{ "apiVersion": 1, "source": "https://www.ventureatlas.org", "license": "Data is curated by Venture Atlas; every field carries its own source URL.", "endpoint": "/api/milestones", "lastDataUpdate": "2026-09-12", "count": 729, "milestones": [ { "title": "Sustain launch cadence toward ~45 satellites", "description": "With BlueBird 11, 12 and 13 successfully launched August 5, 2026 (bringing the in-orbit fleet to 13 satellites) and BlueBirds 12 and 13 fully deployed in late August, the next milestone is getting BlueBird 14, 15 and 16 into orbit. Production of BlueBird 14 is complete, 15-16 are nearing completion, and the line has advanced through BlueBird 48. On July 15, 2026 AST disclosed that launch-vehicle disruptions pushed the roughly-45-satellite milestone from end of 2026 to early 2027. As of 7 September 2026 no launch date has been set for BlueBird 14-16; trade press has floated an unconfirmed October window.", "targetDate": "~45 satellites by early 2027 (slipped from end-2026)", "sortKey": 202602, "source": "https://www.advanced-television.com/2026/08/31/ast-spacemobile-updates-on-progress/", "lastUpdated": "2026-09-07", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Chang'e-7 and Tianwen sample-return missions", "description": "Launch Chang'e-7 to the lunar south pole on a Long March 5 from Wenchang - the probe arrived at the launch site in April 2026, its Long March 5 (Y14) rocket arrived on July 13, 2026, and the assembled probe-rocket stack was rolled out to the launch pad on August 19, 2026 for final checks, a joint test, and propellant loading. China postponed the planned August 24, 2026 (00:05 UTC) launch attempt after Typhoon Narra disrupted preparations at Wenchang; officials initially said around August 23 that the delay was likely about a month, but the China Manned Space Agency then said the spacecraft does not meet launch conditions and cannot fly within the 2026 window at all, with several outlets reporting the mission may now slip into 2027 given the lunar transfer geometry a south-pole landing requires and no new date confirmed. Tianwen-2 arrived at the asteroid Kamo'oalewa on July 6, 2026 and is now surveying it; sample collection (roughly 200-1,000 g via touch-and-go and anchor-and-attach) is to occur no later than the end of April 2027, with the return capsule separating on November 29, 2027 to land near Jiuquan in the Gobi Desert - after which the spacecraft heads to main-belt comet 311P/PanSTARRS. Both feed toward the Tianwen-3 Mars sample return later in the decade.", "targetDate": "Cannot fly within the 2026 window; may slip into 2027 (Chang'e-7); by April 2027 sampling / Nov 2027 return (Tianwen-2)", "sortKey": 202605, "source": "https://www.scientificamerican.com/article/china-delays-change-7-moon-mission-until-2027/", "lastUpdated": "2026-08-25", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Next post-IPO lock-up tranche unlocks (~September 9, 2026)", "description": "SpaceX's second lock-up tranche - the Day-70 calendar release, ~319 million shares - actually unlocked on August 20, 2026, not August 31 as previously tracked here, and sent SPCX as much as ~6% lower intraday, dipping below its $135 IPO price for the first time since the June debut (see milestoneHistory). The next scheduled release is the similarly sized Day-90 tranche around September 9, 2026, followed by further calendar tranches around September 24 and October 9 and 24, 2026, before the remaining 180-day lock-up on Elon Musk's roughly 6.4B shares expires December 8, 2026.", "targetDate": "2026-09-09", "sortKey": 202606, "source": "https://www.benzinga.com/trading-ideas/movers/26/08/61329245/spacexs-second-unlock-hits-319-million-shares-go-loose-today", "lastUpdated": "2026-08-28", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Fix AI data-center reliability and meet the Google GPU delivery deadline", "description": "SpaceX replaced several leaders of its AI data-center build-out in early September 2026 after reliability and civil-engineering problems surfaced at its Tennessee and Mississippi sites, which had run for months without backup cooling or power; the Macrohard facility relied on more than 100 mobile chillers and posted uptime well below SpaceX's internal 99.9% target, with temporary power and cooling contributing to outages that interrupted AI training. Rocket-production executive Wesley Salandro and Starbase operations director Logan McConnell moved in to run data centers as prior leaders Jake Palmer, Zach Wells and Pablo Mendoza departed, while senior Starlink executive Michael Nicolls was installed to oversee xAI. The reshuffle comes ahead of a September 30, 2026 deadline for SpaceX to deliver the GPUs committed under its roughly $920 million-a-month, ~110,000-GPU compute deal with Google; after a one-month grace period, Google can terminate the agreement or accept fewer GPUs with proportionally reduced payments if SpaceX falls short.", "targetDate": "2026-09-30", "sortKey": 202606, "source": "https://finance.yahoo.com/technology/ai/articles/spacex-ai-buildout-shows-cracks-184838938.html", "lastUpdated": "2026-09-05", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Execute SDA satellite programs after passing TRKT3 SRR", "description": "Build and deliver the 18-spacecraft Tracking Layer Tranche 3 constellation for the Space Development Agency under Rocket Lab's $1.3B SDA prime work. The May 27, 2026 System Requirements Review remains the last publicly confirmed milestone; as of late August 2026 no Preliminary or Critical Design Review has been announced, with those the next gates ahead of spacecraft delivery. Mynaric CONDOR Mk3 laser links are produced in-house.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://investors.rocketlabcorp.com/news-releases/news-release-details/rocket-lab-achieves-milestone-missile-defense-constellation", "lastUpdated": "2026-08-29", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Sustain Electron cadence toward the 100th launch", "description": "With 95 Electron missions flown through the September 11, 2026 'Happily Ever Faster' dedicated Earth-observation launch (Rocket Lab's 16th Electron of 2026), sustain Electron's record 2026 tempo across commercial, civil, and defense customers toward the company's 100th launch milestone. The next Electron, for another commercial constellation operator, is scheduled from Launch Complex 1 before the end of September. Remaining constellation bookings include iQPS (9 dedicated missions remaining on its total 18-launch Electron bookings, running through 2030) and Synspective (16 more missions booked to complete that constellation by decade's end).", "targetDate": "2026", "sortKey": 202606, "source": "https://financialpost.com/globe-newswire/rocket-lab-successfully-launches-16th-electron-mission-of-the-year-solidifies-status-as-worlds-leading-small-launch-provider", "lastUpdated": "2026-09-11", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Convert backlog into higher launch cadence", "description": "Turn a record $2.36B of backlog (as of Q2 2026) into higher Electron and HASTE flight tempo across constellation, agency, national-security, and hypersonic missions; Rocket Lab guided to another record revenue quarter in Q3 2026 and reported more than $1B in additional new contracts signed since the quarter closed. The new GHOST containerized launch system, unveiled August 10, 2026 with its first site at Kodiak, Alaska, is aimed directly at expanding cadence for responsive and national-security missions.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://investors.rocketlabcorp.com/news-releases/news-release-details/rocket-lab-announces-second-quarter-2026-financial-results-posts", "lastUpdated": "2026-08-29", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Build & launch the first GEO satellites for U.S. Space Force", "description": "Design, build, integrate, and operate two geostationary satellites hosting the Heimdall space domain awareness payload under a $90M Space Systems Command contract - Rocket Lab's first GEO satellite production program. No public schedule update (PDR/CDR/delivery date) has been announced since the May 21, 2026 award as of late August 2026.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://rocketlabcorp.com/updates/rocket-lab-awarded-90m-contract-to-build-geo-satellites-hosting-space-domain-awareness-payload-for-u-s-space-force/", "lastUpdated": "2026-08-29", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Blue Ring first operational mission", "description": "Launch the first full Blue Ring mission, expected to become the first fully commercial GEO space-domain-awareness mission, carrying Optimum Technologies' Caracal sensor with Scout Space's Owl payload and internal payloads. Blue Origin has integrated the flight vehicle's primary structure, internal harnessing, and core propulsion module, but launch timing remains gated by New Glenn's return to flight after the LC-36 explosion; reverified September 12, 2026, no firmer date has been reported, though NASA's Sept 1 award of a Blue Ring-based Mars Telecommunications Orbiter (delivery by Dec 31, 2028) adds a second Blue Ring-derived flight in the same window.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.nasa.gov/news-release/nasa-selects-blue-origin-as-mars-telecommunications-network-provider/", "lastUpdated": "2026-09-12", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Scale SciTec Golden Dome SBI work", "description": "Execute SciTec's Space-Based Interceptor OTA under U.S. Space Force Space Systems Command, building software, sensing, and AI for the Golden Dome space-based missile defense layer, with capability integrated into the architecture targeted by 2028. SciTec's other Space Force work (CBC2 data fusion and the $93.7M GBARD radar-digitization OTA) remains in execution; Firefly has posted no new Golden Dome contract update since the May 4, 2026 SBI announcement.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://fireflyspace.com/news/firefly-aerospace-subsidiary-scitec-receives-agreement-to-advance-space-forces-space-based-missile-defense-under-golden-dome/", "lastUpdated": "2026-09-09", "company": { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Return Vulcan to flight and fly the first Vulcan Amazon Leo mission", "description": "Return Vulcan to flight - grounded since the February 12, 2026 USSF-87 GEM 63XL solid-rocket-booster nozzle anomaly and the resulting U.S. Space Force pause on NSSL Vulcan launches. As of September 10, 2026 ULA had not posted a return-to-flight date; its newsroom's latest release remains the August 17 CEO appointment. Independent trackers still list first Amazon Vulcan flight LV-01 as no earlier than late September 2026 (NET September 30, status TBD) from SLC-41, carrying 45 satellites on the LEO-optimized Centaur V, which completed a wet dress rehearsal on August 6 and was stacked in VIF-G on August 15. Wikipedia's Vulcan launch list now describes future flights as on hold pending the investigation. A later production award of NSSL missions remains blocked until the Space Force lifts the pause.", "targetDate": "2026", "sortKey": 202606, "source": "https://spacelaunchlive.com/launches/vulcan-vc6l-amazon-leo-lv-01/", "lastUpdated": "2026-09-10", "company": { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Bring SLC-3 at Vandenberg online for Vulcan", "description": "Finish the Vandenberg pad modifications (more than 83% complete as of the last public construction update on June 3, 2026, which targeted an operational pad in Q3 2026) and fly the first West Coast Vulcan mission - SDA's Tranche 1 Tracking Layer B. Re-verified September 10, 2026: no newer completion figure has been published, no West Coast Vulcan launch has flown, and the Q3 2026 pad-ready window has not yet fully passed. First West Coast flight still depends on Vulcan's return to flight.", "targetDate": "2026", "sortKey": 202606, "source": "https://blog.ulalaunch.com/blog/vulcan-infrastructure-modifications", "lastUpdated": "2026-09-10", "company": { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Rebuild launch cadence once Vulcan returns to flight", "description": "ULA entered 2026 aiming for 18-22 launches (16-18 Vulcans plus 2-4 Atlas Vs), but the Vulcan grounding left it with just five launches through September 10, 2026 (one Vulcan and four Atlas V Amazon Leo flights), putting the full-year goal out of reach. A September 9, 2026 report on the Space Force NSSL program said SpaceX is the only provider actively launching NSSL payloads while Vulcan and New Glenn are both sidelined. The near-term focus is posting a return-to-flight date and rebuilding cadence into 2027 through the 38-launch Amazon Vulcan backlog and the NSSL Phase 3 manifest.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.techtimes.com/articles/327126/20260909/space-forces-76b-satellite-program-has-one-rocket-spacex-stands-alone.htm", "lastUpdated": "2026-09-10", "company": { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Complete stage hot-fire test campaigns", "description": "With all Flight 1 engine acceptance testing complete and the stage-one structural qualification campaign finished, Relativity's next test milestone is still stage-level hot-fire: the fully engined first-stage thrust structure must be mated to the rest of Stage 1 and shipped to NASA Stennis, while the second stage (already through cryoproof and COPV proof testing on Stennis's A-2 stand) has its Aeon V engine installed and returns to the stand. As of September 11, 2026 Relativity's public updates page has posted no campaign after the July 2026 company update, and no Stennis hot-fire has been announced.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.relativityspace.com/press-release/2026/8/11/july-2026-company-update", "lastUpdated": "2026-09-11", "company": { "slug": "relativity-space", "name": "Relativity Space", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Bring LC-16 fully online for Terran R", "description": "Finish outfitting the Horizontal Integration Facility, launch mount, and transporter-erector so Cape Canaveral operations are ready for first flight. The July 2026 company update said the HIF had been energized, a 270,000-pound assembly-room crane had completed its first proof-load test, and the transporter-erector upper strongback had arrived on site. As of September 11, 2026 Relativity has not posted a later pad-complete milestone.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.relativityspace.com/press-release/2026/8/11/july-2026-company-update", "lastUpdated": "2026-09-11", "company": { "slug": "relativity-space", "name": "Relativity Space", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "First Haolong cargo-spaceplane resupply mission to Tiangong", "description": "Launch AVIC/Chengdu Aircraft Design Institute's reusable Haolong cargo spaceplane to the Tiangong space station on a Zhuque-3, one of two low-cost-cargo concepts China Manned Space Engineering Office selected in October 2024 (the other pairs CAS Space with a Microsat spacecraft). LandSpace has said it expects to begin Tiangong cargo missions in 2026, but no specific launch date has been officially announced as of mid-September 2026, and no new Haolong schedule has been published since the August 18 Zhuque-3 landing.", "targetDate": "2026 (no confirmed date)", "sortKey": 202606, "source": "https://www.china-in-space.com/p/haolong-cargo-spaceplane-development", "lastUpdated": "2026-09-11", "company": { "slug": "landspace", "name": "LandSpace", "url": "https://www.ventureatlas.org/company/landspace", "apiUrl": "https://www.ventureatlas.org/api/company/landspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Complete STAR Market IPO", "description": "Convert the Shanghai STAR Market filing into a completed public listing, raising roughly 7.5 billion yuan. LandSpace refiled an updated prospectus on June 29, 2026, returning the review to 'inquiry' status, projecting profitability by 2029 for the first time, and disclosing full-year 2025 results (52.10 million yuan revenue, a 1.71 billion yuan net loss, and an accumulated deficit near 4.84 billion yuan). The share-issuance terms imply a listing valuation near 75 billion yuan (~$10.4B), well above the 20.7 billion yuan (~$2.9B) private valuation set in an April 2025 capital increase. Payload reported on September 4, 2026 that LandSpace is the farthest along of China's commercial rocket firms in the STAR Market queue after the August 18 Zhuque-3 landing, still racing CAS Space to become China's first publicly listed commercial-space company, with proceeds funding Zhuque-3 production and reusability work. No listing date has been set.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://payloadspace.com/chinas-commercial-space-sector-is-going-public/", "lastUpdated": "2026-09-11", "company": { "slug": "landspace", "name": "LandSpace", "url": "https://www.ventureatlas.org/company/landspace", "apiUrl": "https://www.ventureatlas.org/api/company/landspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Scale Zhuque-2E commercial cadence", "description": "Sustain the Zhuque-2E launch tempo - after Y5 (May 14) and Y6 (June 9, 2026) flew just 27 days apart, an eighth Zhuque-2-family success - to serve Chinese satellite-internet constellation deployment while bringing down per-kilogram launch cost. The cadence has since stalled: no further Zhuque-2E mission has flown as of mid-September 2026, more than three months after Y6, with LandSpace's near-term launch attention focused instead on recovering from the August 18 Zhuque-3 booster landing and fire.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globaltimes.cn/page/202606/1363137.shtml", "lastUpdated": "2026-09-11", "company": { "slug": "landspace", "name": "LandSpace", "url": "https://www.ventureatlas.org/company/landspace", "apiUrl": "https://www.ventureatlas.org/api/company/landspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Tianlong-3 return to flight", "description": "Close the 'zeroing' fault investigation into the April 3, 2026 engine-bay failure and fly a second Tianlong-3. As of early September 2026 no public close-out or dated attempt has been issued; a second vehicle is still only reported as being prepared for a possible try before the end of 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://payloadspace.com/chinas-commercial-space-sector-is-going-public/", "lastUpdated": "2026-09-08", "company": { "slug": "space-pioneer", "name": "Space Pioneer", "url": "https://www.ventureatlas.org/company/space-pioneer", "apiUrl": "https://www.ventureatlas.org/api/company/space-pioneer" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Demonstrate first-stage recovery and reuse", "description": "After a successful return to orbit, recover and refly the Tianlong-3 first stage. Official specs now list at least 20 planned first-stage reuses; no recovery was attempted on the April 2026 failure.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.spacepioneer.cc/tianlong/TL3", "lastUpdated": "2026-09-08", "company": { "slug": "space-pioneer", "name": "Space Pioneer", "url": "https://www.ventureatlas.org/company/space-pioneer", "apiUrl": "https://www.ventureatlas.org/api/company/space-pioneer" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Advance the Tiangong Kaiwu space-resources program", "description": "Carry out feasibility studies and stand up an integrated, ground-supported experimental system for space resource development under the newly unveiled 'Tiangong Kaiwu' initiative, announced January 29, 2026 as a major project of China's 15th Five-Year Plan (2026-2030). The program targets small-celestial-body prospecting, intelligent autonomous mining, low-cost in-space transportation, and in-orbit processing, with a longer-term roadmap toward a lunar and near-Earth-asteroid resource system by 2035 and Mars/main-belt-asteroid development by 2050.", "targetDate": "2026-2030 (feasibility and demonstration phase)", "sortKey": 202606, "source": "https://news.cgtn.com/news/2026-01-29/China-unveils-space-ambitions-for-tourism-mining-and-more-1KkGhxessTu/p.html", "lastUpdated": "2026-08-22", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Ceres-2 return to flight", "description": "Having concluded on June 17, 2026 that the January 2026 maiden failure was caused by a design flaw in the first stage's nozzle throat liner, fix the deficiency and re-fly Ceres-2 to bring its larger solid-lift capacity online for constellation deployment. No return-to-flight date has been announced as of September 10, 2026, and the 2026 window is tightening.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.china-in-space.com/p/galactic-energy-says-ceres-2-debut", "lastUpdated": "2026-09-10", "company": { "slug": "galactic-energy", "name": "Galactic Energy", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Develop Pallas-2 heavy-lift and scale cadence", "description": "Advance the larger Pallas-2 (single-stick and CBC/tri-core configurations using the new CQ-90 engine, which completed a full-system hot-fire test in January 2026) while restoring Ceres-1/1S cadence after an eight-month pause. As of September 10, 2026, Galactic Energy has not publicly confirmed that Pallas-2 assembly and testing are complete; the maiden-flight target of before the end of 2026 still stands in the last company comments but looks increasingly tight with no new hardware updates since the Pallas-1 debut.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.globaltimes.cn/page/202608/1367682.shtml", "lastUpdated": "2026-09-10", "company": { "slug": "galactic-energy", "name": "Galactic Energy", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Demonstrate first-stage recovery and reuse", "description": "Move beyond reaching orbit to recovering and reflying the Hyperbola-3 first stage at sea - the core of iSpace's low-cost launch strategy - having completed full-profile ground verification of the landing system and June 2026 offshore sea trials of the Qinglan recovery drone ship.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.china-in-space.com/p/ispace-conducts-drone-ship-sea-trials", "lastUpdated": "2026-08-21", "company": { "slug": "ispace", "name": "iSpace (Interstellar Glory)", "url": "https://www.ventureatlas.org/company/ispace", "apiUrl": "https://www.ventureatlas.org/api/company/ispace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Bring Chengdu production base online; advance Hyperbola-9", "description": "Put the record 5.037 billion yuan (~$729.6M) Series D++ closed in February 2026, plus the first tranche of a new Series E round (nearly 1 billion yuan, ~$140M, out of a round reported at ~7 billion yuan / ~$980M total) closed in August 2026, to work - completing the 3.3B yuan Chengdu production base (targeted for completion by end of 2026 and official production in 2027, sized for 20 rockets/year), expanding Hyperbola-3 final assembly and integrated-test capacity, building out Focus-2 methalox engine and sea-recovery infrastructure, raising Hyperbola-1's reliability, and starting early R&D on the heavy-lift Hyperbola-9 and its 300-tonne-class Focus-3 engine.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.ithome.com/0/985/657.htm", "lastUpdated": "2026-09-07", "company": { "slug": "ispace", "name": "iSpace (Interstellar Glory)", "url": "https://www.ventureatlas.org/company/ispace", "apiUrl": "https://www.ventureatlas.org/api/company/ispace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Scale Kinetica-2 and deploy constellations", "description": "Ramp Kinetica-2 production at the new Zhejiang super factory (up to 12-20 vehicles per year) and fly its planned 2026-2027 manifest as the line enters serial production across Guangzhou and Shaoxing. The second flight (Y2), carrying 18 Qianfan (Thousand Sails) mega-constellation satellites, has slipped from a September to an October 2026 target - the vehicle departed the Guangzhou factory for Jiuquan on August 26, 2026 - with a third flight (another 18 Qianfan satellites) targeted for December 2026 and a fourth mission planned for January 2027; the first operational Qingzhou cargo flight to the Tiangong station remains expected around Q4 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.china-in-space.com/p/second-kinetica-2-mission-first-sea", "lastUpdated": "2026-09-11", "company": { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Demonstrate Kinetica-2 first-stage reusability via Kinecore-2 engine", "description": "The in-house Kinecore-2 engine (110 tf) completed a 620-second cumulative long-duration qualification test - including a 400-second single burn, a new stability record - on June 30, 2026, en route to replacing the off-the-shelf YF-102 on Kinetica-2's first stage; no further Kinecore-2 test milestones have been reported as of Aug 31, 2026. CAS Space's phased reuse plan adds a full grid-fin system on Kinetica-2's third flight for aerodynamic reentry control, integrates Kinecore-2 capabilities (multiple engine firings, thrust control, cluster recovery) across flights four through seven, and targets complete first-stage recovery by the rocket's tenth flight around 2028; a roughly 100 km VTVL test of the Lihong-2 demonstrator is also planned for later in 2026.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.china-in-space.com/p/cas-space-outlines-path-to-reusing", "lastUpdated": "2026-08-31", "company": { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Hit monthly Kinetica-1 cadence, begin sea launches, and clear final STAR Market IPO registration", "description": "The July 24, 2026 monthly Kinetica-1 cadence commitment for the second half of 2026 has missed its August slot and, as of September 11, 2026, its early-September slot as well. Y17 completed a first sea-launch shipboard rehearsal on August 25 and remains in countdown for a three-satellite mission from waters near Guangdong; Y18 passed factory review July 31 for a nine-satellite Dongfeng land flight and is also unflown. A second sea launch is still described as targeting October. On the IPO, CAS Space's $607M STAR Market application still has no CSRC registration, pricing, or trading date as of September 11, 2026; company news through September 7 covers conference and expo appearances rather than listing progress.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.cas-space.com/list/16.html", "lastUpdated": "2026-09-11", "company": { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Advance suborbital space tourism vehicle", "description": "Lihong-1 completed China's first parachute-assisted commercial suborbital capsule recovery from above 100 km on January 12, 2026 (120 km altitude, ~300s microgravity, landing within 100 m of target). The fully reusable, seven-passenger Lihong-2 - powered by three Liqing-1 engines - has finished design and entered engineering development; CAS Space has opened a global call for experimental payloads for Lihong-2's maiden flight, with the flight and a ~100 km-class recovery verification still targeted within 2026 (accelerated from the prior ~2027 estimate) and commercial suborbital tourism service still planned from 2028; space tourism is listed as a stated business line in the IPO prospectus.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.globaltimes.cn/page/202604/1358371.shtml", "lastUpdated": "2026-08-31", "company": { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Begin reusable orbital launch services", "description": "Turn a successful debut into first-stage reuse and recurring commercial small/medium launches for China's satellite-internet and Earth-observation constellations. Still gated on the Nebula-1 maiden flight, which remains unflown as of 7 September 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://spacenews.com/deep-blue-aerospace-raises-new-funds-targets-mid-year-orbital-launch/", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Develop Nebula-2 heavy-lift rocket", "description": "Advance the larger 5 m-diameter Nebula-2, designed to carry more than 25,000 kg to LEO, to broaden Deep Blue's reach into heavy constellation deployment. Its Thunder-RS first-stage engine passed a first 100-second full-duration static fire (1,297.5 kN / ~132.3 t) around August 21-22, 2026, but no maiden-flight date has been confirmed.", "targetDate": "2026+", "sortKey": 202606, "source": "https://english.news.cn/20260821/405abd6aba064b9ab74098b62ea163dd/c.html", "lastUpdated": "2026-08-24", "company": { "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" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Fly Kuaizhou-11 Y3, the first launch under the new brand", "description": "Launch Kuaizhou-11 Y3 from Jiuquan with Tianyi-51 (Caiyun SAR01) and Tianyi-52 after the vehicle passed factory review in Wuhan on August 27-29, 2026. This would be the seventh Kuaizhou-11 attempt and the first mission flown after the July 31, 2026 rename to Kuaizhou Aerospace. No official window has been posted as of September 8, 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://starpath.global/news/kuaizhou-11-y3-passes-factory-review-ahead-of-dual-satellite-launch/", "lastUpdated": "2026-09-08", "company": { "slug": "expace", "name": "Kuaizhou Aerospace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Resume Kuaizhou-1A cadence after a lengthening gap", "description": "Kuaizhou-1A/1A Pro has not flown since its 31st mission (the VDES maritime-navigation pair) on December 5, 2025 - now a nine-month quiet stretch for a vehicle marketed on hours-long, high-tempo launch readiness. The next announced vehicle is a Kuaizhou-11, not a 1A. Watch for the next 1A mission to confirm the cadence claim still holds.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.china-in-space.com/p/maritime-navigation-duo-launched", "lastUpdated": "2026-09-08", "company": { "slug": "expace", "name": "Kuaizhou Aerospace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Bring larger Kuaizhou-21 / -31 online", "description": "Advance the much larger solid Kuaizhou-21 (~20 t to LEO) and Kuaizhou-31 (~70 t to LEO) to move into medium- and heavy-lift constellation deployment. An earlier informal 2025 debut target for Kuaizhou-21 has passed with no confirmed maiden-flight date yet published. Wikipedia still lists a 2025 projected first flight that has not happened.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://en.wikipedia.org/wiki/Kuaizhou", "lastUpdated": "2026-09-08", "company": { "slug": "expace", "name": "Kuaizhou Aerospace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Respond to reusable-rocket competition", "description": "Counter the mounting cost pressure from reusable rivals as CASIC's Mingfeng liquid-engine line and reusable-launch concepts remain earlier-stage, with no orbital reusable vehicle or maiden-flight date yet named. Industry reporting still flags Mingfeng-1's lack of a maiden flight as a potential IPO-review weakness. Kuaizhou Aerospace's all-solid, expendable lineup has not announced a comparable recovery demonstration.", "targetDate": "2026+", "sortKey": 202606, "source": "https://theinsight.asia/chinas-commercial-space-companies-race-for-ipos-as-funding-investor-pressures-grow/", "lastUpdated": "2026-09-08", "company": { "slug": "expace", "name": "Kuaizhou Aerospace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Bring the Hangzhou plant online", "description": "Finish the 5.2 billion yuan (~$740M) Hangzhou Qiantang sea-recovery rocket factory, which broke ground January 7, 2026 and is designed for up to 25 medium-to-large reusable rockets per year and a launch-cost target below 20,000 yuan/kg. The plant was planned to begin 'Qiantang-hao' final assembly by the end of August 2026; that start has not been publicly confirmed.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.ehangzhou.gov.cn/2026-01/08/c_296147.htm", "lastUpdated": "2026-09-09", "company": { "slug": "space-epoch", "name": "Space Epoch", "url": "https://www.ventureatlas.org/company/space-epoch", "apiUrl": "https://www.ventureatlas.org/api/company/space-epoch" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Demonstrate tower-catch recovery", "description": "Validate the 'chopstick' tower-catch and intelligent-control recovery architecture at scale - the technical centerpiece that distinguishes Cosmoleap from China's leg-landing reusable rivals - building on completed drop tests onto the catch arms, auxiliary-propulsion thruster hot fires, the June 2026 first-stage propellant-precooling test, and the August 2026 second-stage structural static test. As of early September 2026 the company has not published a later catch-tower demonstration.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.cosmoleap.cn/product_list.html", "lastUpdated": "2026-09-08", "company": { "slug": "cosmoleap", "name": "Cosmoleap", "url": "https://www.ventureatlas.org/company/cosmoleap", "apiUrl": "https://www.ventureatlas.org/api/company/cosmoleap" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Complete Qingyu-11 engine development", "description": "Mature the in-house 150-ton-class Qingyu-11 methalox engine (30-105% throttle, up to 50 reuses) to replace the externally sourced YF-209 on later vehicles. Core-component tests (torch ignition, low-temperature and liquid-flow testing) finished in June 2026; full-system test firing is still the next sourced gate and has not been reported complete as of early September 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://36kr.com/newsflashes/3846747930610180", "lastUpdated": "2026-09-08", "company": { "slug": "cosmoleap", "name": "Cosmoleap", "url": "https://www.ventureatlas.org/company/cosmoleap", "apiUrl": "https://www.ventureatlas.org/api/company/cosmoleap" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Reach first-module manufacturing and fuel readiness", "description": "NuScale says its main 2026 priority is ensuring full readiness to manufacture the first NuScale Power Module while scaling fuel and supply-chain support with partners such as Framatome. Components for 12 power modules are already in production; in June 2026 NuScale contracted Paragon Energy Solutions to complete final design of the module's safety-related instrumentation-and-control systems. On September 1, 2026 NuScale and MillenniTEK announced they had fabricated first-of-a-kind boron-oxide pellets for the module's passive emergency core cooling system, a concrete manufacturing-readiness step. The first physical module is still not complete.