and NASA said it would disposition them seven days before proposals are due. The 15 October charts date those two gates as 31 October and 1 December 2026. The charts also request the past-performance volume early, on 24 November, while the full proposal stays due 8 December.", "The briefing states a $100 million minimum guarantee and a $34.063 billion not-to-exceed contract value, and it says the request for proposals takes precedence over the slides. The cover letter uses $100 million as the eight-year base-period value that makes a team member, subcontractor, or supplier major. The slides describe CLIN 1 as initial development through an integrated progress review about 15 to 18 months after award, planned for two providers. They describe CLIN 2 as a later award to one provider, with flexibility for a leader/follower model. The milestone table has no award date filled in." ] }, { "source": "https://bqohpheioaljycjpwbjd.supabase.co/storage/v1/object/public/documents/documents/unique/5e02fed2a2b552a8ce99595df5ff0e70dc321b37f62ad6cb3b7becb0968ed6a6?download=CLDC%2BFinal%2BRFP%2BPre-proposal%2BConference%2BCharts.pdf", "heading": "Crew and cargo rides are furnished for four missions when the bidder asks", "paragraphs": [ "The 15 October charts say Government Furnished Transportation and Support Services are guaranteed for the first four missions if the offeror requests them. If the offeror does not request that support, the first four mission-service orders are to use crew and cargo vehicles that were certified, or in work to be certified, to the International Space Station under CRS or CCtCap as of 1 October 2026. The charts size NASA's utilization need at about 50 percent of the International Space Station.", "Those four furnished missions are a transportation term in the briefing. CLIN 1 on the charts runs about 15 to 18 months after award, so an award on 15 April 2027 would leave that initial-development window open into 2028. A Haven-1 launch in 2027, the year still printed on Vast's page, would fall before that window closes." ] }, { "source": "https://www.vastspace.com/haven-1", "heading": "Haven-1 is still in Long Beach, and Starlab's next email is an ISS invitation", "paragraphs": [ "The Haven-1 page, read 27 October 2026, still says the module is launching in 2027. The flight primary structure is back at Vast headquarters in Long Beach for final weld inspections and integration. The page says an October fit check of the passive docking hardware is complete, twelve flight solar wings are in acceptance inspection, and the flight computer is entering electromagnetic-interference testing. The page does not state a shipment date.", "Starlab's call page, read the same day, says Step-1 proposal submissions are closed and that invitations for Step-2 will be emailed on Wednesday, 28 October. The call is for microgravity investigations on the International Space Station, with the page's stated aim of informing later operations aboard Starlab. A Step-2 invitation selects research on the station already in orbit. The CLDC award date on the cover letter remains 15 April 2027." ] }, { "source": "https://bqohpheioaljycjpwbjd.supabase.co/storage/v1/object/public/documents/documents/unique/5e02fed2a2b552a8ce99595df5ff0e70dc321b37f62ad6cb3b7becb0968ed6a6?download=CLDC%2BFinal%2BRFP%2BPre-proposal%2BConference%2BCharts.pdf", "heading": "The open gates run through 8 December and 15 April", "paragraphs": [ "Task-agreement requests remain inside the briefing's window through 31 October 2026. The charts put NASA's completed forms back with offerors by 1 December. As of the 27 October read, the Johnson news log still has no final-request question responses after the 21 October question deadline. Proposals remain due 8 December 2026. The cover letter's award date remains 15 April 2027, the same season as the spring 2027 line on the milestone table.", "The checks that would change this account are a dated Haven-1 shipment, a Step-2 invitation list after 28 October, a question-and-answer or amendment on the Johnson page, the proposals filed on 8 December, and whether the 15 April 2027 award names the two CLIN 1 providers in the briefing. A posted chart set, a closed Step-1, and a module in integration leave the competition unawarded." ] } ], "sources": [ { "url": "https://www.nasa.gov/johnson/jsc-procurement/cldc/", "name": "www.nasa.gov" }, { "url": "https://bqohpheioaljycjpwbjd.supabase.co/storage/v1/object/public/documents/documents/unique/5e02fed2a2b552a8ce99595df5ff0e70dc321b37f62ad6cb3b7becb0968ed6a6?download=CLDC%2BFinal%2BRFP%2BPre-proposal%2BConference%2BCharts.pdf", "name": "bqohpheioaljycjpwbjd.supabase.co" }, { "url": "https://bqohpheioaljycjpwbjd.supabase.co/storage/v1/object/public/documents/documents/unique/99224a5f262dbdfe98f8e2890580d58bf6a0aba5d9418b23dbbb6b4513ce4d78?download=00_Final%2BRequest%2Bfor%2BProposal%2B%2528RFP%2529%2BCover%2BLetter.pdf", "name": "bqohpheioaljycjpwbjd.supabase.co" }, { "url": "https://www.vastspace.com/haven-1", "name": "www.vastspace.com" }, { "url": "https://starlab-space.com/call-for-proposal/", "name": "starlab-space.com" } ] }, "url": "https://www.ventureatlas.org/industry/space-stations" }, { "slug": "orbital-economy", "name": "Orbital Economy", "description": "Companies building the layer above launch: orbital transfer vehicles, satellite servicing and refueling, debris removal, lunar delivery, in-space manufacturing, and orbital data centers.", "companyCount": 21, "companies": [ { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, { "slug": "relativity-space", "name": "Relativity Space", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, { "slug": "ispace", "name": "iSpace (Interstellar Glory)", "url": "https://www.ventureatlas.org/company/ispace", "apiUrl": "https://www.ventureatlas.org/api/company/ispace" }, { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, { "slug": "reflect-orbital", "name": "Reflect Orbital", "url": "https://www.ventureatlas.org/company/reflect-orbital", "apiUrl": "https://www.ventureatlas.org/api/company/reflect-orbital" }, { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, { "slug": "inversion-space", "name": "Inversion Space", "url": "https://www.ventureatlas.org/company/inversion-space", "apiUrl": "https://www.ventureatlas.org/api/company/inversion-space" }, { "slug": "k2-space", "name": "K2 Space", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, { "slug": "astroscale", "name": "Astroscale", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, { "slug": "varda", "name": "Varda Space Industries", "url": "https://www.ventureatlas.org/company/varda", "apiUrl": "https://www.ventureatlas.org/api/company/varda" }, { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, { "slug": "the-exploration-company", "name": "The Exploration Company", "url": "https://www.ventureatlas.org/company/the-exploration-company", "apiUrl": "https://www.ventureatlas.org/api/company/the-exploration-company" }, { "slug": "sierra-space", "name": "Sierra Space", "url": "https://www.ventureatlas.org/company/sierra-space", "apiUrl": "https://www.ventureatlas.org/api/company/sierra-space" } ], "overview": { "lastUpdated": "2026-10-20", "sections": [ { "source": "https://spaceflightnow.com/2026/10/18/live-coverage-spacex-to-launch-starfall-reentry-capsule-31-customer-payloads-on-bandwagon-5-rideshare-mission/", "heading": "A return flight is targeted this morning", "paragraphs": [ "The race above launch this week is whether another commercial reentry vehicle gets off the pad. Spaceflight Now updated its Bandwagon-5 story on Oct. 19 at 4:07 a.m. EDT: SpaceX scrubbed the Monday attempt because of weather in the booster recovery zone and retargeted Tuesday, Oct. 20. The window opens at 6:30 a.m. EDT from Cape Canaveral Space Launch Complex 40, with 32 payloads. This pass closed before 10:30 UTC, so it stops short of a liftoff report.", "Spaceflight Now says the rocket carries SpaceX's second uncrewed Starfall capsule. It attributes to an FAA environmental assessment a vehicle about 0.75 meters tall and 3.1 meters across, about 2,100 kilograms, able to support up to 1,000 kilograms of payload. The same account puts Varda W-7 on the flight, calls it Varda's ninth reentry capsule launched, and says it is about three times smaller than Starfall, after W-8 and W-9 flew on Oct. 1. It also lists Portal Space Systems Starburst-1, a 260 kilogram company-funded maneuvering demo, with customer flights advertised for 2027. NASASpaceFlight on Oct. 18 agrees on the Tuesday window, the second Starfall, and W-7. It schedules Starfall deployment for 2 hours 48 minutes after liftoff and says Exolaunch is manifesting Impulse Space LEO Express 4 on the same stack.", "Varda's own W-7 page, read this pass, still says only scheduled and Oct 2026. It describes a PROTAC cancer-medicine experiment aimed at solubility. It leaves out the rocket, the clock time, and any recovery date." ] }, { "source": "https://www.space.com/space-exploration/launches-spacecraft/2-spacecraft-in-orbit-and-8-more-coming-soon-varda-has-big-plans-for-in-space-manufacturing", "heading": "What Varda told a reporter", "paragraphs": [ "Space.com published on Oct. 13 an interview with chief executive Will Bruey from Oct. 7. He said another vehicle was scheduled later in October. The article says that if that third spacecraft launches nominally, all three will come down before Christmas at the Koonibba Test Range in South Australia through Southern Launch. It says Varda aims to fly seven more missions in 2027: two in the first quarter, two in the second, and three in the third on one rocket. Those are statements to a reporter, not a posted reentry notice, and the W-7 page still has no calendar day.", "The same article says the September round was $251 million, that the company had 286 employees, and that it planned to hire 100 more by the end of 2027. Bruey said the company was stacked with launches through 2029. That booking claim is his comment, not a published manifest." ] }, { "source": "https://www.nasa.gov/johnson/jsc-procurement/cldc/", "heading": "Station paperwork, not a capsule award", "paragraphs": [ "NASA's Johnson procurement page for the Commercial LEO Destination Contract lists pre-proposal conference charts dated Oct. 15, 2026, and a news line that those charts were posted that day. The milestone table shows the final request released on Oct. 9, proposals due on a planned date of Dec. 8 with the actual date blank, and contract award planned for spring 2027 with the actual date blank. The prior overview's $100 million winner guarantee, April decision, and $325 million and $300 million 2030 prices came from Ars Technica and are absent from this table. Posting charts is not a tug flight or a capsule recovery. Vast, Axiom, and Voyager already carry the Dec. 8 proposal date on their records." ] }, { "source": "https://spaceflightnow.com/2026/10/18/live-coverage-spacex-to-launch-starfall-reentry-capsule-31-customer-payloads-on-bandwagon-5-rideshare-mission/", "heading": "What to watch through spring 2027", "paragraphs": [ "Watch whether Bandwagon-5 leaves the pad in the Oct. 20 window and whether Starfall, W-7, and LEO Express 4 are actually deployed. Watch whether Varda posts a Koonibba date for W-7, W-8, and W-9, or leaves the before-Christmas plan as an interview line. The Bandwagon-5 articles opened here include no measured watt from the Oct. 1 power-beaming payloads. Watch the Dec. 8 station proposals and whether the Johnson table still says spring 2027 after that date." ] } ], "sources": [ { "url": "https://spaceflightnow.com/2026/10/18/live-coverage-spacex-to-launch-starfall-reentry-capsule-31-customer-payloads-on-bandwagon-5-rideshare-mission/", "name": "spaceflightnow.com" }, { "url": "https://www.nasaspaceflight.com/2026/10/bandwagon-5/", "name": "www.nasaspaceflight.com" }, { "url": "https://www.varda.com/mission/w-7", "name": "www.varda.com" }, { "url": "https://www.space.com/space-exploration/launches-spacecraft/2-spacecraft-in-orbit-and-8-more-coming-soon-varda-has-big-plans-for-in-space-manufacturing", "name": "www.space.com" }, { "url": "https://www.nasa.gov/johnson/jsc-procurement/cldc/", "name": "www.nasa.gov" } ] }, "url": "https://www.ventureatlas.org/industry/orbital-economy" }, { "slug": "humanoid-robots", "name": "Humanoid Robots", "description": "Companies building general-purpose humanoid robots for manufacturing, logistics, and everyday life.", "companyCount": 13, "companies": [ { "slug": "figure-ai", "name": "Figure AI", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "unitree-robotics", "name": "Unitree Robotics", "url": "https://www.ventureatlas.org/company/unitree-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/unitree-robotics" }, { "slug": "apptronik", "name": "Apptronik", "url": "https://www.ventureatlas.org/company/apptronik", "apiUrl": "https://www.ventureatlas.org/api/company/apptronik" }, { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, { "slug": "ubtech-robotics", "name": "UBTECH Robotics", "url": "https://www.ventureatlas.org/company/ubtech-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/ubtech-robotics" }, { "slug": "1x-technologies", "name": "1X Technologies", "url": "https://www.ventureatlas.org/company/1x-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/1x-technologies" }, { "slug": "agility-robotics", "name": "Agility Robotics", "url": "https://www.ventureatlas.org/company/agility-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/agility-robotics" }, { "slug": "agibot", "name": "AgiBot", "url": "https://www.ventureatlas.org/company/agibot", "apiUrl": "https://www.ventureatlas.org/api/company/agibot" } ], "overview": { "lastUpdated": "2026-10-21", "sections": [ { "source": "https://www.agilityrobotics.com/content/agco-and-agility-robotics-advance-smart-manufacturing-with-humanoid-robot-pilot-in-hesston-kansas-facility", "heading": "A signed 2027 pilot, beside an unreplaced shipment table", "paragraphs": [ "On October 20, 2026 Agility said it signed a commercial agreement with AGCO. The U.S. pilot is expected to begin in 2027 at AGCO's Hesston, Kansas plant. Digit is to start with parts sorting and stacking and with placement of totes. The release gives no robot count, no contract value, and no statement that work has started. Agility describes AGCO as joining Toyota, GXO, and Schaeffler among companies deploying Digit, while the same release puts the pilot in 2027.", "That agreement does not replace the first-half volume ranking. AgiBot's September 30 page, citing IDC, still says global humanoid shipments approached 25,000 units in the first half of 2026, up 432.1 percent year on year, with AgiBot first at more than 8,600 units and about 35 percent. The same page restates 20,000 cumulative robots produced in September, a Chimelong deployment of more than 300 robots, and 100 X2 robots in ASD stores. IDC's line that global shipments will exceed 750,000 units by 2030 is a forecast on that page, not funded backlog. The original IDC report was not opened, and the page has no later worldwide table." ] }, { "source": "https://www.agilityrobotics.com/content/agility-robotics-and-churchill-capital-corp-xi-s-4-registration-statement-declared-effective-by-sec-in-connection-with-proposed-business-combination", "heading": "Paid hours, a named battery, and asterisks on the duty cycle", "paragraphs": [ "Agility's October 13 release still puts earlier Digit generations at more than 65,000 hours of real-world operation and Digit 5 at more than $300 million of committed orders. Those orders remain subject to contractual milestones, product features, or specifications. Early-access availability in that release is early 2027. The release says nine customer facilities are committed today and states a company target of up to 25 by the end of 2027. Digit 5 is not described as shipped.", "On October 15 Agility named Nyobolt as the Digit 5 battery technology provider. The announcement says the pack runs 90 minutes and charges in 9 minutes, a 10:1 run-to-charge ratio against Digit 4's 2:1, and Chief Business Officer