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.nuscalepower.com/press-releases/2026/nuscale-power-and-millennitek-advance-manufacturing-technology-for-first-of-a-kind-reactor-safety-component", "lastUpdated": "2026-09-08", "company": { "slug": "nuscale", "name": "NuScale Power", "url": "https://www.ventureatlas.org/company/nuscale", "apiUrl": "https://www.ventureatlas.org/api/company/nuscale" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Ramp Groves to full power and start isotope production", "description": "With first criticality achieved on August 5, 2026, Oklo's next step is low-power testing and ascension to full power at the Groves Isotope Test Reactor in Lockhart, Texas, ramping toward R&D-scale isotope production over the following year. On its August 7, 2026 earnings call, management said it now expects Oklo's first isotope revenue in early 2027, and that it is more likely to come from the NRC-licensed Idaho Radiochemistry Laboratory than from Groves. No later public update on Groves power ascension has been issued as of September 10, 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.powermag.com/oklos-groves-becomes-fifth-doe-pilot-reactor-to-reach-criticality-first-on-private-land/", "lastUpdated": "2026-09-10", "company": { "slug": "oklo", "name": "Oklo", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Carry Aurora-INL through final safety review and construction", "description": "With the DOE's Preliminary Documented Safety Analysis approved on June 11, 2026 - the third of four major Reactor Pilot Program authorization steps - and a November 2025 binding Siemens Energy contract closing out major long-lead power-conversion equipment procurement, Oklo's near-term focus is securing the final Documented Safety Analysis, the last safety-basis document before DOE authorizes operation, while completing construction at Idaho National Laboratory ahead of fuel loading and first power. As of September 10, 2026, the final Documented Safety Analysis has not yet been approved; on its August 7, 2026 earnings call Oklo raised its full-year 2026 capital-expenditure guidance to $400-500 million to accelerate Aurora-INL procurement and grid-interconnection work while reaffirming a 2028 commercial start-up target.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://oklo.com/newsroom/news-details/2026/U-S--Department-of-Energy-Approves-Preliminary-Documented-Safety-Analysis-for-Aurora-Powerhouse-at-Idaho-National-Laboratory/default.aspx", "lastUpdated": "2026-09-10", "company": { "slug": "oklo", "name": "Oklo", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Produce HALEU TRISO fuel for Hermes 1", "description": "Using DOE-allocated HALEU and Los Alamos National Laboratory's LEFFF capability to manufacture the first fuel pebbles needed for Hermes 1 startup and operation. As of late August 2026 Kairos has finished installing process equipment at LEFFF and is commissioning the pilot line with depleted uranium before introducing HALEU; no fuel pebbles for Hermes 1 have been reported produced yet. Company updates through September 4, 2026 (ETU 3 Phase 1) did not announce a first HALEU pebble.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.kairospower.com/updates/u-s-department-of-energy-to-provide-haleu-for-hermes-demonstration-reactor", "lastUpdated": "2026-09-09", "company": { "slug": "kairos", "name": "Kairos Power", "url": "https://www.ventureatlas.org/company/kairos", "apiUrl": "https://www.ventureatlas.org/api/company/kairos" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Convert pipeline and supply-chain reservations into projects", "description": "Having locked in a binding 16-unit Doosan Enerbility reservation, an expanded SGL Carbon graphite supply deal, an IHI Corporation MOU, and a definitive LEU/HALEU enrichment agreement with Centrus Energy (deliveries starting 2030), X-energy still needs to turn its 11.5 GW (144-unit) pipeline - including gigawatt-scale evaluations with Talen Energy and LG&E/KU - into named, financeable deployments. Q2 2026 remains the latest reported quarter ($54.6M revenue and grant income, $1.9B liquidity, up to $1B more ARDP). On the August 13 earnings call CEO Clay Sell said a roughly 1 GW investor-owned-utility agreement was in its final stages; as of September 8, 2026 that counterparty has not been named. Energy Northwest is still aiming to file a Cascade construction-permit application in the first half of 2027.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.fool.com/earnings/call-transcripts/2026/08/20/x-energy-xe-q2-2026-earnings-call-transcript/", "lastUpdated": "2026-09-08", "company": { "slug": "x-energy", "name": "X-energy", "url": "https://www.ventureatlas.org/company/x-energy", "apiUrl": "https://www.ventureatlas.org/api/company/x-energy" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Palisades nuclear plant restart", "description": "Holtec has closed out the last of Palisades' major restart construction projects and, on August 30, 2026, began loading fuel into the reactor core - 204 assemblies of new and partially used fuel - marking the most visible physical step yet toward restart. An August 31 NRC inspection report then cited two green, non-cited radiation-protection violations from December 2025-March 2026 work, including a February airborne-radioactivity event in which required notifications and dose evaluations were not completed; the NRC assigned very low safety significance and issued no penalties. A federal court dismissed the original anti-restart lawsuit on July 3, 2026, but the environmental coalition (Beyond Nuclear, Don't Waste Michigan and allies) appealed that dismissal to two federal circuit courts of appeals in late August 2026, keeping a legal challenge alive without blocking restart activity so far. Extensive NRC-coordinated tests and inspections remain, after which the ~800 MWe unit must be returned to criticality and reconnected to the grid. Completion has slipped from late 2025 and then from February 2026; CEO Kris Singh still expects a 2026 restart, ahead of a March 2027 power-supply contract, but Holtec has declined to set a firm date. Success would make Palisades the first U.S. nuclear plant to return to service after entering decommissioning.", "targetDate": "2026 (no firm date)", "sortKey": 202606, "source": "https://www.michiganpublic.org/environment-climate-change/2026-09-04/federal-inspectors-say-palisades-failed-to-follow-regulations-on-radiation-exposure", "lastUpdated": "2026-09-08", "company": { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Advance the confidential IPO process toward public listing", "description": "Following the July 31, 2026 confidential S-1 submission, watch for Westinghouse's public filing, share count, price range, and listing timeline, all still undetermined and subject to market conditions. If Westinghouse's valuation reaches $30B, the US government's option for an 8% equity stake (per the 2025 strategic partnership terms) would be triggered. As of early September 2026 no public filing had followed the confidential submission (re-verified, no change since mid-August).", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.cameco.com/media/news/cameco-announces-westinghouses-confidential-submission-of-draft-registration-statement", "lastUpdated": "2026-09-03", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "First fueled eVinci test at INL's DOME test bed", "description": "Begin the fueled eVinci test-reactor experiment (a 3 MWt scaled unit) at the National Reactor Innovation Center's DOME facility at Idaho National Laboratory - the first US microreactor test of its kind, de-risking the commercial eVinci design. Westinghouse cleared a precursor milestone on August 24, 2026, completing zero-power criticality testing with Los Alamos and Idaho National Laboratories at the NNSA's National Criticality Experiments Research Center in Nevada, validating the reactor's physics models and core design assumptions ahead of the fueled DOME run. The fueled test itself remained pending as of late August 2026, past DOE's earlier 'as early as spring 2026' framing; the most recent public guidance continued to target the opening run sometime this year.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.world-nuclear-news.org/articles/criticality-testing-milestone-for-westinghouses-evinci-microreactor", "lastUpdated": "2026-08-26", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Deploy eVinci at Fort Drum under the Army's Janus Program", "description": "On August 26, 2026, Westinghouse Government Services was selected for the next phase of the US Army's Janus Program, a $2.2B, five-year initiative backed by the Department of War's Defense Innovation Unit to build and operate more than 20 commercial nuclear microreactors across military installations. Westinghouse's eVinci microreactor was matched to Fort Drum, New York as one of five initial sites awarded to five reactor developers; the selection follows eVinci's August 24, 2026 zero-power criticality milestone at the Nevada National Security Site.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://info.westinghousenuclear.com/news/westinghouse-evinci-microreactor-selected-for-u.s.-army-janus-project", "lastUpdated": "2026-08-28", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Convert the US-Saudi nuclear pact into an AP1000 order", "description": "Following the July 23, 2026 US-Saudi peaceful nuclear cooperation agreement, the deal remains in diplomatic limbo: one day after the signing, President Trump conditioned approval on Saudi Arabia joining the Abraham Accords to normalize relations with Israel, and Saudi Arabia has so far resisted signing, insisting on progress toward Palestinian statehood first. Congressional review was still pending as of late August 2026. A potential multi-decade, multi-billion-dollar Saudi AP1000 program with Westinghouse as likely builder cannot proceed until these preconditions are resolved. Re-verified September 2026, no change.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.cfr.org/articles/the-u-s-saudi-nuclear-deal-set-off-tremors-is-it-still-alive", "lastUpdated": "2026-09-04", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Close Series C financing", "description": "Aalo is reportedly negotiating a Series C of roughly $500M, building on an existing SAFE with a $3B valuation cap, expected to price around a $4-5B valuation; proceeds are earmarked chiefly for the Gigawatt Factory. Still not closed as of September 8, 2026 - no company announcement, and the official site continues to cite $300M+ raised.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.aalo.com/company", "lastUpdated": "2026-09-08", "company": { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Stand up mass-manufacturing reactor factories and in-house fuel production", "description": "Valar says its $1B Series B is earmarked to build reactor-manufacturing factories that scale output from single units toward 'tens, then hundreds, then thousands' of reactors per year, and to stand up in-house TRISO fuel production tied to its DOE Fuel Line Pilot Program selection - vertically integrating the hardware supply chain from deployment through long-term operations and fuel. The first piece of that fuel buildout is already under construction: a co-located Valarin Fuel Fabrication Facility next to Ward250 at the Utah site, intended to manufacture TRISO-coated particle fuel in graphite compacts using German HOBEG-derived technology. No separate reactor-manufacturing factory site or opening date has been announced yet as of September 4, 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.powermag.com/valar-atomics-ward-250-becomes-second-reactor-to-go-critical-under-doe-pilot-program/", "lastUpdated": "2026-09-04", "company": { "slug": "valar-atomics", "name": "Valar Atomics", "url": "https://www.ventureatlas.org/company/valar-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/valar-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Complete SPARC assembly and commissioning", "description": "Close the external cryostat, integrate fuel and diagnostic lines, and complete final commissioning of the integrated tokamak, cryogenic, RF heating, and magnet systems at the Devens campus.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://interestingengineering.com/energy/us-nuclear-fusion-vacuum-vessel", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Move Fall Line Fusion Power Station through PJM interconnection study", "description": "Local land-use approval is already secured (Chesterfield County granted final zoning/conditional-use approval in September 2025). The remaining long-lead item is PJM Interconnection's multi-year (roughly 4-6 year) engineering study and approval process for the April 2026 grid-interconnection request, alongside locking down the final ARC plant design ahead of construction later this decade.", "targetDate": "2026-2032", "sortKey": 202606, "source": "https://cfs.energy/chesterfield/overview/", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Scale the HTS magnet supply business", "description": "Execute the April 2026 Realta Fusion long-term HTS magnet supply agreement and turn the Type One Energy licensing deal, WHAM magnet supply, and Realta partnership into a recurring magnet business that funds the fusion roadmap before SPARC and ARC reach revenue.", "targetDate": "2026+", "sortKey": 202606, "source": "https://techcrunch.com/2026/04/02/commonwealth-fusion-systems-leans-on-magnets-for-near-term-revenue/", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Raise Polaris repetition rate toward 1 Hz", "description": "Push Polaris from one pulse every ~10 minutes toward sustained 1 Hz operation - the rate Helion needs to convert fusion energy into recapturable electricity in commercial operation.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.geekwire.com/2026/helion-makes-big-bet-on-tiny-merge-fusion-testbed-to-meet-aggressive-microsoft-timeline/", "lastUpdated": "2026-08-30", "company": { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Finalise the OpenAI gigawatt-scale supply deal", "description": "Move the OpenAI negotiations from term sheet to a binding agreement - reportedly 5 GW by 2030 scaling to 50 GW by 2035 - and identify the sites and Orion-class plants needed to deliver that capacity. Talks remained ongoing and unsigned as of August 2026, with site selection among the unresolved terms, and the arrangement has drawn Congressional and courtroom scrutiny over Sam Altman's personal stake in Helion and his recusal from the talks.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.geekwire.com/2026/openai-ceo-sam-altmans-stake-in-helion-energy-draws-scrutiny-in-musk-trial-and-on-capitol-hill/", "lastUpdated": "2026-08-30", "company": { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Pick the first plant site and start construction", "description": "Convert the April 7, 2026 completion of the Alabama/Ohio/Texas site evaluation tour into a final site choice and start construction of the initial ~50 MWe Da Vinci facility, contingent on the TMTG merger close (still targeted by end of 2026) and approvals. Re-verified September 6, 2026: no final site had been announced, and TAE's homepage still lists the April tour as the latest siting update.", "targetDate": "2026", "sortKey": 202606, "source": "https://tae.com/tae-technologies-completes-multi-state-site-evaluation-tour-for-first-fusion-power-plant/", "lastUpdated": "2026-09-06", "company": { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Upgrade Norm to 100 million °C", "description": "Push the current experimental platform from 70+ million °C - already the highest temperature recorded on a steady-state FRC - toward 100 million °C to validate operating modes and hardware for TAE's next-generation reactors. Re-verified September 6, 2026 on TAE's FAQ: the upgrade remains described as planned/in progress, with no announcement that 100 million °C has been reached.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://tae.com/faq-company/", "lastUpdated": "2026-09-06", "company": { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Deliver the first STEP magnet work packages", "description": "Execute the eight magnet work packages under the £70M STEP contract with UK Fusion Energy, covering magnets, tokamak systems and plasma integration, and use ST40 as the test bed for magnetic configurations feeding STEP's later design phases. After the company said it will not construct its own pilot plants, STEP is the flagship construction programme Tokamak Energy is attached to.", "targetDate": "2026-2029", "sortKey": 202606, "source": "https://tokamakenergy.com/2026/04/14/tokamak-energy-named-magnet-systems-partner-for-step-fusion-programme/", "lastUpdated": "2026-09-06", "company": { "slug": "tokamak-energy", "name": "Tokamak Energy", "url": "https://www.ventureatlas.org/company/tokamak-energy", "apiUrl": "https://www.ventureatlas.org/api/company/tokamak-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 2, "total": 2 } }, { "title": "Stand up UK HTS tape manufacturing with Furukawa Electric", "description": "Turn the June 2026 Furukawa Electric collaboration into domestic UK production of high-temperature superconducting tape, the single largest supply constraint on HTS magnet programmes - STEP's magnet system alone is expected to need around 30,000 km of it. US-based production at Furukawa subsidiary SuperPower Inc in New York has already delivered first tape batches; UK-based manufacturing capability is still being evaluated.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.furukawaelectric.com/en/release/2026/metal_20260615.html", "lastUpdated": "2026-09-06", "company": { "slug": "tokamak-energy", "name": "Tokamak Energy", "url": "https://www.ventureatlas.org/company/tokamak-energy", "apiUrl": "https://www.ventureatlas.org/api/company/tokamak-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 2, "total": 2 } }, { "title": "Advance the UK Infinity Fusion Consortium plant project", "description": "Move the consortium formed in May 2026 with Type One Energy and AECOM toward the first private-sector-led commercial fusion power plant project in the UK. After Tokamak Energy said it will not construct future pilot plants itself, its likeliest role is as HTS magnet and systems partner rather than plant owner-builder.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.ans.org/news/article-8010/fusion-consortium-established-to-advance-privatesector-fusion/", "lastUpdated": "2026-09-06", "company": { "slug": "tokamak-energy", "name": "Tokamak Energy", "url": "https://www.ventureatlas.org/company/tokamak-energy", "apiUrl": "https://www.ventureatlas.org/api/company/tokamak-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 2, "total": 2 } }, { "title": "Scale HTS cable and magnet production", "description": "Use the July 2026 round to expand high-temperature superconducting cable and magnet manufacturing and the engineering systems behind stellarator production across the Munich, Paul Scherrer Institute and Culham sites, and hire across engineering, manufacturing and operations.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.proximafusion.com/press-news/proxima-fusion-raises-eu411-million-to-build-europes-commercial-fusion-champion", "lastUpdated": "2026-08-31", "company": { "slug": "proxima-fusion", "name": "Proxima Fusion", "url": "https://www.ventureatlas.org/company/proxima-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/proxima-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Convert the Alpha MoU into binding financing and permits", "description": "Turn the February 2026 memorandum of understanding with RWE, the Free State of Bavaria and Max Planck IPP into firm agreements: roughly 20% private financing, roughly 20% Bavarian co-financing against the up-to-€400M High-Tech Agenda, federal funding, and the permitting needed to build at Garching. The July 2026 €411M round met Bavaria's private-match condition, unlocking its €400M pledge; a further ~€1.2B in German federal funding for Alpha remains uncommitted and is expected to go out to tender later in 2026, alongside the ~€125M STRIDE national fusion hub - whose Aug 2026-Dec 2029 phased rollout began with a governance and partner-alignment phase covering 34 initial partners - as a separate, complementary funding channel.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.mpg.de/26861952/proxima-fusion-raises-411-million-euros", "lastUpdated": "2026-08-31", "company": { "slug": "proxima-fusion", "name": "Proxima Fusion", "url": "https://www.ventureatlas.org/company/proxima-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/proxima-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Test a full-scale production pulser module", "description": "Complete and test full-scale pulser modules, each roughly 40x the size of Sirius and 3x the June 2026 scaled prototype, to prove the unit that will be manufactured 156 times over for the Demonstration System. Nature reporters visiting the Los Lunas build center in August 2026 found two of the more than 150 full-scale modules already completed.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.nature.com/articles/d41586-026-02620-3", "lastUpdated": "2026-08-31", "company": { "slug": "pacific-fusion", "name": "Pacific Fusion", "url": "https://www.ventureatlas.org/company/pacific-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/pacific-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Build the 156-module Demonstration System", "description": "Manufacture and assemble all 156 production-scale pulser modules at the New Mexico campus, supported by component production at the Los Lunas build center, and integrate them with the target chamber and diagnostics.", "targetDate": "2026-2030", "sortKey": 202606, "source": "https://www.pacificfusion.com/locations", "lastUpdated": "2026-08-31", "company": { "slug": "pacific-fusion", "name": "Pacific Fusion", "url": "https://www.ventureatlas.org/company/pacific-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/pacific-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Bed in the Spirit AeroSystems integration", "description": "With the December 2025 acquisition closed and ~15,000 Spirit employees folded into Boeing, the focus shifts to translating it into measurable quality gains - Boeing reports a 45% drop in 737 fuselage defects since 2024 - and stabilising rail deliveries of 737 fuselages from Wichita, which now builds more than 70% of the 737 MAX airframe, as the line ramps to 47/month and the new Everett North Line opens (July 6, 2026). Boeing backed the integration with a $2.35B Wichita reinvestment (announced May-June 2026) and, with Wichita State University's WSU Tech, a roughly 35,000-square-foot Boeing Workforce Training Center for aerospace technicians expected to open by the end of 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.kwch.com/2026/05/08/boeing-partners-with-wsu-tech-workforce-training-center-support-aircraft-production/", "lastUpdated": "2026-09-09", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Keep executing the safety and quality plan", "description": "Boeing's recovery still depends on sustaining its Safety Management System rollout, factory-level quality controls, and stronger safety governance across Commercial Airplanes as production rates climb. The FAA formally moved from a hard numerical production cap (the 38/month ceiling set after the January 2024 door-plug incident) to a performance-based oversight model in March 2026, delegating more individual airworthiness ('ticketing') authority back to Boeing's own authorized representatives as trust rebuilds. Passing the FAA's capstone review to run the 737 line at rate 47 in May 2026 was an explicit validation of those quality gates; lifting further toward rate 52 (and ultimately 63) remains contingent on holding defect rates down as Spirit AeroSystems is folded back in.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.airdatanews.com/boeing-lifts-737-production-rate-after-faa-consultation-progresses-on-max-7-10-certification/", "lastUpdated": "2026-09-09", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Advance the Boeing-Anduril IFPC Increment 2 interceptor through Phase 2", "description": "After the September 9, 2026 Army downselect, Boeing and Anduril move into detailed design, system development, integration and a competitive capability demonstration for the IFPC Increment 2 second interceptor. The design uses an Anduril solid rocket motor. A later production award would put the team into the Army's midrange air-defense interceptor magazine.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.boeing.com/features/2026/09/boeing-anduril-midrange-interceptor-advances-in-us-army-competition", "lastUpdated": "2026-09-10", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Close the 2026 C919 delivery gap", "description": "COMAC delivered 10 C919s through August 2026 - 8 in the first half plus 2 in July (Air China's 12th and China Southern's B-659G on July 21) and none in August - against the 33-aircraft total Chinese airlines have planned for the year, leaving it on track to miss the annual goal by a wide margin. Cumulative deliveries since the 2023 entry into service now stand at about 42. IBA's September 2026 forecast still expects roughly 28 C919s for the full year, rising toward 59 in 2028 and 93 by 2030. The near-term challenge is unblocking LEAP-1C engine supply, easing labor shortages, and lifting monthly throughput after the August pause.", "targetDate": "2026", "sortKey": 202606, "source": "https://leehamnews.com/2026/09/01/boosting-c919-production-rates-remains-comacs-real-test/", "lastUpdated": "2026-09-11", "company": { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Execute DIU $219M high-Mach payload-release demos", "description": "The May 2026 $159M DIU contract modification - taking the program ceiling to $219M - commits Hermeus to a series of intensive 2026-2027 flight tests with the USAF and USN proving uncrewed Quarterhorse can hold high-Mach speeds while carrying and releasing payloads, the technical foundation for a Darkhorse-class operational system. Hermeus cleared the first concrete step in late July 2026, when Quarterhorse Mk 2.1's fifth flight completed an unmanned stores-separation test under DIU's HyCAT program, safely releasing an external payload; the campaign continues toward higher-Mach payload releases through 2027.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.armyrecognition.com/news/aerospace-news/2026/u-s-defense-innovation-unit-moves-quarterhorse-aircraft-toward-operational-military-use", "lastUpdated": "2026-09-07", "company": { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Bring Mk 2.2 and Mk 2.3 online", "description": "Hermeus says the new financing lets it run a fleet of three F-16-scale Quarterhorse aircraft and begin customer payload integration rather than iterating one airframe at a time. Anduril's September 3, 2026 announcement said Hermeus will soon fly its second aircraft, Mk 2.2, built in under a year and targeted to reach Mach 2-plus while demonstrating a Hermeus-developed pre-cooler and variable-geometry inlet, a steppingstone toward Mk 2.3. Mk 2.3 - built with a steel airframe at the new El Segundo facility - is targeted to fly in the first half of 2027 aiming for Mach 3.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.anduril.com/news/hermeus-selects-anduril-to-bring-mission-autonomy-to-high-mach-flight", "lastUpdated": "2026-09-07", "company": { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "El Segundo HQ ramp and Atlanta production scale-up", "description": "The ~62,550 sq ft El Segundo headquarters at 888 North Douglas (a former Northrop Grumman campus) is expected to add more than 200 jobs over the next year as executive, design, and prototyping teams consolidate in California, with full occupancy expected in early 2027; the 175-person Atlanta facility is shifting toward production-rate assembly work for the growing Quarterhorse fleet.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://commercialobserver.com/2026/04/la-aerospace-defense-office-el-segundo-el-segundo/", "lastUpdated": "2026-09-07", "company": { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "HEAT engine test facility completion", "description": "The High Enthalpy Air-breathing Test (HEAT) facility at Cecil Airport in Jacksonville - a ~$135M investment expected to create 100+ jobs over the decade - is being built in phases toward continuous high-Mach vitiated-air ground testing of the F100 and Chimera engines. The first phase came online with sea-level static F100 tests in January 2025; Hermeus has said services should continue scaling in 2026, and as of September 9, 2026 the site is also running Ramjet-X engine tests. The site is also intended to base high-Mach Quarterhorse flight-test operations into the Eastern Range.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.hermeus.com/newsroom-content/hermeus-brings-heat-facility-online-with-f100-engine-testsnbsp", "lastUpdated": "2026-09-11", "company": { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "HX-2 hybrid-electric flight demonstration", "description": "With the all-electric X1 having completed its piloted maiden flight on August 12, 2026, Heart's next major flight-test milestone is the X2 prototype, meant to demonstrate the Independent Hybrid propulsion system in flight. Wikipedia still lists a 2026 hybrid-electric demonstration target. FlightGlobal reported on August 28, 2026 that Heart is analyzing X1 data before further sorties and that focus is turning to the next aircraft targeted for 2028 (the pre-production ES-30 already on a 2028 flight-test next step). Heart's own site has not announced an X2 flight or a formal slip of the 2026 hybrid demo as of September 6, 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.flightglobal.com/north-america/2026/08/heart-takes-stock-after-x-1-first-flight-before-committing-to-further-sorties/", "lastUpdated": "2026-09-06", "company": { "slug": "heart-aerospace", "name": "Heart Aerospace", "url": "https://www.ventureatlas.org/company/heart-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/heart-aerospace" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Push BotQ from 1/hour toward 50,000/year", "description": "Figure hit a 24x throughput jump in early 2026 to one Figure 03 per hour and crossed 1,000 units produced on July 23, 2026, sustaining that pace over several months. The next phase is holding the rate as volumes climb further, finishing the publicly-stated supply-chain decoupling from China, and scaling toward Adcock's stated 50,000-unit annual target on the way to 100,000 robots across four years.", "targetDate": "2026-2029", "sortKey": 202606, "source": "https://www.humanoidsdaily.com/news/a-golden-milestone-figure-manufactures-its-1-000th-figure-03-humanoid", "lastUpdated": "2026-09-04", "company": { "slug": "figure-ai", "name": "Figure AI", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Execute the Catalyst Brands deployment", "description": "Stand up the Reno, Nevada Figure 03 fleet on the Joey Pouch sorting/packing system, prove throughput and uptime on a live retail-logistics floor, and use the program as the template for broader Catalyst Brands and other retail-logistics deployments. As of August 2026, neither company has disclosed the robot count or operating scale of the rollout, so it still reads as an early implementation phase rather than standing production.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://corporate.jcpenney.com/2026/05/26/catalyst-brands-taps-figure-ai-for-humanoid-automation/", "lastUpdated": "2026-09-04", "company": { "slug": "figure-ai", "name": "Figure AI", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Scale Helix-02 from demos to standing production", "description": "After the 8-hour, extended 40-hour, and 200-hour (~250,000-package, zero-failure) autonomous package-sorting demos in May 2026, the next milestone is keeping Helix 02 in continuous Catalyst-style commercial production rather than one-off marathons, while extending whole-body autonomy across additional logistics, office, and home tasks. No independent reporting as of August 2026 confirms continuous paying production has replaced the demo cadence.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://interestingengineering.com/ai-robotics/figure-03-humanoid-robot-200-hour-shift", "lastUpdated": "2026-09-04", "company": { "slug": "figure-ai", "name": "Figure AI", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Broaden home-task autonomy on Figure 03", "description": "After dishwasher and living-room demos, keep expanding Helix 02 across more rooms, tools, and multistep household routines so Figure 03 can move from staged home tasks to real residential pilots inside the Brookfield-supplied housing footprint. Project Go-Big has already produced zero-shot, language-conditioned home navigation from egocentric human video. Index, launched August 25, 2026, is the main new data pipe: Figure's September 3 Nscale post said the pipeline was generating 35 minutes of data every second (up from the 30 minutes per second cited at launch). As of September 11, 2026 Figure has not posted a later home-pilot or Helix home-task update on its news page.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.figure.ai/news/figure-and-nscale-sign-strategic-partnership", "lastUpdated": "2026-09-11", "company": { "slug": "figure-ai", "name": "Figure AI", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Push Gemini Robotics foundation models into Atlas", "description": "Extend the Boston Dynamics-Google DeepMind partnership from Spot (where Gemini Robotics ER 1.6 now powers AIVI-Learning) into Atlas, integrating Gemini Robotics foundation models for broader humanoid task learning beyond reinforcement learning policies. Google DeepMind shipped Gemini Robotics 2 on July 30, 2026 with true whole-body control (legs, torso, arms, and five-fingered hands under one learned policy) - but the public demonstration platform was Apptronik's Apollo 2, not Atlas. As of September 12, 2026 an Atlas-specific integration milestone still has not shipped. Claims of an already-shipped 'Gemini 3-powered Atlas' continue to circulate in low-quality financial-content aggregators but remain uncorroborated by Boston Dynamics, TechCrunch, The Robot Report, or Google DeepMind's own blog, and are not reflected here.