Daniel Diez said that is meant to support more than 20 hours of work in a day. Early access with that pack is expected in the first half of 2027, with increasing availability over the following six to nine months. The announcement body says technology provider. The forward-looking statements describe Nyobolt as the exclusive provider. The Digit 5 product page, read October 21, still marks payload at 23 kg / 50 lb, the 10:1 ratio, and 20 hours in 24 hours with asterisks, says the robot was trained on 65,000 hours, and does not name Nyobolt." ] }, { "source": "https://www.agilityrobotics.com/content/agility-robotics-and-churchill-capital-corp-xi-s-4-registration-statement-declared-effective-by-sec-in-connection-with-proposed-business-combination", "heading": "November 2 is still the vote, with a wider close phrase afterward", "paragraphs": [ "Churchill shareholders still have to approve the combination. Agility's October 13 release sets the meeting for November 2, 2026, and the additional-information section gives September 14, 2026 as the record date. That release says Agility expects a November close, and a Nasdaq listing under the ticker AGLT, if shareholders approve and other customary conditions are met. It also says that, on closing, Agility expects to be the only U.S. publicly listed pure-play humanoid company with active commercial deployments. That is the company's description of its own listing plan. The combination has not closed.", "The October 15 Nyobolt release and the October 20 AGCO release do not repeat a November close. Both say the combination is expected to close in the fourth quarter of 2026. November sits inside that quarter, so the later wording is wider, not a stated miss. Neither release says the vote has been held." ] }, { "source": "https://www.agilityrobotics.com/content/agility-robotics-and-churchill-capital-corp-xi-s-4-registration-statement-declared-effective-by-sec-in-connection-with-proposed-business-combination", "heading": "The money is still trust cash and a PIPE", "paragraphs": [ "Agility says expected gross proceeds are more than $620 million. About $424 million of that is cash in Churchill's trust account if no public shares are redeemed. About $200 million is a common-stock PIPE led by Foxconn. Redemptions can shrink the trust portion. None of that cash is received until close.", "The Digit 5 order figure is still not current-period sales. Agility says it intends to use transaction proceeds to fill existing orders, expand deployments, scale Digit 5 production, and keep investing in software, safety, and manufacturing. Those are intended uses. The AGCO agreement adds no price to that order book." ] }, { "source": "https://www.agilityrobotics.com/content/agco-and-agility-robotics-advance-smart-manufacturing-with-humanoid-robot-pilot-in-hesston-kansas-facility", "heading": "What to watch through the vote and into 2027", "paragraphs": [ "Watch the November 2, 2026 meeting, how many shares are redeemed against the about $424 million trust figure, and whether the close is the November date in the October 13 release or only somewhere in the fourth quarter, which is the phrase in the October 15 and October 20 releases. Digit 5 early access is still described as early 2027, or the first half of 2027 in the Nyobolt release, and the order book is still milestone-gated.", "Watch whether AGCO states a robot count or a start before 2027. The Hesston pilot is a signed agreement for work that has not begun. AgiBot's September 30 page remains the latest global shipment statement opened here, including the 750,000-unit 2030 forecast. No priced Hong Kong listing appears on that page." ] } ], "sources": [ { "url": "https://www.agilityrobotics.com/content/agco-and-agility-robotics-advance-smart-manufacturing-with-humanoid-robot-pilot-in-hesston-kansas-facility", "name": "www.agilityrobotics.com" }, { "url": "https://www.agilityrobotics.com/content/agility-robotics-selects-nyobolt-as-its-ultra-fast-charging-battery-technology-partner-for-digit-5", "name": "www.agilityrobotics.com" }, { "url": "https://www.agilityrobotics.com/content/agility-robotics-and-churchill-capital-corp-xi-s-4-registration-statement-declared-effective-by-sec-in-connection-with-proposed-business-combination", "name": "www.agilityrobotics.com" }, { "url": "https://www.agilityrobotics.com/solutions/digit-5", "name": "www.agilityrobotics.com" }, { "url": "https://www.agibot.com/article/231/detail/125.html", "name": "www.agibot.com" } ] }, "url": "https://www.ventureatlas.org/industry/humanoid-robots" }, { "slug": "nuclear-fusion", "name": "Nuclear Fusion", "description": "Companies pursuing the holy grail of energy: harnessing the power of the stars through nuclear fusion for virtually limitless clean electricity.", "companyCount": 6, "companies": [ { "slug": "commonwealth-fusion-systems", "name": "Commonwealth Fusion Systems", "url": "https://www.ventureatlas.org/company/commonwealth-fusion-systems", "apiUrl": "https://www.ventureatlas.org/api/company/commonwealth-fusion-systems" }, { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, { "slug": "tokamak-energy", "name": "Tokamak Energy", "url": "https://www.ventureatlas.org/company/tokamak-energy", "apiUrl": "https://www.ventureatlas.org/api/company/tokamak-energy" }, { "slug": "proxima-fusion", "name": "Proxima Fusion", "url": "https://www.ventureatlas.org/company/proxima-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/proxima-fusion" }, { "slug": "pacific-fusion", "name": "Pacific Fusion", "url": "https://www.ventureatlas.org/company/pacific-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/pacific-fusion" } ], "overview": { "lastUpdated": "2026-10-13", "sections": [ { "source": "https://cfs.energy/news-and-media/commonwealth-fusion-systems-to-lead-ai-enabled-digital-twin-fusion-project-in-second-phase-of-genesis-mission/", "heading": "The key race: DOE names CFS to lead a SPARC digital twin", "paragraphs": [ "On 8 October 2026 the Department of Energy said it had selected 12 Phase II Genesis Mission projects totaling $159 million. The only fusion project in that announcement is an AI-enabled digital twin of SPARC, led by Commonwealth Fusion Systems. CFS said it is the only private company chosen to lead a Phase II project, and that the twin is meant to optimize operations of the machine it is still assembling in Devens, Massachusetts. The same release still frames SPARC as the commercially relevant net-energy demonstration and Fall Line, in Chesterfield County, Virginia, as the first ARC plant. It does not give a new first-plasma date or a new magnet count.", "Princeton Plasma Physics Laboratory, a partner on the project, said the twin is supposed to stay connected to the physical device and return full-pulse predictions in less than 20 minutes, fast enough to sit between tokamak pulses. PPPL said those workflows will be checked first on its National Spherical Torus Experiment-Upgrade before they are used on SPARC. CFS named Lawrence Livermore, Oak Ridge, PPPL, and SLAC, plus MIT, Carnegie Mellon, Google DeepMind, NVIDIA, Synopsys, and General Atomics, and said the work extends visualization groundwork already started with NVIDIA and Siemens." ] }, { "source": "https://cfs.energy/news-and-media/commonwealth-fusion-systems-to-lead-ai-enabled-digital-twin-fusion-project-in-second-phase-of-genesis-mission/", "heading": "Who is ahead: a control-room tool, not a machine that has pulsed", "paragraphs": [ "This selection does not reorder the hardware race. CFS still describes SPARC as under assembly, and PPPL still describes it as under construction. The test bed named for the software is NSTX-U, an operating Department of Energy experiment, not SPARC. CFS principal investigator Tom Looby said models trained on DOE supercomputers would plan pulses in the SPARC control room. That is a claim about future operations. These releases do not report a SPARC plasma.", "The Office of Science awards list posted the same day names Thomas Looby of Commonwealth Fusion Systems in Cambridge, Massachusetts, as principal investigator for the Phase II SPARC twin. The list states that selection for award negotiations is not a commitment by DOE to issue an award or provide funding. The energy.gov announcement calls the same selections awards totaling $159 million and does not break out a CFS dollar figure. The $159 million figure is a 12-project portfolio total. The CFS row stays a selection for negotiation until a funded instrument is public." ] }, { "source": "https://cfs.energy/news-and-media/commonwealth-fusion-systems-to-lead-ai-enabled-digital-twin-fusion-project-in-second-phase-of-genesis-mission/", "heading": "What decides the next 18 months: funding the twin before SPARC runs", "paragraphs": [ "Two clocks now sit side by side. One is SPARC's path to net energy, which CFS still describes as the gate before ARC plants at Fall Line, without a new date in this package. The other is whether the digital twin becomes a tool that can return a prediction between pulses. PPPL's less-than-20-minute target is the only quantitative performance claim in the partner write-up. It is a software goal for a tokamak pulse cycle, not a measure of fusion gain.", "CFS said the company has raised more than $4 billion since 2018. That capital figure is not changed by this selection. Nothing in the DOE release, the Office of Science list, or the CFS release says the twin replaces magnet installation, cryogenic commissioning, or a net-energy attempt." ] }, { "source": "https://www.sec.gov/Archives/edgar/data/1849635/000143774926031872/djt20261002_delam.htm", "heading": "The registration: TAE's S-4 is filed and deliberately not effective", "paragraphs": [ "On 2 October 2026 Trump Media chief financial officer Phillip Juhan sent the SEC a letter amending Form S-4 file 333-299201, which TMTG had filed on 30 September 2026. The letter adds Rule 473 language so the registration statement does not become effective until TMTG files a further amendment stating that it shall become effective under Section 8(a), or until the SEC sets an effective date.", "The letter is not a shareholder vote, not TAE stockholder consent, and not a notice that additional merger cash has been drawn. Effectiveness, the votes, and any further funding remain open. The letter does not name a plant site or a power date." ] }, { "source": "https://science.osti.gov/-/media/funding/pdf/Awards-Lists/2026/GM-RFA-Awards-List_09-30-26.pdf", "heading": "What to watch", "paragraphs": [ "At Commonwealth Fusion, watch whether DOE converts the Looby selection into a funded award and whether any instrument states a CFS share of the $159 million portfolio. Watch whether the NSTX-U test bed produces a public between-pulse prediction before anyone claims the twin is running on SPARC. Watch whether a later CFS post restates magnet installation or a dry dress rehearsal. This 8 October package does not.", "At TAE, watch for the further amendment that would let file 333-299201 become effective, and for an SEC order setting that date. A delaying amendment is the issuer holding effectiveness back. It is not a closed merger." ] } ], "sources": [ { "url": "https://cfs.energy/news-and-media/commonwealth-fusion-systems-to-lead-ai-enabled-digital-twin-fusion-project-in-second-phase-of-genesis-mission/", "name": "cfs.energy" }, { "url": "https://www.pppl.gov/news/2026/pppl-data-simulation-codes-and-compute-power-will-be-used-phase-ii-genesis-mission", "name": "www.pppl.gov" }, { "url": "https://www.energy.gov/articles/energy-department-announces-new-genesis-mission-awards-advance-super-intelligence-science", "name": "www.energy.gov" }, { "url": "https://science.osti.gov/-/media/funding/pdf/Awards-Lists/2026/GM-RFA-Awards-List_09-30-26.pdf", "name": "science.osti.gov" }, { "url": "https://www.sec.gov/Archives/edgar/data/1849635/000143774926031872/djt20261002_delam.htm", "name": "www.sec.gov" } ] }, "url": "https://www.ventureatlas.org/industry/nuclear-fusion" }, { "slug": "electric-vehicles", "name": "Electric Vehicles", "description": "Companies designing and manufacturing electric cars, trucks, and SUVs that are reshaping the global automotive industry.", "companyCount": 15, "companies": [ { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, { "slug": "zeekr", "name": "Zeekr", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, { "slug": "aridge", "name": "Aridge", "url": "https://www.ventureatlas.org/company/aridge", "apiUrl": "https://www.ventureatlas.org/api/company/aridge" }, { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" } ], "overview": { "lastUpdated": "2026-10-17", "sections": [ { "source": "https://www.cada.cn/Trends/info_91_10580.html", "heading": "The key race: September retail fell while wholesale confirmed the 2026 high", "paragraphs": [ "Winning still means selling where households buy, and China's September print split those two counts. The China Passenger Car Association's 12 October review says passenger new-energy retail was 1.084 million, down 16.7 percent from a year earlier and up 7.8 percent from August. Wholesale was 1.666 million, up 11.3 percent year on year and 10.0 percent from August, in line with the early estimate of about 1.67 million. Retail penetration was a record 67.0 percent. Wholesale penetration was 65.4 percent.", "Exports are what let wholesale rise while domestic retail fell. Passenger new-energy exports were 558,000, up 163.5 percent year on year, and 60.8 percent of passenger-vehicle exports. Battery-electric wholesale was 1.126 million, up 18.3 percent. Plug-in hybrid wholesale was 423,000, down 0.1 percent. Extended-range wholesale was 117,000, down 4.0 percent. ACEA still has not published the EU September registration print. Its calendar lists that release for 22 October 2026." ] }, { "source": "https://www.cada.cn/Trends/info_91_10580.html", "heading": "Who is ahead: BYD leads both sides, and Tesla China's retail is well below its wholesale", "paragraphs": [ "In that same review BYD is first on both tables, at 455,113 new-energy passenger wholesale and 246,816 domestic retail. Its export line in the same review is 175,877. Tesla China is fifth in wholesale at 95,366 and fourth in domestic retail at 64,837, with 30,529 new-energy exports. Those are China passenger figures. They are not a new global Tesla delivery total, and they still do not disclose a Semi count.", "Among catalog members, Xiaomi is 40,015 on both wholesale and retail. NIO wholesale is 37,408, with domestic retail at 37,231. Li Auto is 31,817 on both. XPeng's association wholesale is 40,654 and its domestic retail is 30,599. Leapmotor, which is not a catalog member, is ahead of those premium names on both tables at 96,167 wholesale and 78,202 retail." ] }, { "source": "https://www.xpeng.com/pressroom/news/01a139c634a4a12024aa8a02829e00f8", "heading": "What decides the next orders: a priced European SUV, a China pre-sale, and a Roadster demo", "paragraphs": [ "XPeng's 12 October Paris release opened the G9L for Europe with French pricing from 74,990 euros. It says electric variants offer up to 591 km of WLTP range and that charging from 10 percent to 80 percent takes as little as 11.7 minutes. After a production trial at Magna in Graz, XPeng says the G9L is set to become its fourth model manufactured in Europe. That is a published list price and an open order book, not a count of completed orders or deliveries.", "On 15 October XPeng opened Mona L05 pre-sales in China. The company lists 169,800 yuan for the pure-electric 535 Max and the range-extender 1310 Max, 179,800 yuan for the pure-electric 635 Max, 181,800 yuan for the range-extender 1310 Ultra SE, and 191,800 yuan for the pure-electric 635 Ultra SE. It says the formal launch is 29 October. These are pre-sale prices, not deliveries.", "Tesla's Roadster page describes three configurations: a two-seat reservation version with a suction system, a limited two-seat version with rear cold-gas thrusters that Tesla says can go from 0 to 60 in under 1 second, and an invite-only one-seat version that Tesla says can fly and is not approved for public road use. The page does not state a price or a production year. The demonstration does not change 2026 delivery rankings." ] }, { "source": "https://www.acea.auto/press-release-calendar/", "heading": "What to watch through the October prints", "paragraphs": [ "ACEA's September EU passenger-car release is scheduled for 22 October 2026. That is the print that would show whether Europe's September looked more like China's export-heavy wholesale or its weaker domestic retail. XPeng's formal Mona L05 launch is 29 October, which is the test of whether the 15 October pre-sale band becomes the on-sale price.", "Tesla's Roadster page still has no price and no production year, so a dated production start is not a 2026 volume milestone. The near-term volume question is exports, published order prices, and whether China's domestic retail stops falling year on year." ] } ], "sources": [ { "url": "https://www.cada.cn/Trends/info_91_10580.html", "name": "www.cada.cn" }, { "url": "https://www.xpeng.com/pressroom/news/01a139c634a4a12024aa8a02829e00f8", "name": "www.xpeng.com" }, { "url": "https://www.xiaopeng.com/news/company_news/5599.html", "name": "www.xiaopeng.com" }, { "url": "https://www.tesla.com/roadster", "name": "www.tesla.com" }, { "url": "https://www.acea.auto/press-release-calendar/", "name": "www.acea.auto" } ] }, "url": "https://www.ventureatlas.org/industry/electric-vehicles" }, { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations", "description": "Companies deploying large-scale satellite mega-constellations in low Earth orbit for global broadband, direct-to-cell connectivity, and secure communications.", "companyCount": 22, "companies": [ { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, { "slug": "landspace", "name": "LandSpace", "url": "https://www.ventureatlas.org/company/landspace", "apiUrl": "https://www.ventureatlas.org/api/company/landspace" }, { "slug": "space-pioneer", "name": "Space Pioneer", "url": "https://www.ventureatlas.org/company/space-pioneer", "apiUrl": "https://www.ventureatlas.org/api/company/space-pioneer" }, { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, { "slug": "galactic-energy", "name": "Galactic Energy", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, { "slug": "orienspace", "name": "Orienspace", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, { "slug": "space-epoch", "name": "Space Epoch", "url": "https://www.ventureatlas.org/company/space-epoch", "apiUrl": "https://www.ventureatlas.org/api/company/space-epoch" }, { "slug": "cosmoleap", "name": "Cosmoleap", "url": "https://www.ventureatlas.org/company/cosmoleap", "apiUrl": "https://www.ventureatlas.org/api/company/cosmoleap" }, { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, { "slug": "eutelsat-oneweb", "name": "Eutelsat OneWeb", "url": "https://www.ventureatlas.org/company/eutelsat-oneweb", "apiUrl": "https://www.ventureatlas.org/api/company/eutelsat-oneweb" }, { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, { "slug": "telesat", "name": "Telesat", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, { "slug": "reflect-orbital", "name": "Reflect Orbital", "url": "https://www.ventureatlas.org/company/reflect-orbital", "apiUrl": "https://www.ventureatlas.org/api/company/reflect-orbital" }, { "slug": "k2-space", "name": "K2 Space", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, { "slug": "iceye", "name": "ICEYE", "url": "https://www.ventureatlas.org/company/iceye", "apiUrl": "https://www.ventureatlas.org/api/company/iceye" } ], "overview": { "lastUpdated": "2026-10-28", "sections": [ { "source": "https://www.spacex.com/launches/sl-15-16", "heading": "A Vandenberg batch of 27 whose public count has not moved", "paragraphs": [ "SpaceX's mission page for sl-15-16 says that on Tuesday, October 27, at 12:25 a.m. PT, Falcon 9 launched 27 Starlink satellites to low-Earth orbit from Space Launch Complex 4 East at Vandenberg Space Force Base. The page says the first stage was on its 26th flight, after USSF-62, OneWeb Launch 20, NROL-145, Transporter-18, and now 22 Starlink missions, and that it landed on the droneship Of Course I Still Love You. Its deployment table is labeled approximate and lists satellite deployment at 01:02:06. The page does not say those 27 satellites have started serving customers.", "Spaceflight Now reports the same 12:25 a.m. PDT liftoff and, in an update timed 4:15 a.m. EDT, the landing on Of Course I Still Love You. That update still describes release of the 27 satellites as upcoming. The article labels 12:25 a.m. PDT as 3:25 a.m. EDT and 0825 UTC. 12:25 a.m. Pacific Daylight Time is 07:25 UTC, and 3:25 a.m. Eastern Daylight Time is that same instant, so the 0825 UTC label is an hour later than the clocks printed beside it.", "KeepTrack's page, updated October 27, 2026, lists 13,042 Starlink satellites launched, 11,166 in orbit, and 11,151 working. Those are the same three figures the previous overview attributed to the October 26 print. This October 27 page date does not add another 27 to the launched total. KeepTrack says the gap between in orbit and working covers satellites still raising orbits and failed units waiting to reenter. This page does not treat the working count as proof that the October 27 satellites are in customer service." ] }, { "source": "https://www.easyjet.com/en/news/airline/story/easyjet-to-offer-connectivity-onboard-for-the-first-time-with-starlink-the-fastest-wi-fi-in-the-sky-with-rapid-roll-out-coming-from-2027", "heading": "easyJet's fleet install has still not started", "paragraphs": [ "On October 26, 2026 easyJet said it will offer inflight Wi-Fi for the first time by deploying Starlink from the first half of 2027 across its A320, A320neo, and A321neo fleet, with the rollout expected to finish by early 2028. SpaceX president and chief operating officer Gwynne Shotwell is quoted in that release. easyJet states no contract value and no passenger price. Its about section says the airline has over 350 aircraft; that sentence is not an install count for this program.", "The announcement is a future installation. It does not add aircraft to any equipped-fleet total from the quarter ended September 30, 2026, and this pass did not re-open that earnings exhibit." ] }, { "source": "https://newsroom.arianespace.com/arianespace-to-launch-36-amazon-leo-satellites-on-november-23-at-the-earliest-for-10th-ariane-6-flight/", "heading": "Amazon's next dated flight is still November 23 at the earliest", "paragraphs": [ "Arianespace's October 14, 2026 note, read again on October 28, still says Ariane 6 flight VA271, Amazon Leo LE-04, is planned no earlier than November 23, 2026 from French Guiana. The mission would carry 36 satellites on an Ariane 64. A final launch window is still to be set, and the campaign is underway. Arianespace says a successful flight would take its Amazon deployments to 136 satellites and that the flight is part of a 24-launch agreement. The note is still written as a launch that has not happened. It names no consumer price and no opening city." ] }, { "source": "https://www.spacex.com/launches/sl-15-16", "heading": "What to watch through November", "paragraphs": [ "Watch whether a later public count includes the October 27 satellites and whether SpaceX says they are serving customers. Watch whether easyJet's install starts in the first half of 2027 and whether a price is published. Watch whether VA271 holds November 23. AST's service-readiness release, OneWeb, Telesat, Qianfan, and Reflect Orbital's Skyroot booking were not given new citations on this page." ] } ], "sources": [ { "url": "https://www.spacex.com/launches/sl-15-16", "name": "www.spacex.com" }, { "url": "https://spaceflightnow.com/2026/10/27/west-coast-falcon-9-rocket-to-launch-27-starlink-satellites/", "name": "spaceflightnow.com" }, { "url": "https://keeptrack.space/starlink-satellite-count", "name": "keeptrack.space" }, { "url": "https://www.easyjet.com/en/news/airline/story/easyjet-to-offer-connectivity-onboard-for-the-first-time-with-starlink-the-fastest-wi-fi-in-the-sky-with-rapid-roll-out-coming-from-2027", "name": "www.easyjet.com" }, { "url": "https://newsroom.arianespace.com/arianespace-to-launch-36-amazon-leo-satellites-on-november-23-at-the-earliest-for-10th-ariane-6-flight/", "name": "newsroom.arianespace.com" } ] }, "url": "https://www.ventureatlas.org/industry/satellite-mega-constellations" }, { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles", "description": "Companies developing self-driving technology for robotaxis, autonomous trucking, and advanced driver-assistance systems.", "companyCount": 17, "companies": [ { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, { "slug": "zeekr", "name": "Zeekr", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, { "slug": "wisk-aero", "name": "Wisk Aero", "url": "https://www.ventureatlas.org/company/wisk-aero", "apiUrl": "https://www.ventureatlas.org/api/company/wisk-aero" }, { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" } ], "overview": { "lastUpdated": "2026-10-17", "sections": [ { "source": "https://waymo.com/blog/shorts/sat-sd-tpa/", "heading": "Three cities are open to anyone, and Las Vegas is still not", "paragraphs": [ "On 14 October Waymo said anyone in San Antonio, San Diego, and Tampa can download the app and hail a fully autonomous ride, including San Antonio International Airport. Waymo said those cities had already welcomed hundreds of thousands of riders since service opened earlier in the year. This is wider access in cities already served, not a new metro count.", "The ride FAQ, opened 17 October, says anyone can ride immediately in Dallas, Denver, Houston, Los Angeles, Metro Phoenix, Miami, Nashville, Orlando, San Antonio, San Diego, San Francisco, and Tampa. It says Waymo is welcoming riders in Las Vegas and that people should download the app to be among the first. Austin and Atlanta are listed as Uber partnerships. Detroit is not on the immediate list or the Las Vegas line." ] }, { "source": "https://waymo.com/blog/2026/10/waymo-in-toronto/", "heading": "Toronto is manual mapping toward 2028", "paragraphs": [ "On 16 October Waymo said it is preparing fully autonomous ride-hailing in Toronto, its first planned Canadian city, with a goal of welcoming first riders in 2028. Manual drives are to begin in the coming days, starting with high-definition mapping and specialists behind the wheel. Element Fleet Management will provide fleet operations, and Waymo said the work will add hundreds of roles over time. The post does not cite a Toronto permit." ] }, { "source": "https://www.teslarati.com/tesla-cybercab-dallas/", "heading": "Tesla's 300-plus Austin figure is a social claim", "paragraphs": [ "Teslarati on 11 October quoted Tesla's Robotaxi account from 10 October. The post said that one month after launch the service had scaled to 300-plus Cybercabs serving Austin, an 8x increase in 30 days. Teslarati also quoted AI software head Ashok Elluswamy saying the cabs are everywhere in Austin now and that Dallas is soon. He did not give a date.", "The article reports Tesla's own posts. It is not a state registry. This check did not open the X post, tesla.com/robotaxi, or Texas DMV records. The 300-plus serving claim should not be read as an authorized-fleet total, and it does not show Cybercab hails outside Austin." ] }, { "source": "https://waymo.com/blog/2026/10/waymo-closes-5-billion-debt-financing/", "heading": "The $5 billion loan is already closed", "paragraphs": [ "On 8 October Waymo CFO Steve Fieler said the company closed a $5 billion term loan, its first debt financing. PIMCO, Blackstone, and Sixth Street were lead syndicated lenders. Goldman Sachs was sole lead bookrunner. Fieler said Waymo had closed a $16 billion equity investment earlier in the year and had launched service in its fifteenth US city the prior month.", "The post says the debt adds financial flexibility for fully autonomous ride-hailing in the United States and internationally. It does not give a weekly paid-ride count, a fleet size, or a new city list. It is a loan, not a new equity valuation." ] }, { "source": "https://waymo.com/blog/shorts/sat-sd-tpa/", "heading": "What to watch through 2027", "paragraphs": [ "Watch whether Las Vegas moves from the FAQ's among-the-first line onto the anyone-can-ride list, and whether Detroit appears on that page at all. Watch whether Toronto's manual mapping produces a permit before the 2028 rider goal. Watch whether a later Waymo post pairs the fifteenth-city footprint with a weekly ride count. The 8 October loan note does not.", "Watch whether Tesla publishes a Dallas date for Cybercab, and whether a public registry later matches the 300-plus serving claim. On the evidence opened here, that claim is still an Austin social post. The Cybercab Special Order file was not reopened on nhtsa.gov in this check." ] } ], "sources": [ { "url": "https://waymo.com/blog/shorts/sat-sd-tpa/", "name": "waymo.com" }, { "url": "https://waymo.com/faq/", "name": "waymo.com" }, { "url": "https://waymo.com/blog/2026/10/waymo-in-toronto/", "name": "waymo.com" }, { "url": "https://www.teslarati.com/tesla-cybercab-dallas/", "name": "www.teslarati.com" }, { "url": "https://waymo.com/blog/2026/10/waymo-closes-5-billion-debt-financing/", "name": "waymo.com" } ] }, "url": "https://www.ventureatlas.org/industry/autonomous-vehicles" }, { "slug": "robotaxis", "name": "Robotaxis", "description": "Passenger robotaxi operators compared on the numbers that actually compound: cumulative kilometers, vehicles in service, and coverage.", "companyCount": 7, "companies": [ { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" } ], "overview": { "lastUpdated": "2026-10-19", "sections": [ { "source": "https://waymo.com/safety/impact/", "heading": "The key race: empty-seat kilometers, not a longer city list", "paragraphs": [ "Winning a robotaxi market still means paid trips and empty-seat kilometers, not a longer city list. Waymo's Safety Impact hub still states 271.3 million rider-only miles through June 2026 in five scored metros: Phoenix 92.121 million, the San Francisco Bay Area 82.421 million, Los Angeles 67.098 million, Austin 21.064 million, and Atlanta 8.624 million. The hub's 82 percent fewer injury-causing crashes and 95 percent fewer serious-injury-or-worse crashes versus its human benchmark remain Waymo's own comparisons. The 16 October Toronto post's figure of over 400 million fully autonomous kilometres is a round kilometre total below that June mile print, not a newer rider-only disclosure.", "On 14 October Waymo dropped the invite code in San Antonio, San Diego, and Tampa, and opened San Antonio International Airport to every rider. On 13 October it added Nashville International Airport, with pickups and drop-offs in Terminal Garage 2 for a limited group of riders first. Those are access changes inside metros already on the map. Paid US service is still 15 metros. Toronto, announced the same week, starts as manual mapping with specialists behind the wheel, fleet support from Element Fleet Management, and first riders targeted for 2028. It is not a 16th paid city.", "No weekly paid-ride total appears in those October posts or on the Safety Impact hub, so this check does not replace the weekly rate already on the sector record. Tesla still does not publish a comparable weekly trip rate in the Cybercab fleet report checked here. Baidu has not issued a later global kilometer or city total, so the August quarter print remains the latest company-wide distance disclosure on its record." ] }, { "source": "https://www.teslarati.com/tesla-cybercab-dallas/", "heading": "Who is ahead: trip rate versus a Cybercab count", "paragraphs": [ "Waymo still leads on the only large published safety-mile table. Tesla's new scale claim is a vehicle count, not a trip count. Teslarati reported that the Tesla Robotaxi account said on 10 October that more than 300 Cybercabs were serving Austin, an eightfold increase in 30 days, and that AI software head Ashok Elluswamy named Dallas next without a date. The same report said a registry add took Texas-registered