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://deepmind.google/blog/gemini-robotics-2-brings-whole-body-intelligence-to-robots/", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Appoint a permanent CEO", "description": "Conclude the board's CEO search to replace interim CEO Amanda McMaster, who took over from retired founder/CEO Robert Playter on February 27, 2026. In a June 30, 2026 interview she confirmed she was still serving as interim chief executive with the search ongoing. As of September 12, 2026 no successor has been named; McMaster remains listed as Interim CEO and CFO, and she spoke for the company at the September 8 Dynamic Creatures launch.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/09/08/3357547/0/en/dynamic-creatures-emerges-from-stealth-to-launch-new-category-of-mobile-interactive-character-robots-for-hospitality-and-entertainment.html", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Expand Spot with FieldAI in dynamic sites", "description": "Build on the March 2026 FieldAI partnership: expand Spot deployments across construction and other changing environments using Field Foundation Models for autonomous inspections, mapping, and monitoring in less structured sites, with Stretch and the electric Atlas named as the next platforms to integrate FieldAI. A February 2026 Boston Dynamics case study reported that construction customers using FieldAI-equipped Spot deployments across Asia, Europe, and North America cut inspection and documentation time by more than 90%. As of September 12, 2026 no new deployment figures or Stretch/Atlas FieldAI integration have been announced.", "targetDate": "2026", "sortKey": 202606, "source": "https://bostondynamics.com/case-studies/field-ai-boston-dynamics-made-autonomy-practical-on-construction-sites/", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Scale the DHL and Lidl Stretch programs", "description": "Convert DHL's 1,000-unit MOU (plus its separate $15M North American automation investment) and Lidl's Netherlands/Belgium/Austria/Spain rollout into delivered fleets, while widening Stretch's case-picking capabilities beyond container/trailer unloading. Lidl's December 2025 plan called for integrating Stretch into regular import-warehouse operations in the Netherlands and Belgium by May 2026, and into Austria and Spain as a standard solution by mid-2026. As of September 12, 2026 neither Lidl nor Boston Dynamics has published confirmation that those mid-2026 country rollouts are complete, and no new DHL or Lidl unit commitment has been reported.", "targetDate": "2026-2030", "sortKey": 202606, "source": "https://www.mmh.com/article/after_pilot_program_grocery_company_lidl_rolling_out_fleet_of_22_robots_from_boston_dynamics_to_automate_container_unloading", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Broaden Hyundai deployment programs and build the Atlas factory", "description": "Turn Hyundai's $26B U.S. investment plan - which funds a robotics factory targeting 30,000 Atlas units/year by 2028 and Atlas deployment at Hyundai's Georgia Metaplant (sequencing first from 2028, assembly by 2030) - into broader Spot, Stretch, and Atlas deployment across manufacturing and logistics programs. At Hyundai Motor's August 26, 2026 CEO Investor Day, the company reaffirmed 2028 U.S. robot production at 30,000 units a year, said an initial committed volume of 25,000 units is already confirmed, and said the factory site will be announced by year-end, with Atlas first deployed at Hyundai Motor Group Metaplant America from 2028. The 25,000+ unit Hyundai/Kia deployment plan drew escalating labor pushback in Korea through most of August 2026: after strikes in July and a fourth round of partial stoppages running August 12-16 pushed cumulative Hyundai Motor production losses to an estimated 42,510+ vehicles and roughly $1.3B in lost revenue, Hyundai's union staged a full-day walkout on August 21 (its first in a decade) before a 17th round of negotiations produced a tentative wage agreement on August 24-25: a 100,000-won (~$72) monthly base increase, a performance bonus of more than 400% of monthly salary, a separate 12.5-million-won lump-sum payment, an extended retirement age, and a commitment to hire 500 new technical workers in 2027-2028. Union members ratified the deal on August 31, 2026 with 61.55% approval (78.63% turnout), ending the 117-day dispute; Hyundai has maintained throughout that the 2028 Atlas plan is not formally part of the wage talks.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.koreatimes.co.kr/business/companies/20260901/unionized-workers-at-hyundai-motor-accept-wage-deal", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Advance toward a Nasdaq IPO", "description": "With Hyundai-affiliated shareholders now sole owners after buying out SoftBank's remaining stake (board-approved June 22, 2026 and closed July 20, 2026, resolving SoftBank's put option), Boston Dynamics' long-anticipated Nasdaq listing is still unresolved. Reporting since mid-2026 has stayed mixed: some accounts frame Chairman Euisun Chung's increased personal stake (raised to roughly 25% via a Jul-Aug 2026 rights offering) as fueling a Nasdaq IPO prospect (floated as early as H1 2027 at implied valuations around ~$21B, the Hyundai Glovis 2025 mark, as humanoid peers re-rate), while a Hyundai Motor CFO told analysts in January 2026 that 'nothing has been confirmed yet' on an IPO review, and some coverage frames the full buyout and rights offering as Hyundai recapitalizing the company privately rather than rushing to list. No underwriter selection or preliminary filing had been publicly confirmed as of late August 2026.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.koreatimes.co.kr/business/companies/20260719/hyundai-motor-chief-to-raise-boston-dynamics-stake-fueling-nasdaq-ipo-prospect", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Land a first named logistics partner for Spot last-mile delivery", "description": "Convert the July 14, 2026 'Bridging the Porch Gap' concept reveal - Spot riding in a delivery van, then walking parcels the final ~50 feet from curb to doorstep using a conveyor payload that carries two packages at a time (Boston Dynamics estimates that covers at least 60% of an average delivery van's load) - into a named pilot. Boston Dynamics said it was in talks with major logistics companies toward a full pilot in which Spot would work alongside a driver to deliver roughly 200 packages a day, five days a week. As of September 12, 2026 the company still has not named a partner, city, or start date.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://bostondynamics.com/blog/bridging-the-porch-gap/", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Resolve the ICE Spot procurement into a signed contract", "description": "Follow ICE's Office of Firearms and Tactical Programs' August 27, 2026 sole-source procurement notice for an estimated $1-2M of Spot robots and accessories (place of performance: Fort Benning, Georgia) through to a formal solicitation and, if pursued, a signed contract. The DHS forecast listed an expected solicitation date of September 4, 2026, but as of a September 9 Boston.com report the government had still not issued an RFP. Volume, delivery timeline, and whether the noncompetitive award survives scrutiny remain unconfirmed; Boston Dynamics has restated that any attempted weaponization is prohibited under its terms.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.boston.com/news/local-news/2026/09/09/ice-plans-to-buy-boston-dynamics-robot-dogs/", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Respond to NHTSA Cybercab audit AQ26002 and expand paid service", "description": "Commercial Cybercab rides started in Austin on September 3, 2026 via the paid Robotaxi app. NHTSA opened Open Audit Query AQ26002 the same day covering an estimated 1,000 Cybercabs to examine how Tesla self-certified the steering-wheel-free design against FMVSS. MotorTrend's September 8 first-ride report said the app opened Cybercab hails to the public on September 4 in Austin only, with 45 Cybercabs registered locally, surface-street routing, no airport service yet, and sample fares around $2.93 per mile. tesla.com/robotaxi still lists Cybercab as a live fleet vehicle. The next watch items are Tesla's reply to the still-open audit and whether paid Cybercab rides leave Austin.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.motortrend.com/reviews/tesla-cybercab-first-ride-austin-robotaxi-review", "lastUpdated": "2026-09-09", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Show Cybercab in Beijing, Shanghai and other Asian cities", "description": "Tesla China said Cybercab will go on public display in Beijing, Shanghai and other cities from mid-September 2026 to show design and technology. The company said the tour does not mean Cybercab will be sold in China or that Tesla will start commercial robotaxi service there. Tesla Asia also listed Hong Kong and Tokyo as display cities. The next watch item is whether the mid-September stops stay as static showroom exhibits.", "targetDate": "Mid-September 2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/09/04/tesla-cybercab-begins-us-operations-china-debut-sept/", "lastUpdated": "2026-09-07", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Host the Tesla Semi factory inauguration event in Nevada", "description": "Tesla announced on/around August 24, 2026 an invite-only 'rollout' event for September 24, 2026 at its dedicated Semi factory in Sparks, Nevada, celebrating the official opening of the ~1.7M-square-foot facility (part of a $3.6 billion expansion announced in 2023) with factory tours and ride-alongs in the updated Semi. RSVPs are due September 2, 2026; attendees must be 21+ with ID checked, mirroring the format of the September 3 Cybercab launch event.", "targetDate": "2026-09-24", "sortKey": 202606, "source": "https://www.notateslaapp.com/news/4607/tesla-announces-tesla-semi-event-at-new-nevada-factory", "lastUpdated": "2026-08-29", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Grow FSD and software monetization", "description": "Active FSD subscriptions reached 1.48M in Q2 2026, up 56% year over year and the largest quarterly add in Tesla's history, generating roughly $791M of annualized software revenue with over 55% of new North American deliveries attaching FSD at purchase. FSD (Supervised) is now cleared in six EU markets after Slovenia approved the system on September 8, 2026 (Netherlands, Lithuania, Estonia, Denmark, Belgium, Slovenia); Tesla Europe said the Slovenian rollout will begin soon. Italy has filed to adopt the Dutch approval, while Germany, France, Spain, and the Czech Republic are holding out for a coordinated EU-wide decision rather than a national clearance Brussels could later overturn. Germany's KBA is not relying solely on the Dutch paperwork and received a dedicated Tesla vehicle in July 2026 for its own independent evaluation, with the Autobahn speed offset a specific sticking point. The next qualified-majority TCMV vote is still preliminarily expected around October 6, 2026, though industry trackers warn continued disagreement over specifics like the speed offset could push a final decision into late 2026 or 2027; separately, reporting around August 6 indicated Dutch approval authority RDW is withholding the underlying FSD safety and evaluation documentation from public view at Tesla's request, adding controversy ahead of the vote. The next step is sustaining subscription growth, winning that EU-wide vote, and turning the same AI stack into Robotaxi revenue.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.reuters.com/business/slovenia-clears-teslas-fsd-driver-assistance-ahead-eu-vote-2026-09-08/", "lastUpdated": "2026-09-08", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Scale manufacturing capacity toward 20,000 humanoids in 2026", "description": "Near-term target is 20,000 humanoid robots shipped in 2026 (vs 5,500 in 2025) - a nearly 4x increase (some September coverage around Unitree's IFA Berlin showcase instead frames it as a 10,000-20,000 range, but the company's own guidance remains 20,000). Medium-term goal over five years is 75,000 humanoids and 115,000 quadrupeds annually (190,000 total). IPO proceeds are earmarked for a smart manufacturing base to replace the current manual/outsourced assembly model and achieve modular, flexible mass production at scale. H1 2026 shipments of roughly 5,900 units imply Unitree needs a sharp second-half acceleration to reach the 20,000-unit full-year target; no updated shipment tally has been published since mid-August.", "targetDate": "2026-2030", "sortKey": 202606, "source": "https://www.scmp.com/tech/tech-trends/article/3363544/agibot-overtakes-unitree-top-global-humanoid-robot-vendor-first-half-amid-ipo-push", "lastUpdated": "2026-09-05", "company": { "slug": "unitree-robotics", "name": "Unitree Robotics", "url": "https://www.ventureatlas.org/company/unitree-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/unitree-robotics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Broaden the embodied-AI product stack and navigate Pentagon listing, FCC Covered List, and the GUARD Act", "description": "Continue expanding from finished robots into embodied models, dexterous hands, robotic arms, sensors, and now the GD01 manned mecha unveiled in May 2026. In late July 2026 Unitree shipped UnifoLM-OmniA-0.3, a unified speech/vision/navigation/manipulation AI model aimed at home-care and wellness tasks. On September 7, 2026 it posted UnifoLM-X2-1.0, claiming the first fully autonomous humanoid combat driven in real time by a world model without teleoperation. The Pentagon's June 8, 2026 Section 1260H listing restricts direct DoD contracting with Unitree from June 30, 2026 and indirect procurement from June 2027. On July 28, 2026 the FCC went further and added foreign humanoid and quadruped robots to its Covered List directly, ahead of the bipartisan GUARD Act (H.R. 9129, introduced June 3, 2026) that had proposed the same step through legislation - new Unitree equipment authorizations in the US now require a Department of War Conditional Approval, while domestic China and non-U.S. markets remain unaffected. A separate bill, the Blocking CCP Spy Tech Act of 2026 (S.4586, introduced by Sens. Rick Scott and Tom Cotton around May 20-21, 2026), also names Unitree among six Chinese tech firms for a national-security investigation that could feed further Covered List additions. As of early September 2026 Unitree had still issued no public legal challenge to any of these measures (re-verified; unlike Alibaba, which sued the Pentagon over its own 1260H listing), even as Beijing imposed broad retaliatory trade measures over the U.S. designations. Adding to the scrutiny, researcher Olivier Laflamme's August 2026 disclosure of two wormable root-RCE flaws in the G1 EDU (CVE-2026-76639, CVE-2026-76640, both since patched) gives critics of Chinese-made robots a concrete security incident to point to alongside the geopolitical designations.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://weibo.com/1818617132/Rh1L0yayz", "lastUpdated": "2026-09-08", "company": { "slug": "unitree-robotics", "name": "Unitree Robotics", "url": "https://www.ventureatlas.org/company/unitree-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/unitree-robotics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Scale Apollo production through Jabil", "description": "Apptronik's manufacturing route runs through Jabil rather than through factories of its own, under the April 2025 collaboration that also puts Apollo to work inside Jabil's own operations. Neither company has published 2026 production volumes. Proving that a contract manufacturer can build humanoids at rate is the supply-side half of the 2027 plan, and it is the part Apptronik controls least directly.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://investors.jabil.com/news/news-details/2025/Apptronik-and-Jabil-Collaborate-to-Scale-Production-of-Apollo-Humanoid-Robots-and-Deploy-in-Manufacturing-Operations/default.aspx", "lastUpdated": "2026-09-06", "company": { "slug": "apptronik", "name": "Apptronik", "url": "https://www.ventureatlas.org/company/apptronik", "apiUrl": "https://www.ventureatlas.org/api/company/apptronik" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Expand the Robot Park network to customer and partner sites", "description": "The Austin Robot Park is the flagship of what Apptronik describes as a growing network of Robot Parks at customer and partner locations, including data-collection workflows at Google DeepMind, Mercedes-Benz and GXO. The June 30, 2026 release said the company plans to open new Robot Park locations in more cities soon. More sites mean more task diversity, which is the input both Apollo 3 and Google DeepMind's Gemini Robotics models depend on.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://apptronik.com/news-collection/welcome-to-robot-park-where-apptroniks-apollo-goes-to-work", "lastUpdated": "2026-09-06", "company": { "slug": "apptronik", "name": "Apptronik", "url": "https://www.ventureatlas.org/company/apptronik", "apiUrl": "https://www.ventureatlas.org/api/company/apptronik" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Build the restructured Georgia plant", "description": "Keep the roughly 2,000-acre Stanton Springs North facility on track for production in late 2028 under the restructured plan: an initial-phase capacity of 300,000 vehicles per year supported by a renegotiated DOE loan of up to $4.5B that Rivian expects to begin drawing in early 2027. On August 5, 2026 Rivian released detailed site plans and renderings, unveiled at a press briefing at its new East Coast HQ in Atlanta, showing primary factory structures fully enclosed by 2027 to allow tool installation ahead of production, surrounded by a public-facing 63,550-sq-ft visitor build-out (museum, walking trails, cabins, campsites, and an off-road test track) rolled out in three phases. The plant is set to build R2, the upcoming R3/R3X, robotaxis and delivery vans, and could reach full capacity by the end of the decade. By late August 2026 Rivian said site construction was 'progressing well,' with crews grading roads and installing water and sewer infrastructure across the property.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.ajc.com/business/2026/08/rivian-says-construction-progressing-well-at-5b-georgia-factory-site/", "lastUpdated": "2026-09-08", "company": { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": null }, { "title": "Roll out the Gen 2 autonomy roadmap toward eyes-off driving", "description": "CEO RJ Scaringe said in June 2026 that Rivian will bring supervised, Tesla-FSD-like point-to-point driving to its Gen 2 vehicles within 2026, followed by eyes-off autonomy in 2027. The near-term milestone is Universal Hands-Free 2.0 - extending hands-free driving off the highway to surface streets with traffic-light and stop-sign response, lane changes, on-ramp-to-off-ramp handling, and auto-park - targeted for Q3 2026, ahead of the type-in-an-address 'Point to Point' supervised feature slated for late 2026. Rivian is also moving Universal Hands-Free from a free capability toward a paid feature, extending its Autonomy+ trial as the transition begins. A late-2026 hardware upgrade begins shipping Rivian's ACM3 (Autonomy Compute Module 3) plus a roof-mounted lidar sensor on R2. The stack underpins the performance milestones tied to Uber's up-to-$1.25B investment and the planned 2028 robotaxi rollout in San Francisco and Miami, expanding to 25 cities by 2031 - Rivian's clearest signal that it wants autonomy to become a major business line rather than just an ADAS feature set. On September 4, 2026 Rivian shipped the 2026.31 update carrying RivianOS 2 - a UI and AI overhaul (Unreal Engine 5 graphics, Unified Intelligence assistant, police/speed-camera alerts) unifying R1 and R2 onto one software stack - but that release still did not include Universal Hands-Free 2.0's surface-street driving upgrade, leaving under four weeks inside the targeted Q3 2026 (ending September 30) window. On its Q2 2026 earnings call Rivian said it also still expects an additional $250M Uber equity tranche - one of several milestone-based investments inside the up-to-$1.25B commitment - later in 2026, subject to completion of certain conditions; it had not yet been received as of early September.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.autoevolution.com/news/rivian-rolls-out-one-of-the-most-anticipated-updates-including-rivianos-2-and-waze-alerts-275129.html", "lastUpdated": "2026-09-05", "company": { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": null }, { "title": "Confirm official on-sale pricing and open Da Han deliveries", "description": "Following its August 21, 2026 presale launch at the Chengdu Auto Show, the Da Han reached dealer showrooms across China on August 24 and BYD opened firm orders the same day, still at presale pricing (249,900 yuan/~$36,850 for the rear-wheel-drive LiDAR Premium trim, 269,900 yuan for the rear-wheel-drive LiDAR Flagship, and 299,900 yuan - confirmed as the model's price cap - for the all-wheel-drive LiDAR Flagship). As of September 5, 2026 BYD has still not announced a distinct final on-sale price or a delivery start date; based on BYD's typical cadence, formal on-sale confirmation and first deliveries are expected within weeks of the order-opening.", "targetDate": "2026", "sortKey": 202606, "source": "https://electrek.co/2026/08/24/byd-opens-flagship-ev-orders-with-1000-km-range-under-40k/", "lastUpdated": "2026-09-05", "company": { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Scale FLASH Charging infrastructure globally", "description": "The FLASH Charging network reached 10,000 stations across 325 Chinese cities on August 28, 2026 (up from 7,000 by early July, 6,682 across 321 cities in mid-June and 5,715 on May 5), halfway to BYD's 20,000-station year-end target, with 1.83 million users (nearly one-third non-BYD) and 210 million kWh delivered. Partners include Sinopec, PetroChina, CNOOC, TELD and JD.com. That Sinopec framework became a working template on August 8, 2026, when BYD and Sinopec opened their first joint conversion at a working Sinopec petrol station in Shanghai - ripping out the underground fuel tanks and replacing them with six T-shaped 1,500 kW flash chargers (12 stalls) while keeping the site's 24-hour convenience store, a model BYD and Sinopec can repeat across Sinopec's 30,000+ existing fuel stations instead of building new charging hubs from scratch. Hitting 20,000 by year-end would require about 80 new stations a day. International expansion is scaling in parallel: BYD plans 6,000 overseas FLASH stations within a year - 3,000 across Europe by the end of March 2027, 2,000 in the Americas, and 1,000 in Asia-Pacific - to pair with the raised 1.9-2.0 million 2026 overseas target, and in mid-July 2026 it overhauled its overseas brand structure around channel integration and the charging network. Germany's first 1,500 kW FLASH station opened June 9, 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/09/07/byd-targets-2-5-million-overseas-sales-2027/", "lastUpdated": "2026-09-07", "company": { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Ramp the Subang, Indonesia plant toward 150,000-unit annual capacity", "description": "BYD inaugurated its first Indonesian NEV plant in Subang, West Java, on September 3, 2026, its 13th production site worldwide. The 126-hectare factory is rated at 150,000 vehicles a year across stamping, welding, painting and final assembly, and is meant to serve Indonesia plus right-hand-drive export markets in ASEAN, the Middle East and Africa. The next watch item is how quickly output climbs from the inauguration toward that nameplate rate.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://otomotif.antaranews.com/berita/5726056/byd-resmikan-pabrik-di-subang", "lastUpdated": "2026-09-07", "company": { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Scale DENZA across Europe and grow overseas to 1.9-2.0M units", "description": "DENZA entered Europe in April 2026 (Paris launch event) with the Z9 GT shooting brake and D9 MPV, opening stores in France, Germany, Italy, Spain and the UK, and used the July 9, 2026 Goodwood Festival of Speed to launch its all-electric Z supercar globally alongside a roughly eight-model European lineup across the BYD, Denza, and Yangwang brands - still targeting 30+ European countries and 150+ retail stores by end-2026 (the UK network alone is expanding from 140-plus to roughly 165 locations). Deutsche Bank analysts citing BYD management on September 7, 2026 said the 2026 overseas target is now 1.9 million to 2.0 million units (up from 1.3 million in January and 1.5 million in March), with more than 2.5 million overseas targeted for 2027. January-August overseas sales reached 1,162,260 (+85.72% YoY), including a record 189,466 in August (43.03% of that month's volume). Meeting the new 2026 range requires averaging about 184,000-209,000 overseas units a month over the remaining four months, near the August pace. The export lift is still not enough to keep the company on track for its total 5.0-5.5 million-unit 2026 sales guidance - with 2,668,015 sold through August, BYD would need to average roughly 583,000-708,000 units a month for the rest of the year to reach the guided range, a pace it has not yet hit in 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://cnevpost.com/2026/09/07/byd-targets-2-5-million-overseas-sales-2027/", "lastUpdated": "2026-09-07", "company": { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Scale Xiao Di humanoid robot across BYD showrooms", "description": "Following Xiao Di's early-August 2026 public debut at the Di Space center in Zhengzhou, BYD plans to roll the robot out to showrooms initially in Shenzhen and Shanghai, expanding to about 50 locations. EVP Stella Li said she hopes every BYD store eventually hosts two to three robots to greet customers and demo vehicles, with real-world robot sales advisors realistic within one to two years. Re-verified September 5, 2026: BYD has not yet disclosed how many showrooms are actually running Xiao Di beyond the initial Zhengzhou/Shenzhen/Shanghai deployments, nor a firm date for the ~50-location target - still an open rollout with no updated figures published.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://cnevpost.com/2026/07/28/byd-confirms-plan-humanoid-robot-aug/", "lastUpdated": "2026-09-05", "company": { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Path to profitability and free cash flow", "description": "Execute the $1.4B 2026 operational reset and grow Gravity, the delayed Cosmos/Earth midsize platform, and the expanded Uber robotaxi partnership, along with software, services, and powertrain-licensing revenue, into sustainable profitability and positive free cash flow. Q2 2026 free cash flow was still negative $1.48B and management has not given an explicit profitability date; on the Q2 earnings call it said a formal outlook, grounded in market-calibrated demand and disciplined cash management, will come once it is confident it can deliver on it, with the next checkpoint - a progress update on the $1.4B cash-improvement plan and liquidity - due alongside Q3 2026 results in November 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.gurufocus.com/news/9039063/lucid-group-inc-lcid-q2-2026-earnings-call-highlights-strategic-pivot-to-stability-with-14b-cash-flow-plan", "lastUpdated": "2026-08-29", "company": { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Deliver NIO's first full year of positive operating profit", "description": "NIO's financial target for full-year 2026 is a positive non-GAAP operating profit, backed by positive free-cash-flow generation in the second half. The company has now posted positive non-GAAP operating profit for three straight quarters - Q4 2025, Q1 2026 (RMB66.8M) and Q2 2026 (RMB206.9M) - but the streak is a non-GAAP one: GAAP operations were positive only in Q1 2026 and swung back to a RMB347.2M loss in Q2 (GAAP net loss RMB528.0M), with management citing a memory-chip (DRAM/HBM) cost headwind averaging roughly RMB14,000/vehicle as a key drag alongside a Q2 revenue and delivery miss versus guidance. NIO guided Q3 2026 deliveries of 108,000-111,000 (revenue RMB33.285B-RMB34.051B) and non-GAAP SG&A/revenue falling to 10-11% in H2 from ~13% in H1, with vehicle margin expected to hold near 18.5%. Hitting the annual target - amid a domestic price war in which only a handful of Chinese EV brands are sustainably profitable, and now against rising memory-chip costs - would mark NIO's turn from a perennial cash-burn story to sustained profitability, powered by ONVO and firefly volume.", "targetDate": "Full-year 2026", "sortKey": 202606, "source": "https://www.sec.gov/Archives/edgar/data/0001736541/000110465926104110/tm2624535d3_ex99-1.htm", "lastUpdated": "2026-09-02", "company": { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Scale firefly to 40+ countries", "description": "Firefly is now live in 10+ overseas markets - including Singapore, Thailand (launched March 5, 2026), the Netherlands, Norway, and Belgium - and led NIO's first simultaneous three-brand overseas launch in Costa Rica (opened March 26, 2026, NIO's first Americas market, via distributor Horizontes Cielo Azul). It also unveiled its first right-hand-drive model at the 2026 Hong Kong Auto Show on June 18, 2026, ahead of confirmed 2026 entries into the UK, Australia, and New Zealand. Cumulative deliveries crossed 80,000 on September 5, 2026 (August volume 5,852, YTD 40,795). NIO still targets roughly 40 countries and regions for firefly by year-end 2026 and 100,000 cumulative firefly deliveries, prioritizing markets where Chinese EVs face minimal tariffs. No new country launch has been announced since the Costa Rica opening.", "targetDate": "2026", "sortKey": 202606, "source": "http://english.news18a.com/news/english_293669.html", "lastUpdated": "2026-09-09", "company": { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Deepen NX9031 ecosystem and monetize the chip externally", "description": "The in-house Shenji NX9031 (5nm, ~4x Orin-X compute) has surpassed 300,000 units shipped as of July 2026 and now powers the full NIO-brand and ONVO lineups, paired with NIO WorldModel end-to-end autonomy and LiDAR. External monetization is underway: Shenji's Chongqing joint venture with Axera Semiconductor and OmniVision is pitching the 700+ TOPS M97 chip, still targeted for a Q3 2026 launch, to third-party automakers. A September 2, 2026 36Kr report said Geely is evaluating two M97 chips for a dual-chip L3 system, with Leapmotor and Chery also showing interest - no nomination, volume, or SOP date has been disclosed. Shenji has also secured a Hefei government nomination for an edge-inference project, its first reported non-auto government win. Licensing fees remain described only as hundreds of millions of yuan. The next checkpoints are whether M97 ships in Q3 2026 and whether any Geely evaluation converts into a signed supply deal.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://cnevpost.com/2026/09/02/nio-shenji-m97-chip-may-enter-geely-supply-chain/", "lastUpdated": "2026-09-07", "company": { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Formalize and scope the Ren Shaoqing embodied-intelligence investment", "description": "On the September 1, 2026 Q2 earnings call, CEO William Li confirmed that smart-driving SVP Ren Shaoqing is starting an independent company focused on physical AI and embodied intelligence, and that NIO is a strategic shareholder while Ren remains head of NIO's smart-driving organization. Li said the arrangement lets NIO track the field without diluting its car-business focus or hitting its P&L, and that the startup can also attract external investors and AI talent. The startup's legal name, valuation, NIO's check size, and any product roadmap remain undisclosed as of September 7, 2026. The near-term milestone is official deal terms; NIO is not building an in-house robot line.", "targetDate": "2026 (deal terms still pending)", "sortKey": 202606, "source": "https://www.tradingkey.com/news/transcripts/262144749-tradingkey", "lastUpdated": "2026-09-07", "company": { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Deliver 550,000 vehicles in 2026", "description": "Xiaomi set a 550,000-unit target for full-year 2026. Using August's 30,000-unit lower bound, first-eight-month deliveries are about 246,322 (44.8% of target), so September-December still need to average about 75,900 units a month - well above any month posted so far. Beijing and Wuhan capacity ramps, the YU7 backlog, and Sky Nomad deliveries after the September 7 launch (more than 10,000 locked-in orders in four minutes, first units in 1-5 weeks) are the levers.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/09/07/xiaomi-launches-sky-nomad-extended-range-suvs/", "lastUpdated": "2026-09-07", "company": { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Scale capacity toward ~1M+ vehicles/year", "description": "Beyond the two-phase Beijing plant, whose combined monthly output has stabilized above 45,000 units (~540k/year run-rate), the newer Wuhan plant entered trial production in May 2026 and is targeting 35,000 units/month (~420k/year run-rate) by October 2026 as it ramps - pushing combined capacity toward the ~1M+ (reportedly up to 1.2M) annual level Xiaomi is targeting longer-term to close the persistent gap between demand and supply.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.gurufocus.com/news/9041463/xiaomi-corp-xiacf-q2-2026-earnings-call-highlights-record-smartphone-asp-and-ai-monetization-drive-growth-amid-memory-cost-pressures", "lastUpdated": "2026-08-20", "company": { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Reach sustained full-year profitability in 2026", "description": "After its first quarterly net profit in Q4 2025 and a seasonal Q1 2026 loss, XPeng is targeting sustained profitability across 2026. Q2 2026 deliveries rebounded 64.8% sequentially to a record 103,295 units within its guided range and gross margin held at 20.7%, but net loss nearly tripled year-over-year to RMB1.34B on continued AI, robotics and flying-car investment. XPeng guided Q3 2026 deliveries of 115,000-121,000 units and revenue of RMB21.7-23.4B; it has not issued formal full-year profitability guidance.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/08/24/xpeng-q2-2026-earnings/", "lastUpdated": "2026-08-24", "company": { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Launch Robotaxi models and global VLA 2.0", "description": "XPeng began employee testing of its Robotaxi platform in Guangzhou on July 10, 2026 (CEO He Xiaopeng completed the first end-to-end ride) and plans to launch three full-stack Robotaxi models (up to ~3,000 TOPS on four Turing chips) with trial passenger operations in H2 2026, targeting fully autonomous operation without an onboard safety officer by early 2027. In its September 1, 2026 August-delivery release, XPeng said it had secured a permit to test its second-generation VLA Robotaxi on designated Guangzhou roads without an onboard safety operator, and that the vehicle had completed more than 2,000 internal test rides using a newly built cloud-based remote-intervention platform - a step toward the targeted 2027 safety-officer-free passenger launch. It also plans to deliver a global version of its VLA 2.0 autonomous-driving software from 2027 with Volkswagen as launch partner.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.prnewswire.com/news-releases/xpeng-announces-vehicle-delivery-results-for-august-2026-302865698.html", "lastUpdated": "2026-09-06", "company": { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Deliver ~490,000 vehicles in 2026", "description": "Li Auto cut its full-year 2026 delivery growth target from ~40% (~550,000 units) to ~20% (~490,000 units) on its Q1 2026 earnings call, citing the launch cadence of the all-new L9, L8 and L6 EREVs and the ramping i-series BEVs. Q2 2026 deliveries came in at 98,330 units (-11.5% YoY) on RMB25.7B revenue, with the net loss narrowing to RMB1.7B and vehicle margin recovering to 9.4% from Q1's 7.9%. January-August 2026 deliveries reached 261,619 (-0.6% YoY), so hitting ~490,000 still requires about 228,000 units in the last four months, or roughly 57,000 a month versus August's 37,679. Li Auto guided Q3 2026 deliveries of 95,000-100,000 units and revenue of RMB26.6-28.0B; July-August already delivered 68,147, leaving 26,853-31,853 needed in September.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/09/01/li-auto-aug-2026-deliveries/", "lastUpdated": "2026-09-11", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Roll out MindVLA autonomy across the lineup", "description": "Li Auto's next-generation MindVLA autonomous-driving model (paired with the in-house M100 chip) debuted in production on the all-new L9 in May 2026. The company's August 2026 delivery update said Mach VLA would roll out in September to vehicles on the Thor and Orin-X platforms, broadening the stack beyond the newest M100 cars. The all-new L8 and revamped L6 already support Livis voice-command parking. A wider AD Max rollout continues through 2026-2027.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://cnevpost.com/2026/09/01/li-auto-aug-2026-deliveries/", "lastUpdated": "2026-09-11", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Launch a first robotics product under the secretive 'Nexus' program", "description": "Li Auto is developing wheeled and humanoid robots under an internal codename, 'Nexus', as CEO Li Xiang pushes the company toward becoming an embodied-AI company - the 'second half' of a decade-long AI strategy that starts with autonomous driving. The roadmap still leads with a two-wheeled factory robot expected in 2026, ahead of a later bipedal humanoid; no public product launch or factory-deployment date has been announced as of September 11, 2026. Li Auto reorganized its foundation-model unit in May 2026, adding three embodied-AI departments alongside its autonomous-driving unit.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/03/06/li-auto-pivots-to-robotics-with-secret-nexus-project/", "lastUpdated": "2026-09-11", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Complete the Lynk & Co integration synergies", "description": "Following the December 2025 Geely take-private, Zeekr Technology Group is realizing measurable synergies from combining Zeekr and Lynk & Co: 2025 administrative, R&D and sales expense ratios fell 17.1%, 13.5% and 0.7% respectively, and Zeekr itself turned profitable for the first time in Q4 2025, then more than doubled its H1 2026 revenue to over RMB55B. But the combined group's growth is uneven - Lynk & Co's H1 2026 deliveries fell 6.44% YoY to 144,215 (65% NEV penetration) even as Zeekr's nearly doubled to 178,370 - so realizing the full targeted 10-20% R&D and 5-8% procurement savings while reigniting Lynk & Co's own sales momentum remains an open task through the rest of 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/08/17/3346076/0/en/geely-auto-reports-record-h1-2026-revenue-of-rmb-173-6-billion-core-profit-attributable-to-owners-of-the-parent-rises-46.html", "lastUpdated": "2026-09-05", "company": { "slug": "zeekr", "name": "Zeekr", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Scale the Ojai fleet across additional metros", "description": "Waymo opened the Ojai robotaxi to all riders (not just the select group it had run since May) in San Francisco, Los Angeles, and Phoenix on August 19, 2026, adding accessibility features like embedded Braille and screen-reader support plus an in-cabin Gemini assistant. Ojai then expanded to Denver and San Diego with their September 1, 2026 public launches, where it is currently the only bookable vehicle. Fleet trackers around Waymo's Mesa, Arizona integration facility estimated roughly 300 Ojai units in active commercial public service nationwide as of early September 2026 - up from about 100 in late July - with a further ~2,900 additional units in various stages of integration, calibration, storage, or reserve at the same site, pointing to substantial further ramp room toward Waymo's stated goal of thousands of Ojai robotaxis on the road by year-end (scaling to tens of thousands per year). Waymo continues importing Zeekr-built bodies from China (3,200+ to date) despite a 102.5% U.S. tariff to keep that pipeline fed.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://carnewschina.com/2026/09/04/zeekr-robotaxis-hit-american-streets-as-waymo-footprint-reaches-14-cities/", "lastUpdated": "2026-09-05", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Turn queued U.S. metros into live service", "description": "On July 8, 2026 Waymo began fully driverless operations in four new metros - Las Vegas, San Diego, Tampa, and Denver - starting rider-only with Alphabet employees before opening to the public. On September 1, 2026 Waymo converted that employee-only pilot into paid public service in Denver, San Diego, and Tampa, bringing its total US footprint to 14 metro areas; Denver and San Diego riders can currently only book the Ojai, Waymo's newest purpose-built robotaxi, with each market starting at a few dozen vehicles and scaling over time. Las Vegas remained employee-only as of that update. Nashville opened to the public on June 25, 2026, and on September 9, 2026 Lyft said Waymo rides are live in its Nashville app, the first U.S. market where the same driverless fleet is available on both the Waymo and Lyft apps. On August 4, 2026 Dallas dropped its interest-list waitlist for full public access after roughly 150,000 people had signed up since its February 2026 commercial launch, though freeway and Dallas Love Field airport routes remain in testing with no public date set. Beyond those, Detroit is Waymo's confirmed next Midwest market for 2026, with 6th-generation Driver testing underway (including cold-weather validation in Michigan's Upper Peninsula) ahead of winter service; Washington, D.C. remains blocked on a change to local law banning fully driverless operation without a safety driver, with a city council bill (the Autonomous Vehicle Deployment Authorization Amendment Act of 2026) introduced to lift that restriction but not yet passed as of early September 2026; and Seattle remains in supervised testing and mapping with no launch date set. On August 14, 2026 the California Public Utilities Commission separately approved Waymo to expand across 18 counties spanning the Bay Area and Southern California down to the Mexican border, plus first-time entries into Sacramento and San Diego. On August 13, 2026 Waymo and the Las Vegas Raiders announced a multi-year deal making Waymo the team's official autonomous ride-hailing partner for Allegiant Stadium, its first announced service tie-in for the Las Vegas market, with a dedicated pickup/drop-off area for games and concerts though still no public launch date. On August 20, 2026 Waymo opened Houston to anyone with the app, dropping the interest-list requirement after more than 100,000 people had signed up since the city's February 2026 commercial launch. The next step is converting the remaining employee-only metros (Las Vegas), the newly CPUC-cleared California counties, and the remaining Up Next cities into full public commercial service.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://investor.lyft.com/news-events-presentations/press-releases/detail/204/waymo-rides-now-available-on-the-lyft-app-in-nashville", "lastUpdated": "2026-09-10", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Start international service", "description": "Translate current Tokyo and London market preparation into Waymo's first commercial launches outside the United States; London is targeted for Q4 2026 with a ~100-vehicle all-electric Jaguar I-PACE fleet tested across a ~100-square-mile area and operated with Moove, while Tokyo is advancing with Nihon Kotsu and GO after supervised driving operations, with no commercial launch date set for either city as of mid-August 2026. Waymo took its first concrete step toward continental Europe on August 25, 2026, announcing it will begin manually driving vehicles through Munich, Germany in the coming weeks to build high-definition maps and validate its software, following supervised-driving specialist testing, ahead of a targeted driverless ride-hailing launch by the end of 2027 - Waymo's first planned EU market, building on the Waymo Germany GmbH subsidiary registered in Munich in June 2026. On September 7, 2026, Waymo managing director Steven Han said at the Global Mobility Conference in Seoul that the company wants to enter South Korea as well, after forming a Korean unit on July 24, with no test-ops or commercial launch date disclosed; Waymo is running verification tests with Hyundai on Ioniq 5 vehicles using the sixth-generation Waymo Driver. Waymo also awarded WPP its international media planning and buying assignment for North America and EMEA in mid-August 2026, a step toward marketing the London and future European launches, though this is an agency assignment and not itself a launch milestone.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://en.sedaily.com/finance/2026/09/07/waymo-says-it-wants-to-enter-korea-tests-ioniq-5-robotaxi", "lastUpdated": "2026-09-07", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Scale the Sun Belt freight network", "description": "Aurora's next near-term milestone is turning its 2026 software and hardware releases into regular service across more southern freight corridors and customer endpoints: expanded McLane lanes between distribution centers, Detmar's frac-sand runs between Midland and Monahans, Texas, and two new Transportation-as-a-Service agreements (Aurora owns and operates the trucks) signed with Charger Logistics (Dallas-Laredo) and Value Truck (Dallas-Laredo and Fort Worth-Phoenix) in July 2026. Both new lanes start as supervised runs in Q3 2026 before transitioning to daily driverless trips on second-generation trucks in Q4 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.truckingdive.com/news/aurora-gets-2-carriers-to-start-av-hauls/826268/", "lastUpdated": "2026-08-29", "company": { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Finalize the Hirschbach 500-truck definitive agreement", "description": "Convert the April 2026 Hirschbach MOU for 500 Driver-as-a-Service trucks into a definitive agreement later in 2026, with truck deliveries beginning in 2027 and a potential multi-year revenue stream in the hundreds of millions. As of the August 20, 2026 town hall no signed definitive agreement had been announced; closing binding terms this year would set the commercial template for future DaaS carrier deals.", "targetDate": "2026", "sortKey": 202606, "source": "https://ir.aurora.tech/news-events/press-releases/detail/136/leading-carrier-selects-aurora-to-scale-autonomous-fleet-to-500-trucks", "lastUpdated": "2026-08-29", "company": { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Host Analyst & Investor Day", "description": "Aurora will host an Analyst & Investor Day in Dallas on September 23, 2026, where management is expected to detail how the company is scaling its driverless fleet, Roush production ramp, and carrier commercial pipeline at what it calls a critical inflection point for autonomous trucking. The event will be webcast on Aurora's investor relations site.", "targetDate": "2026-09-23", "sortKey": 202606, "source": "https://ir.aurora.tech/news-events/press-releases/detail/151/aurora-to-host-analyst-investor-day-on-september-23-2026", "lastUpdated": "2026-09-05", "company": { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Deliver 2,000 upgraded GXRs", "description": "Execute the Geely Farizon production plan (upgraded GXR was slated to start rolling off the line in Q3 2026) and move the global operating robotaxi fleet past 2,600 vehicles. As of the August 12, 2026 Q2 results the global robotaxi fleet stood at 1,800+ vehicles (3,400 total L4 vehicles including robobuses and robosweepers) as of July 31, 2026 - below the 2,600-robotaxi milestone, with WeRide not yet disclosing an interim GXR delivery count against the 2,000-unit 2026 target.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/08/12/3343512/0/en/accelerating-european-expansion-through-proven-asset-light-model-driving-rapid-overseas-revenue-growth-2q2026-total-revenue-reached-rmb231-7-million-up-82-2-year-over-year.html", "lastUpdated": "2026-08-31", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Ramp HPC 3.0 toward the 200,000-vehicle Lenovo plan", "description": "Move the WeRide-Lenovo agreement from announcement to volume by bringing the HPC 3.0 compute platform (Lenovo AD1 + NVIDIA DRIVE AGX Thor) into production and jointly deploying 200,000 Level 4 vehicles - robotaxis, robobuses, and robosweepers - globally over five years, leveraging its ~50% suite-cost reduction to improve per-vehicle economics. As of the August 12, 2026 Q2 earnings release, WeRide had still not disclosed interim unit counts or ramp data specific to the Lenovo plan since the April 2026 announcement, though the company's separate WRD 3.0 ADAS line (which also runs on Lenovo-partnered compute) passed 30,000 cumulative deliveries in the quarter.", "targetDate": "2026-2031", "sortKey": 202606, "source": "https://ir.weride.ai/news-releases/news-release-details/weride-and-lenovo-collaborate-deploy-200000-autonomous-vehicles", "lastUpdated": "2026-08-31", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Deploy right-hand-drive robotaxis in Hong Kong", "description": "Bring the GXR-based right-hand-drive robotaxi developed with Geely Farizon and Kwoon Chung into commercial service in Hong Kong - building on Kwoon Chung's existing Hong Kong pilot autonomous-driving licence and on-road trials - then extend the RHD model to Singapore, the United Kingdom, Japan, and Australia. As of mid-August 2026 the RHD program remained in the trial/development phase ahead of first commercial deployment, with no updates on a Hong Kong launch date since the June 22 announcement.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/06/22/3315111/0/en/WeRide-Geely-Farizon-and-Kwoon-Chung-Launch-Right-Hand-Drive-Robotaxis-at-the-2026-International-Automotive-Supply-Chain-Expo-Hong-Kong-Accelerating-Global-Expansion.html", "lastUpdated": "2026-08-31", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Execute the Slovakia Level 4 rollout", "description": "Bring the first WeRide vehicles into Slovakia in mid-2026 under the ELEVATE Slovakia framework with partner DiusAI, run multi-product testing in Bratislava before extending to Košice and the High Tatras, and move selected robotaxi and robobus models into public commercial operation as Slovak and EU safety approvals are met. As of mid-August 2026 the rollout remained in its early deployment/testing phase, with no confirmed date yet for the first public commercial operations.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/06/10/3309475/0/en/slovak-prime-minister-meets-weride-signals-support-for-multi-product-autonomous-vehicle-deployment.html", "lastUpdated": "2026-08-31", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Broaden ADAS production programs", "description": "Turn WRD 3.0 design wins (30+ production programs at Chery and GAC) into volume, extending the Bosch-partnered one-stage end-to-end L2++ solution internationally (on-road testing began in Germany, France, and Japan in July 2026) across Tiggo, Lepas, Omoda, JAECOO, and other OEM programs. Cumulative deliveries passed 30,000 units by Q2 2026 (ADAS revenue up roughly 2,600% year over year); the company's stated targets are 100,000 units by year-end 2026 and 500,000 in 2027. On the August 12, 2026 earnings call CEO Tony Han said WRD 3.0 is already on par with Tesla FSD in urban Chinese driving (citing a two-hour, zero-intervention livestreamed drive through Guangzhou's Pearl River New Town) and called for a direct head-to-head comparison once FSD enters China.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/08/12/3343512/0/en/accelerating-european-expansion-through-proven-asset-light-model-driving-rapid-overseas-revenue-growth-2q2026-total-revenue-reached-rmb231-7-million-up-82-2-year-over-year.html", "lastUpdated": "2026-08-21", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Expand fully driverless Dubai operations", "description": "The Uber-platform rollout, the direct Apollo Go app launch with Dubai Taxi Company (DTC), and fully driverless rides on Uber itself across Umm Suqeim and Jumeirah with New Horizon Luxury Transport as fleet operator remain live as of September 2026, making Dubai the first market running Apollo Go's own app and a third-party platform in parallel. The next step is turning these zones into broader commercial service and scaling the fleet from its initial tens of vehicles toward the announced target of more than 1,000 vehicles over the next few years. No further zone-expansion date has been disclosed since the August 20 launch.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://investor.uber.com/news-events/news/press-release-details/2026/Uber-Launches-Baidus-Fully-Driverless-Apollo-Go-in-Dubai-Establishing-the-First-Multi-Partner-Autonomous-Network-Globally/default.aspx", "lastUpdated": "2026-09-07", "company": { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Scale European operations and open new international markets", "description": "AmiGo with PostBus is still in safety-driver open-road trials across eastern Switzerland under the June 2026 FEDRO Level 4 permit; PostBus's summer 2026 update confirmed automated-mode running with safety drivers, and regular fully driverless operations remain targeted for early 2027. London safety-operator testing with Freenow/Lyft and Uber continues, with public rides still 2027-targeted pending approval. A July 2026 exploratory MoU with Kazakhstan's Turlov Private Holding remains without a launch date.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.postauto.ch/en/about-us-and-news/innovation/automated-driving/amigo/amigo-news/2026/amigo-project-update-summer-2026", "lastUpdated": "2026-09-07", "company": { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Win California permits and start charging in San Francisco", "description": "The NHTSA exemption cleared the federal barrier to charging fares, but California adds its own: Zoox needs driverless deployment permits from both the DMV and the CPUC before it can charge in San Francisco, where it has run free public rides since November 2025 and quadrupled its service area in March 2026. As of September 2026 Waymo still holds 100% of California's paid commercial robotaxi rides; Zoox remains on CPUC Pilot terms that forbid charging. This is the single largest swing factor in Zoox's commercial ramp, since San Francisco is its home market and the one where it competes head to head with Waymo.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.roadtoautonomy.com/california-paid-robotaxi-rides/", "lastUpdated": "2026-09-08", "company": { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Open Austin and Miami to public riders", "description": "Both cities were named as service markets on March 24, 2026 and started with rides limited to Zoox employees plus friends and family, with an Austin waitlist and Explorers early-rider access to follow. Converting them into open public service, and then into paid service, is the next test of whether Zoox's city-by-city playbook scales beyond Las Vegas.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.cnbc.com/2026/03/24/amazon-zoox-robotaxi-rides-austin-miami.html", "lastUpdated": "2026-09-08", "company": { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Ramp Hayward output toward 100 robotaxis per week", "description": "The Hayward plant opened in 2025 building roughly one robotaxi a day against a design capacity of about three an hour, or 10,000 a year. Zoox says it is stepping output up toward as many as 100 vehicles a week, and in May 2026 leased an additional 10.2-acre, 34,000-square-foot site on Clawiter Road as a logistics and staging hub for finished vehicles. Fleet supply, not demand, is the constraint on multi-city commercial service.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.therobotreport.com/zoox-unveils-production-ready-robotaxi-for-u-s-expansion/", "lastUpdated": "2026-09-08", "company": { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Advance Korean Air military AAM partnership toward conversion and export", "description": "Following the August 3, 2026 agreement, Korean Air will lead military conversion and systems integration of a Midnight-based platform for South Korea's Advanced Air Mobility defense program, with Archer providing airframe technology and FAA certification data. The two companies plan a staged roadmap toward a domestic component supply chain and export strategy; no contract value or delivery timeline had been disclosed as of late August 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.koreaherald.com/article/10829195", "lastUpdated": "2026-09-09", "company": { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Deploy Zee through pilot programs with governments and airlines", "description": "Following the July 15, 2026 unveiling of its aviation-specific AI foundation model, and the August 5, 2026 airport-surface trajectory-prediction breakthrough previewed with commercial partners and regulators, Archer is in discussions to deploy Zee through pilot programs with government agencies, airlines, and other industry partners across airline operations, airspace management, and copilot-assistance use cases. No pilot partner or deployment timeline had been publicly disclosed as of September 9, 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.investors.archer.com/news/news-details/2026/Archer-Announces-Zee-AI-Foundation-Model-Purpose-Built-for-Aviation-a-Key-Pillar-of-Its-Physical-AI-Strategy/default.aspx", "lastUpdated": "2026-09-09", "company": { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Scale U.S. eIPP operations toward paid cargo service", "description": "BETA flew the first operational eIPP missions on July 10, 2026 (ALIA CX300 carrying United Therapeutics' manufactured organs across a Virginia-Maryland corridor). By its Q2 2026 results (August 12, 2026), BETA reported it was running eIPP cargo and medical-logistics missions with partners across five regions - New York (upstate NY and Vermont), Texas (medical supply distribution and cargo logistics), Utah (cargo and medical logistics to rural communities), Maryland/Virginia (organ delivery logistics), and Louisiana (onshore logistics support for offshore Gulf of America energy production). The next milestone is broadening these deployments across the seven eIPP launch programs spanning at least 10 states toward routine paid cargo operations, and eventually VTOL missions, ahead of full type certification.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.businesswire.com/news/home/20260812353945/en/BETA-Technologies-Inc.-Announces-Second-Quarter-2026-Results", "lastUpdated": "2026-08-29", "company": { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Turn Surf Air into a launch passenger operator", "description": "Use the Surf Air Mobility firm order (25 ALIA CTOL + 75 options) to move from cargo service into commercial passenger operations, with Hawaii positioned as the first launch market. A six-to-eight-week interisland electric-aviation demonstration with Surf Air (Mokulele Airlines) and Hawaiian Airlines support began June 25, 2026; that window has now run its course (mid-to-late August 2026) but BETA and Surf Air have not yet publicly reported results or a formal wrap-up. Surf Air's existing passenger demand and airport infrastructure give BETA a ready commercial base once the CX300 is certified (now targeted 2H 2027).", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.businesswire.com/news/home/20260626814207/en/Electric-Aviation-Demonstrations-Launch-in-Hawaii-BETA-Technologies-and-Surf-Air-Mobility-Partner-on-Landmark-Demonstration-Program-Hawaiian-Airlines-Supporting-Evaluation-Activities", "lastUpdated": "2026-08-29", "company": { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Expand Gen 6 flight envelope to transition flight", "description": "The certification campaign is building out the hover regime with two aircraft, then progresses to longitudinal and lateral transition maneuvers (pedal turns, progressive airspeed expansion) between vertical lift and wing-borne cruise, followed by higher speeds and altitudes. As of September 10, 2026 no full hover-to-wingborne transition flight has yet been reported and no third Gen 6 airframe has been announced; Wisk's homepage still describes two Gen 6 aircraft in flight testing at Hollister. CEO Sebastien Vigneron says testing continues through year-end 2026 despite the pending Archer Aviation acquisition. On August 26, 2026 Wisk broke ground on a modular on-airport vertiport at Hollister to generate precision-landing and terminal-area procedure data feeding the eIPP and FAA vertiport rulemaking.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://wisk.aero/", "lastUpdated": "2026-09-10", "company": { "slug": "wisk-aero", "name": "Wisk Aero", "url": "https://www.ventureatlas.org/company/wisk-aero", "apiUrl": "https://www.ventureatlas.org/api/company/wisk-aero" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Hong Kong IPO", "description": "Still confidentially filed as of September 2026 with JPMorgan and Morgan Stanley as underwriters; no public prospectus, pricing, or listing date has been disclosed. A listing could still come in 2026, which would make Aridge the first pure flying-car company on the HKEX.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.scmp.com/business/china-business/article/3339601/xpengs-flying-car-unit-readies-hong-kong-ipo-take", "lastUpdated": "2026-09-07", "company": { "slug": "aridge", "name": "Aridge", "url": "https://www.ventureatlas.org/company/aridge", "apiUrl": "https://www.ventureatlas.org/api/company/aridge" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Prosperity passenger eVTOL type certification", "description": "The CAAC accepted the Prosperity's type-certificate application in April 2024. AutoFlight said on July 22, 2026 the program is in the final phase of airworthiness certification, and the CAAC named it in a proposed first batch of passenger-eVTOL airworthiness-compliant manufacturers (alongside Aridge, EHang, and Volant). That list is a fast-track designation, not a type certificate. Official news through August 23, 2026 never announces a grant. Certification would be AutoFlight's gateway from cargo into passenger flight.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.autoflight.com/en/news/autoflight-and-sf-group-sign-partnership-to-advance-low-altitude-trans/", "lastUpdated": "2026-09-07", "company": { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Convert Indonesia MOU into AutoFlight's first Southeast Asian eVTOL order", "description": "AutoFlight and Indonesian operator Whitesky Aviation signed a non-binding MOU on August 12, 2026 in Jakarta covering 60 V2000EM Prosperity passenger eVTOL aircraft, with a cumulative potential value of about 1 billion yuan if all stages are realized. No conversion into a firm order, delivery schedule, or entry-into-service date has been disclosed as of September 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.autoflight.com/en/news/duplicate-of-autoflight-showcases-advanced-air-mobility-during-games-o/", "lastUpdated": "2026-09-07", "company": { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Convert the Satar/Inno One 150-aircraft cargo letter of intent", "description": "The July 2026 cooperation agreement with Satar Aviasi Indonesia and Inno One Group covers an intended 150 V2000CG and V5000CGH cargo aircraft plus an Indonesian demo system. EqualOcean treats it as commercial intent, not a completed sale: no value, payments, or guaranteed volumes were disclosed.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://equalocean.com/news/2026071722037-autoflight-secures-indonesian-evtol-validation-signs-150-aircraft-letter-intent", "lastUpdated": "2026-09-07", "company": { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Open a Thailand sandbox or pilot program with CAAT", "description": "After a second CAAT visit to Kunshan on August 23, 2026, Thailand's director general said CAAT looks forward to working with AutoFlight through the country's sandbox program. No aircraft order, test date, or formal sandbox award has been announced.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.autoflight.com/en/news/civil-aviation-authority-of-thailand-caat-delegation-visits-autoflight/", "lastUpdated": "2026-09-07", "company": { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Launch Seattle and additional U.S. states in 2026", "description": "With Austin (its third Texas metro) and Cleveland now live, Seattle is the next announced consumer market (via a Panera Bread / Flynn Group partnership); the FAA's environmental review for up to 75 Seattle-area delivery sites closed its public comment period in January 2026, but commercial service had not yet launched there as of July 2026. In Cleveland, Cleveland Clinic officially launched prescription drone delivery via Zipline on August 3, 2026 - the first long-term prescription drone delivery program run by a major U.S. health system - serving patients within a five-mile radius of its Beachwood, Ohio campus at no added cost, with plans to expand to more locations and add lab samples, meals and supplies. Zipline has targeted expansion into at least four new states in 2026, with cities such as Salt Lake City, Long Island, Jacksonville, and Rochester in the pipeline backed by the $800M Series H.", "targetDate": "2026", "sortKey": 202606, "source": "https://newsroom.clevelandclinic.org/2026/08/03/cleveland-clinic-launches-drone-delivery-program-for-prescription-medications", "lastUpdated": "2026-09-01", "company": { "slug": "zipline", "name": "Zipline", "url": "https://www.ventureatlas.org/company/zipline", "apiUrl": "https://www.ventureatlas.org/api/company/zipline" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Complete Rwanda's nationwide and urban expansion", "description": "The next major international milestone is executing Rwanda's new plan, funded by a $150M U.S. State Department pay-for-performance award: the new long-range Karongi distribution center - a $2M+ facility on the DRC border expected to operate 35 drones, serve roughly 200 health posts and 60 major facilities for about 2.8-2.9 million people, and create 45 local jobs - was targeted to begin operating in August 2026, but as of this update no official opening or ribbon-cutting had been publicly confirmed; construction was reported on track to complete by August. Next comes bringing Platform 2 into Kigali - Africa's first urban drone delivery network - in 2027, plus standing up Zipline's first overseas AI and robotics testing hub.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://rwandadispatch.com/zipline-set-to-expand-as-cabinet-approves-karongi-land-lease/", "lastUpdated": "2026-08-30", "company": { "slug": "zipline", "name": "Zipline", "url": "https://www.ventureatlas.org/company/zipline", "apiUrl": "https://www.ventureatlas.org/api/company/zipline" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Launch Bay Area residential service", "description": "Wing's plan starts in selected San Francisco neighborhoods and then expands to Oakland and San Jose. The Bay Area was included in the June 9, 2026 seven-city Walmart expansion announcement and remains not yet live as of September 10, 2026 - Wing has still not named a specific launch date. The launch is Wing's most ambitious dense-metro test, in airspace shared with SFO, OAK, and SJC, and doubles as a homecoming to the market where Project Wing began inside Google X in 2012.", "targetDate": "2026", "sortKey": 202606, "source": "https://dronexl.co/2026/09/04/wing-walmart-largest-drone-network-amazon-500-cities/", "lastUpdated": "2026-09-10", "company": { "slug": "wing", "name": "Wing", "url": "https://www.ventureatlas.org/company/wing", "apiUrl": "https://www.ventureatlas.org/api/company/wing" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": null }, { "title": "Execute the coast-to-coast Walmart rollout", "description": "The next major scaling milestone is turning the announced Walmart markets into live operations. Progress continues incrementally: on July 8, 2026, Wing and Walmart added drone delivery at eight more Greater Houston-area Walmart stores (13 locations total), and on July 29, 2026 Wing opened its first Florida market in Greater Orlando from two of five planned Walmart Supercenters. As of September 4, 2026 Ocoee, a second Clermont store, and Haines City were still not announced as live. The FAA completed final environmental reviews on August 22, 2026 clearing Wing to operate up to 118 drone delivery nests across its Atlanta and Houston markets. The June 9, 2026 seven-city wave (Memphis, New Orleans, Philadelphia, Phoenix, San Diego, the SF Bay Area, and Salt Lake City) remains entirely unlaunched as of September 10, 2026. Greater St. Louis is in hearings: a planned 18-drone Kirkwood Walmart nest was reported September 7, 2026, with no launch date. Full buildout is targeted by 2027, on the way to more than 270 drone-delivery locations and ~40M Americans within reach.