Cybercabs from 169 to 319, while a community tracker counted 105 Cybercabs in unsupervised Austin service that day. The serving claim, the registration count, and the sighting count are different series. None is a US total.", "Purpose-built volume is still not trip volume. Zoox's current record still limits paid service to Las Vegas, and its newest entries are a software-leadership profile and a stockholder class motion, not a new market. XPeng's YOYO service is unchanged from the 8 October invite-code launch. Later XPeng items are G9L and Mona L05 prices, not trip counts. Chinese public-company fleets have not been restated since the mid-year prints." ] }, { "source": "https://www.teslarati.com/tesla-cybercab-dallas/", "heading": "What decides the next fare: certification dates and safety drivers", "paragraphs": [ "Teslarati still dates Tesla's sworn Cybercab certification answers to 30 October. Nothing in that report says paid Austin service is paused. Dallas is a stated next city without a start date, a fleet size, or a service area.", "The Guardian reported on 14 October that Uber, Pony.ai, and Verne are mapping Manchester with a safety driver and no passengers, and that Transport for Greater Manchester had received no driverless-taxi application. That is a test, not a fare. On the Pony.ai record, the earlier London Gen-7 plan still has no named operator, fleet size, or public-service date. The Guardian said London's live passenger service uses Wayve cars with a safety driver. Uber's statement that it expects robotaxi trips in as many as 15 cities worldwide by the end of 2026, mainly in the US and the Middle East, is a company target, not a count of cities already charging fares." ] }, { "source": "https://support.google.com/waymo/announcements/12766613?hl=en", "heading": "What to watch through early 2027", "paragraphs": [ "Watch whether a later Waymo or Alphabet disclosure replaces the weekly rate still standing on the sector record, and whether Las Vegas moves off the gradual rollout Waymo's announcement page still dates to 14 September. Toronto's own target is 2028, and the current step is mapping with a person behind the wheel. Watch whether the 300-plus Austin serving claim and the 319 registered-Cybercab claim show up as one Texas series, whether Dallas rides start, and whether the 30 October certification date is met.", "Watch whether Manchester carries passengers, whether the London Gen-7 test actually starts, and whether YOYO drops its invite code and prints trips. Opening more of an existing Waymo city, or naming a test city, does not by itself put more paid kilometers on the board." ] } ], "sources": [ { "url": "https://waymo.com/safety/impact/", "name": "waymo.com" }, { "url": "https://support.google.com/waymo/announcements/12766613?hl=en", "name": "support.google.com" }, { "url": "https://waymo.com/blog/2026/10/waymo-in-toronto/", "name": "waymo.com" }, { "url": "https://www.teslarati.com/tesla-cybercab-dallas/", "name": "www.teslarati.com" }, { "url": "https://www.theguardian.com/technology/2026/oct/14/uber-self-driving-robotaxi-trial-manchester", "name": "www.theguardian.com" } ] }, "url": "https://www.ventureatlas.org/industry/robotaxis" }, { "slug": "nuclear-fission", "name": "Nuclear Fission", "description": "Companies developing next-generation nuclear fission reactors for clean, reliable energy.", "companyCount": 12, "companies": [ { "slug": "nuscale", "name": "NuScale Power", "url": "https://www.ventureatlas.org/company/nuscale", "apiUrl": "https://www.ventureatlas.org/api/company/nuscale" }, { "slug": "oklo", "name": "Oklo", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, { "slug": "kairos", "name": "Kairos Power", "url": "https://www.ventureatlas.org/company/kairos", "apiUrl": "https://www.ventureatlas.org/api/company/kairos" }, { "slug": "x-energy", "name": "X-energy", "url": "https://www.ventureatlas.org/company/x-energy", "apiUrl": "https://www.ventureatlas.org/api/company/x-energy" }, { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, { "slug": "ge-hitachi", "name": "GE Vernova Hitachi Nuclear Energy", "url": "https://www.ventureatlas.org/company/ge-hitachi", "apiUrl": "https://www.ventureatlas.org/api/company/ge-hitachi" }, { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, { "slug": "valar-atomics", "name": "Valar Atomics", "url": "https://www.ventureatlas.org/company/valar-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/valar-atomics" }, { "slug": "antares-nuclear", "name": "Antares Nuclear", "url": "https://www.ventureatlas.org/company/antares-nuclear", "apiUrl": "https://www.ventureatlas.org/api/company/antares-nuclear" }, { "slug": "radiant-nuclear", "name": "Radiant Nuclear", "url": "https://www.ventureatlas.org/company/radiant-nuclear", "apiUrl": "https://www.ventureatlas.org/api/company/radiant-nuclear" } ], "overview": { "lastUpdated": "2026-10-22", "sections": [ { "source": "https://holtecinternational.com/hh-41-24/", "heading": "The key race: Holtec says the tilted assembly is in the pool, and Palisades is not generating", "paragraphs": [ "Palisades is still the nearest large-reactor restart, and it is still not generating. On October 21, 2026 Holtec said crews had recovered fuel assembly DD41. The company said a purpose-built Fuel Movement Device lifted the assembly from the reactor vessel into a transfer canister, the lid was secured in the reactor cavity, and the canister was moved to the spent fuel pool, where Holtec says the assembly is now stored. Holtec said the recovery was accomplished safely and without error. It also said fuel loading, testing, inspections, and operational readiness are still unfinished, and it gave no date for a return to service.", "The NRC notice in the October 22, 2026 Federal Register records that Amendment No. 283 to Renewed Facility Operating License DPR-20 was issued on October 13 and was effective that day. It authorizes a one-time change so DD41 can move from the reactor to the spent fuel pool with different equipment and a different path than the safety report had described. The notice does not say the recovery has taken place. ABC57 reported Holtec's announcement the same day and quoted Chief Nuclear Officer Fadi Diya that the crew executed the recovery safely and without error. That is a newsroom account of the company announcement, not an NRC inspection report." ] }, { "source": "https://investors.x-energy.com/news-releases/news-release-details/x-energy-amazon-american-electric-power-partner-bring-smr", "heading": "Who is ahead: the Indiana agreement is feasibility work, not a permit", "paragraphs": [ "On October 19, 2026 X-energy and American Electric Power said they signed a joint development agreement to study a 12-unit, 960 MW Xe-100 plant near the retired Breed station in Sullivan County, Indiana. X-energy said Amazon will provide milestone-based development funding for a second project in a collaboration aimed at more than 5 GW of Xe-100 capacity by 2039. AEP said Amazon intends to buy the power under a long-term contract if the project reaches a final investment decision and then is built and operated. Neither release states a dollar amount or a signed power-purchase contract.", "X-energy called the Indiana work a feasibility evaluation and a third announced commercial U.S. Xe-100 project inside an approximate 11.5 GW pipeline. The same release still describes the four-unit Dow project on the Texas Gulf Coast as in the final phases of NRC construction-permit review. Feasibility work does not issue that permit, and it does not put a reactor under construction." ] }, { "source": "https://holtecinternational.com/hh-41-24/", "heading": "What decides the next step", "paragraphs": [ "Palisades has to finish the fuel loading, testing, inspections, and readiness work Holtec listed on October 21. The October 22 notice gives until December 21, 2026 to request a hearing on Amendment 283. The amendment is already effective. A hearing request is not a report that the plant is back on the grid.", "The Indiana project still has to get through feasibility, a final investment decision, and licenses. Neither the X-energy nor the AEP release says those licenses have been filed. X-energy still describes the Dow construction permit as under review. None of those steps is restart generation." ] }, { "source": "https://holtecinternational.com/hh-41-24/", "heading": "What to watch through 2027", "paragraphs": [ "Watch whether an NRC inspection record, not only Holtec's post, confirms that DD41 is in the spent fuel pool, and whether Holtec then reports that the rest of fuel loading has resumed. Watch for a dated return-to-service target. Until the plant is generating, the recovery is a company-reported step, not electricity.", "Watch whether the Indiana study produces a permit application or a signed power contract, and whether the NRC issues the Dow construction permit X-energy says is in final review. Until one of those happens, the October 19 agreement does not move a project that still lacks a permit ahead of a restart that still has fuel loading to finish." ] } ], "sources": [ { "url": "https://holtecinternational.com/hh-41-24/", "name": "holtecinternational.com" }, { "url": "https://www.govinfo.gov/content/pkg/FR-2026-10-22/html/2026-21594.htm", "name": "www.govinfo.gov" }, { "url": "https://www.abc57.com/news/Crews-successfully-recover-tilted-fuel-assembly-at-Palisades-Nuclear-Power-Plant", "name": "www.abc57.com" }, { "url": "https://investors.x-energy.com/news-releases/news-release-details/x-energy-amazon-american-electric-power-partner-bring-smr", "name": "investors.x-energy.com" }, { "url": "https://www.aep.com/news/stories/view/12330/", "name": "www.aep.com" } ] }, "url": "https://www.ventureatlas.org/industry/nuclear-fission" }, { "slug": "evtol", "name": "eVTOL", "description": "Companies building electric vertical take-off and landing aircraft for urban air mobility, cargo delivery, and next-generation aviation.", "companyCount": 11, "companies": [ { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, { "slug": "wisk-aero", "name": "Wisk Aero", "url": "https://www.ventureatlas.org/company/wisk-aero", "apiUrl": "https://www.ventureatlas.org/api/company/wisk-aero" }, { "slug": "vertical-aerospace", "name": "Vertical Aerospace", "url": "https://www.ventureatlas.org/company/vertical-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/vertical-aerospace" }, { "slug": "ehang", "name": "EHang", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, { "slug": "aridge", "name": "Aridge", "url": "https://www.ventureatlas.org/company/aridge", "apiUrl": "https://www.ventureatlas.org/api/company/aridge" }, { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, { "slug": "eve-air-mobility", "name": "Eve Air Mobility", "url": "https://www.ventureatlas.org/company/eve-air-mobility", "apiUrl": "https://www.ventureatlas.org/api/company/eve-air-mobility" } ], "overview": { "lastUpdated": "2026-10-19", "sections": [ { "source": "https://data.sanjoseca.gov/api/3/action/datastore_search_sql?sql=SELECT%20%22Incident_No%22%2C%22Date_Time_Of_Event%22%2C%22Final_Incident_Type%22%2C%22Final_Incident_Category%22%2C%22Street_Name%22%2C%22Unit_Count%22%20FROM%20%2252a69511-adf4-4294-a191-b6bf26ee6b02%22%20WHERE%20%22Street_Name%22%20%3D%20%27RIO%20ROBLES%27%20AND%20%22Date_Time_Of_Event%22%20LIKE%20%2710%2F1%25%27", "heading": "A San Jose battery-lab fire is not a passenger certificate", "paragraphs": [ "On 12 October 2026 San Jose Fire Department open data records FIRE_OTHER incident F262859090 on Rio Robles at 10:29 a.m., with eight units, plus a second FIRE_OTHER row at 10:30 a.m. with zero units and a medical row at 11:41 a.m. with two units. The extract has no street number and no injury count. The New York Post, published 13 October, said the evacuation was Monday and quoted Archer telling the California Post that yesterday there was a small fire during routine battery testing in the 77 Rio battery lab, that it was quickly extinguished, and that employees were evacuated. The Post said three people were injured and later released, that Archer attributed the event to employee error involving 30 Molicel batteries, and that Archer said the aircraft was not involved.", "The fire reports describe ground testing. They do not announce an FAA type certificate or a passenger flight. Joby's 10 September release still places the company in the fifth and final FAA certification stage and describes a 10-14 September Dallas-Fort Worth eIPP campaign among Perot Field Fort Worth Alliance Airport, DFW Corporate Aviation, Arlington, and Toyota Plano. That release does not announce a type certificate or paying passengers. The same open-data extract also lists medical incident F262889339 on Rio Robles at 9:40 p.m. on 15 October, with one unit and no street number, so it is not identified here as the lab." ] }, { "source": "https://defensepresswire.com/2026/10/07/eve-plots-us-air-taxi-demos-despite-exclusion-from-pilot-programme/", "heading": "Who is flying: Eve is outside the U.S. pilot program, and AutoFlight added a memorandum", "paragraphs": [ "FlightGlobal, as carried in full by Defense Presswire on 7 October, reported that Eve confirmed it does not qualify for the U.S. eVTOL Integration Pilot Programme because Embraer is the majority owner and the programme is limited to companies not directly or indirectly owned or controlled by a foreign entity. The report names Archer, BETA, and Joby as participants. Eve's head of airworthiness said on 6 October that U.S. demonstration flights are still expected before FAA type-certificate validation. Chief executive Johann Bordais said no demonstration aircraft is available until late 2028, that the prototype has already flown to 30 knots, and that an 85-knot wingborne flight and an Eve 100 configuration freeze remain year-end targets. Brazilian ANAC certification is aimed at 2028. The original FlightGlobal page was opened and confirms the 7 October byline and the 2028 U.S. demonstration plan; the body past the lede was not readable there.", "On 15 October AutoFlight said it signed a memorandum with JC Aviation. JC Aviation intends to procure a mix of V2000CG CarryAll cargo aircraft, V2000CGF firefighting aircraft, and V2000EM Prosperity passenger aircraft between 2026 and 2031, plus 10 SUNSHIP platforms between 2026 and 2029, starting with India and Brazil. The release calls two V2000CG CarryAll aircraft and one SUNSHIP an initial confirmed commitment. It says the broader 260-aircraft procurement will be finalized through later purchase agreements. The document is a company memorandum. It does not announce a Prosperity type certificate or a completed delivery." ] }, { "source": "https://nypost.com/2026/10/13/us-news/san-jose-archer-aviation-incident-injures-3-and-evacuates-100/", "heading": "What decides the next year: paid flights, not a lab incident or a letter of intent", "paragraphs": [ "The U.S. group named in the Eve report is still Archer, BETA, and Joby inside eIPP. Joby's September release frames the Texas week as operational data for later safety rules. Archer's Rio Robles event, on the Post's account, was routine battery testing, and Archer said the aircraft was not involved. The Post also reports Archer's employee-error account involving 30 Molicel batteries. That is a company account carried by a newspaper, not an FAA finding.", "AutoFlight's wider 260-aircraft figure is an intention inside a memorandum. The only commitment the release labels confirmed is two CarryAll cargo aircraft and one SUNSHIP, with the rest left to later purchase agreements. Eve's dates are also still targets: 85 knots and a configuration freeze by year-end 2026, a U.S. demonstration aircraft in late 2028, and ANAC certification in 2028." ] }, { "source": "https://data.sanjoseca.gov/api/3/action/datastore_search_sql?sql=SELECT%20%22Incident_No%22%2C%22Date_Time_Of_Event%22%2C%22Final_Incident_Type%22%2C%22Final_Incident_Category%22%2C%22Street_Name%22%2C%22Unit_Count%22%20FROM%20%2252a69511-adf4-4294-a191-b6bf26ee6b02%22%20WHERE%20%22Street_Name%22%20%3D%20%27RIO%20ROBLES%27%20AND%20%22Date_Time_Of_Event%22%20LIKE%20%2710%2F1%25%27", "heading": "What