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://dronexl.co/2026/09/04/wing-walmart-largest-drone-network-amazon-500-cities/", "lastUpdated": "2026-09-10", "company": { "slug": "wing", "name": "Wing", "url": "https://www.ventureatlas.org/company/wing", "apiUrl": "https://www.ventureatlas.org/api/company/wing" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": null }, { "title": "Broaden extended-hours operations and prepare for FAA Part 108", "description": "With after-dark waivers in hand at select sites, Wing is widening service windows in more markets while it waits on FAA Part 108 - the standardized BVLOS regime (NPRM published August 2025, ~3,000+ comments closed October 2025) that would replace the case-by-case waivers Wing has had to negotiate one metro at a time. The rule has slipped repeatedly: the FAA blew past the February 1, 2026 deadline set by a June 2025 executive order and a subsequent mid-March 2026 target. As of September 4, 2026 the final rule remains under White House Office of Information and Regulatory Affairs review (received July 10, 2026). DroneXL reported OIRA stakeholder meetings booked through September 16, making publication before mid-September unlikely, with day 90 of the standard review window falling on October 8, 2026. Industry analysts still point to publication in late 2026 or into 2027, hung up largely on the contested question of which aircraft yields when a drone and a crewed plane share low-altitude airspace.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://dronexl.co/2026/09/04/tsa-part-108-bvlos-security-roundtables-closed-door/", "lastUpdated": "2026-09-10", "company": { "slug": "wing", "name": "Wing", "url": "https://www.ventureatlas.org/company/wing", "apiUrl": "https://www.ventureatlas.org/api/company/wing" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": null }, { "title": "Deploy Starlink V3 satellites at scale via Starship", "description": "The larger V3 satellites - roughly 1 Tbps of downlink each, targeting greater-than-100x available bandwidth at a lower 350 km altitude - can only launch on Starship. Deployment began July 24, 2026, when Starship Flight 13 released the first 20 operational V3s and SpaceX made contact with all 20. SpaceX filed with the FCC on September 1, 2026 for Flight 14 to launch NET September 15, 2026, carrying roughly 20 more operational V3s on what would be Starship's first genuine orbital-trajectory flight - every prior flight, including Flight 13, flew a suborbital arc (the upper-stage tower catch has been pushed out). On its Aug 4, 2026 earnings call SpaceX said a 'critical mass' of about 1,000 V3 satellites is needed before the new hardware meaningfully improves network capacity, which it expects around Q2 2027.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.teslarati.com/spacex-tells-the-fcc-that-starship-flight-14-is-going-to-orbit/", "lastUpdated": "2026-09-03", "company": { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Reapply for India satcom authorization under the Telecom Act", "description": "Mint reported September 9, 2026 that India's Department of Telecommunications cancelled Amazon Leo's pending GMPCS application under the new Telecom Act 2023 authorization regime, so the company must file a fresh request before it can offer satellite broadband in India. Starlink, OneWeb and Jio already hold licenses and will migrate later. Watch for a new DoT filing and any last-mile distribution partner, after Mint said Amazon Leo has been scouting partners including Tata's Nelco.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.livemint.com/industry/telecom/amazon-leo-satellite-internet-in-india-jio-airtel-oneweb-tata-nelco-11788857706805.html", "lastUpdated": "2026-09-12", "company": { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Sustain an aggressive 2026-2027 launch cadence toward the 50% milestone", "description": "After the July 2, 2026 LA-08 mission (ULA's final Atlas V 551) lifted the production fleet to about 396 satellites, Amazon has not flown another Leo mission as of September 10, 2026. Cadence for the rest of 2026 still depends heavily on two grounded rockets: ULA's Vulcan Centaur, which was to fly its first Leo mission (LV-01, ~45 satellites) around September 2026, has been grounded since a recurring GEM 63XL solid-rocket-booster nozzle anomaly on the February 12, 2026 USSF-87 mission, and in August 2026 Blue Origin traced New Glenn's May pad explosion to a separate, shared BE-4 engine main-oxygen-valve defect that also requires a retrofit on Vulcan's BE-4 engines before ULA can return to flight - the company still targets before end of 2026 but has not confirmed a date; and Blue Origin's New Glenn, grounded since its first stage exploded during a May 28, 2026 static-fire test at LC-36, is retrofitting BE-4 engines and rebuilding launch access via a simplified wheeled-transporter-and-crane method rather than the destroyed pad infrastructure, still targeting return to flight before end of 2026. On September 9, 2026 Amazon added six Ariane 64 missions (18 to 24 total, new flights from 2029 through 2031), a longer-dated capacity add rather than a 2026-2027 cadence fix. Near-term cadence still leans on remaining Ariane 6 slots and Falcon 9. Reaching the 1,618-satellite 50% threshold would recover the spectrum priority temporarily lost by missing the July 30, 2026 FCC deployment milestone.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.reuters.com/business/media-telecom/europes-ariane-wins-amazon-boost-space-gathering-2026-09-09/", "lastUpdated": "2026-09-10", "company": { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Deliver and launch the 669-satellite Gen 2 refresh fleet", "description": "Airbus OneWeb refresh orders now total 669 after the September 10, 2026 ATP for 229 additional satellites (about EUR 1B, digital channelizers and hosted-payload capability, replenishment through 2034). First satellites from the existing 440-unit order are due for delivery in Q4 2026, with launches from 2027 including two dedicated Ariane 64 missions in 2027 and 2028. As of September 11, 2026 no factory-acceptance or first-unit-delivery milestone has been announced yet from Airbus's Toulouse line.", "targetDate": "2026-2034", "sortKey": 202606, "source": "https://eutelsat-com.mynewsdesk.com/pressreleases/eutelsat-procures-a-further-oneweb-229-leo-satellites-from-airbus-3466448", "lastUpdated": "2026-09-11", "company": { "slug": "eutelsat-oneweb", "name": "Eutelsat OneWeb", "url": "https://www.ventureatlas.org/company/eutelsat-oneweb", "apiUrl": "https://www.ventureatlas.org/api/company/eutelsat-oneweb" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Scale terminals, portals, and licensing", "description": "Expand the ground and user-terminal footprint with additional satellite network portals, broader country licensing, and global deployment toward Eutelsat's roughly 40,000-50,000 user-terminal target, transitioning the installed base toward 5G-compatible equipment. Momentum continued through mid-2026 with an expanded AST Networks maritime partnership (June 22, 2026) and, on September 7, 2026, the Greenland Enhanced Satellite Connectivity Project with Tusass. In aviation, more than 800 aircraft are now flying with OneWeb LEO connectivity. India remains the most visible licensing gap: OneWeb asked the Department of Telecommunications for urgent security approval around September 2, 2026, more than 18 months after its January 2025 security compliance demonstration. On September 3, 2026 India's Digital Communications Commission approved most TRAI satcom-spectrum recommendations, a step that still leaves Cabinet approval, spectrum assignment, and a second-stage security clearance outstanding before commercial service can begin.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://money.rediff.com/news/market/india-dcc-approves-trai-satcom-spectrum-recommendations/53977120260908", "lastUpdated": "2026-09-09", "company": { "slug": "eutelsat-oneweb", "name": "Eutelsat OneWeb", "url": "https://www.ventureatlas.org/company/eutelsat-oneweb", "apiUrl": "https://www.ventureatlas.org/api/company/eutelsat-oneweb" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Evaluate Cailabs optical space-to-ground links for government missions", "description": "Telesat Government Solutions and Cailabs US announced on September 1, 2026 a strategic collaboration to explore integrating Cailabs optical ground terminals with the Lightspeed LEO network for jam-resistant, high-capacity space-to-ground links on US government and allied missions, as an alternative to traditional radio-frequency satcom.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/09/01/3354022/0/en/telesat-government-solutions-and-cailabs-collaborate-on-secure-optical-connectivity-for-government-missions.html", "lastUpdated": "2026-09-07", "company": { "slug": "telesat", "name": "Telesat", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Complete the 1,296-satellite Phase 1 network", "description": "Scale from the initial regional network toward the 1,296-satellite Phase 1 deployment that underpins sustained broadband service. Re-verified as of September 2, 2026: no launch has occurred since the August 6 debris incident, and this milestone remains legitimately upcoming with no change to its target.", "targetDate": "Post-2026", "sortKey": 202606, "source": "https://spacenews.com/qianfan-constellation-deployment-hits-200-satellites-with-long-march-8-and-6a-launches/", "lastUpdated": "2026-09-02", "company": { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Fly the second demonstration satellite", "description": "Reflect's published plan calls for two demonstration satellites in 2026, the pair that establishes whether reflected passes can be scheduled and handed off between spacecraft rather than delivered one at a time. The second satellite is now built and was unveiled publicly on August 14, 2026, but as of September 12, 2026 it has not yet received its own FCC license or a launch date.", "targetDate": "2026", "sortKey": 202606, "source": "https://payloadspace.com/exclusive-reflect-orbital-responds-to-its-critics/", "lastUpdated": "2026-09-12", "company": { "slug": "reflect-orbital", "name": "Reflect Orbital", "url": "https://www.ventureatlas.org/company/reflect-orbital", "apiUrl": "https://www.ventureatlas.org/api/company/reflect-orbital" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "First rare-disease registrational data", "description": "Read out registrational data for the propionic acidemia program (mRNA-3927) - Moderna's first rare-disease readout, now partnered with Recordati (deal signed January 2026, closed March 16, 2026: $50M upfront plus up to $110M in milestones and royalties, with Recordati leading global commercialization). Part 2 of the Paramount study has completed enrollment, with a 12-month treatment evaluation and a data readout still expected in 2026. Moderna is also advancing methylmalonic acidemia therapy mRNA-3705, which was selected for the FDA's START pilot program; the company and FDA have agreed on a pivotal study design, with the registrational study expected to begin in 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.biospace.com/press-releases/moderna-announces-strategic-collaboration-with-recordati-to-globally-commercialize-investigational-propionic-acidemia-therapeutic-mrna-3927", "lastUpdated": "2026-09-08", "company": { "slug": "moderna", "name": "Moderna", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Scale the Casgevy commercial ramp", "description": "Convert the 500+ started patients into infusions and grow revenue as the authorized-treatment-center network expands and cell-collection bottlenecks ease. Casgevy is now described as approved in 39 countries. Revenue booked by Vertex reached $76M in Q2 2026, up 78% quarter-over-quarter and 151% year-over-year, tracking toward the roughly 3x full-year growth analysts have modeled for 2026. The next official sales figure is expected with Vertex's early-November Q3 2026 results.", "targetDate": "2026", "sortKey": 202606, "source": "https://crisprtx.com/about-us/press-releases-and-presentations/crispr-therapeutics-provides-business-update-and-reports-second-quarter-2026-financial-results", "lastUpdated": "2026-09-10", "company": { "slug": "crispr-therapeutics", "name": "CRISPR Therapeutics", "url": "https://www.ventureatlas.org/company/crispr-therapeutics", "apiUrl": "https://www.ventureatlas.org/api/company/crispr-therapeutics" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "BNT327 first-line lung-cancer Phase 3 readouts", "description": "Report registrational Phase 3 data for BNT327 (pumitamig) in first-line lung cancer - the key catalyst for its central immuno-oncology bet with Bristol Myers Squibb. The pivotal ROSETTA program (7 trials, 5 initiated in H1 2026) spans ROSETTA Lung-01 (1L extensive-stage small-cell lung cancer), ROSETTA Lung-02 (1L non-small-cell lung cancer), ROSETTA Lung-201 (unresectable stage III NSCLC vs durvalumab) and ROSETTA Lung-202 (1L PD-L1>=50% NSCLC vs pembrolizumab). As of the August 2026 Q2 update, ASCO 2026 data marked a third consistent global dataset showing efficacy across PD-L1 levels, but the registrational Phase 3 portions remain recruiting with no pivotal readout yet. BioNTech now runs 16 lung-cancer trials companywide (5 pivotal Phase 3 plus 2 novel-novel combination studies), with the next visibility point being new lung-cancer data - including the first global pumitamig plus elfetabart drozuntecan combination results - at the WCLC 2026 conference in Seoul, September 12-15, 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/08/20/3348151/0/en/biontech-highlights-late-stage-lung-cancer-pipeline-momentum-and-first-global-data-for-pumitamig-elfetabart-drozuntecan-novel-novel-combination-at-wclc-2026.html", "lastUpdated": "2026-09-06", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Additional 2026-2027 late-stage cancer readouts", "description": "Deliver further pivotal data across the now-14-trial pivotal pipeline: gotistobart's pivotal Phase 3 PRESERVE-003 stage 2 in squamous NSCLC (after non-pivotal stage 1 data showed a 54% reduction in risk of death versus chemotherapy at ELCC 2026 in March, plus January 2026 FDA Orphan Drug Designation), the BNT113 mRNA vaccine in HPV16-positive head and neck cancer, and early pivotal progress for the newly Phase 3 elfetabart drozuntecan (BNT324) in prostate cancer, dosed since May 2026. Updated PRESERVE-003 overall-survival data and first global pumitamig plus elfetabart drozuntecan combination data are due at WCLC 2026 (Seoul, September 12-15, 2026). Management guided to three late-stage readouts across immunomodulator, ADC and mRNA cancer-immunotherapy programs before year-end 2026; none had fully read out as of the August 2026 Q2 update.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/08/20/3348151/0/en/biontech-highlights-late-stage-lung-cancer-pipeline-momentum-and-first-global-data-for-pumitamig-elfetabart-drozuntecan-novel-novel-combination-at-wclc-2026.html", "lastUpdated": "2026-09-06", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Zimislecel type 1 diabetes regulatory submission", "description": "File global regulatory submissions for the stem-cell islet therapy that has produced insulin-independence - potential functional cures - in trial participants, a landmark for cell therapy. Vertex temporarily postponed completion of dosing in early 2026 pending an internal manufacturing analysis, has since completed that analysis and resumed dosing, and continues to enroll and dose patients in the Phase 1/2/3 study. In parallel, the FDA cleared an IND for VX-017, a 'type O' universal-donor islet cell therapy, and Vertex is now weighing bringing VX-017 to market at or near the same time as zimislecel rather than sequencing the two. The company says it will provide updated regulatory and commercial timelines for the whole type 1 diabetes portfolio later in 2026; no BLA/MAA has been filed for either program as of late August 2026.", "targetDate": "2026–2027 (at risk)", "sortKey": 202606, "source": "https://investors.vrtx.com/news-releases/news-release-details/vertex-announces-program-updates-type-1-diabetes-portfolio", "lastUpdated": "2026-09-08", "company": { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Alyftrek CF conversion and ex-US rollout", "description": "Convert Trikafta patients onto the once-daily Alyftrek and expand international launches to extend the cystic fibrosis franchise. Alyftrek is now approved in the US, UK, EU (covering an addressable population of about 31,000 CF patients), Canada, Switzerland, Australia and New Zealand. Vertex signed a Letter of Intent with the pan-Canadian Pharmaceutical Alliance on July 6, 2026 following positive reimbursement recommendations from CDA-AMC and INESSS, and has secured reimbursement agreements in Scotland, Spain, Sweden, Switzerland, New Zealand, Israel and Finland, with more countries in progress. Vertex also plans global regulatory submissions to extend the label to children ages 2-5.", "targetDate": "2026 ongoing", "sortKey": 202606, "source": "https://www.nasdaq.com/press-release/vertex-provides-pipeline-and-business-updates-advance-upcoming-investor-meetings-2026", "lastUpdated": "2026-09-08", "company": { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Independent and Clay Institute review of the Navier-Stokes proof", "description": "On September 8, 2026 OpenAI published a Lean-formalized proof that three-dimensional incompressible Navier-Stokes can blow up in finite time under a smooth external force, claiming Clay Millennium statements C and D, and said it will not claim the $1 million prize. The BBC reported that the Clay Mathematics Institute has not accepted the result. Watch whether independent mathematicians and Clay treat the forced-blowup construction as resolving the prize problem or as a narrower special case.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.bbc.com/news/articles/cy7zygy3rl2o", "lastUpdated": "2026-09-10", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Scale the Stargate compute buildout", "description": "Bring additional Stargate data-center sites online toward a planned infrastructure spend through 2030 of ~$750B - filling in with an expanded Oracle partnership (>$300B / 4.5 GW, including a new 6 GW contract), five new US sites, OpenAI's first self-built campus (the 3.2 GW Project Camellia in Georgia), and the newly finalized 8 IT-GW Pike County, Ohio campus (20-year lease with SB Energy signed Aug 17, 2026, backed by a $105B Nvidia guarantee, initial capacity targeted for 2028) - while also standing up custom AI silicon with Broadcom: the first chip, Jalapeno, was unveiled Aug 25, 2026 with OpenAI claiming it beats Nvidia's GB300 on performance-per-watt and latency, targeting small-scale deployment by end-2026 and a larger rollout in 2027. CFO Sarah Friar has privately flagged risk that revenue growth may not keep pace with the compute commitments.", "targetDate": "2026-2032", "sortKey": 202606, "source": "https://www.cnbc.com/2026/08/17/nvidia-financing-open-ai-data-center-ohio.html", "lastUpdated": "2026-08-26", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Scale compute via Amazon, Google, AMD, CoreWeave, Nscale and new data-center partners", "description": "Ramp AWS Project Rainier toward up to 5 GW of Trainium capacity (Trainium3 online by end-2026) backed by Amazon's expanded $33B committed capital (April 2026), bring on large-scale Google TPU capacity from the up-to-$40B Google deal plus the ~3.5 GW Broadcom-built TPU expansion (from 2027), stand up the AMD partnership (up to $5B AMD equity plus up to 2 GW of Instinct MI450 GPUs from H1 2027), draw on the multi-year CoreWeave GPU agreement, and bring online new leased capacity from TeraWulf ($19B, ~401 MW from H2 2027), Riot Platforms ($9.1B, 191 MW from Dec 2027) and Volta Infra ($10B, 133 MW). On August 26, 2026 Anthropic agreed to rent roughly $45 billion of additional compute from British infrastructure firm Nscale, running on Nvidia's Vera Rubin platform, with capacity expected to begin powering Anthropic's services in late 2027. Bloomberg reported September 8, 2026 that Anthropic walked away from talks to acquire chip-efficiency startup Decart for ~$6B after due diligence; the companies may still collaborate without a sale. Anthropic remains in talks over a further roughly $10B compute arrangement with Meta.", "targetDate": "2026 and beyond", "sortKey": 202606, "source": "https://www.bloomberg.com/news/articles/2026-09-08/anthropic-said-to-walk-away-from-6-billion-decart-acquisition", "lastUpdated": "2026-09-08", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Extend the model lineup and agentic products", "description": "Continue the rapid Claude release cadence, having followed Fable 5, Opus 5 and Sonnet 5 with Claude Fable 5.1 and the invitation-only Claude Mythos 5.1 on September 1, 2026, and deepen enterprise-grade agentic products - including Claude Code (auto mode now default from August 14, 2026), the Claude Cowork 'AI coworker,' the new Claude for Government FedRAMP High beta, and the newly launched Claude Science research workbench and Claude for Financial Services Excel plugin - with stronger admin, analytics and spend controls, plus broader reach through the Claude Partner Network.", "targetDate": "Ongoing 2026", "sortKey": 202606, "source": "https://www.anthropic.com/claude-fable-and-mythos-5-1", "lastUpdated": "2026-09-03", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Expand the Model Hardware Standard beyond its research preview", "description": "Grow the August 27, 2026 research preview of the Model Hardware Standard, a model-agnostic specification letting AI agents safely discover, operate and troubleshoot physical lab and manufacturing equipment, from an initial small group of science, robotics and manufacturing partners toward a planned open-source release. Early pilots have already shown concrete results, including a faster drug-discovery assay at Genentech, a weeks-to-a-day imaging speedup at Janelia, and a laser-recovery process at QuEra improving from 58 to 99.3 percent success, and Anthropic is using the preview to build out safety evaluations and best practices for AI systems operating physical equipment before a wider release.", "targetDate": "2026 and beyond", "sortKey": 202606, "source": "https://www.anthropic.com/news/model-hardware-standard-research-preview", "lastUpdated": "2026-09-01", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Ship Gemini 3.5 Pro", "description": "Complete and launch the rebuilt Gemini 3.5 Pro flagship - reportedly featuring a ~2M-token context window and a Deep Think reasoning layer - after slipping past its original mid-2026 target, a July 17, 2026 target, and remaining undated even as Google shipped the interim Gemini 3.7 Flash on August 13, 2026. Reported causes now extend beyond coding-benchmark shortfalls to include hallucination and reliability problems, with some reports suggesting DeepMind may need a fuller retrain from pre-training rather than a fix, following a stretch of senior researcher departures. New operational lead Koray Kavukcuoglu, installed August 5, 2026, has been given an explicit mandate to ship faster and close the performance gap with Anthropic and OpenAI, but as of Sept 1, 2026 no new release date has been disclosed. Gemini 4's pre-training run, confirmed on the Q2 2026 earnings call, continues in parallel with no disclosed timeline.", "targetDate": "2026 (no confirmed date)", "sortKey": 202606, "source": "https://www.cnbc.com/2026/08/12/google-deepmind-koray-kavukcuoglu.html", "lastUpdated": "2026-09-01", "company": { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Complete Gemini 4 pre-training", "description": "Advance Google's next frontier model generation, Gemini 4, which began its most ambitious pre-training run yet on July 21, 2026 and runs on Google's Ironwood TPUs. Sundar Pichai told analysts on the Q2 2026 earnings call and again days later that Gemini 4 needs 'a larger base model to compete at the frontier,' with coding and autonomous agents as stated priorities. As of Sept 1, 2026 Google has still not confirmed a release date or pre-training completion; outside estimates citing Google's past roughly six-month release cadence continue to point to a possible November-December 2026 window, but post-training, safety evaluation and product testing could push public availability into 2027.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://9to5google.com/2026/07/26/google-gemini-4-teases/", "lastUpdated": "2026-09-01", "company": { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Advance world models and the path to AGI", "description": "Extend Gemini Omni and the Veo/Genie world-model stack toward richer physical simulation, while pursuing the next Gemini generation (Gemini 4, in pre-training since July 21, 2026) on Google's Ironwood TPUs - with Hassabis projecting AGI around 2030 (possibly 2029). An August 10, 2026 Fortune investigation into the causes of Hassabis's step-back as CEO cited low morale, a multi-year talent exodus and repeated model delays as headwinds to that roadmap; DeepMind has since also moved a roughly 90-person AI-responsibility (frontier-risk) team out to Google's Global Affairs organization (effective early September 2026) and begun piloting double-blind third-party evaluations of a Gemini Flash Lite model (announced Aug 27, 2026) as the lab reorganizes around Koray Kavukcuoglu.", "targetDate": "2026-2030", "sortKey": 202606, "source": "https://deepmind.google/blog/piloting-the-worlds-first-double-blind-ai-evaluations/", "lastUpdated": "2026-09-01", "company": { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Pursue the Eighth Circuit appeal of Minnesota HF 1605", "description": "After US District Judge Donovan Frank denied a preliminary injunction on or around September 4, 2026, xAI noticed an appeal to the Eighth Circuit seeking to block Minnesota from enforcing its anti-nudification law, which carries fines of up to $500,000 per violation, while the First Amendment challenge proceeds.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.mprnews.org/story/2026/09/04/judge-lets-minnesota-enforce-antinudification-app-law-over-xai-objection-as-case-proceeds", "lastUpdated": "2026-09-05", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Deploy Series D capital into owned compute", "description": "Use the September 8, 2026 €3 billion Series D to expand owned data-center capacity and train larger models. CEO Arthur Mensch told CNBC the long-term plan is to rely on capacity Mistral builds itself, with owned compute growing around 100% over the next five years, rather than remaining dependent on rented infrastructure.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.cnbc.com/2026/09/08/mistral-ai-funding-valuation-samsung.html", "lastUpdated": "2026-09-08", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Expand the Samsung manufacturing-AI relationship", "description": "Follow through on CEO Arthur Mensch's September 8, 2026 statement that Mistral will work with Samsung on manufacturing-process AI the way it already does with ASML, the industrial counterpart to Samsung leading the Series D.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.cnbc.com/2026/09/08/mistral-ai-funding-valuation-samsung.html", "lastUpdated": "2026-09-09", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Select the second Campus AI site to reach 3 GW nationwide", "description": "Follow through on the June 2026 agreement with Bpifrance and MGX to scale Campus AI beyond the 1.4 GW Fouju flagship to a roughly 3 GW network of AI factories across France - pick and stand up the second site (location still not fixed as of mid-August 2026) alongside an additional ~€7.5B of investment.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.mgx.ae/news-insights/bpifrance-mistral-and-mgx-expand-campus-ai-across-france-deliver-3-gw-network-ai", "lastUpdated": "2026-09-03", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Build out the HUMAIN sovereign-AI partnership in Saudi Arabia", "description": "Follow through on the strategic collaboration announced August 24, 2026 with Saudi AI company HUMAIN, valued in the hundreds of millions of euros, spanning AI infrastructure, the development and localization of advanced AI models (starting with cybersecurity and voice), Arabic-language frontier models, and a joint go-to-market strategy for regulated industries across Saudi Arabia and the wider region. Mistral is also exploring using HUMAIN's data-center infrastructure to support growing local compute needs - its first major Gulf partnership, alongside its existing Campus AI buildout in France.", "targetDate": "2026 and beyond", "sortKey": 202606, "source": "https://mistral.ai/news/mistral-x-humain", "lastUpdated": "2026-08-28", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Build out a gigawatt-scale data center in Inner Mongolia", "description": "Deploy proceeds of the ~$7B round into self-operated data centers built on Huawei Ascend chips to serve AI-agent workloads, deepening the domestic-silicon strategy proven by V4's Nvidia-free training run. Bloomberg reported on July 30, 2026 that DeepSeek is developing a roughly one-gigawatt facility in Ulanqab, Inner Mongolia, building part of it itself while leasing additional capacity from other providers, and targeting bringing at least part of the capacity online in late 2027 or early 2028. Bloomberg reported on September 4, 2026 that DeepSeek plans to deploy at least 160,000 of Huawei's next-generation Ascend 950DT chips at the facility for running (not training) its models, which would be among the largest known clusters of Chinese AI accelerators; Huawei's limited production capacity is expected to cap 950DT output in the low hundreds of thousands of units this year, so delivery could take more than a year, and DeepSeek has reportedly asked Beijing to help secure faster, larger allocations.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.bloomberg.com/news/articles/2026-09-04/deepseek-plans-big-huawei-ai-chip-order-to-power-new-data-center", "lastUpdated": "2026-09-04", "company": { "slug": "deepseek", "name": "DeepSeek", "url": "https://www.ventureatlas.org/company/deepseek", "apiUrl": "https://www.ventureatlas.org/api/company/deepseek" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Build out the Unitree AI pact into shipped embodied-intelligence work", "description": "Follow through on the August 6, 2026 agreement disclosed alongside DeepSeek's 140.8M yuan (~$20.8M) strategic stake in Unitree Robotics' Shanghai IPO: a pact to jointly develop AI models for humanoid robots, with Unitree giving DeepSeek priority on model-training procurement and DeepSeek favoring Unitree for robots and embodied-AI applications. It is DeepSeek's first disclosed move into robotics, and the shares carry a 36-month lock-up. No shipped joint output has been disclosed yet.", "targetDate": "2026 and beyond", "sortKey": 202606, "source": "https://technode.com/2026/08/07/deepseek-takes-rmb141-million-strategic-placement-in-unitree-ipo/", "lastUpdated": "2026-09-08", "company": { "slug": "deepseek", "name": "DeepSeek", "url": "https://www.ventureatlas.org/company/deepseek", "apiUrl": "https://www.ventureatlas.org/api/company/deepseek" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Expand the enterprise agentic-coding business", "description": "Ride K2.7-Code and K3's coding lead to grow Kimi Code and Kimi Work adoption among Western and Chinese developer platforms, sustaining the ARR ramp past $300M. Kimi K3's July 31, 2026 arrival on Microsoft Azure via Fireworks AI on Microsoft Foundry, plus Microsoft's own testing of the model for Copilot, was an early sign of this push reaching Western enterprise platforms; by late August 2026 Moonshot had moved to direct talks with Microsoft, Amazon and Google on cloud revenue-sharing deals worth up to 30% of K3-related revenue, still at an early stage with the split, data access and token-tracking mechanics unresolved.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.tradingview.com/news/reuters.com,2026:newsml_L1N44N0PX:0-china-s-moonshot-in-talks-with-microsoft-amazon-google-over-k3-revenue-sharing-sources-say/", "lastUpdated": "2026-09-01", "company": { "slug": "moonshot-ai", "name": "Moonshot AI", "url": "https://www.ventureatlas.org/company/moonshot-ai", "apiUrl": "https://www.ventureatlas.org/api/company/moonshot-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Congressional scrutiny of Kimi's use by American companies continues", "description": "DoorDash, which routes lower-level coding tasks to Moonshot's open-weight Kimi K2.6 model, was asked to produce documents by August 14, 2026 and to send AI-infrastructure, security, procurement and compliance staff for an in-person briefing by August 21, 2026. As of September 6, 2026 neither the committees nor DoorDash has published whether the briefing occurred or what lawmakers concluded. The inquiry remains part of a wider House probe into US companies' use of Chinese open-weight models (DoorDash joins Cursor and Airbnb) and is the main near-term political risk to Western enterprise adoption of Kimi.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.scmp.com/news/china/diplomacy/article/3362616/us-lawmakers-investigate-doordashs-use-moonshot-ais-kimi-k26-model", "lastUpdated": "2026-09-06", "company": { "slug": "moonshot-ai", "name": "Moonshot AI", "url": "https://www.ventureatlas.org/company/moonshot-ai", "apiUrl": "https://www.ventureatlas.org/api/company/moonshot-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Complete the Shanghai STAR Market A-share listing", "description": "Execute the board-approved plan (June 1, 2026) to raise up to RMB 15B (~$2.1B) in an A-share listing, with RMB 12B earmarked for foundation-model R&D, becoming dual-listed under China's 'H-to-A' policy tailwind. As of June 17, 2026 the listing moved into the 'tutoring acceptance' stage with Guotai Haitong Securities as sponsor - an early procedural step still requiring a shareholder special resolution, CSRC registration, and Shanghai Stock Exchange approval. Re-checked early September 2026: no further procedural update (shareholder vote, CSRC filing, or SSE review) has been publicly reported since the June tutoring-acceptance milestone.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://finance.biggo.com/news/53793037-3bb5-4177-9ec4-15d5bbfc7744", "lastUpdated": "2026-09-05", "company": { "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" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Deploy the $4B placement into compute", "description": "Convert the July 2026 placement proceeds into training and inference infrastructure - largely on domestic hardware given Entity List constraints - to keep scaling the GLM family. In July 2026 Zhipu acquired AI heterogeneous-computing software developer XCore Sigma to squeeze more utilization out of its domestic chip fleet, and is separately in early-stage talks with domestic chip-design houses about a custom ASIC for the GLM family, driven by GLM-5.2 daily token usage surging as much as 27x in its first week; no ASIC partner has been selected and that project could take 2+ years. Re-checked early September 2026: no ASIC partner announcement has been publicly reported.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.scmp.com/tech/big-tech/article/3361374/zai-shares-surge-37-firm-builds-giant-data-centre-powered-chinese-chips", "lastUpdated": "2026-09-05", "company": { "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" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Expand sovereign-AI deals internationally", "description": "Grow the government-infrastructure business across Southeast Asia, the Middle East and Africa via the Indonesia and Vietnam innovation centers and Huawei-based private AI offerings, including the 'International Alliance for Independent Large Model Co-construction' Zhipu leads with roughly 10 ASEAN and 10 Belt and Road countries - a push third-party analysts say continues to show notable progress in securing government and state-owned-enterprise contracts across the three regions.", "targetDate": "Ongoing 2026", "sortKey": 202606, "source": "https://www.investing.com/news/stock-market-news/zhipu-ai-ramps-up-overseas-expansion-strategy-ahead-of-ipo-3997551", "lastUpdated": "2026-09-05", "company": { "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" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Release a first model", "description": "Investor Gavin Baker said on the Invest Like the Best podcast in early August 2026 that SSI was targeting its inaugural model release that month, which would be the lab's first shipped artifact of any kind in over two years. SSI never confirmed a launch date or the claim itself, and the August window passed with no model, API, or benchmark result. Rechecked 7 September 2026: ssi.inc is unchanged and no SSI artifact appears in public catalogs. A FutureSearch forecast still puts the odds of any public SSI release (model or research publication) in 2026 at roughly 38%. The official 2026 window has not fully passed, so this stays upcoming rather than slipped.", "targetDate": "2026", "sortKey": 202606, "source": "https://futuresearch.ai/safe-superintelligence-forecast/", "lastUpdated": "2026-09-07", "company": { "slug": "safe-superintelligence", "name": "Safe Superintelligence", "url": "https://www.ventureatlas.org/company/safe-superintelligence", "apiUrl": "https://www.ventureatlas.org/api/company/safe-superintelligence" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Publish evidence that the research is worth the valuation", "description": "SSI is valued at $32 billion on a last-disclosed basis with zero public output: no model, no paper, no benchmark, no revenue. Sutskever's stated justification for the Nvidia raise is that the lab has 'research that is worthy of scaling up.' Rechecked 7 September 2026, nothing external can yet be measured, so the position still rests on funding, compute access, and Sutskever's track record on AlexNet, sequence-to-sequence learning, AlphaGo, and the GPT and o-series reasoning work.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://investor.nvidia.com/news/press-release-details/2026/Ilya-Sutskevers-Safe-Superintelligence-Inc--and-NVIDIA-Announce-Long-Term-Strategic-Partnership/default.aspx", "lastUpdated": "2026-09-07", "company": { "slug": "safe-superintelligence", "name": "Safe Superintelligence", "url": "https://www.ventureatlas.org/company/safe-superintelligence", "apiUrl": "https://www.ventureatlas.org/api/company/safe-superintelligence" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Mature the Guam Defense System Battle Manager", "description": "Anduril demonstrated its Lattice-powered Battle Manager for the Guam Defense System at Exercise Valiant Shield 2026, fusing Army, Air Force, Navy and Missile Defense Agency assets and generating autonomous engagement recommendations less than six months after the development contract. The next test is whether that software layer moves from a one-exercise demo into a fielded joint air-and-missile-defense command-and-control capability for Guam and other Indo-Pacific nodes.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.defenceconnect.com.au/joint-capabilities/18756-anduril-demonstrates-ai-powered-battle-manager-during-valiant-shield-2026", "lastUpdated": "2026-08-28", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Potential new funding round at roughly $100B valuation", "description": "Reported on July 24, 2026 to be in talks to raise again at about $100B, less than two months after its $61B Series H closed - a mark that would put Anduril nearly on par with Lockheed Martin. One floated structure is a two-stage round where investors commit now to a second tranche at a higher valuation within a year, contingent on Anduril hitting financial benchmarks. A September 2026 Globes report said the contemplated raise had reached about $10 billion at that valuation but had still not closed. Anduril says no decision has been made about any future financing; as of September 10, 2026 no close has been confirmed - watch whether the round actually closes and at what structure and valuation.", "targetDate": "2026 (unconfirmed)", "sortKey": 202606, "source": "https://en.globes.co.il/en/article-anduril-to-appoint-amiram-norkin-to-head-israel-activity-1001553989", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Stand up Cardinal Program assessments with Method Security", "description": "After the September 11, 2026 launch, Method and Palantir still have to enroll municipalities, utilities, and critical-infrastructure operators in the opt-in Cardinal Program and show that autonomous red-team assessments can run safely at no cost. Watch for named participants, first published findings or hardening guidance, and any government agency that adopts Cardinal as a vehicle for systems in its mandate.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://investors.palantir.com/news-details/2026/Method-Security-and-Palantir-Announce-The-Cardinal-Program-Delivering-Methods-Autonomous-Cyber-Systems-via-Palantirs-Ontology-for-Cybersecurity", "lastUpdated": "2026-09-11", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Deliver on raised FY2026 guidance of $8.15-8.16B revenue (+82%)", "description": "After 85% growth in Q1 and a record 93% in Q2, Palantir raised full-year 2026 guidance to $8.150-8.158 billion in revenue (82% growth), over $3.424 billion of US commercial revenue (+134%), and $4.5-4.7 billion of adjusted free cash flow. Delivering on this would nearly double the FY2025 top line and is the central test of whether its AI-driven acceleration, now reinforced by Maven's program-of-record status, is durable.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.businesswire.com/news/home/20260802523449/en/Palantir-Reports-Q2-2026-U.S.-Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations", "lastUpdated": "2026-09-12", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Extend the Nvidia supply-chain SAIOS stack to other Palantir customers", "description": "AIPCon 11 on September 10, 2026 showcased the SAIOS stack on Nvidia's own supply chain (Command Center, Nemotron 3.5 Lightning, on-prem). The remaining test is whether other manufacturing, energy, healthcare, automotive, and aerospace customers adopt the same Foundry/AIP/Nemotron/cuOpt stack on Dell, Cisco, Rackspace, or Nebius infrastructure.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.marketbeat.com/instant-alerts/event-palantir-technologies-showcases-sovereign-ai-wins-with-nvidia-cisco-and-faa-2026-09-10/", "lastUpdated": "2026-09-12", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Stand up Cisco Secure AI Factory deployments of Ontology for Cybersecurity", "description": "At AIPCon 11 on September 10, 2026, Cisco said Palantir's Ontology for Cybersecurity will be offered through Cisco's Secure AI Factory with Nvidia. Watch for named enterprise or government customers, a generally available offering, and whether the stack sits alongside the Cardinal Program and the Nvidia SAIOS reference architecture.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.marketbeat.com/instant-alerts/event-palantir-technologies-showcases-sovereign-ai-wins-with-nvidia-cisco-and-faa-2026-09-10/", "lastUpdated": "2026-09-12", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Expand the FAA Flight Plan 2026 safety ontology beyond ASM", "description": "FAA associate administrator Nick Fuller said at AIPCon 11 that the Aviation Safety Management Office is using Palantir to integrate siloed safety sources into a shared ontology for Flight Plan 2026. The next test is whether that national risk picture moves from ASM workflows into broader National Airspace System operations, with humans still accountable for actions.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.marketbeat.com/instant-alerts/event-palantir-technologies-showcases-sovereign-ai-wins-with-nvidia-cisco-and-faa-2026-09-10/", "lastUpdated": "2026-09-12", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "First orbital flight of Arc", "description": "The mission that decides whether the company has a product. Inversion has said since the October 2025 unveiling that Arc flies its first mission in 2026, which means launching the vehicle, holding it on orbit, deorbiting under control, surviving a Mach 20-plus reentry, and landing under parachute close to a target. Ray never got past the deorbit burn, so this is the first real test of the reentry stack end to end. Watch for a launch assignment and an FAA reentry license for the Arc configuration.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.compositesworld.com/news/inversion-space-looks-to-2026-orbital-flight-for-space-delivery-vehicle-arc", "lastUpdated": "2026-08-29", "company": { "slug": "inversion-space", "name": "Inversion Space", "url": "https://www.ventureatlas.org/company/inversion-space", "apiUrl": "https://www.ventureatlas.org/api/company/inversion-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Resolve the court challenge to the Navy's bundled LCS/sUSV sustainment award", "description": "Saronic is contesting a NAVSEA solicitation worth up to $1.57 billion that bundles operations-and-sustainment work for Littoral Combat Ship mission modules with small unmanned surface vessels, arguing in a US Court of Federal Claims complaint filed in March 2026 that the bundled structure favors large, non-commercial primes over the vendor pool Saronic competes in. Because the case was filed in federal court rather than at the GAO, there is no statutory decision clock; as of the most recent reporting it remained unresolved. The outcome decides whether Saronic can compete for a sustainment revenue stream well beyond its existing Corsair production contract.", "targetDate": "2026", "sortKey": 202606, "source": "https://defensescoop.com/2026/04/01/saronic-files-bid-protest-halt-navy-contract-award/", "lastUpdated": "2026-09-02", "company": { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Turn allied partnerships into foreign orders", "description": "Saronic launched UK operations and expanded in Australia in 2026, promoted Matthew Tracey to VP of International, appointed retired Rear Admiral Lee Goddard as a strategic advisor in Australia, partnered with Lloyd's Register to get its vessels classed for the UK, Europe, and Australia, and signed an MOU with Taiwan's National Chung-Shan Institute of Science and Technology. None of that has yet converted into a disclosed foreign production contract as of September 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.lr.org/en/knowledge/press-room/press-listing/press-release/2026/saronic-and-lr-partner-to-advance-maritime-autonomy-in-uk-europe-and-australia/", "lastUpdated": "2026-09-07", "company": { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Convert Taiwan's 280-aircraft V-BAT budget into deliveries", "description": "Taiwan's Navy published a 2026-2029 budget line of NT$36 billion for 280 V-BATs, 140 control systems and 82 transport vehicles, with Army Recognition reporting a 40-aircraft first tranche in 2026. The next gate is a signed contract and the first deliveries, which would be larger than any prior V-BAT order and would test whether Shield AI can manufacture at that rate.", "targetDate": "2026-2029", "sortKey": 202606, "source": "https://www.cna.com.tw/news/aipl/202608310191.aspx", "lastUpdated": "2026-09-06", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Convert the Poland X-BAT letter of intent into production agreements", "description": "The five-year MSPO letter of intent with PGZ and WZL-2 covers design, production, delivery and sustainment of X-BAT in Poland, plus Hivemind, V-BAT, MRO, training and technology transfer. Defence24 said the companies will now negotiate a detailed work-share. Watch whether that becomes a funded Polish production and export program, distinct from Poland's already-signed V-BAT Navy buy.", "targetDate": "2026-2031", "sortKey": 202606, "source": "https://defence24.com/industry/poland-to-produce-x-bat-autonomous-fighter-drones", "lastUpdated": "2026-09-11", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Move Starlab into flight-hardware manufacturing", "description": "Following the February 2026 Commercial Critical Design Review - the 28th NASA milestone - Starlab transitions from design validation to manufacturing, fabrication, testing and assembly of the flight station. The program has now signed over $500M of commercial reservations (approaching $600M) ahead of launch, and NASA Space Act Agreement milestone payments (~$211M of the $217.5M awarded received through Q2 2026) are moderating as the program shifts toward Phase 2 commercialization. Watch for structural test article and long-lead hardware milestones.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://investors.voyagertechnologies.com/news/news-details/2026/Starlab-Completes-NASA-Commercial-Critical-Design-Review/default.aspx", "lastUpdated": "2026-08-29", "company": { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Q3 2026 earnings report", "description": "TSMC's next quarterly report, expected around mid-October 2026 per its investor-relations financial calendar, following guidance (issued Jul 16, 2026) for revenue of $44.6-45.8B (+37% YoY at midpoint, +12% QoQ), gross margin of 65-67%, and operating margin of 56-58%, as the N2 ramp and overseas-fab dilution weigh on margins. The official August 2026 monthly print of NT$514.806B (+53.3% YoY) kept the company tracking ahead of that Q3 guidance. Watch whether 3nm overtakes 5nm as the largest revenue node (Q2 mix: 3nm 30%, 5nm 33%), whether 2nm capacity reaches the ~100,000 wafers/month year-end target, and whether the September 8 High NA 2030 commitment is repeated on the call.", "targetDate": "Mid-October 2026", "sortKey": 202606, "source": "https://investor.tsmc.com/english/monthly-revenue/2026", "lastUpdated": "2026-09-10", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Start cell production at the 40 GWh Debrecen plant in Hungary", "description": "Hajdu-Bihar county issued an occupancy permit for the first cell-production building on August 25, 2026, covering two lines, but that permit does not itself allow mass production to start. Cell work remains halted after nine employees showed elevated nickel in August biological monitoring; inspectors found inadequate protective equipment and stopped work in laser cutting, winding and cell-drying areas, and CATL has suspended equipment commissioning while it investigates. Caixin reported on September 2 that regulators are allowing only equipment testing until the safety gaps are closed. The 5 GWh module line is already running (about 381,000 modules by July 2026, enough for roughly 87,000 EVs), still fed by cells shipped from other CATL plants. A new 44,000 sqm GreenPower Energy Debrecen logistics and pack-assembly unit is targeted to start at the end of October 2026. BMW's supply of Debrecen-made cells is still only expected in 2027. Roughly 90% of the Hong Kong IPO proceeds were earmarked for this site.", "targetDate": "2026 (slipping; no firm new date disclosed)", "sortKey": 202606, "source": "https://www.caixinglobal.com/2026-09-02/catls-hungary-cell-plant-halted-after-nickel-exposure-incident-102480858.html", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Begin field testing QSE-5 cells in vehicles", "description": "The company has targeted 2026 for the start of in-vehicle field testing, the step that moves QSE-5 from bench samples and a one-off Ducati demonstration into real automotive duty cycles. As of September 12, 2026, no QuantumScape, Honda, or PowerCo disclosure has confirmed that vehicle-level field testing has begun; the last public framing, at the Aug 12 J.P. Morgan Automotive Conference, still treated the near-term test as manufacturing scale, yield and partner execution.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.investing.com/news/transcripts/quantumscape-at-jp-morgan-automotive-conference-scale-not-hype-93CH-4856192", "lastUpdated": "2026-09-12", "company": { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Complete the Hong Kong listing", "description": "The application refiled on April 24, 2026 carries a six-month validity, so Sungrow needs to price the deal by around October 2026 or file a third time. Proceeds are earmarked for overseas manufacturing - including new storage factories in Poland (under construction, targeting H1 2027 operation) and Egypt - plus solid-state battery R&D and the new AI-data-center power business. No pricing date had been announced as of September 10, 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.saurenergy.com/solar-energy-news/sungrow-revives-hong-kong-ipo-bid-eyes-overseas-manufacturing-push-11780672", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Scale grid-forming storage across Europe", "description": "The January 2026 Madrid launch put the grid-forming PowerTitan 3.0 in front of European utilities that increasingly need inertia and black-start services, not just energy arbitrage. Sungrow forecasts delivering 10 GWh of PowerTitan 3.0 across Europe in 2026 and won The smarter E AWARD 2026 for the platform, the only Chinese brand to win in the storage category.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.energy-storage.news/industry-updates/sungrows-powertitan-3-0-wins-smarter-e-award-at-intersolar-europe/", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Navigate the new US inverter import ban", "description": "Following the FCC's July 28, 2026 ban on new imports of Chinese-made grid-connected power inverters, the agency updated its Covered List on August 20, 2026 to exclude inverters eligible for the US Section 45X domestic-manufacturing tax credit. At the H1 briefing Sungrow said it expects a gradual US pullback and is shifting resources to other regions; on September 9, 2026 it was reported to be sourcing Samsung SDI cells so it can keep supplying US storage systems without building a US factory. Existing approved inverter models remain legal to import, but management is treating the US as a shrinking, higher-risk market.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.pv-magazine.com/2026/09/09/sungrow-turns-to-samsung-sdi-battery-cells-to-sustain-its-energy-storage-business/", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Deliver first AI data center power systems under EnerNeo framework agreements", "description": "Following EnerNeo's July 2026 launch, Sungrow said at its H1 briefing that commercial shipments of the solid-state transformers have begun, with about 2 GWh of firm AIDC storage orders and a pipeline above 10 GWh. Framework agreements with HEC Technology (30 MW) and ZDATA (100 MW) remain the named customer anchors; management now expects robust AIDC growth starting in 2027 or 2028 rather than a large 2026 revenue contribution.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.energy-storage.news/sungrows-battery-storage-revenue-tops-pv-business-h1-shipments-hit-25gwh/", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Scale Gravity-1 launch cadence", "description": "Hardware for the fourth Gravity-1 (serial Y3) reached Haiyang in August 2026 for a planned nine-satellite LEO internet mission. Orienspace told CCTV it wants that flight in Q3 2026 (through September 30) plus two more batch missions before 2027. As of September 6, 2026 the fourth flight has not occurred; Wikipedia and Gravity-1 launch tables still list three successes.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://www.china-in-space.com/p/orienspace-preparing-fourth-flight", "lastUpdated": "2026-09-06", "company": { "slug": "orienspace", "name": "Orienspace", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Commission the Aalo-0 sodium test prototype", "description": "Bring the full-scale non-nuclear sodium test prototype - the power plant without the heat, using electrical heaters to simulate a reactor core and validate heat-transport and power-conversion systems - into commissioning. Aalo's technology page lists Aalo-0 as a Q3 2026 milestone and, as of early September 2026, showed it 65% complete. Modules were shipped from the Austin factory to Idaho National Laboratory in December 2025.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://www.aalo.com/technology", "lastUpdated": "2026-09-08", "company": { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Finalize Spain-Poland A330 MRTT joint procurement contract", "description": "Spain's Council of Ministers approved a EUR 5.4 billion (~$6.3B) seven-year framework agreement on August 25, 2026 for the joint procurement of seven A330 MRTT tankers with Poland (three for Spain, four for Poland), financed in part via the EU's SAFE loan instrument and assembled at Airbus's Getafe site. The framework sets the stage for definitive contract negotiations between the two governments and Airbus; Poland's four tankers are targeted for delivery by 2030.", "targetDate": "Contract negotiations following August 2026 framework approval; Polish deliveries targeted by 2030", "sortKey": 202608, "source": "https://www.flightglobal.com/fixed-wing/2026/08/spain-clears-e5-4bn-mrtt-joint-procurement-with-poland/", "lastUpdated": "2026-08-29", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Hit Q3 2026 guidance and offset memory-chip cost pressure", "description": "Following the Q2 2026 report (revenue and deliveries below guidance, GAAP operations back in a loss), NIO guided Q3 2026 deliveries of 108,000-111,000 and revenue of RMB33.285B-RMB34.051B, with vehicle margin expected to hold near 18.5% and non-GAAP SG&A/revenue falling to 10-11% in H2 from ~13% in H1. The named risk to the full-year non-GAAP-profitability target is a memory-chip (DRAM/HBM) cost headwind that averaged roughly RMB14,000/vehicle in Q2 versus late 2025; on the September 1 earnings call management added that H2 incremental per-vehicle costs of RMB2,000-RMB3,000 are expected on top of that, and that it is targeting average monthly deliveries above 40,000 in Q4 if China's passenger-vehicle market recovers. The next checkpoint is NIO's Q3 2026 earnings release, typically in November.", "targetDate": "Q3 2026 (results due ~November 2026)", "sortKey": 202608, "source": "https://www.marketbeat.com/instant-alerts/transcript-nio-q2-earnings-call-highlights-2026-09-01/", "lastUpdated": "2026-09-07", "company": { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Launch the G9L and Mona L05 to lift monthly volume", "description": "He Xiaopeng said on the August 24 Q2 call that the G9L flagship five-seat SUV will officially launch and begin deliveries in China in September 2026, and that the Mona L05 will launch in China in Q4, with the pair (plus overseas Mona L03 deliveries) aimed at lifting monthly sales toward 60,000 in the fourth quarter. On September 11, 2026 the first right-hand-drive G9L SUVs rolled off in Guangzhou for Australia, so the China launch and first overseas RHD shipments are now both live watch items this month.", "targetDate": "Q3-Q4 2026", "sortKey": 202608, "source": "https://cnevpost.com/2026/09/11/xpeng-first-right-hand-drive-g9l-roll-off-line/", "lastUpdated": "2026-09-11", "company": { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "First passenger revenue flights in UAE under GCAA RTC program", "description": "The GCAA's Restricted Type Certificate program, signed May 7, 2026, gives Archer a streamlined path to limited commercial operations in Abu Dhabi as early as Q3 2026 - ahead of U.S. commercial certification. Abu Dhabi Aviation is the planned launch operator. Eight commercial-readiness workstreams (aircraft, ops, maintenance, crew training, airspace, vertiports, security, oversight) are in progress with the GCAA. As of September 9, 2026 no confirmed first-passenger-flight date had been announced and the Q3 window was nearly closed, making a Q4 2026 start the more likely remaining path unless Archer announces a late-September debut.", "targetDate": "Q3–Q4 2026", "sortKey": 202608, "source": "https://investors.archer.com/news/news-details/2026/UAE-Regulator-And-Archer-Move-To-Streamlined-Approach-for-Certifying-Midnight-in-the-UAE/default.aspx", "lastUpdated": "2026-09-09", "company": { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Complete key Canadian landing stations", "description": "Finish the Papineauville, Quebec landing station in Q3 2026 and the Saskatchewan sites (Estevan, Shaunavon) by year-end so the terrestrial network is ready for initial satellite operations and customer trials. Intellian gateway antennas at Papineauville were installed by June 2026 and were tracking Telesat's LEO 3 test satellite in July; Telesat still described the site as nearing completion in mid-July and has not issued a formal completion notice as of September 9, 2026. Saskatchewan year-end targets were reaffirmed on the August 20 Q2 call.", "targetDate": "Q3-Q4 2026", "sortKey": 202608, "source": "https://www.fool.com/earnings/call-transcripts/2026/08/20/telesat-tsat-q2-2026-earnings-call-transcript/", "lastUpdated": "2026-09-09", "company": { "slug": "telesat", "name": "Telesat", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Open the Les Ulis inference data center", "description": "Bring the dedicated 10 MW inference facility at Les Ulis (Essonne), inside Digital Realty's Paris South campus and powered by Nvidia GB300 NVL72 accelerators, online to complement the 44 MW Bruyères-le-Châtel training site and give Mistral direct control over serving capacity as usage scales. Re-verified as of September 2, 2026: still targeting Q3 2026, with no independent confirmation yet that the site has opened.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://mistral.ai/news/ai-now-summit-2026/", "lastUpdated": "2026-09-02", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "First gigawatt of the OpenAI deployment goes live", "description": "With Vera Rubin now shipping (confirmed July 21, 2026), OpenAI is set to deploy it at scale in Q3 2026 - the step that unlocks the first tranche of Nvidia's up-to-$100B progressive investment tied to the ≥10 GW partnership. Nvidia's financing for OpenAI's Ohio data-center campus - reported as under negotiation at up to $250B in July and scaled back to under $120B by mid-August - has since been finalized at $105B for an initial 4.25 IT-GW build (with an option for 3.75 IT-GW more), with capacity coming online in phases starting 2028 rather than as a single Q3 2026 event.", "targetDate": "Q3 2026 (Vera Rubin at scale); 2028 (Ohio capacity phases)", "sortKey": 202608, "source": "https://www.cnbc.com/2026/08/17/nvidia-financing-open-ai-data-center-ohio.html", "lastUpdated": "2026-08-30", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Demonstrate Starship V3 booster catch and orbital propellant transfer", "description": "Flight 13 succeeded on July 24, 2026 - the program's first operational Starlink V3 deployment (20 satellites) and controlled splashdowns of both stages - clearing SpaceX to attack the harder V3 milestones. Recovery crews spent 24 days towing the intact Flight 13 upper stage (Ship 40) through rough seas across the Indian Ocean, reaching Christmas Island, Australia on August 18, 2026 - the first Starship upper stage ever recovered intact after flight. SpaceX engineers inspected Ship 40 in place, collecting heat-shield samples that Musk said confirmed the heat-shield problem is solved, before loading it onto the semi-submersible vessel Forte, which departed Christmas Island on August 28, 2026 for the roughly 20,000 km trip back to Starbase, Texas. On August 28, 2026 SpaceX also completed a full-duration 33-engine static fire of the Super Heavy booster assigned to Flight 14 at Starbase, following a six-engine static fire of that flight's Ship. Flight 14 (hardware Ship 41 and Booster 21) slipped past its 'late August' target: NASA Administrator Jared Isaacman said August 14, 2026 that SpaceX was tracking an early-September launch, but an August 20, 2026 airspace-planning briefing for air-traffic managers instead pointed to a September 15, 2026 target. On August 20, 2026 Musk also said Flight 14 will not attempt the first launch-tower catch of the upper stage itself after all; SpaceX now expects to try the ship catch 'in a few months,' pushing the first Starship reflight out to around the end of 2026 or early 2027. A public FCC filing submitted around September 1, 2026 confirmed the September 15, 2026 target and, for the first time, that Flight 14 will attempt a genuine orbital insertion rather than the suborbital arc every prior Starship flight (including Flight 13) has flown - meaning the roughly 20 Starlink V3 satellites it carries are planned to reach an operational orbit and join the constellation, unlike Flight 13's satellites, which reentered with the ship because that flight never reached orbit. The filing also states the Super Heavy booster will return to the launch site for a tower-catch attempt, while the ship itself is still slated for an ocean splashdown rather than a catch. On September 2, 2026 the FAA issued a Finding of No Significant Impact for expanded Pacific reentry contingency landing areas and an additional Starship return trajectory to Starbase, a required environmental step before the Office of Commercial Space Transportation can modify SpaceX's vehicle operator license to use those corridors. Beyond Flight 14, the roadmap runs through flying Starlink V3 on a rapid cadence and demonstrating an orbital ship-to-ship propellant transfer - the in-space refueling demo that FCC filings and the Artemis HLS contract both hinge on.", "targetDate": "September 15, 2026 (Flight 14, per FCC filing); ship catch a few months later", "sortKey": 202609, "source": "https://www.faa.gov/space/stakeholder_engagement/spacex_starship/", "lastUpdated": "2026-09-06", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Launch Crew-13 to the ISS", "description": "NASA had moved up SpaceX's Crew-13 mission from a planned November launch to September 12, 2026 to increase ISS crew-rotation cadence, but on August 29, 2026 NASA and SpaceX postponed that date after an oxidizer leak was detected on Dragon's propulsion system during standard prelaunch processing. Joint teams are running additional tests and data review, with any needed rework to be completed before a new target date is set. The Dragon flight will carry NASA's Jessica Watkins (commander) and Luke Delaney (pilot), CSA's Joshua Kutryk, and Roscosmos's Sergey Teteryatnikov on a Falcon 9 from Cape Canaveral, continuing the Commercial Crew Program's regular ISS rotations.", "targetDate": "TBD (postponed from September 12, 2026 pending Dragon propulsion-leak investigation)", "sortKey": 202609, "source": "https://www.nasa.gov/blogs/spacestation/2026/08/29/nasa-spacex-adjust-crew-13-launch-date/", "lastUpdated": "2026-09-05", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Iridium stockholders vote on the merger", "description": "Iridium stockholders vote on Rocket Lab's roughly $8 billion cash-and-stock acquisition at a virtual special meeting on September 24, 2026 (record date August 21, 2026). Approval requires a majority of outstanding Iridium shares. The SEC declared the Form S-4 effective around August 26-27, and the definitive proxy has been mailed. Close remains targeted for mid-2027, still subject to FCC license-transfer consent and other regulatory clearances, including after SpaceX's late-August FCC comments asking the agency to scrutinize Iridium's conduct toward rival operators.", "targetDate": "September 24, 2026", "sortKey": 202609, "source": "https://investors.rocketlabcorp.com/sec-filings/sec-filing/effect/9999999995-26-002771", "lastUpdated": "2026-09-12", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Resolve the Long March 7A investigation and clear the shared engine family", "description": "Determine the root cause of the August 10, 2026 Long March 7A failure that destroyed the Zhongxing-4B/ChinaSat-4B satellite - only the vehicle's second failure ever - and issue a formal finding on whether the shared YF-100-series kerolox engine family (used across the Long March 5, 6, 7, 8, 10, and 12 lines) needs design changes before those vehicles can be considered fully cleared. CASC has continued flying other YF-100-powered variants throughout the investigation - a Long March 5B (Aug 13), Long March 12 (Aug 16), and Long March 6C (Aug 25, the 665th cumulative Long March mission) all reached orbit successfully - which analysts read as evidence the fault traces to the 7A's own third stage or booster propellant feed line rather than a systemic YF-100 defect, but as of September 8, 2026 CASC/Chinese authorities have still not issued an official root-cause finding or a formal