to watch through 2027", "paragraphs": [ "Watch whether the Rio Robles fire stays a contained test-lab event. The Post's count of three injured people is not in the fire-department extract. A KRON account's Tuesday timing conflicts with the 12 October 10:29 a.m. timestamp. The 15 October evening medical row on the same street has no address. Watch whether Joby follows the September demonstration week with paying passengers. That September release does not claim them.", "Watch Eve's year-end 85-knot flight and configuration freeze, and whether a U.S. demonstration aircraft waits until late 2028. Watch whether JC Aviation's two CarryAll aircraft and one SUNSHIP become purchase documents separate from the 260-aircraft intention." ] } ], "sources": [ { "url": "https://data.sanjoseca.gov/api/3/action/datastore_search_sql?sql=SELECT%20%22Incident_No%22%2C%22Date_Time_Of_Event%22%2C%22Final_Incident_Type%22%2C%22Final_Incident_Category%22%2C%22Street_Name%22%2C%22Unit_Count%22%20FROM%20%2252a69511-adf4-4294-a191-b6bf26ee6b02%22%20WHERE%20%22Street_Name%22%20%3D%20%27RIO%20ROBLES%27%20AND%20%22Date_Time_Of_Event%22%20LIKE%20%2710%2F1%25%27", "name": "data.sanjoseca.gov" }, { "url": "https://nypost.com/2026/10/13/us-news/san-jose-archer-aviation-incident-injures-3-and-evacuates-100/", "name": "nypost.com" }, { "url": "https://www.autoflight.com/en/news/autoflight-and-jc-aviation-sign-mou-to-accelerate-evtol-deployment-acr/", "name": "www.autoflight.com" }, { "url": "https://defensepresswire.com/2026/10/07/eve-plots-us-air-taxi-demos-despite-exclusion-from-pilot-programme/", "name": "defensepresswire.com" }, { "url": "https://www.jobyaviation.com/news/joby-launches-eipp-flights-in-texas", "name": "www.jobyaviation.com" } ] }, "url": "https://www.ventureatlas.org/industry/evtol" }, { "slug": "drone-delivery", "name": "Drone Delivery", "description": "Companies building autonomous drone systems for last-mile and long-range delivery of packages, medical supplies, and commercial goods.", "companyCount": 4, "companies": [ { "slug": "ehang", "name": "EHang", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, { "slug": "zipline", "name": "Zipline", "url": "https://www.ventureatlas.org/company/zipline", "apiUrl": "https://www.ventureatlas.org/api/company/zipline" }, { "slug": "wing", "name": "Wing", "url": "https://www.ventureatlas.org/company/wing", "apiUrl": "https://www.ventureatlas.org/api/company/wing" } ], "overview": { "lastUpdated": "2026-10-18", "sections": [ { "source": "https://communityimpact.com/round-rock/business/zipline-launches-drone-delivery-zone-in-round-rock/", "heading": "The key race: Round Rock is taking orders, and Wing still has five live metros", "paragraphs": [ "Community Impact reported that Zipline launched in Round Rock on October 8, 2026, including a demonstration delivery at Stony Point High School. Zach Hill, who leads community engagement, said customers within a three-mile zone from the intersection of East Palm Valley Boulevard and Kenney Fort Boulevard could begin placing Zipline-app orders on October 9, and that the drones have a delivery weight limit of about five pounds. Hill called Round Rock the company's first Central Texas zone and the first commercial drone delivery service in the Austin area, and said the service area is expected to expand. The story's editor's note says a private address was removed.", "Wing's Walmart waitlist, opened October 18, still lists five live metros: Atlanta, Charlotte, Dallas-Fort Worth, Houston, and Orlando. Denver, Seattle, and St. Louis remain coming soon, along with Cincinnati, Los Angeles, Memphis, Miami, New Orleans, Philadelphia, Phoenix, Salt Lake City, San Diego, the San Francisco Bay Area, and Tampa. That is the same five-metro flying map as on October 7. Round Rock is a Zipline zone, not a sixth live Walmart metro." ] }, { "source": "https://www.audacy.com/kmox/news/local/walmart-drone-delivery-dead-in-kirkwood", "heading": "Who's ahead: Kirkwood did not advance a nest, and St. Louis is still coming soon", "paragraphs": [ "KMOX reported on October 16 that the Kirkwood City Council brought the Walmart drone bill forward on Thursday night and that no member made a motion, so the bill did not advance. Residents who spoke cited noise and privacy. KMOX said Kirkwood is one of 12 cities in the region getting a Wing pitch, so this is one suburb, not a decision for the whole St. Louis metro.", "Wing's waitlist still shows St. Louis as coming soon. The nest result does not add a live metro and does not remove St. Louis from the announced map. Denver and Seattle, named on October 5 for 2027, are also still marked coming soon rather than flying." ] }, { "source": "https://www.reginfo.gov/public/do/eoDetails?rrid=1457213", "heading": "What decides it: Part 108 is still pending after the October 8 clock", "paragraphs": [ "The FAA final rule RIN 2120-AL82, Normalizing Unmanned Aircraft Systems Beyond Visual Line of Sight Operations, was received by the Office of Information and Regulatory Affairs on July 10, 2026. The reginfo.gov record opened October 18 is still titled Pending EO 12866 Regulatory Review, at Final Rule stage, and it shows no concluded date. Ninety days from July 10 was October 8. The listing had not left pending review.", "Until that record changes, Wing's five live Walmart metros, Zipline's Round Rock zone, and Amazon's 11 U.S. Prime Air sites are still scaling on existing authorities. Kirkwood shows the other gate: a city can stop a nest without a new federal rule. Amazon's page still says those 11 sites are the current U.S. footprint and that it plans to reach nearly 500 cities and towns by the end of 2026." ] }, { "source": "https://www.aboutamazon.com/news/transportation/amazon-prime-air-drone-delivery-expansion", "heading": "The market: Amazon's year-end reach is still 11 sites and a 500-place claim", "paragraphs": [ "Amazon's Prime Air page still says drone delivery is offered from 11 U.S. locations across Phoenix, Tampa, Kansas City, Baton Rouge, Detroit, Omaha, Houston, Dallas, San Antonio, and Waco, and that each site serves about 175 square miles. The named coming-soon metros are still Chicago, Syracuse, Cleveland, Atlanta, and Boise. The page also says Prime Air is available in Darlington, England, within 7.5 miles of the fulfillment center, and it calls that the first service outside the United States. It does not date the Darlington sentence. The nearly-500 figure is Amazon's year-end reach claim, not a count of new sites opened since October 7.", "Wing and Walmart's Denver and Seattle lines remain 2027 coming-soon entries on the waitlist. No sixth U.S. Walmart metro is marked live." ] }, { "source": "https://www.reginfo.gov/public/do/eoDetails?rrid=1457213", "heading": "What to watch through early 2027", "paragraphs": [ "Watch whether the OIRA listing for RIN 2120-AL82 leaves pending review, and how long after any publication operators actually receive standing authorizations. Watch whether Wing's waitlist replaces five live metros with a sixth, whether St. Louis service appears from a city other than Kirkwood, and whether Round Rock grows past the three-mile Palm Valley and Kenney Fort zone.", "Watch whether Amazon's page replaces the 11 live U.S. sites with any of Chicago, Syracuse, Cleveland, Atlanta, or Boise before year-end, and whether the Darlington line gains a date. The throughline is the same: a handful of metros are flying, and the next year is whether a standing U.S. rule and another live hub let the service leave them." ] } ], "sources": [ { "url": "https://communityimpact.com/round-rock/business/zipline-launches-drone-delivery-zone-in-round-rock/", "name": "communityimpact.com" }, { "url": "https://wing.com/walmart", "name": "wing.com" }, { "url": "https://www.audacy.com/kmox/news/local/walmart-drone-delivery-dead-in-kirkwood", "name": "www.audacy.com" }, { "url": "https://www.reginfo.gov/public/do/eoDetails?rrid=1457213", "name": "www.reginfo.gov" }, { "url": "https://www.aboutamazon.com/news/transportation/amazon-prime-air-drone-delivery-expansion", "name": "www.aboutamazon.com" } ] }, "url": "https://www.ventureatlas.org/industry/drone-delivery" }, { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts", "description": "Companies designing and manufacturing commercial aircraft for passenger and cargo transportation worldwide.", "companyCount": 10, "companies": [ { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, { "slug": "boom-supersonic", "name": "Boom Supersonic", "url": "https://www.ventureatlas.org/company/boom-supersonic", "apiUrl": "https://www.ventureatlas.org/api/company/boom-supersonic" }, { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, { "slug": "heart-aerospace", "name": "Heart Aerospace", "url": "https://www.ventureatlas.org/company/heart-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/heart-aerospace" }, { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, { "slug": "eve-air-mobility", "name": "Eve Air Mobility", "url": "https://www.ventureatlas.org/company/eve-air-mobility", "apiUrl": "https://www.ventureatlas.org/api/company/eve-air-mobility" } ], "overview": { "lastUpdated": "2026-10-19", "sections": [ { "source": "https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries", "heading": "The key race: Airbus is still on its September page, and Boeing has printed 475 for the year", "paragraphs": [ "Winning in large commercial aircraft still means handing over the backlog. Airbus's orders-and-deliveries page, checked 19 October 2026, still shows September as the latest official month: 72 deliveries to 37 customers, 17 gross orders, and 547 deliveries year to date to 84 customers. The newest workbook linked there is the September file. Boeing's own 13 October release is the new official print: 161 commercial deliveries in the third quarter and 475 year to date, made up of 124 and 367 737s, 10 and 26 767s, 5 and 20 777s, and 22 and 62 787s. Boeing said those figures are not final until quarterly results are issued.", "Reuters the same day separated September from that quarter: 57 jets, up from 51 in August and 55 a year earlier, including 43 737 MAX, eight 787s, two 777 freighters and four 767s, three of them going to Boeing's defense unit for completion as KC-46 tankers. Reuters said September orders were 165, lifted by Turkish Airlines' 100 737 MAX jets, and that the official backlog was 6,371 versus 6,156 at the end of August. None of the 200 jets China committed to in May were in that order count. On deliveries, Airbus's 547 still leads Boeing's 475. Boeing's own table counts 367 737-program aircraft year to date; Reuters's 363 figure is 737 MAX deliveries only." ] }, { "source": "https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries", "heading": "Who's ahead: ACG firmed 75 single-aisles, and Avolon's package is a 27 October vote", "paragraphs": [ "Airbus's orders page now lists a 16 October release: Aviation Capital Group signed a firm order for 75 A320neo Family aircraft. The page gives no delivery year. The 9 October Avolon release and the 7 October Biman release are still the items beside it. There is no later Airbus release on that list saying Avolon's shareholder condition has been cleared.", "Bohai Leasing's 9 October meeting notice sets the first extraordinary shareholders' meeting for 27 October 2026 at 14:30, with online voting the same day and a record date of 22 October. The Airbus purchase and the Boeing purchase are both special resolutions. Each needs at least two-thirds of the voting rights of shareholders who attend. The notice does not report a result." ] }, { "source": "https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries", "heading": "What decides it: an October Airbus month that is not up yet, and a 737-10 certificate that is still unsigned", "paragraphs": [ "No October Airbus workbook has replaced the September page, so the fourth-quarter delivery gap described on 11 October was not reset by a new official month. This run did not reopen that September spreadsheet. Family splits inside the 72 stay as published then. Boeing's quarterly table is by program, and the company said it is not final until results.", "On the 737-10, The Air Current reported that Boeing and the FAA held a type-certification board meeting on the morning of 16 October. It was told the meeting was successful, and that ceremonial signatures could follow as early as the next week after Boeing delivers a project statement of completion. A Boeing spokesman referred questions to the FAA. An FAA spokeswoman declined to comment on timelines and said they will be dictated by safety. That dispatch is not a type certificate, and Boeing's 13 October delivery release does not contain one." ] }, { "source": "https://financialfilings.com/filings/bohai-leasing-coltd/proxy-solicitation-information-statement/2026/68425359/", "heading": "The money and the rules: the lessor vote is still open, and the other queues are other races", "paragraphs": [ "Avolon's 9 October package stays a shareholder meeting until 27 October. It is not, on the documents opened here, a booked addition to either OEM's published backlog. Biman's 10-aircraft Airbus order remains the firm item already on the company record; this run did not reopen slots or a price. Catalog ceilings and delivery windows in the separate Bohai purchase notices are left to company refresh.", "Airbus defense updates since 11 October, the Joby, Archer and Eve queue items, and non-members bundled in the same events do not change the 2026 commercial delivery comparison. They stay on the defense, eVTOL and other company records." ] }, { "source": "https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries", "heading": "What to watch through early 2027", "paragraphs": [ "At Airbus, watch for an October delivery bulletin, for delivery years on the 75 ACG aircraft, and for whether the 27 October Bohai vote is followed by an orders-table entry. At Boeing, watch whether the FAA signs a 737-10 type certificate after the 16 October board meeting, whether the 475 year-to-date figure moves when results make the table final, and whether the 165 September orders show up in a later workbook. Reuters's account includes unidentified customers inside that 165; this run did not open a Boeing orders file that names them.", "A321 rework, the Spain labor text, the A350F campaign, the 777-9 window, and a COMAC delivery bulletin were not re-opened as new official prints. The through-line is unchanged: factories and certificates, not a new airframe, decide how much of this year's backlog flies." ] } ], "sources": [ { "url": "https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries", "name": "www.airbus.com" }, { "url": "https://investors.boeing.com/investors/news/press-release-details/2026/Boeing-Announces-Third-Quarter-Deliveries/default.aspx", "name": "investors.boeing.com" }, { "url": "https://www.marketscreener.com/news/boeing-deliveries-tick-up-to-57-jets-in-september-ce785dddd08ef620", "name": "www.marketscreener.com" }, { "url": "https://financialfilings.com/filings/bohai-leasing-coltd/proxy-solicitation-information-statement/2026/68425359/", "name": "financialfilings.com" }, { "url": "https://theaircurrent.com/feed/dispatches/boeing-faa-final-meeting-737-max-10-certification/", "name": "theaircurrent.com" } ] }, "url": "https://www.ventureatlas.org/industry/civilian-aircrafts" }, { "slug": "defense", "name": "Defense Tech", "description": "Companies building AI-driven military software, autonomous weapons systems, and next-generation defense hardware for Western militaries and their allies.", "companyCount": 49, "companies": [ { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, { "slug": "relativity-space", "name": "Relativity Space", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, { "slug": "stoke-space", "name": "Stoke Space", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, { "slug": "expace", "name": "Kuaizhou Aerospace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, { "slug": "tokamak-energy", "name": "Tokamak