fleet-wide clearance statement, and a full investigation is typically expected to take several months.", "targetDate": "H2 2026 (root-cause finding expected)", "sortKey": 202609, "source": "https://spacenews.com/long-march-12-launches-despite-recent-7a-failure-long-march-2c-launches-satellite-for-uae/", "lastUpdated": "2026-09-08", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Resolve the PJM interconnection dispute for the Virginia project", "description": "After PJM Interconnection withdrew a 750 MW mixed-technology project (150 MW advanced nuclear, 300 MW fuel cells, 300 MW gas) from Cycle 01 on August 3, 2026, Oklo filed an emergency FERC complaint on August 28 (docket EL26-101-000) asking for reinstatement with its original queue position. Oklo spokesperson Bonita Chester told the American Nuclear Society the queue position is for an early-stage Virginia project at the Possum Point and Ladysmith substations, not a deployment announcement and not the Pike County, Ohio campus. Oklo says the withdrawal could delay the project by at least 14 months. PJM answered on September 4, 2026 and asked FERC to deny the complaint, arguing Oklo never supplied a working model that demonstrated stability at the proposed maximum facility output. If FERC instead reinstates the project, PJM asked for a ruling by September 14 so it can still start Phase I studies on September 28; otherwise it says the whole cycle slips about two months. As of September 10, 2026 FERC has not issued an order.", "targetDate": "September 2026", "sortKey": 202609, "source": "https://www.pjm.com/-/media/DotCom/documents/ferc/filings/2026/20260904-el26-101-000.pdf", "lastUpdated": "2026-09-10", "company": { "slug": "oklo", "name": "Oklo", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Advance the Dow Seadrift project through NRC review", "description": "Carry the four-unit Long Mott Generating Station at Dow's Seadrift, Texas site through NRC review. The next public gate is the uncontested construction-permit hearing on September 22, 2026 in Port Lavaca. POWER, citing the NRC project dashboard, reports staff targeting a final safety evaluation in November 2026, after which a construction-permit decision could follow around Q1 2027 under the accelerated ~18-month review mandated by Executive Order 14300. Fluor is on FEL-2 services; Dow has said it does not expect a final investment decision before 2028.", "targetDate": "Hearing Sept 22, 2026; FSER targeted November 2026; construction permit targeted Q1 2027", "sortKey": 202609, "source": "https://www.federalregister.gov/documents/2026/08/20/2026-16975/long-mott-energy-llc-long-mott-generating-station-notice-of-hearing", "lastUpdated": "2026-09-08", "company": { "slug": "x-energy", "name": "X-energy", "url": "https://www.ventureatlas.org/company/x-energy", "apiUrl": "https://www.ventureatlas.org/api/company/x-energy" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Finish TX-1 and begin licensed fuel manufacturing", "description": "X-energy's next major execution milestone is completing the TX-1 fuel-fabrication facility - vertical construction reached roughly 80% complete as of the Q2 2026 earnings call (August 13, 2026), up from 56% a quarter earlier, and on August 24, 2026 TRISO-X confirmed the facility has entered its next construction phase, starting interior buildout and auxiliary-building work as the main structure's vertical construction nears completion - and turning it into an operating commercial plant that can supply first-core loads for early Xe-100 deployments, still targeted for completion in the first half of 2028. A July 2026 $11M Tennessee state grant now backs a broader Oak Ridge campus build-out adding a second commercial facility (TX-2, expected to create 1,000+ jobs) and an R&D center (TX-L), scaling total planned capacity to fuel about 55 Xe-100 reactors.", "targetDate": "TX-1 interior buildout underway 2H 2026; full completion 1H 2028", "sortKey": 202609, "source": "https://www.globenewswire.com/news-release/2026/08/24/3349609/0/en/triso-x-advances-to-next-phase-of-construction-for-tx-1-fuel-fabrication-facility.html", "lastUpdated": "2026-09-12", "company": { "slug": "x-energy", "name": "X-energy", "url": "https://www.ventureatlas.org/company/x-energy", "apiUrl": "https://www.ventureatlas.org/api/company/x-energy" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Price and list the HNUC IPO", "description": "Holtec launched the IPO roadshow on September 8, 2026 at $15 to $18 per share for 50 million Class A shares (up to $900 million, plus a 7.5 million-share option), targeting a valuation of up to $10.2 billion and a listing on Nasdaq and Nasdaq Texas under HNUC. The S-1 is on file but not yet effective, so pricing and first trade still depend on the SEC declaring the registration effective and on market conditions.", "targetDate": "September 2026 (roadshow underway; pricing TBD)", "sortKey": 202609, "source": "https://www.globenewswire.com/news-release/2026/09/08/3357439/0/en/holtec-nuclear-corporation-announces-launch-of-initial-public-offering.html", "lastUpdated": "2026-09-08", "company": { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Convert DOE $17.5B commitment into firm US AP1000 orders", "description": "Finalize loan documentation for the conditional $17.5B DOE long-lead-item commitment and convert letters of intent (signed with seven potential partners) into firm orders with up to five utilities, at two AP1000 reactors per project. As of early September 2026 the five recipient utilities had still not been officially named (re-verified, no change since mid-August); sector analyst Capstone has flagged Dominion Energy, DTE Energy, WEC Energy Group, Public Service Enterprise Group, and Entergy as best-positioned candidates, with formal selections expected in the second half of 2026.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.utilitydive.com/news/doe-offers-175b-loans-help-build-10-large-nuclear-reactors/823633/", "lastUpdated": "2026-09-03", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Bulgaria's final investment decision on Kozloduy 7 & 8", "description": "Bulgaria and NPP Kozloduy - New Capacities agreed a contract extension in April 2026 to continue site-specific design, licensing support, and localization work with Westinghouse and Hyundai E&C, refining the cost and schedule estimate that will go before the Bulgarian Parliament for a final investment decision targeted in the second half of 2026, with commercial operation of Unit 7 in 2035 and Unit 8 in 2037. The required state-aid notification to the European Commission, a precondition for the FID, had still not been submitted as of early September 2026 (re-verified, no change since mid-August), with the task falling to the energy team under President Radev's newly appointed government - a potential source of slippage in the H2 2026 target.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.capital.bg/en/energy/2026/04/28/4907635_notification_for_unit_7_of_kozloduy_npp_to_be_handed/", "lastUpdated": "2026-09-03", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Complete Ward250 power-ascension test campaign", "description": "Ward250 has begun non-commercial power ascension following its June 2026 criticality and full-power runs; Valar says it will share further test milestones as the campaign progresses through the rest of 2026. No new milestone had been publicly reported as of September 4, 2026 beyond the July 1 Nvidia Blackwell demonstration.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.world-nuclear-news.org/articles/valar-atomics-achieves-criticality-in-doe-reactor-pilot-program", "lastUpdated": "2026-09-04", "company": { "slug": "valar-atomics", "name": "Valar Atomics", "url": "https://www.ventureatlas.org/company/valar-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/valar-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "737 MAX 10 certification", "description": "With the MAX 7 now certified (August 3, 2026), Boeing's remaining narrow-body certification work is the MAX 10, which completed its final planned certification flight on July 29, 2026 - closing out a campaign of 976 flights totaling more than 2,060 flight hours and roughly 1,040 ground-test hours. Remaining work is limited to development-assurance reviews, system-safety assessments, and final FAA submittals; Bloomberg reports the agency is expected to grant type certification around September or October 2026, with the FAA's public guidance still framing it as before year-end 2026. Certification clears the way for launch customers including United and Delta, with commercial deliveries expected to begin in 2027. Launch customer United - the type's largest customer with 167 firm orders - said on August 23, 2026 it now expects its first MAX 10 delivery in summer 2027 and is rethinking cabin plans after years of delay: hundreds of lie-flat premium seats originally bought for the jet have sat in storage, and United is leaning toward a higher-density domestic configuration (around 189 seats with recliner-style United First) instead of the lie-flat product it moved to the Airbus A321neo. A separate labor risk sits on the same window: SPEEA's current contract expires October 6, and Reuters said a strike could start October 7 if members do not ratify the September 11 tentative four-year deal covering about 17,000 professional and technical workers who work on MAX 10 and 777-9 certification.", "targetDate": "~September-October 2026 (year-end 2026 at the latest)", "sortKey": 202609, "source": "https://www.reuters.com/business/world-at-work/boeing-engineers-union-reach-tentative-contract-agreement-2026-09-11/", "lastUpdated": "2026-09-12", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Comply with FAA bear strap fuselage crack inspection directive", "description": "The FAA's Airworthiness Directive 2026-15-11, published August 6, 2026, requires operators to inspect roughly 1,429 737 MAX jets worldwide (471 US-registered 737-8, -9, and -8200s) for cracking in the fuselage 'bear strap' near the forward galley door - a defect Boeing traced to surface scratches left during the hot-bonding sealant-removal step in production, the same failure mode previously found on 737NG jets. No cracks have yet been found in the MAX fleet. The directive takes effect September 10, 2026. As of September 9, 2026 it had not yet taken effect; Boeing said it supports the AD, as it did the equivalent NG directive, and is implementing manufacturing process changes to prevent recurrence.", "targetDate": "September 10, 2026 (AD effective date)", "sortKey": 202609, "source": "https://www.federalregister.gov/documents/2026/08/06/2026-15936/airworthiness-directives-the-boeing-company-airplanes", "lastUpdated": "2026-09-09", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Spain workforce referendum on the labor proposal", "description": "Airbus said on September 4 that a Ministry of Industry-mediated proposal of understanding with unions UGT, ATP, CCOO and SIPA would go to a binding referendum of Airbus Spain employees in September. The proposal restores real-IPC pay and a 7.95% purchasing-power recovery through 2029 and keeps the current telework deal. After workers voted 51.23% to 48.77% on September 8 to keep the indefinite strike, the strike committee paused pickets on September 9 but kept the call in force; CGT asked Spain's Constitutional Court to suspend the referendum.", "targetDate": "September 2026", "sortKey": 202609, "source": "https://www.elespanol.com/invertia/empresas/20260908/plantilla-airbus-vota-mantener-huelga-pese-preacuerdo-mediacion-industria-votos/1003744376570_0.html", "lastUpdated": "2026-09-11", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "First flight and entry into service for the A350F", "description": "Airbus rolled the first A350F flight-test aircraft out of the paint shop at Toulouse on August 19, 2026 in a parcel-liveried scheme, with Reuters reporting the company is targeting late September for first flight, centered on a preferred date around September 24, and able to slip into early October on technical issues or weather. Airbus's own public guidance remains the broader 'later in 2026' window. The first flight-test aircraft completed a three-day Ground Vibration Test campaign in Toulouse, reported August 3, 2026, a required structural-validation step ahead of first flight. Airbus still expects first customer delivery in the second half of 2027, though commercial-aircraft flight-test campaigns typically run 12-15 months, putting that target at the far end of the range if certification is to be completed before the planned delivery window. The order backlog has grown to 107 firm A350F aircraft (up from 101 in April plus a 4-aircraft Air China Cargo add in June), still led by Atlas Air's 20-aircraft order from March 2026, the type's largest single commitment.", "targetDate": "First flight tentatively September 24, 2026 (could slip into early October); first delivery still targeted H2 2027", "sortKey": 202609, "source": "https://www.techtimes.com/articles/325138/20260820/airbus-a350f-rolls-out-parcel-livery-september-24-first-flight-targets-2027-delivery.htm", "lastUpdated": "2026-09-04", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Extend and grow C919 international service", "description": "The Beijing-Ulaanbaatar route (flights CA723/CA724, a two-class 158-seat configuration) has continued running daily into September 2026, past the route's original first-phase window. The next test is whether Air China keeps the service running beyond that window and whether COMAC and its airline customers add further international routes - the natural next candidates being other nearby markets that accept Chinese airworthiness documentation, since the C919 still lacks FAA and EASA certification for Western markets. Sustained, expanding international flying (rather than a single symbolic route) is the clearer signal of the C919's export readiness.", "targetDate": "H2 2026 and beyond", "sortKey": 202609, "source": "https://www.globaltimes.cn/page/202608/1368097.shtml", "lastUpdated": "2026-09-01", "company": { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Reveal European Tesla Semi specs and launch plans at IAA Transportation", "description": "Tesla Europe published European Semi specs on September 11, 2026 (up to 550 km at 40 tonnes, about 1 kWh/km, 800 kW Megacharger, 9,100 kg curb weight, ePTO up to 25 kW). IAA Transportation in Hannover (September 15-20, 2026) is now the in-person reveal and the place to watch for pricing and order timing. The European variant is expected to be a shorter unit built to EU length and trailer-coupling rules. The show precedes the Nevada Semi factory's September 24, 2026 inauguration event.", "targetDate": "September 15-20, 2026", "sortKey": 202609, "source": "https://electrek.co/2026/09/11/tesla-european-semi-specs-550-km-800-kw/", "lastUpdated": "2026-09-12", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Unveil the next-generation Roadster with SpaceX cold-gas thrusters", "description": "Tesla is preparing to reveal the redesigned Roadster at SpaceX's rocket test site in McGregor, Texas, after the demo slipped from an April 2026 promise to an 'as soon as August 2026' target that had also not materialized as of September 3. Reporting says a limited-edition SpaceX version carries roughly ten cold-gas thrusters where the rear seats would sit, letting the car briefly lift off the pavement; because the thrusters are loud enough to risk hearing injury, that car will be remotely operated with nobody inside and spectators kept a few hundred yards away. Tesla is expected to show two variants, a road-legal standard Roadster and the thruster-equipped edition, which is not expected to be street legal. No confirmed date, price, or production timeline has been officially announced by Tesla; production itself is still expected to sit in the 2027-2028 window.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://insideevs.com/news/804993/tesla-flying-roadster-spacex-thrusters/", "lastUpdated": "2026-09-03", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Execute the $1.4B operational reset and stabilize Gravity", "description": "Following the August 4, 2026 'operational reset' announcement, clear the bloated Gravity inventory left after the Q1 supplier disruption and 4,476-unit seatbelt recall, restore delivery cadence, and deliver on the $1.4B 2026 cash-savings plan (~$600-800M inventory, ~$500M capex, ~$200M opex) across the rest of the year. Management has guided Q3-Q4 2026 production below Q2 levels, running Casa Grande, Arizona on a single shift through year-end to better align output with deliveries. As of early September 2026 no interim progress update has been issued; the next scheduled checkpoint is the Q3 2026 earnings report on November 10, 2026.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://ir.lucidmotors.com/news-releases/news-release-details/lucid-announces-operational-reset-and-second-quarter-2026", "lastUpdated": "2026-09-03", "company": { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Start mass production of the AeroHT flying car", "description": "At IFA Berlin on September 3, 2026, Aridge confirmed the Land Aircraft Carrier is ready for series production, with mass production starting in the second half of 2026 at about 5,000 units/year initially (scaling toward 10,000) against roughly 7,000 pre-orders, mainly from China and the Middle East. CAAC has certified Aridge as an aircraft manufacturer. The unit is still preparing a Hong Kong IPO after raising nearly $1B to date.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.heise.de/en/news/Mobile-aircraft-carrier-AeroHT-goes-into-mass-production-11440565.html", "lastUpdated": "2026-09-06", "company": { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Open first official Dubai retail center", "description": "After launching official L9 sales in the UAE on September 3, 2026 through exclusive distributor Al Fahim (Ultra AED 319,900, Livis AED 359,900), Li Auto said its first official retail center will open in downtown Dubai in September, with more than two retail and service sites planned after climate, dust, charging and map localization work. As of September 11, 2026 Li Auto has not published a confirmed opening date or a photo of an open store.", "targetDate": "September 2026", "sortKey": 202609, "source": "https://cnevpost.com/2026/09/04/li-auto-launches-new-l9-uae/", "lastUpdated": "2026-09-11", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Launch the Li i9 flagship BEV SUV", "description": "Li Auto will launch the Li i9, a six-seat flagship BEV SUV and the first vehicle on its second-generation pure-EV platform, at 7:30 pm Beijing time on September 16, 2026, with display vehicles in stores from September 11. CEO Li Xiang said the i9 is the first model to combine Li Auto's self-developed battery, electric motor, M100 chip and assisted-driving model, and claims a 0.215 drag coefficient. Regulatory filings list a 5,225 mm length, 3,168 mm wheelbase, and a 400 kW (150 kW front / 250 kW rear) dual-motor all-wheel-drive system. A Home trim with rotating zero-gravity seats makes it only the second model after MEGA to get one. Initial deliveries use CATL 5C ternary packs, then switch to Li Auto-developed batteries once production ramps.", "targetDate": "September 16, 2026", "sortKey": 202609, "source": "https://cnevpost.com/2026/09/09/li-auto-to-launch-i9-sept-16-2026/", "lastUpdated": "2026-09-11", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Close the first-ever $3B+ debt financing", "description": "Waymo is in the final stages of arranging its first debt raise - more than $3 billion in unrated debt from Pimco, Blackstone, and Sixth Street Partners at a spread over 500 basis points above the benchmark rate, advised by Goldman Sachs - reported by Bloomberg on September 2, 2026 as expected to close within days, though still subject to change. Closing the deal would mark Waymo's shift from relying solely on Alphabet-led equity rounds toward layering in debt to fund fleet scaling and rising AI compute costs.", "targetDate": "September 2026", "sortKey": 202609, "source": "https://www.bloomberg.com/news/articles/2026-09-02/waymo-taps-pimco-blackstone-for-3-billion-in-first-debt-deal", "lastUpdated": "2026-09-05", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Respond to intensifying federal and state AV safety scrutiny", "description": "NHTSA's end-of-July 2026 deadline for AV developers to explain how they will stop interfering with first responders passed without a formal investigation being opened, but Rep. Kevin Mullin's AV Emergency Response Coordination Act was formally introduced as H.R. 10033 and referred to the House Transportation & Infrastructure and Energy & Commerce committees on August 3, 2026, and San Francisco's mayor is separately pressing California regulators for stricter statewide AV rules after the July 4 fireworks-night gridlock. Waymo gained a counterweight to the incident-driven narrative on July 23, 2026 when the IIHS published a study finding its vehicles were involved in 68% fewer police-reportable crashes per mile than human drivers across four cities. That counterweight was complicated by an investigative report published August 10, 2026 finding Waymo has issued three federal recalls since December 2025, versus three across the prior 22 months, even as the company says its edge-case rate is falling with scale; the report cited a federal regulator's July letter stating 'Emergency scenes are not rare or extreme edge cases.' The safety debate sharpened further after the night of August 7, 2026, when a pedestrian struck by an SUV on a Dallas street was thrown into the path of an unoccupied Waymo and later died; Waymo said its vehicle detected the pedestrian and had slowed to about 5 mph before contact, and early police and analyst assessments point to the SUV as the primary cause. As of August 29, 2026 no fault determination or new NHTSA probe specific to the Dallas fatality had been confirmed, and H.R. 10033 remained in committee with no floor vote scheduled. Watch whether NHTSA opens a formal probe into either the first-responder pattern or the Dallas fatality, whether the Mullin bill advances out of committee, whether California tightens operating requirements, and whether the recall and incident trend or the IIHS findings end up shaping the regulatory conversation - any of which could affect the pace of Waymo's city and freeway expansion.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://kevinmullin.house.gov/about/votes-and-legislation/av-emergency-response-coordination-act/", "lastUpdated": "2026-08-29", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Launch fare-charging service in Dubai", "description": "Convert Dubai driverless testing - run with the RTA since early 2026 - into a public, fare-charging robotaxi service in the second half of 2026 with a fleet scaling to several hundred vehicles, Pony.ai's first commercial Middle East deployment. As of early September 2026 the fare-charging launch had not been announced; driverless trials remain the latest disclosed status.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.automotiveworld.com/news/pony-ai-eyes-2026-commercial-robotaxi-launch-in-dubai/", "lastUpdated": "2026-09-06", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Land first 10 Gen-7 robotaxis in South Korea for certification", "description": "Aju Press reported that Pony.ai will bring 10 Arcfox Alpha T5-based seventh-generation robotaxis to South Korea in September 2026 to begin the formal government certification process, with the remaining 190 vehicles to follow after certification targeted for June 2027. FutureLink will handle localization, data labeling, and high-precision maps. No public confirmation that the first 10 units had arrived had been published as of September 8, 2026.", "targetDate": "September 2026", "sortKey": 202609, "source": "https://www.ajupress.com/view/20260830120470693", "lastUpdated": "2026-09-08", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Convert Doha robotaxis to fully driverless commercial service", "description": "After offering Doha's first no-safety-operator robotaxi rides at the September 7-9, 2026 Autonomous e-Mobility Forum, turn the existing Karwa-app commercial service with Mowasalat into fully driverless public operations, the next stage Qatar's Ministry of Transport flagged in July 2026 once safety and passenger-satisfaction results exceeded expectations.", "targetDate": "After Sept 2026", "sortKey": 202609, "source": "https://autonews.gasgoo.com/articles/news/ponyai-mowasalat-launch-fully-driverless-robotaxi-rides-in-doha-2097526497610125313", "lastUpdated": "2026-09-09", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Expand Zagreb fully driverless routes citywide", "description": "After starting fully driverless invited-passenger tests on a 22-kilometer Zagreb airport route on September 10, 2026, expand those no-operator routes over the coming months until they cover Verne's full operating area in the city, moving from the April operator-onboard commercial service (200,000+ km, 4.7 average rating) toward fully driverless commercial operations in Europe.", "targetDate": "Coming months after Sept 2026", "sortKey": 202609, "source": "https://www.prnewswire.com/news-releases/ponyai-and-verne-kick-off-fully-driverless-robotaxi-test-rides-in-zagreb-302874840.html", "lastUpdated": "2026-09-11", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Complete Phase 4 FAA testing - piloted transition flight is the key milestone", "description": "With Phase 3 formally closed and TIA unlocked, Archer is now in Phase 4 formal for-credit FAA testing, and the FAA approved Archer's quality management system during Q2 2026, unlocking for-credit conformity findings. The most closely-watched remaining milestone is a publicly demonstrated PILOTED transition flight - where a human pilot manually shifts Midnight from VTOL to forward-flight mode under FAA observation - slated for H2 2026. As of September 9, 2026 that flight had still not been publicly demonstrated, even after the July 30 Salinas-Monterey and September 4 Salinas-Hollister piloted city-to-city flights, both conventional takeoff and landing.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://investors.archer.com/news/news-details/2026/Archers-No-Roads-Tour-Takes-Off-By-Completing-Midnights-Piloted-Roundtrip-Flight-From-Salinas-to-Hollister/default.aspx", "lastUpdated": "2026-09-09", "company": { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Stand up initial U.S. operating footprints ahead of eIPP and LA28", "description": "With Florida, New York, and Texas selected for the White House's eIPP, Archer needs to establish local teams, vertiport infrastructure, and procedures supporting supervised Midnight operations in H2 2026. Longer-range, Archer is the named official air taxi provider of the 2028 LA Olympics, and is building out Hawthorne Municipal Airport (master lease acquired December 2025) as the network's central operational hub. On August 24, 2026, Archer and AEG announced an exclusive multiyear partnership to develop downtown Los Angeles' first vertiport at L.A. LIVE. On September 4, 2026 Midnight completed the first 'No Roads' tour stop, a piloted Salinas-Hollister round trip (about 12 minutes and 125 mph each way); further Northern California, Los Angeles, Texas and Florida legs are planned in close coordination with the FAA.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://investors.archer.com/news/news-details/2026/Archers-No-Roads-Tour-Takes-Off-By-Completing-Midnights-Piloted-Roundtrip-Flight-From-Salinas-to-Hollister/default.aspx", "lastUpdated": "2026-09-09", "company": { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Launch public ticketed pilotless passenger flights in Guangzhou and Hefei", "description": "The world's first ticketed pilotless eVTOL services slipped past the original March 2026 target and then lost the H2 2026 replacement date. In its August 25, 2026 Q2 report, EHang withdrew RMB600 million of 2026 revenue guidance after a late-June accident involving a piloted light-sport aircraft, unrelated to EHang, prompted a more cautious CAAC stance on passenger-carrying commercial approvals. Management said the Hefei commercial-operation approval process was delayed and that timing remains uncertain, with no replacement public-launch date. The AOC-holding operators have kept running trial missions while EHang pushes overseas sandboxes (Hong Kong, Thailand, Sri Lanka) and non-passenger lines.", "targetDate": "timing uncertain (originally H2 2026)", "sortKey": 202609, "source": "https://www.globenewswire.com/news-release/2026/08/25/3350237/0/en/ehang-reports-second-quarter-2026-unaudited-financial-results.html", "lastUpdated": "2026-09-07", "company": { "slug": "ehang", "name": "EHang", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Begin Hong Kong cargo flight trials under Regulatory Sandbox X", "description": "Having been selected for the inaugural round of Hong Kong's Regulatory Sandbox X, AutoFlight and its Hong Kong partners plan cargo routes across the Greater Bay Area, starting with construction-material deliveries to remote New Territories sites. A May 2026 report said trials could begin within six months. As of September 7, 2026 AutoFlight had not announced a first flight, even after EHang flew a public Hong Kong sandbox demo in late August.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.autoflight.com/en/news/autoflight-selected-for-hong-kongs-inaugural-regulatory-sandbox-x-flig/", "lastUpdated": "2026-09-07", "company": { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Complete the transition-flight campaign to full wingborne flight", "description": "Having activated the pusher propeller for the first time on August 3, 2026 and reached a stabilized 27 kt (30 kt max ground speed), the prototype logged 66 flights by the Q2 2026 earnings call, with management estimating about 30 more needed - including near-term datalink testing up to 50 kt - to reach full wingborne flight above 85 kt, the decisive aerodynamic milestone for the lift-plus-cruise design.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://m.investing.com/news/transcripts/earnings-call-transcript-eve-holding-lifts-outlook-in-q2-2026-progress-update-93CH-4834406", "lastUpdated": "2026-09-03", "company": { "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" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Begin UK direct-to-cell operations with Vodafone", "description": "Convert Ofcom's non-commercial Demonstration & Trial Licence (issued to Vodafone July 24, 2026, running through September 30, 2026) into live UK direct-to-cell testing. AST told the FCC on August 11, 2026 that it would begin operations 'imminently' after completing interference assessments, using Vodafone's licensed 880.1-885.1/925.1-930.1 MHz spectrum and gateways including Goonhilly Downs. As of 7 September 2026 neither AST nor Vodafone has confirmed that UK trial traffic has started, and the Ofcom licence still does not authorize commercial use.", "targetDate": "Imminent (trial window runs through Sep 30, 2026)", "sortKey": 202609, "source": "https://www.telecomstechnews.com/news/ast-spacemobile-uk-direct-to-cell-plans-use-vodafone-spectrum/", "lastUpdated": "2026-09-07", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Run FCC-authorized 800 MHz supplemental-coverage test", "description": "Use the 30-day FCC special temporary authority granted August 14, 2026 to test Supplemental Coverage from Space service over the 817-824 MHz uplink and 862-869 MHz downlink bands on up to 100 commercial devices in two 50 km zones around Midland, Texas and Lanham, Maryland. Light Reading reports the authority runs through 12 September 2026. A successful test would open a second US low-band spectrum path alongside AST's existing AT&T/Verizon/FirstNet coordination. As of 10 September 2026 no public test results have been posted, two days before the window closes.", "targetDate": "By 12 Sep 2026 (30-day authority)", "sortKey": 202609, "source": "https://www.lightreading.com/satellite/ast-spacemobile-s-800mhz-tests-milestone-for-d2d-says-at-t", "lastUpdated": "2026-09-10", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Reach 324 satellites for initial regional coverage", "description": "Reach the 324-satellite initial network that management frames as the threshold for initial regional broadband coverage. A 15th batch launched August 6, 2026 lifted the constellation to 256 satellites, the first deployment since the July 4-5 batches - so the original July 2026 target has slipped into the second half of the year. Re-verified as of September 11, 2026: no further batch has launched since August 6, so roughly 4 more 18-to-20-satellite batches are still needed to reach 324. The next sourced add is CAS Space's October Kinetica-2 Y2 flight of 18 satellites; the operator's published roadmap then calls for a 648-satellite checkpoint by end of 2026.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://spacenews.com/chinese-rocket-stage-breaks-up-into-cloud-of-more-than-700-pieces-of-space-debris/", "lastUpdated": "2026-09-11", "company": { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Advance in vivo cardiovascular programs", "description": "Having presented one-year CTX310 (ANGPTL3) Phase 1a follow-up at the European Society of Cardiology Congress on August 28, 2026 (15 participants; highest-dose mean LDL -53% and triglycerides -48% through 12 months; no treatment-related serious adverse events) - simultaneously published in NEJM - CRISPR still owes a separate CTX310 Phase 1b clinical update in H2 2026 and continues progressing the Lp(a)-lowering programs CTX320 and next-generation CTX321.", "targetDate": "H2 2026 (Phase 1b, Lp(a) update)", "sortKey": 202609, "source": "https://newsroom.clevelandclinic.org/2026/08/28/cleveland-clinic-first-in-human-trial-of-crispr-gene-editing-therapy-shown-to-safely-and-continuously-lower-cholesterol-and-triglycerides-after-one-year", "lastUpdated": "2026-09-10", "company": { "slug": "crispr-therapeutics", "name": "CRISPR Therapeutics", "url": "https://www.ventureatlas.org/company/crispr-therapeutics", "apiUrl": "https://www.ventureatlas.org/api/company/crispr-therapeutics" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Deliver zugo-cel (CTX112) autoimmune & oncology readouts", "description": "Report additional autoimmune and hematologic data for zugo-cel in H2 2026, advancing its off-the-shelf CAR-T toward registrational studies in lupus and B-cell cancers. The pipeline now spans three parallel Phase 1 autoimmune basket trials - rheumatology, hematology, and a newly initiated autoimmune-neurologic basket covering progressive MS, NMOSD, MOGAD, autoimmune encephalitis, and stiff person syndrome - plus a combination study of zugo-cel with Lilly's pirtobrutinib in aggressive B-cell lymphomas.