Energy", "url": "https://www.ventureatlas.org/company/tokamak-energy", "apiUrl": "https://www.ventureatlas.org/api/company/tokamak-energy" }, { "slug": "pacific-fusion", "name": "Pacific Fusion", "url": "https://www.ventureatlas.org/company/pacific-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/pacific-fusion" }, { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, { "slug": "vertical-aerospace", "name": "Vertical Aerospace", "url": "https://www.ventureatlas.org/company/vertical-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/vertical-aerospace" }, { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, { "slug": "eutelsat-oneweb", "name": "Eutelsat OneWeb", "url": "https://www.ventureatlas.org/company/eutelsat-oneweb", "apiUrl": "https://www.ventureatlas.org/api/company/eutelsat-oneweb" }, { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, { "slug": "telesat", "name": "Telesat", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, { "slug": "inversion-space", "name": "Inversion Space", "url": "https://www.ventureatlas.org/company/inversion-space", "apiUrl": "https://www.ventureatlas.org/api/company/inversion-space" }, { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, { "slug": "general-atomics-aeronautical", "name": "General Atomics Aeronautical Systems", "url": "https://www.ventureatlas.org/company/general-atomics-aeronautical", "apiUrl": "https://www.ventureatlas.org/api/company/general-atomics-aeronautical" }, { "slug": "k2-space", "name": "K2 Space", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, { "slug": "astroscale", "name": "Astroscale", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, { "slug": "varda", "name": "Varda Space Industries", "url": "https://www.ventureatlas.org/company/varda", "apiUrl": "https://www.ventureatlas.org/api/company/varda" }, { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, { "slug": "isar-aerospace", "name": "Isar Aerospace", "url": "https://www.ventureatlas.org/company/isar-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/isar-aerospace" }, { "slug": "antares-nuclear", "name": "Antares Nuclear", "url": "https://www.ventureatlas.org/company/antares-nuclear", "apiUrl": "https://www.ventureatlas.org/api/company/antares-nuclear" }, { "slug": "radiant-nuclear", "name": "Radiant Nuclear", "url": "https://www.ventureatlas.org/company/radiant-nuclear", "apiUrl": "https://www.ventureatlas.org/api/company/radiant-nuclear" }, { "slug": "iceye", "name": "ICEYE", "url": "https://www.ventureatlas.org/company/iceye", "apiUrl": "https://www.ventureatlas.org/api/company/iceye" }, { "slug": "quantum-systems", "name": "Quantum Systems", "url": "https://www.ventureatlas.org/company/quantum-systems", "apiUrl": "https://www.ventureatlas.org/api/company/quantum-systems" }, { "slug": "stark-defence", "name": "Stark Defence", "url": "https://www.ventureatlas.org/company/stark-defence", "apiUrl": "https://www.ventureatlas.org/api/company/stark-defence" }, { "slug": "sierra-space", "name": "Sierra Space", "url": "https://www.ventureatlas.org/company/sierra-space", "apiUrl": "https://www.ventureatlas.org/api/company/sierra-space" } ], "overview": { "lastUpdated": "2026-10-28", "sections": [ { "source": "https://www.af.mil/News/Article-Display/Article/4627579/f-22-directs-collaborative-combat-aircraft-in-airborne-tactical-control-demonst/", "heading": "The key race: one F-22 directed a YFQ-44A, under a production bar that runs to December 11", "paragraphs": [ "The Department of the Air Force said on 16 October 2026 that an F-22 pilot directed a single YFQ-44A earlier that month. The pilot issued high-level tactical directives. The aircraft's onboard autonomy software interpreted them and flew dynamic maneuvers and simulated combat tasks. The release does not give the calendar day or the base. It says the Air Force intends to have 500 combat-ready semi-autonomous systems by 2032, and an overall fleet of 1,000. Those are stated intentions. The release does not name a funded quantity, a contract, or a delivery date.", "Public Law 119-103 sets the funding limit around that intent. Section 106 keeps continuing fiscal 2027 funds available until an appropriation for the project is enacted, the fiscal 2027 appropriations act is enacted without funding that project, or December 11, 2026, whichever happens first. Section 102 bars the Department of Defense from using those funds for new production of items not funded for production in fiscal 2026 or earlier years, for a production rate above the fiscal 2026 rate, or for a project that lacked fiscal 2026 authority. The October flight does not itself show that YFQ-44A production was funded in fiscal 2026." ] }, { "source": "https://helsing.ai/newsroom/helsing-unveils-contra-autonomous-air-defence-alongside-missile-interceptors-ad-1-inferno-and-ad-2-ambush", "heading": "Helsing's 26 October release describes Contra, and states no customer or price", "paragraphs": [ "On 26 October 2026 in Berlin, Helsing's press release said the company unveiled Contra, which it calls an AI-controlled autonomous air-defense system, and two interceptors it is developing: jet-powered AD-1 Inferno and solid-rocket AD-2 Ambush. The release says AD-2 reaches Mach 2.5 and a range of 20 km or more, that both missiles are container-launched, and that both take mid-course guidance from Contra radar ground stations and carry an onboard radar seeker. It says autonomous operation allows detection and engagement of hundreds or thousands of drone and missile threats at the same time. That is a design statement. The release does not report a flight test, a firing, or a completed engagement.", "The same release gives no unit price, only that prices will significantly undercut existing missile interceptors, and it names no customer and no contract. It says Contra uses the Altra C2 platform and that users retain control of decision making and prioritisation. Co-founder and president Niklas Kohler is quoted saying the interceptors deliver autonomous fire superiority up to ten kilometres high. The release also says recent intelligence reports put Geran-4 and Geran-5 jet-drone output at 4,000 a month. That figure is Helsing's account of those reports, not a production number published by Russia or by a government in the release." ] }, { "source": "https://www.hartpunkt.de/contra-ad-1-inferno-und-ad-2-ambush-helsing-sieht-massenproduzierbaren-aktiv-radarsuchkopf-als-loesung-gegen-strahlgetriebene-angriffsdrohnen/", "heading": "Reporters at the briefing described a contract, a price target and a 2027 date", "paragraphs": [ "hartpunkt, reporting the Berlin briefing the same day, wrote that co-CEO Gundbert Scherf said the Contra command system, based on Altra, is already under contract with a customer he did not name. hartpunkt wrote that AD-1 and AD-2 are in an early flight-test phase and that market readiness is expected in the second half of 2027. It reported Scherf's unit-price target as under 100,000 euros for each interceptor, and his production figure as several thousand interceptors a month once development finishes in the second half of 2027. Those are briefing targets, not a signed unit price or a current output rate. hartpunkt also reported company figures of more than 700 km/h, more than 20 km of range and up to 9,000 m for AD-1, about Mach 2.5, a 20 km range and up to 9,000 m for AD-2, and a 20-foot container holding 20 AD-1 or 40 AD-2 rounds.", "Defense News, in a separate article the same day, reported that company officials said the offering was for under 100,000 dollars per shot, that Scherf said Contra is in testing with market readiness in the second half of 2027, and that one contract was already signed. It did not separate the command system from the missiles, and it did not name the buyer or the contract value. It reported the Inferno at 700 km/h and 20 km, and the Ambush at more than twice the speed of sound. The press release's range of 20 km or more and its ten-kilometre altitude line, hartpunkt's 20 km range and 9,000 m altitude, and Defense News's 20 kilometers are not the same figure. The euro and dollar price lines are also not the same statement." ] }, { "source": "https://www.af.mil/News/Article-Display/Article/4627579/f-22-directs-collaborative-combat-aircraft-in-airborne-tactical-control-demonst/", "heading": "What to watch before December 11", "paragraphs": [ "Watch whether Congress enacts a fiscal 2027 appropriations act, or another continuing resolution, before the December 11, 2026 date in Public Law 119-103. Section 102 withholds those continuing funds from new Defense production that was not funded for production in fiscal 2026. A later appropriations act would replace that limit for the projects it funds. Watch whether a crewed fighter directs more than the single YFQ-44A in the 16 October release, and whether the Air Force's figure of 500 combat-ready systems by 2032 is tied to a named appropriation.", "On Contra, watch whether Helsing or a customer names the buyer and the value of the command-system contract hartpunkt reported, and whether that contract is distinguished from the missiles. Watch whether AD-1 and AD-2 move past the early flight tests hartpunkt described, and whether the second-half-of-2027 market-readiness target changes. The press release's figure of hundreds or thousands of simultaneous engagements remains a design claim until a test result is published." ] } ], "sources": [ { "url": "https://www.af.mil/News/Article-Display/Article/4627579/f-22-directs-collaborative-combat-aircraft-in-airborne-tactical-control-demonst/", "name": "www.af.mil" }, { "url": "https://www.govinfo.gov/content/pkg/PLAW-119publ103/html/PLAW-119publ103.htm", "name": "www.govinfo.gov" }, { "url": "https://helsing.ai/newsroom/helsing-unveils-contra-autonomous-air-defence-alongside-missile-interceptors-ad-1-inferno-and-ad-2-ambush", "name": "helsing.ai" }, { "url": "https://www.hartpunkt.de/contra-ad-1-inferno-und-ad-2-ambush-helsing-sieht-massenproduzierbaren-aktiv-radarsuchkopf-als-loesung-gegen-strahlgetriebene-angriffsdrohnen/", "name": "www.hartpunkt.de" }, { "url": "https://www.defensenews.com/global/europe/2026/10/26/helsing-unveils-interceptor-missiles-designed-to-chase-russias-fast-flying-geran-drones/", "name": "www.defensenews.com" } ] }, "url": "https://www.ventureatlas.org/industry/defense" }, { "slug": "biotech", "name": "Biotech", "description": "Companies engineering biology to cure disease - pioneering mRNA medicines, gene editing, and other frontier therapeutic platforms.", "companyCount": 11, "companies": [ { "slug": "oklo", "name": "Oklo", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, { "slug": "moderna", "name": "Moderna", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, { "slug": "crispr-therapeutics", "name": "CRISPR Therapeutics", "url": "https://www.ventureatlas.org/company/crispr-therapeutics", "apiUrl": "https://www.ventureatlas.org/api/company/crispr-therapeutics" }, { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, { "slug": "varda", "name": "Varda Space Industries", "url": "https://www.ventureatlas.org/company/varda", "apiUrl": "https://www.ventureatlas.org/api/company/varda" }, { "slug": "earendil-labs", "name": "Earendil Labs", "url": "https://www.ventureatlas.org/company/earendil-labs", "apiUrl": "https://www.ventureatlas.org/api/company/earendil-labs" } ], "overview": { "lastUpdated": "2026-10-17", "sections": [ { "source": "https://www.biontech.com/int/en/home/mediaroom/news/press-releases/2026/10/BioNTech-Provides-Update-on-Phase-2-3-Clinical-Trial-for-mRNA-Cancer-Immunotherapy-Candidate-BNT113-in-Metastatic-HPV16-positive-Head-and-Neck-Cancer.html", "heading": "Fixed-antigen BNT113 missed progression-free survival", "paragraphs": [ "On October 13, 2026 BioNTech said the Phase 2/3 AHEAD-MERIT trial (NCT04534205) missed its first dual primary endpoint. BNT113, also called tenumomeran/raplemomeran or tenu-ra, plus pembrolizumab did not show a statistically significant progression-free survival improvement versus pembrolizumab alone. The setting is first-line treatment of unresectable recurrent or metastatic HPV16-positive head and neck squamous cell carcinoma that expresses PD-L1, with a combined positive score of at least 1. BioNTech published no hazard ratio and no median. An independent data monitoring committee recommended that the trial continue to overall survival. Under the pre-specified design, a statistically significant overall-survival result can still make the trial positive. The company said it remains blinded to the ongoing data. BNT113 encodes a fixed pair of HPV16 E6 and E7 antigens. It is not an individualized neoantigen therapy. The FDA granted Fast Track designation in January 2026.", "ClinicalTrials.gov lists AHEAD-MERIT as active, not recruiting, with actual enrollment of 358. Primary completion and study completion are both dated August 2028. Part B follows progression-free survival to blinded-independent RECIST 1.1 progression or death, and overall survival to death from any cause, each with a time frame of up to 48 months. Treatment lasts up to about 24 months. Those dates are the registry calendar, not a company forecast for the next interim analysis." ] }, { "source": "https://www.biospace.com/press-releases/moderna-announces-late-breaking-data-to-be-presented-at-esmo-congress-2026", "heading": "Individualized melanoma numbers are still set for October 24", "paragraphs": [ "Moderna's September 21, 2026 notice still places INTerpath-001 at ESMO as late-breaking abstract LBA1. Georgina V. Long is scheduled to present on Saturday, October 24, 2026, at 4:30 p.m. CEST (10:30 a.m. EDT) in Madrid. The comparison is intismeran autogene, an individualized neoantigen therapy, plus pembrolizumab versus pembrolizumab alone in resected stage IIB-IV melanoma. Moderna's investor webcast is the same day at 7:00 p.m. CEST (1:00 p.m. EDT). That notice contains no hazard ratio, no median, and no filing." ] }, { "source": "https://crisprtx.com/about-us/press-releases-and-presentations/crispr-therapeutics-to-present-late-breaking-data-at-the-american-heart-association-aha-scientific-sessions-2026", "heading": "CRISPR's lipid oral is still November 9; Vertex reports on November 2", "paragraphs": [ "CRISPR Therapeutics' October 8, 2026 release still schedules Phase 1b CTX310 data in severe hypertriglyceridemia as a late-breaking oral at the American Heart Association Scientific Sessions. The session is LBS.05 on Monday, November 9, 2026, at 8:00 a.m. CST. The abstract and presentation remain embargoed until then, so this is a dated slot, not a published efficacy table. CTX310 is an in vivo CRISPR/Cas9 edit of ANGPTL3. The same release does not give a CTX611 topline.", "On October 7, 2026 Vertex said it will report third-quarter 2026 financial results on Monday, November 2, 2026, after the market close. The call and webcast are at 4:30 p.m. ET. The US dial-in is (833) 630-2124 and the international dial-in is +1 (412) 317-0651. That report is the next scheduled official quarterly print. Vertex books Casgevy sales, so the third-quarter Casgevy figure waits on that release. The release itself is an earnings date, not the sales number." ] }, { "source": "https://www.biontech.com/int/en/home/mediaroom/news/press-releases/2026/10/BioNTech-Provides-Update-on-Phase-2-3-Clinical-Trial-for-mRNA-Cancer-Immunotherapy-Candidate-BNT113-in-Metastatic-HPV16-positive-Head-and-Neck-Cancer.html", "heading": "What to watch before year-end", "paragraphs": [ "Watch October 24 for INTerpath-001 hazard ratios, medians, and whether Moderna and Merck file. Watch AHEAD-MERIT overall survival: a significant result can still count as a positive trial, and the registry dates primary completion in August 2028. Watch CRISPR's November 9 CTX310 oral for the first Phase 1b efficacy table. Watch Vertex's November 2 report for the quarter's Casgevy sales. The zugo-cel ACR poster, Earendil's Genentech close, BioNTech's plant-sale comments, and the continuing-resolution date were not given a newer source in this pass." ] } ], "sources": [ { "url": "https://www.biontech.com/int/en/home/mediaroom/news/press-releases/2026/10/BioNTech-Provides-Update-on-Phase-2-3-Clinical-Trial-for-mRNA-Cancer-Immunotherapy-Candidate-BNT113-in-Metastatic-HPV16-positive-Head-and-Neck-Cancer.html", "name": "www.biontech.com" }, { "url": "https://clinicaltrials.gov/study/NCT04534205", "name": "clinicaltrials.gov" }, { "url": "https://www.biospace.com/press-releases/moderna-announces-late-breaking-data-to-be-presented-at-esmo-congress-2026", "name": "www.biospace.com" }, { "url": "https://crisprtx.com/about-us/press-releases-and-presentations/crispr-therapeutics-to-present-late-breaking-data-at-the-american-heart-association-aha-scientific-sessions-2026", "name": "crisprtx.com" }, { "url": "https://investors.vrtx.com/news-releases/news-release-details/vertex-announce-third-quarter-2026-financial-results-november", "name": "investors.vrtx.com" } ] }, "url": "https://www.ventureatlas.org/industry/biotech" }, { "slug": "semiconductors", "name": "Semiconductors", "description": "Companies designing and manufacturing the advanced chips and chipmaking tools powering AI, computing, and the modern economy.", "companyCount": 16, "companies": [ { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, { "slug": "varda", "name": "Varda Space Industries", "url": "https://www.ventureatlas.org/company/varda", "apiUrl": "https://www.ventureatlas.org/api/company/varda" }, { "slug": "amd", "name": "AMD", "url": "https://www.ventureatlas.org/company/amd", "apiUrl": "https://www.ventureatlas.org/api/company/amd" }, { "slug": "broadcom", "name": "Broadcom", "url": "https://www.ventureatlas.org/company/broadcom", "apiUrl": "https://www.ventureatlas.org/api/company/broadcom" }, { "slug": "cerebras", "name": "Cerebras Systems", "url": "https://www.ventureatlas.org/company/cerebras", "apiUrl": "https://www.ventureatlas.org/api/company/cerebras" }, { "slug": "sk-hynix", "name": "SK hynix", "url": "https://www.ventureatlas.org/company/sk-hynix", "apiUrl": "https://www.ventureatlas.org/api/company/sk-hynix" }, { "slug": "samsung-electronics", "name": "Samsung Electronics", "url": "https://www.ventureatlas.org/company/samsung-electronics", "apiUrl": "https://www.ventureatlas.org/api/company/samsung-electronics" }, { "slug": "qualcomm", "name": "Qualcomm", "url": "https://www.ventureatlas.org/company/qualcomm", "apiUrl": "https://www.ventureatlas.org/api/company/qualcomm" }, { "slug": "mediatek", "name": "MediaTek", "url": "https://www.ventureatlas.org/company/mediatek", "apiUrl": "https://www.ventureatlas.org/api/company/mediatek" } ], "overview": { "lastUpdated": "2026-10-20", "sections": [ { "source": "https://pr.tsmc.com/english/news/3346", "heading": "The third-quarter print replaces the October sales line", "paragraphs": [ "TSMC's 15 October release put third-quarter consolidated revenue at NT$1,494.24 billion, or $46.72 billion, net income at NT$763.06 billion, and diluted EPS at NT$29.43, or $4.60 per ADR. Revenue rose 50.9 percent from a year earlier and 17.6 percent from the second quarter in NT dollars, and 41.2 percent and 16.2 percent in US dollars. Gross margin was 66.4 percent, operating margin 58.7 percent, and net margin 51.1 percent. On the call, US-dollar revenue of $46.7 billion was above the high end of third-quarter guidance. The CFO tied the sequential gross-margin decline mainly to the initial 2-nanometer ramp.", "Wafer revenue was 8 percent 2-nanometer, 33 percent 3-nanometer, 28 percent 5-nanometer, and 10 percent 7-nanometer. Advanced nodes, 7-nanometer and more advanced, were 79 percent of wafer revenue. High-performance computing rose 22 percent from the prior quarter to 68 percent of net revenue. Smartphones rose 10 percent to 21 percent. Fourth-quarter revenue is guided to $52.3 billion to $54.3 billion, with gross margin of 65 percent to 67 percent and operating margin of 56.5 percent to 58.5 percent, at NT$31.8 per US dollar. The midpoint gross-margin guide is 66 percent, on further 2-nanometer dilution and overseas fabs." ] }, { "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf", "heading": "Who is ahead: TSMC printed the quarter, AMD named Helios installs, Nvidia signed an intent", "paragraphs": [ "The foundry lead is unchanged, and it now rests on a quarterly print rather than September's monthly sales line. A slight dip from August to September did not stop the quarter. High-performance computing is 68 percent of revenue, and 2-nanometer is already 8 percent of wafer revenue while it is still diluting margin.", "AMD's 12 October OCP recap says initial Helios systems are installed and running at OpenAI, Meta, Microsoft, and Oracle. That names customers. It gives no GPU count. The same recap says Helios is ramping, with deliveries, deployments, and workload checks underway, and that Helion configurations remain under development for November 2026. Nvidia's new public item is not a rack receipt. On 19 October it said Chancellor Merz and the economy and research ministries signed a joint declaration of intent to work with Nvidia on physical-AI models. Nvidia said it plans investments in Agile Robots, Avelios Medical, Mirelo, and Reflex Aerospace under an existing nearly $10 billion Europe commitment, and the post states neither a German government appropriation nor the size of those four investments." ] }, { "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf", "heading": "What decides 2027 and 2028: N2 capacity, Arizona timing, and ASML's tool gap", "paragraphs": [ "TSMC said on the call that N2-family annual capacity should more than double in 2027, from smartphone and HPC demand. A14 risk production is on track for 2027, with volume production in 2028. Arizona's second fab is planned for volume production in the third quarter of 2027, which management called slightly ahead of the prior schedule. An additional Tainan 3-nanometer fab is scheduled for the first half of 2028, and Japan's second fab is scheduled for 3-nanometer volume production in 2028. C.C. Wei said teams are evaluating Texas, including talks with a customer about using capacity at that customer's planned Terafab, and that there is no conclusion to announce.", "ASML's 14 October release remains the tool constraint. Third-quarter total net sales were EUR 11,662 million, Installed Base Management sales were EUR 3,289 million, gross margin was 57.5 percent, and net income was EUR 4,960 million. Christophe Fouquet said supply as currently planned for 2027 and 2028 will not fully meet customer demand, and that ASML is investigating 2028 capacity beyond the 30 percent increase it had already described. That is an investigation, not a new High NA high-volume date. Fourth-quarter sales are guided to EUR 14.2 billion to EUR 15.2 billion, with a gross margin around 57 percent." ] }, { "source": "https://pr.tsmc.com/english/news/3346", "heading": "The money: a reiterated capital budget, and a declaration without a German appropriation", "paragraphs": [ "TSMC's third-quarter capital spending was $13.8 billion. Management reiterated a 2026 capital budget of $60 billion to $64 billion and said spending from 2026 through 2028 will be significantly higher than the prior three years. It did not give a 2027 dollar figure. Overseas-fab margin dilution is expected to widen to 3 percent to 4 percent over the next few years as more US fabs ramp. Fourth-quarter gross margin is guided to 66 percent at the midpoint.", "The Germany declaration does not fund a chip program. Nvidia's post is a letter of intent plus planned startup investments with no disclosed amounts. ASML bought about EUR 4.1 billion of shares in the quarter under its 2026-2028 program and set an interim 2026 dividend of EUR 1.88, payable on 4 November 2026. Full-year 2026 sales are expected at EUR 44 billion to EUR 45 billion, with a gross margin around 56 percent. The release does not mention a South Korea spare-parts price increase." ] }, { "source": "https://pr.tsmc.com/english/news/3346", "heading": "What to watch through 2028", "paragraphs": [ "Watch the next monthly sales release against the fourth-quarter guide of $52.3 billion to $54.3 billion. Watch whether the Texas evaluation becomes a site decision. Watch whether N2-family capacity does more than double in 2027, whether Arizona's second fab starts volume production in the third quarter of 2027, and whether the added Tainan 3-nanometer fab holds the first-half 2028 date.", "Watch whether any Helios customer states a GPU count, and whether Helion configurations are available in November 2026. Watch whether ASML turns the 2028 capacity investigation into a committed tool plan. The Germany declaration is a model and industry partnership, not a named accelerator order." ] } ], "sources": [ { "url": "https://pr.tsmc.com/english/news/3346", "name": "pr.tsmc.com" }, { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf", "name": "investor.tsmc.com" }, { "url": "https://newsroom.amd.com/news/ocp-2026-amd-ceo-lisa-su-keynote-takeaways/", "name": "newsroom.amd.com" }, { "url": "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", "name": "investor.asml.com" }, { "url": "https://blogs.nvidia.com/blog/germany-wants-to-lead-the-world-in-industrial-ai-how-nvidia-will-help/", "name": "blogs.nvidia.com" } ] }, "url": "https://www.ventureatlas.org/industry/semiconductors" }, { "slug": "energy-storage", "name": "Batteries & Energy Storage", "description": "Companies building the cells, packs, and grid-scale storage systems that decide how much renewable and always-on power the world can actually use.", "companyCount": 13, "companies": [ { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, { "slug": "lg-energy-solution", "name": "LG Energy Solution", "url": "https://www.ventureatlas.org/company/lg-energy-solution", "apiUrl": "https://www.ventureatlas.org/api/company/lg-energy-solution" }, { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" } ], "overview": { "lastUpdated": "2026-10-18", "sections": [ { "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm", "heading": "The key race: the last official gigawatt print is still Tesla's", "paragraphs": [ "Volume remains Tesla's October 2 print: 13.7 GWh of energy storage products deployed in the third quarter of 2026. Tesla did not split Megapack from Powerwall, and said deployments should not be relied on as quarterly financial results. It scheduled those results for after the close on October 21.", "CATL's English news list on October 18 starts with an October 12 Battery Passport item and an October 10 Seres agreement, then a September 24 service-center post and the September 22 Debrecen trial-cell post. None of those headlines names a TENER Sodium customer, shipment, or acceptance.", "ess-news reported on October 13 that CATL and Intilion signed a five-year agreement to develop up to 3 GWh of sodium-ion projects in Germany, Austria, and Switzerland. The article calls 3 GWh a development target and says neither company disclosed projects, procurement commitments, contract values, or delivery schedules. It also says a May 2025 partnership targeted up to 10 GWh in the same region, and that the companies have not said whether the sodium figure sits inside that earlier deal." ] }, { "source": "https://ir.quantumscape.com/news-events/news-releases", "heading": "Who is ahead: QuantumScape's index still stops on October 8", "paragraphs": [ "QuantumScape's investor news index on October 18 still leads with two October 8 items, the QS PowerBlock introduction and the notice of third-quarter results after the close on October 21. The next older item is the July 22 second-quarter release. Those ledes do not name a paying customer, integrator, or volume offtake.", "Tesla's 13.7 GWh remains the last official quarterly storage-deployment print among tracked members. Intilion's figure of up to 3 GWh is the development target described on October 13." ] }, { "source": "https://www.eia.gov/electricity/data/eia860M/", "heading": "What decides it: EIA is still on the August file", "paragraphs": [ "The EIA-860M landing page still shows a September 24, 2026 release, August 2026 as the latest monthly file, and October 23, 2026 as the next release. Any change to Great River Energy's Cambridge battery row waits on that next file. The landing page is not a commercial-operation notice.", "CATL's English headlines through October 18 still do not name a TENER Sodium cabinet. The new top item is a Battery Passport pilot, and the Seres item is a cooperation headline." ] }, { "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm", "heading": "The money: a deployment print and a development target", "paragraphs": [ "Tesla's 13.7 GWh is the volume of energy storage products it says it deployed in the third quarter. Price, mix, and energy-segment profit wait on the October 21 results. The company said the deployment figure should not be relied on as an indicator of quarterly financial results.", "Intilion's up to 3 GWh is a five-year development target in the October 13 ess-news report. The CATL headlines dated October 12 and October 10 do not state storage revenue." ] }, { "source": "https://www.catl.com/en/news/", "heading": "What to watch through mid-2027", "paragraphs": [ "Watch whether CATL names a China TENER Sodium customer on its English newsroom, whether Intilion names a project site, and whether Tesla's October 21 results add a storage mix to the 13.7 GWh print.", "Watch whether the October 23 EIA-860M changes the Cambridge battery row, and whether QuantumScape's October 21 results or a later release names a PowerBlock customer." ] } ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm", "name": "www.sec.gov" }, { "url": "https://www.catl.com/en/news/", "name": "www.catl.com" }, { "url": "https://www.ess-news.com/2026/10/13/catl-intilion-target-up-to-3-gwh-of-sodium-ion-storage-in-europe/", "name": "www.ess-news.com" }, { "url": "https://ir.quantumscape.com/news-events/news-releases", "name": "ir.quantumscape.com" }, { "url": "https://www.eia.gov/electricity/data/eia860M/", "name": "www.eia.gov" } ] }, "url": "https://www.ventureatlas.org/industry/energy-storage" }, { "slug": "smartphones", "name": "Smartphones", "description": "Companies that design and sell branded smartphones. The first members are the top four in IDC's final Q2 2026 shipment table: Samsung, Apple, Xiaomi, and OPPO.", "companyCount": 9, "companies": [ { "slug": "samsung-electronics", "name": "Samsung Electronics", "url": "https://www.ventureatlas.org/company/samsung-electronics", "apiUrl": "https://www.ventureatlas.org/api/company/samsung-electronics" }, { "slug": "apple", "name": "Apple Inc.", "url": "https://www.ventureatlas.org/company/apple", "apiUrl": "https://www.ventureatlas.org/api/company/apple" }, { "slug": "xiaomi", "name": "Xiaomi Corporation", "url": "https://www.ventureatlas.org/company/xiaomi", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi" }, { "slug": "oppo", "name": "OPPO", "url": "https://www.ventureatlas.org/company/oppo", "apiUrl": "https://www.ventureatlas.org/api/company/oppo" }, { "slug": "vivo", "name": "vivo", "url": "https://www.ventureatlas.org/company/vivo", "apiUrl": "https://www.ventureatlas.org/api/company/vivo" }, { "slug": "transsion", "name": "Shenzhen Transsion Holdings Co., Ltd.", "url": "https://www.ventureatlas.org/company/transsion", "apiUrl": "https://www.ventureatlas.org/api/company/transsion" }, { "slug": "huawei", "name": "Huawei Investment & Holding Co., Ltd.", "url": "https://www.ventureatlas.org/company/huawei", "apiUrl": "https://www.ventureatlas.org/api/company/huawei" }, { "slug": "qualcomm", "name": "Qualcomm", "url": "https://www.ventureatlas.org/company/qualcomm", "apiUrl": "https://www.ventureatlas.org/api/company/qualcomm" }, { "slug": "mediatek", "name": "MediaTek", "url": "https://www.ventureatlas.org/company/mediatek", "apiUrl": "https://www.ventureatlas.org/api/company/mediatek" } ], "overview": { "lastUpdated": "2026-10-20", "sections": [ { "source": "https://www.idc.com/resource-center/press-releases/smartphone-shipments-decline-3q26/", "heading": "Who shipped phones in Q3 2026", "paragraphs": [ "IDC's preliminary worldwide table, datelined 14 October 2026 and posted on its 15 October press-release page, puts global smartphone shipments at 255.3 million units, down 22.0 percent from 327.3 million a year earlier. IDC calls that the highest year-over-year decline of any quarter in its series. Samsung shipped 57.8 million (22.6 percent, down 5.8 percent from 61.4 million). Apple shipped 57.3 million (22.4 percent, down 4.0 percent from 59.7 million). Xiaomi shipped 30.7 million (12.0 percent, down 29.2 percent), OPPO 25.6 million (10.0 percent, down 34.5 percent) and vivo 19.1 million (7.5 percent, down 31.5 percent). Others were 64.8 million. The table is labeled preliminary and subject to change. It counts branded shipments, excludes OEM sales and refurbished units, and treats each company as the parent of the brands it operates.", "Huawei and Transsion are tracked members and are not named rows. Nabila Popal of IDC said memory costs have surged approximately 350 percent since last year and are still rising, with the third-quarter sequential increase described as a low double-digit percentage against roughly 50 to 100 percent in earlier quarters. The same release says IDC expects growth to stay constrained through 2027, with any recovery pushed to 2028 at the least. That is an IDC outlook, not company guidance. The public share page, still marked updated 17 September 2026, has not replaced its final second-quarter table of 276.3 million units. That page still forecasts a 16.7 percent shipment decline in 2026 to just over 1 billion units, market value up 6.3 percent to 613 billion dollars, and an average selling price of 581 dollars, up 27.6 percent. Those September figures are an earlier forecast. The October release does not republish them." ] }, { "source": "https://www.idc.com/resource-center/press-releases/china-smartphone-shipments-q3-2026/", "heading": "China: Huawei grows while the market falls", "paragraphs": [ "IDC's China release, datelined Beijing 14 October 2026 and sourced to the tracker of 13 October, says preliminary shipments were about 57.9 million units, down 15.4 percent from a year earlier. The printed columns are share and growth, not a per-vendor unit count. Huawei led at 21.1 percent, up from 15.2 percent, with shipments up 17.3 percent. Apple was second at 17.8 percent, up from 15.8 percent, with shipments down 4.3 percent. OPPO was 15.5 percent, down 17.6 percent, and the note says that row includes OPPO, OnePlus and realme. vivo was 15.3 percent, down 24.9 percent, including iQOO. Xiaomi was 13.8 percent, down 20.4 percent. Honor was sixth at 13.0 percent, down 24.2 percent, and is not a tracked member. Others were 3.5 percent. The table is preliminary.", "IDC says higher memory and component costs pushed vendors to raise prices and change specifications, and that buyers kept phones longer. It says Huawei was the only top-tier vendor with double-digit growth, which it attributes to a range of form factors and disciplined price changes. It says Apple's latest phones were received better than expected, and that the shipment decline reflects a lineup without base models this year. That is IDC's reading. IDC says China's market is unlikely to rebound in the fourth quarter of 2026 despite heavy launch schedules, and that shipment pressure is likely to last through much of 2027." ] }, { "source": "https://www.apple.com/shop/buy-iphone/iphone-duo", "heading": "iPhone Duo pre-orders are open", "paragraphs": [ "On 20 October 2026 Apple's U.S. shop page was titled Pre-order iPhone Duo and said availability starts on 10.23. An unlocked 256 GB model was listed at 1,999 dollars. The Verge, on 16 October 2026, reported that pre-orders were open ahead of the 23 October release, at 1,999 dollars for 256 GB, in Star White and Night Sky. Pre-order is not a shipment, and neither page gives a unit total. First retail sale is still dated 23 October.", "The 17 September share page still forecasts foldable shipments up 12.6 percent in 2026 to 22.9 million units, and more than 17 million foldable iPhones by 2027, about 40 percent of that category. Those remain IDC forecasts. The October component-order dispute is a separate question about October production, and the third-quarter shipment table does not settle it." ] }, { "source": "https://www.idc.com/resource-center/press-releases/smartphone-shipments-decline-3q26/", "heading": "What to watch", "paragraphs": [ "The next dated commercial test is whether iPhone Duo units are actually sold on 23 October. The public share page still shows the final second-quarter table, so the next reading there is whether that page replaces it with the preliminary third-quarter table or a later final one. Watch whether Xiaomi, OPPO and vivo keep falling at the rates in the preliminary table, and whether Huawei or Transsion appears as a named worldwide row. Honor remains the sixth China vendor in IDC's preliminary table and is not tracked here.", "IDC's two October outlooks are not the same document. The China note says a fourth-quarter rebound in China is unlikely and that pressure lasts through much of 2027. The worldwide note says any recovery is pushed to 2028 at the least. Samsung's 57.8 million and Apple's 57.3 million are IDC branded shipments, not those companies' earnings results." ] } ], "sources": [ { "url": "https://www.idc.com/resource-center/press-releases/smartphone-shipments-decline-3q26/", "name": "www.idc.com" }, { "url": "https://www.idc.com/resource-center/press-releases/china-smartphone-shipments-q3-2026/", "name": "www.idc.com" }, { "url": "https://www.idc.com/promo/smartphone-market-share/", "name": "www.idc.com" }, { "url": "https://www.apple.com/shop/buy-iphone/iphone-duo", "name": "www.apple.com" }, { "url": "https://www.theverge.com/gadgets/988582/apple-iphone-duo-preorder-buy-foldable", "name": "www.theverge.com" } ] }, "url": "https://www.ventureatlas.org/industry/smartphones" }, { "slug": "datacenters", "name": "Data centers", "description": "AI campus IT power and compute for the major operators, with disclosed chip counts kept separate from H100-equivalents.", "companyCount": 2, "companies": [ { "slug": "qualcomm", "name": "Qualcomm", "url": "https://www.ventureatlas.org/company/qualcomm", "apiUrl": "https://www.ventureatlas.org/api/company/qualcomm" }, { "slug": "coreweave", "name": "CoreWeave", "url": "https://www.ventureatlas.org/company/coreweave", "apiUrl": "https://www.ventureatlas.org/api/company/coreweave" } ], "overview": { "lastUpdated": "2026-10-13", "sections": [ { "source": "https://epoch.ai/data/ai-data-centers", "heading": "How to read the tracker", "paragraphs": [ "This tracker compares AI data-center capacity across operators. The default series is IT power in megawatts, summed from the Epoch AI public campus file labeled updated 12 Oct 2026. That file covers 94 sites, 14.1 GW of IT power, and 14.6 million H100-equivalents. Epoch estimates the set covers 44 percent of global deployed AI compute as of 13 Oct 2026, with a 90 percent interval from 23 percent to 81 percent. It is not an entire cloud footprint.", "H100-equivalents are the Epoch modeled conversion of those campuses. Disclosed chip counts stay on their own series and are not added into the H100-equivalent line. A campus is attributed to its hardware owner, so a lab renting the cluster does not get a second row. Blank-owner shells and speculative owners stay out. Empty cells mean no comparable disclosure, not zero." ] }, { "source": "https://epoch.ai/data/ai-data-centers", "heading": "Operating power on the 12 Oct file", "paragraphs": [ "Summing current IT power for confident, likely, and unlabeled owners, and leaving out speculative and blank owners, leaves nine operators on the same totals as their 24 Sep points. Google is 3,179 MW, Amazon 1,743 MW, Microsoft 1,519 MW, SpaceXAI 1,303 MW, CoreWeave 679 MW, Oracle 493 MW, Huawei 341 MW, Alibaba 169 MW, and Nebius 125 MW. The largest single campuses are still Colossus 2 at 946 MW, Anthropic-Amazon New Carlisle at 910 MW, and Microsoft Fairwater Atlanta at 636 MW.", "Those figures are the Epoch estimate of IT power the covered campuses can draw now. They are not facility power, not a contracted pipeline, and not a planned end state. Google Kansas City East is already inside the Google total at 105 MW. Several named projects, including CoreWeave Lancaster and Muskogee, are in the file at zero current power." ] }, { "source": "https://epoch.ai/data/ai-data-centers/updates", "heading": "The Meta revision, and the shells left out", "paragraphs": [ "Meta is the operator that moved. The 12 Oct sum is 2,244 MW and 2,489,536 H100-equivalents. That is 87 MW and 99,545 H100-equivalents above the 2 Oct point, because the 5 Oct changelog restored Meta Gallatin at 87 MW after Epoch said those metrics had been set to zero by mistake. Prometheus stays at 471 MW, down from 496 MW on 24 Sep. The H100-equivalent total is still below the 24 Sep figure of 2,523,813 because Prometheus compute was cut from 600,000 to 536,000 H100-equivalents and Los Lunas was corrected back to 87 MW.", "DayOne Nusajaya at 473 MW and DayOne Kempas at about 422 MW are larger than several tracked operators, and the 2 Oct changelog raised Nusajaya from 240 MW. Both have a blank owner, so they stay out of the series. QTS Eagle Mountain is tagged Meta speculative and is at zero current power, so it is out too. The Meta Aiken change on 8 Oct raised projected power from 69 MW to 129 MW. Current power on that row is still 69 MW." ] }, { "source": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Enters-India-Expanding-AI-Cloud-Platform-With-AdaniConneX/default.aspx", "heading": "What is planned is not plotted", "paragraphs": [ "CoreWeave power figures are a different series from the 679 MW Epoch current total. On 7 Oct 2026 the company said it will be the sole tenant of three 80 MW buildings, 240 MW, at the AdaniConneX Taloja campus in Navi Mumbai, with a first phase expected in mid-2028 and an option to add another 240 MW. The same release restates about 4.2 GW of contracted power as of the 11 Aug 2026 earnings call. Contracted power and a 2028 phase are not current IT power, and the company record already carries that plan.", "Microsoft said on 12 Oct 2026 that it will scale the Azure Maia family to multi-gigawatt deployments starting in 2027, with Maia 300 production deployments beginning that year, and that Maia 200 is already serving production workloads including Copilot. A 96-accelerator Maia 300 rack is described at 167 kilowatts. That is a company target and a custom-chip roadmap, not an addition to the 1,519 MW Epoch current total. Colossus 2 remains 946 MW in the 12 Oct file, so later chip tranches described in September are still not treated as operating capacity." ] } ], "sources": [ { "url": "https://epoch.ai/data/ai-data-centers", "name": "epoch.ai" }, { "url": "https://epoch.ai/data/ai-data-centers/updates", "name": "epoch.ai" }, { "url": "https://epoch.ai/data/data_centers/data_centers.csv", "name": "epoch.ai" }, { "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Enters-India-Expanding-AI-Cloud-Platform-With-AdaniConneX/default.aspx", "name": "investors.coreweave.com" }, { "url": "https://blogs.microsoft.com/blog/2026/10/12/microsoft-to-expand-azure-maia-system-to-multi-gigawatt-deployments/", "name": "blogs.microsoft.com" } ] }, "url": "https://www.ventureatlas.org/industry/datacenters" }, { "slug": "big-tech", "name": "Big Tech", "description": "Big Tech, on this page, is four US platform companies: Alphabet, Microsoft, Amazon, and Meta. Advertising, cloud, productivity, and commerce at this scale are what currently fund their AI infrastructure spending. The page is separate from AI Labs, which follows frontier model labs, from Semiconductors, and from the datacenters tracker. Apple is not a member. Google DeepMind, Waymo, and Amazon Leo stay on their own pages.", "companyCount": 4, "companies": [ { "slug": "alphabet", "name": "Alphabet", "url": "https://www.ventureatlas.org/company/alphabet", "apiUrl": "https://www.ventureatlas.org/api/company/alphabet" }, { "slug": "microsoft", "name": "Microsoft", "url": "https://www.ventureatlas.org/company/microsoft", "apiUrl": "https://www.ventureatlas.org/api/company/microsoft" }, { "slug": "amazon", "name": "Amazon", "url": "https://www.ventureatlas.org/company/amazon", "apiUrl": "https://www.ventureatlas.org/api/company/amazon" }, { "slug": "meta", "name": "Meta", "url": "https://www.ventureatlas.org/company/meta", "apiUrl": "https://www.ventureatlas.org/api/company/meta" } ], "overview": { "lastUpdated": "2026-10-21", "sections": [ { "source": "https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Date-of-Third-Quarter-2026-Financial-Results-Conference-Call-2026-8tpGZsLS6v/default.aspx", "heading": "Who is on this page", "paragraphs": [ "This page follows four US platform companies: Alphabet, Microsoft, Amazon, and Meta. Alphabet's 6 October 2026 notice describes Alphabet as a collection of companies, the largest of which is Google.", "The four investor pages read for this update set the calls for the quarter and do not report results." ] }, { "source": "https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Date-of-Third-Quarter-2026-Financial-Results-Conference-Call-2026-8tpGZsLS6v/default.aspx", "heading": "Calls named in the notices", "paragraphs": [ "Alphabet's 6 October notice sets its third-quarter call for Wednesday, 28 October 2026, at 1:30 p.m. Pacific Time. It says the earnings release will be posted at abc.xyz/investor before the call.", "Microsoft's investor home page lists fiscal 2027 first-quarter earnings on 28 October 2026. The heading does not state a webcast time.", "Meta's 12 October notice says third-quarter results will be released after the market close on Wednesday, 21 October 2026, with a call the same day at 1:30 p.m. Pacific Time. Amazon's 15 October notice sets its third-quarter call for Thursday, 29 October 2026, at 2:00 p.m. Pacific Time." ] }, { "source": "https://engineering.fb.com/2026/10/19/data-center-engineering/inside-prometheus-meta-gigawatt-scale-supercluster/", "heading": "Prometheus after the first phase", "paragraphs": [ "On 19 October 2026 Meta's engineering blog said the first phase of Prometheus, in New Albany, Ohio, is complete and was used to train the Muse models, including Muse Wonder. Meta calls Prometheus a gigawatt-scale supercluster.", "Meta says the cluster now spans hundreds of thousands of GPUs across several buildings and that full scale would be roughly 1 million GPUs. Meta reports more than 85 percent goodput on Muse Wonder pre-training runs and more than 90 percent on the reinforcement-learning runs. Those counts and rates are Meta's." ] }, { "source": "https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Date-of-Third-Quarter-2026-Financial-Results-Conference-Call-2026-8tpGZsLS6v/default.aspx", "heading": "Order of the four calls", "paragraphs": [ "On these notices, Meta's release is first, after the close on 21 October 2026. Alphabet and Microsoft both list 28 October. Amazon lists 29 October at 2:00 p.m. Pacific Time.", "The notices name the calls. They do not give revenue, profit, or capital spending for the quarter being reported." ] } ], "sources": [ { "url": "https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Date-of-Third-Quarter-2026-Financial-Results-Conference-Call-2026-8tpGZsLS6v/default.aspx", "name": "abc.xyz" }, { "url": "https://www.microsoft.com/en-us/investor/default", "name": "www.microsoft.com" }, { "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-to-Announce-Third-Quarter-2026-Results/default.aspx", "name": "investor.atmeta.com" }, { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-to-Webcast-Third-Quarter-2026-Financial-Results-Conference-Call/default.aspx", "name": "ir.aboutamazon.com" }, { "url": "https://engineering.fb.com/2026/10/19/data-center-engineering/inside-prometheus-meta-gigawatt-scale-supercluster/", "name": "engineering.fb.com" } ] }, "url": "https://www.ventureatlas.org/industry/big-tech" } ] }