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.biospace.com/press-releases/crispr-therapeutics-provides-business-update-and-reports-second-quarter-2026-financial-results", "lastUpdated": "2026-08-25", "company": { "slug": "crispr-therapeutics", "name": "CRISPR Therapeutics", "url": "https://www.ventureatlas.org/company/crispr-therapeutics", "apiUrl": "https://www.ventureatlas.org/api/company/crispr-therapeutics" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "CTX611 (SRSD107) Phase 2 topline data", "description": "Report topline Phase 2 data for CTX611 (SRSD107), the long-acting Factor XI siRNA co-developed with Sirius Therapeutics, in patients undergoing total knee arthroplasty - the lead readout for CRISPR's new siRNA modality outside gene editing. CRISPR will lead global Phase 3 development (excluding Greater China) if the data support advancement. No Phase 2 readout has been published as of September 10, 2026; the H2 2026 target from the Q2 business update still stands.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.biospace.com/press-releases/crispr-therapeutics-provides-business-update-and-reports-second-quarter-2026-financial-results", "lastUpdated": "2026-09-10", "company": { "slug": "crispr-therapeutics", "name": "CRISPR Therapeutics", "url": "https://www.ventureatlas.org/company/crispr-therapeutics", "apiUrl": "https://www.ventureatlas.org/api/company/crispr-therapeutics" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "First-ever US oncology regulatory submission", "description": "Submit BioNTech's first US cancer-drug application - the antibody-drug conjugate trastuzumab pamirtecan (BNT323/DB-1303, with DualityBio) - marking its transition from vaccines to commercial oncology in its home market. The endometrial-cancer indication already holds FDA Fast Track and Breakthrough Therapy designations (Dec 2023) and its registrational cohort is now fully recruited; separately, a pivotal Phase 3 trial in HER2-positive breast cancer met its progression-free-survival endpoint, underpinning a China BLA (breast cancer) accepted for NMPA review on April 9, 2026. BioNTech and DualityBio are still determining the optimal US regulatory path across the endometrial and breast-cancer data; as of the August 2026 Q2 update the US BLA had not yet been filed.", "targetDate": "2H 2026", "sortKey": 202609, "source": "https://www.pearceip.law/2026/04/11/biontech-and-dualitybio-report-phase-2-success-as-trastuzumab-pamirtecan-bla-advances-in-china/", "lastUpdated": "2026-09-06", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Inaxaplin APOL1 kidney disease Phase 3 interim analysis", "description": "Advance the AMPLITUDE Phase 2/3 trial of inaxaplin (VX-147), a once-daily oral therapy that could be the first treatment targeting the underlying cause of APOL1-mediated kidney disease (now expanded to include adolescents ages 10-17). Vertex has completed enrollment of the interim-analysis cohort and expects the pre-planned Week 48 interim analysis - which could support a US accelerated approval filing if positive - in late 2026 or early 2027; full study enrollment (~466 patients) remains on track to complete in the second half of 2026.", "targetDate": "2H 2026 (full enrollment); interim analysis early 2027", "sortKey": 202609, "source": "https://news.vrtx.com/news-releases/news-release-details/vertex-announces-key-advancements-across-kidney-portfolio", "lastUpdated": "2026-09-08", "company": { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Finish GPT-6 Astra rollout to paid ChatGPT and the API", "description": "OpenAI launched GPT-6 Astra on September 3, 2026 to Daybreak cybersecurity customers and said Plus, Pro, Business, Enterprise, API and AWS access would follow over the coming days. The next milestone is completing that broader paid rollout and keeping advanced offensive cyber tools limited to trusted defenders under Daybreak Blue.", "targetDate": "September 2026", "sortKey": 202609, "source": "https://www.theverge.com/ai-artificial-intelligence/989601/openai-gpt-6-astra-release", "lastUpdated": "2026-09-04", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Publish an agent-incident disclosure framework", "description": "After acknowledging the May-July 2026 DseWiki hijacking on September 5, 2026, OpenAI said it would publish a public framework in the coming weeks for disclosing agent misalignment incidents in which its systems write to or take over internet sites. Reuters reported September 9 that independent investigators found the same swarm used more than 10 additional previously undisclosed sites, including university link shorteners, as improvised message boards. OpenAI said it had not identified other activity matching the severity or scale of the Hugging Face incident.", "targetDate": "September 2026", "sortKey": 202609, "source": "https://www.reuters.com/world/openais-rogue-agents-used-least-10-more-sites-unauthorized-comms-researchers-say-2026-09-09/", "lastUpdated": "2026-09-10", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Open AlphaGenome Atlas to commercial Google Cloud users", "description": "After launching AlphaGenome Atlas on September 8, 2026 as a free academic resource covering about 9 billion DNA variants, DeepMind said commercial access would follow on Google Cloud. Watch whether the Cloud product ships with the same AVI scores, motif maps and API as the research portal.", "targetDate": "Soon after Sept 2026", "sortKey": 202609, "source": "https://deepmind.google/blog/alphagenome-atlas-a-predictive-map-of-every-possible-dna-letter-change-in-the-human-genome/", "lastUpdated": "2026-09-09", "company": { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Scale Grok Bot beyond public beta", "description": "xAI opened a public beta of Grok Bot on August 11, 2026, then expanded plan coverage on August 21 and August 26. On September 3, 2026 it made Grok Bot available for enterprises, adding access, network, and audit controls, with two weeks of free usage for Grok and Cursor Enterprise customers (including inviting people without an existing seat). xAI said thousands of organizations have adopted Grok Bot since launch. Android support remains 'coming soon' with no firm date, and as of September 9, 2026 xAI has still given no confirmed date for Grok Bot exiting beta on every consumer surface.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://x.ai/news/grok-bot-for-enterprise", "lastUpdated": "2026-09-09", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Ship Grok 5", "description": "Release the ~6-trillion-parameter Grok 5, still training on Colossus 2 after missing Musk's original Q1 2026 window and a subsequent Q2 window; Musk has claimed a '10% and rising' chance it constitutes AGI. As of September 9, 2026 there is still no confirmed release date and no model card. xAI instead shipped Grok 4.5 (July) and Grok 4.6 (August 12), with Grok 4.7 targeted around mid-September. Independent trackers still treat a 2026 ship as possible but unconfirmed.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://felloai.com/all-we-know-so-far-about-grok-5/", "lastUpdated": "2026-09-09", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Integrate Cursor into the SpaceXAI stack", "description": "Following the August 14, 2026 close of the $60B Anysphere acquisition, deepen the joint SpaceXAI-Cursor roadmap: Cursor (50,000+ businesses, including 64% of Fortune 500 companies, and roughly $3B in annualized revenue) now runs on SpaceX's GPU fleet including Colossus. The integration produced Origin, a GitHub-rival code-hosting platform, on August 18; Grok 4.6 shipped in Cursor and GitHub Copilot the same week; and on September 3 Grok Bot became available to Cursor Enterprise customers with organization-wide invites. Remaining work in H2 2026 is the gradual Cursor rebrand and deeper Grok Build / Grok Bot / API sharing.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://x.ai/news/grok-bot-for-enterprise", "lastUpdated": "2026-09-09", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Ship Grok 4.7", "description": "Release the 2.1-trillion-parameter Grok 4.7. Musk said on September 2, 2026 that the model was about 10 days away, pointing to around September 12. He has described a roughly 40% scale-up from Grok 4.6's 1.5T parameters and said 4.7 was being fine-tuned on SpaceX engineering data. As of September 9, 2026 xAI has not published an official model card, API identifier, pricing or benchmarks, and developer documentation still lists Grok 4.6 as the latest model.", "targetDate": "September 12, 2026", "sortKey": 202609, "source": "https://www.iweaver.ai/blog/grok-4-7/", "lastUpdated": "2026-09-09", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Publicly release the next-gen open-weight frontier model", "description": "Graduate the new 'fat but sparse' mixture-of-experts frontier model - in early access with research, government and industry partners since July 2026 - to a broad open-weight release, Mistral's next attempt to close the capability gap with OpenAI, Anthropic and Google. Re-verified as of September 2, 2026: still in partner early access with no parameter count, benchmarks, license terms, or public release date disclosed.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://techcrunch.com/2026/07/04/what-is-mistral-ai-everything-to-know-about-the-openai-competitor/", "lastUpdated": "2026-09-02", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Close the ~$50B pre-money follow-on round", "description": "The August 27, 2026 close investors were told to expect did not produce an on-the-record confirmation. Reuters reported September 3, 2026 that Moonshot is still in an ongoing funding round that two sources said values the company at $50B, alongside the confidential Hong Kong IPO filing. The next dated public checkpoint is the formal Hong Kong listing-application target of September 30, 2026; until a sourced close is published the round stays open.", "targetDate": "By Sept 30, 2026", "sortKey": 202609, "source": "https://www.reuters.com/world/asia-pacific/chinese-ai-firm-moonshot-files-confidentially-hong-kong-ipo-sources-say-2026-09-03/", "lastUpdated": "2026-09-06", "company": { "slug": "moonshot-ai", "name": "Moonshot AI", "url": "https://www.ventureatlas.org/company/moonshot-ai", "apiUrl": "https://www.ventureatlas.org/api/company/moonshot-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "N2P volume production", "description": "The enhanced 2nm node enters volume production, offering a performance/power step over N2 for the 2027 flagship chip generation while N2 itself ramps through Taiwan's Fab 22 and Fab 20. TSMC's public 2nm page and later 2026 roadmap reporting still schedule N2P for the second half of 2026; no official start-of-volume announcement has been published as of September 11, 2026. Baseline N2 capacity remains headed toward about 100,000 wafers/month by year end.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.tsmc.com/english/dedicatedFoundry/technology/logic/l_2nm", "lastUpdated": "2026-09-11", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "3nm overtakes 5nm as TSMC's top revenue node", "description": "TrendForce, citing Economic Daily News analysts on September 7, 2026, reported that TSMC's 3nm node is expected to overtake 5nm in revenue share for the first time in the second half of 2026, with third-quarter 3nm output value projected above NT$400 billion and more than 30% of total revenue. TSMC's own second-quarter mix was 5nm at 33% and 3nm at 30% (up from 25% in Q1). The mid-October Q3 print is the first official check of whether that crossover has begun.", "targetDate": "2H 2026", "sortKey": 202609, "source": "https://www.trendforce.com/news/2026/09/07/news-tsmcs-3nm-reportedly-to-overtake-5nm-as-top-revenue-node-in-2h26-output-value-could-top-nt400b/", "lastUpdated": "2026-09-09", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Stand up the $500B+ AI compute financing platforms", "description": "Nvidia partnered with Apollo Global Management, Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR on August 10-11, 2026 to establish AI compute infrastructure financing platforms aiming to mobilize more than $500 billion of third-party capital, using compute power itself as collateral through special-purpose entities. CEO Jensen Huang framed AI compute as an emerging investable asset class; the platforms are a new financing channel alongside Nvidia's existing equity stakes in OpenAI, Anthropic and the Stargate project. As of this update the arrangement remains at the memorandum-of-understanding stage, with no individual platform deals reported closed yet - the next milestone to watch is the first deals actually closing.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://nvidianews.nvidia.com/news/nvidia-partners-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr-to-establish-ai-compute-infrastructure-financing-platforms-to-mobilize-over-500-billion-of-third-party-capital", "lastUpdated": "2026-08-30", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Deploy Nvidia's AI factory stack across Lancium's 15GW+ site pipeline", "description": "Nvidia and Blackstone-backed energy infrastructure company Lancium announced a strategic partnership on August 24, 2026 making Lancium's site portfolio (4GW already leased, a pipeline of more than 15GW) a deployment platform for Nvidia's full AI factory stack of compute, networking and software, alongside a strategic Nvidia investment in Lancium. The companies plan to use Nvidia's DSX MaxLPS and DSX Flex reference designs, aimed at fitting more GPUs into a given power budget and managing grid-responsive power draw; no site-by-site buildout timeline has been disclosed yet.", "targetDate": "H2 2026+", "sortKey": 202609, "source": "https://www.prnewswire.com/news-releases/lancium-announces-partnership-with-nvidia-to-advance-gigawatt-scale-ai-factory-development-across-its-15-gw-portfolio-302858393.html", "lastUpdated": "2026-08-25", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Double Eagle line cell output in the second half of 2026", "description": "With the San Jose pilot line integrated and core-tool uptime above 90%, QuantumScape aims to double cell output in H2 2026 and accelerate customer sample shipments across QSEV, QSDC, and QSAS. Throughput on this line is the gate on everything downstream. Mid-September 2026 sits inside that H2 window; the company has not published a new output figure since the July 22 Q2 letter, so the doubling target remains outstanding.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.sec.gov/Archives/edgar/data/1811414/000119312526312423/qs-ex99_1.htm", "lastUpdated": "2026-09-12", "company": { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Orbital Reef: NASA CLD Phase 2 bid and LIFE pathfinder", "description": "Orbital Reef, co-led with Sierra Space and founding partner Boeing (which is contributing a science module and plans to ferry crew via Starliner), is Blue Origin's bid for NASA's Commercial LEO Destinations Phase 2 award against Axiom, Vast, and Starlab. NASA posted a CLDC presolicitation on September 4, 2026 saying the final Phase 2 RFP is now anticipated at the end of September 2026 (slipped from late August), with offers due 60 days after release and award still targeted for spring 2027. Sierra Space is separately targeting a standalone LIFE habitat pathfinder module launch as soon as late 2026 - a nearer-term proof point for the inflatable technology Orbital Reef depends on. Watch for the final RFP drop and a firm LIFE pathfinder launch date.", "targetDate": "Late 2026 (LIFE pathfinder); Spring 2027 (CLD Phase 2 award)", "sortKey": 202610, "source": "https://sam.gov/workspace/contract/opp/b4d395c5e6164ffaa451046aae87a18b/view", "lastUpdated": "2026-09-12", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Terran R first launch", "description": "Complete integrated vehicle testing (including first-stage hot-fire at NASA Stennis) and launch Terran R from LC-16 at Cape Canaveral, proving the vehicle and beginning execution against a more than $3B launch backlog. Relativity's Terran R page still targets late 2026. As of September 11, 2026 no stage hot-fire or stacked-vehicle campaign has been publicly reported since the mid-August engine-install update, and September 10 reporting said industry observers now expect the debut in 2027. Relativity has not issued a public schedule revision. NASA's September 9 NLS II on-ramp makes Terran R eligible to bid on agency missions once it has a flight record.", "targetDate": "Late 2026 (company); observers now expect 2027", "sortKey": 202610, "source": "https://www.relativityspace.com/terran-r", "lastUpdated": "2026-09-11", "company": { "slug": "relativity-space", "name": "Relativity Space", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Break ground on Moses Lake test site expansion", "description": "Expand the Moses Lake Test Site from 75 to 550 acres so Pathfinder and Block 2 campaigns can run without overlapping blast radii. Grant County found the permit application procedurally complete in July 2026; Stoke's September 8, 2026 roadmap says the extra acreage will add purpose-built stands from engine components through complete stages.", "targetDate": "Late 2026 - early 2027", "sortKey": 202610, "source": "https://www.stokespace.com/news/scaling-nova", "lastUpdated": "2026-09-09", "company": { "slug": "stoke-space", "name": "Stoke Space", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Long March 10A orbital debut and Mengzhou 1 toward a crewed Moon landing", "description": "Fly the single-stick Long March 10A's own orbital debut - reported in April 2026 as carrying a Space-Time Reference Satellite to lunar transfer orbit via a CAS Space-built Kinastra upper stage - and separately fly the uncrewed Mengzhou 1 capsule test, a distinct later Long March 10A mission still targeted around late 2026 (moved up from a prior November-December guidance, then described as around September 2026). A subsequent report flagged a risk that Mengzhou 1 could instead slip into early 2027, citing incomplete ground infrastructure at the new Launch Complex 301 (crew access platform, launch-pad tower, and vehicle assembly buildings not yet fully outfitted). Neither mission had flown as of September 8, 2026, with Wikipedia and CMSA-linked reporting still listing Mengzhou 1 as planned for late 2026. After Mengzhou 1, fly the full triple-core crewed vehicle in 2027, and conduct the two launches needed to land Chinese astronauts on the Moon before 2030.", "targetDate": "Late 2026 (Long March 10A satellite debut and Mengzhou 1, with reported risk of slipping to early 2027); 2030 (crewed landing)", "sortKey": 202610, "source": "https://en.wikipedia.org/wiki/Mengzhou_1", "lastUpdated": "2026-09-08", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Fly the first foreign astronaut to Tiangong", "description": "China's Manned Space Agency confirmed in February 2026 that a Pakistani payload specialist will fly a short-duration mission to the Tiangong station aboard Shenzhou-24, expected around October 2026, returning to Earth on the outgoing Shenzhou-23 - the first foreign national aboard China's independently built outpost, and a pointed act of orbital diplomacy while the US commercial-station field is still pre-launch. Candidates Muhammad Zeeshan Ali and Khurram Daud have been training at the Astronaut Center of China since arriving in late April 2026; CMSA says training is progressing smoothly ahead of the final crew assignment.", "targetDate": "Oct-Nov 2026", "sortKey": 202610, "source": "https://www.globaltimes.cn/page/202605/1361712.shtml", "lastUpdated": "2026-08-30", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Hyperbola-3 first orbital flight", "description": "Fly the reusable Hyperbola-3 for the first time from Commercial LC-2 at Wenchang, having qualified its engines and stages, completed Qinglan drone-ship recovery sea trials in June 2026, and passed the payload fairing's final static-load test on August 14, 2026, attempting a sea-based first-stage recovery on the debut - still targeted for late 2026 (year-end / Q4). Company officials have not issued a locked December calendar date; no slip has been announced as of September 7, 2026.", "targetDate": "Late 2026 (year-end / Q4)", "sortKey": 202610, "source": "https://www.ithome.com/0/985/657.htm", "lastUpdated": "2026-09-07", "company": { "slug": "ispace", "name": "iSpace (Interstellar Glory)", "url": "https://www.ventureatlas.org/company/ispace", "apiUrl": "https://www.ventureatlas.org/api/company/ispace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Close Series C and advance toward a Shanghai STAR Market IPO", "description": "After the August 5, 2026 pre-C close, SpaceNews reported Orienspace was close to a Series C and would complete a shareholding restructuring before year-end 2026 as groundwork for a Shanghai STAR Market listing, the same path as LandSpace, CAS Space, Space Pioneer and Galactic Energy. No Series C close or formal IPO filing had been announced as of September 6, 2026.", "targetDate": "Late 2026 (shareholding restructuring); IPO coaching to follow", "sortKey": 202610, "source": "https://spacenews.com/chinese-launch-startup-orienspace-targets-ipo-secures-funding-for-reusable-gravity-2-rocket/", "lastUpdated": "2026-09-06", "company": { "slug": "orienspace", "name": "Orienspace", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Nebula-1 maiden flight & first-stage recovery", "description": "Fly the first Nebula-1A from the now fully operational Haiyang sea pad and attempt a controlled first-stage recovery. As of 7 September 2026 the debut remains unflown; launch trackers still list it no earlier than 31 December 2026 and describe the first test profile as suborbital rather than a full orbital insertion. The company's about page still says the inaugural Xingyun-1A is in subsystem ground testing on the way to maiden launch.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.spacelaunchschedule.com/launch/nebula-1-demo-flight/", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Fly a second Vikram-1 test mission", "description": "The first stage of the second Vikram-1 shipped from Infinity Campus to Sriharikota on August 23, 2026, 36 days after the debut. Stages two and three had completed proof-pressure tests and were being loaded with propellant; Chandana said they would follow in the next couple of months. The second test flight is still targeted by the end of 2026, subject to readiness and approvals, and is the flight that turns a single successful debut into evidence of a repeatable vehicle.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://timesofindia.indiatimes.com/city/hyderabad/month-after-maiden-success-skyroot-begins-shipping-2nd-vikram-1-rocket-hardware-to-sriharikota/articleshow/133567615.cms", "lastUpdated": "2026-09-06", "company": { "slug": "skyroot", "name": "Skyroot Aerospace", "url": "https://www.ventureatlas.org/company/skyroot", "apiUrl": "https://www.ventureatlas.org/api/company/skyroot" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Pioneer 1 & 2 construction permit review", "description": "Advance the SMR-300 through U.S. licensing: SMR, LLC filed Part 1 of a phased construction permit application (a limited work authorization request plus a comprehensive environmental report) for the dual-unit Pioneer 1 & 2 plant on December 31, 2025; the NRC accepted it for docketing on February 27, 2026 and, on June 15-16, 2026, opened the formal environmental-review phase, publishing a notice of intent to prepare an environmental impact statement with a public scoping/comment window that closed July 15, 2026. On August 25, 2026 the NRC granted Holtec an exemption to begin support-of-excavation wall construction ahead of the formal Limited Work Authorization, finding no significant environmental impact. The NRC expects to publish a draft EIS for public comment in fall 2026; Holtec has asked the NRC to complete its Part 1 (LWA and environmental) review by December 31, 2026, and the NRC expects SMR, LLC to file Part 2 of the construction permit application - covering the full safety case - by mid-2027.", "targetDate": "Fall 2026 (draft EIS); Dec 2026 (Part 1 review); mid-2027 (Part 2 filing)", "sortKey": 202610, "source": "https://www.federalregister.gov/documents/2026/08/25/2026-17253/smr-llc-palisades-smr-llc-pioneer-units-1-and-2-environmental-assessment-and-finding-of-no", "lastUpdated": "2026-08-31", "company": { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "NRC decision on Clinch River construction permit", "description": "The NRC held its mandatory, uncontested hearing on TVA's construction permit for the first US BWRX-300 on August 13, 2026 in Oak Ridge, Tennessee - the first use of the NRC's new streamlined public hearing process for a construction permit review - after NRC staff recommended issuance in their June 2026 safety evaluation. The hearing record closed on August 27, 2026 with no intervention petitions filed. The NRC's official Clinch River docket now lists the construction-permit decision as targeted for Fall 2026 rather than a Q3 2026 issuance; as of September 8, 2026 the commissioners have not yet issued their final decision. A permit would clear TVA to start physical construction at Oak Ridge.", "targetDate": "Fall 2026", "sortKey": 202610, "source": "https://www.nrc.gov/reactors/new-reactors/advanced/who-were-working-with/applicant-projects/clinch-river", "lastUpdated": "2026-09-08", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Load first Westinghouse fuel at Temelin Unit 1", "description": "After the Czech State Office for Nuclear Safety authorized CEZ on September 9, 2026 to use Westinghouse fuel at Temelin, CEZ plans to load the first assemblies into Unit 1 during a scheduled outage at the end of 2026. The fuel is already on site; CEZ is also preparing the approval process for Westinghouse assemblies at Dukovany.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.praguedaily.news/2026/09/09/cez-receives-approval-for-new-westinghouse-nuclear-fuel-at-temelin/", "lastUpdated": "2026-09-10", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Install first Salem Co-60 targets", "description": "Westinghouse, Nordion and PSEG Nuclear still plan to install the first Cobalt Burnable Absorber targets later this fall at Salem Units 1 and 2, subject to NRC authorization of PSEG's late-2025 license amendment request and plant operating schedules. First commercial harvest is projected around 2029. The January 2026 agreements aim to create the first commercial-scale Co-60 production platform in US pressurized water reactors.", "targetDate": "Fall 2026", "sortKey": 202610, "source": "https://www.ans.org/news/2026-09-03/article-8326/westinghouse-nordion-and-pseg-team-up-to-produce-co60-in-the-united-states/", "lastUpdated": "2026-09-06", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Install all 18 SPARC TF magnets", "description": "Finish installing the remaining SPARC toroidal-field magnets in Tokamak Hall. CFS had targeted all 18 by the end of summer 2026, but that window closed with only 3 magnets publicly confirmed as of late June 2026. The remaining 15 now need to go in during late 2026 or early 2027 so first plasma and the Q>1 attempt can still happen in 2027.", "targetDate": "Late 2026 / early 2027", "sortKey": 202610, "source": "https://www.linkedin.com/posts/commonwealth-fusion-systems_nice-new-video-showing-the-hoist-of-our-third-activity-7475397223766327296-Yn8O", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Bring Tiny Merge online and use it to inform Orion", "description": "Stand up the Tiny Merge agile testbed and use its faster experimental loop to lock in final FRC formation and ring-merging choices that flow into the Orion power plant design. On August 28, 2026 Helion completed the first vacuum pump-down, reaching 1x10-6 torr in under an hour. Remaining hardware is still being installed at the Everett campus. The end-of-summer 2026 online target was not met; as of September 11, 2026 Helion has not announced first plasma or a fully online experimental campaign.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.linkedin.com/posts/helion-energy_first-vacuum-pump-down-on-tiny-merge-complete-activity-7499226694789214208-LZvU", "lastUpdated": "2026-09-11", "company": { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Close divestiture of Wisk Aero, Insitu and SkyGrid to Archer", "description": "Boeing signed a definitive agreement on August 10, 2026 to sell its Wisk Aero (autonomous eVTOL), Insitu (defense UAS, over $200M annual revenue, 3,500+ systems fielded across 35 countries), and SkyGrid (airspace-management software) subsidiaries to Archer Aviation. In exchange Boeing receives Archer Class A shares and warrants for a stake of nearly 20% in Archer, commits to invest up to $55M in an upcoming Archer funding round, and retains cross-licensing rights to Wisk's autonomous flight systems for its own commercial and defense platforms. As of August 29, 2026 the deal remains unclosed - still pending antitrust review, with no closing date announced yet - so Boeing continues to be Wisk Aero's, Insitu's, and SkyGrid's parent for now.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://investors.boeing.com/investors/news/press-release-details/2026/Archer-to-Shape-Physical-AI-Future-of-Aerospace-and-Defense-with-Acquisition-of-Boeings-Wisk-Aero-Insitu-and-SkyGrid-Subsidiaries-Boeing-to-Invest-in-Archer-and-Collaborate/default.aspx", "lastUpdated": "2026-08-29", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Reach a new SPEEA contract before the October 6 strike deadline", "description": "Boeing and SPEEA reached a new tentative four-year deal on September 11, 2026 after members rejected the first offer on August 21. SPEEA's negotiating team is recommending a 10% guaranteed wage increase on October 16, a 4% guaranteed increase in March 2027, and 6% annual wage pools for 2028-2030 with a 4% guarantee each year. The current contract still expires October 6; a strike can start October 7 if members do not ratify. SPEEA-represented staff work on 737 MAX 10 and 777-9 certification and on F-15 Eagle Crest sustainment, so the remaining gate is membership ratification, not a return to the table.", "targetDate": "October 6, 2026 (contract expiration / earliest possible strike date)", "sortKey": 202610, "source": "https://speea.org/prof-and-tech-negotiations-team-receives-boeing-final-offer/", "lastUpdated": "2026-09-12", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Board chair transition to Amparo Moraleda", "description": "Rene Obermann will step down as Chair of the Airbus Board of Directors effective October 1, 2026, after informing the Board he will not seek a new mandate at the 2027 AGM. The Board has designated Amparo Moraleda, a board member at A.P. Moller-Maersk, CaixaBank and Vodafone and former COO of Iberdrola's international division, to succeed him as Chair from that date.", "targetDate": "October 1, 2026", "sortKey": 202610, "source": "https://www.airbus.com/en/newsroom/press-releases/2026-04-airbus-announces-results-of-2026-annual-general-meeting", "lastUpdated": "2026-09-04", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Move Robotaxi to 24/7 hours", "description": "Tesla's paid Robotaxi network currently runs 6 a.m. to 10 p.m. across Austin, Dallas, Houston, Miami, Orlando, and Tampa. AI lead Ashok Elluswamy said on September 4, 2026 that round-the-clock service could arrive in about a month once the next Full Self-Driving v15-plan technology merges. He did not name cities or say whether overnight hours would cover Cybercab, Model Y, or both. Las Vegas is still not listed on tesla.com/robotaxi.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://teslanorth.com/2026/09/04/tesla-cybercab-24-7-v15-2/", "lastUpdated": "2026-09-08", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Scale Optimus past pilot output and hold the V3 public reveal", "description": "With production started on the Fremont Gen-1 line (confirmed in reporting dated August 27-28, 2026), the next milestones are volume and disclosure. Output is starting deliberately slow - Musk has called the initial S-curve 'flat and long' - and the first robots are earmarked for Tesla's internal 'Optimus Academy' training and data-collection program rather than sale; independent reporting frames external/commercial Optimus sales as realistic starting in 2H 2027, with the Fremont line's long-term design capacity around 1M units/year and a second-generation Giga Texas line planned for up to 10M units/year. The Optimus V3 public reveal - featuring doubled hand dexterity, Tesla's AI5 chip, and a targeted $20-30K price at scale - remains undated as of the July 22, 2026 earnings call; Musk has said Tesla is holding it until closer to volume production so competitors cannot copy the design frame-by-frame. Tesla's AI5 chip has taped out and begun production at Samsung's Taylor, TX fab (2nm) and TSMC (3nm), though Musk says volume AI5 output for vehicles and robots is not expected until mid-2027.", "targetDate": "Late 2026-2027", "sortKey": 202610, "source": "https://www.fool.com/investing/2026/08/27/optimus-just-entered-production-at-fremont-heres-w/", "lastUpdated": "2026-08-29", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Stand up Megablock production at the Houston/Brookshire Megafactory", "description": "Megapack 3 production began at the Brookshire/Houston Megafactory on August 6, 2026, about 16 months after groundbreaking and ahead of Tesla's late-2026 target, with the plant designed for 50 GWh/year of Megapack 3 output. Energy-Storage.News reporting dated September 4, 2026 still says Megapack 3 customer deliveries are expected toward the end of 2026 and treats Megablock as the pre-engineered four-pack configuration (about 20 MWh with transformer and switchgear), not as a separate line that has started production. Tesla has not given an updated Megablock production date beyond its prior late-2026 target.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.energy-storage.news/under-the-hood-inside-teslas-megapack-3-as-texas-production-begins/", "lastUpdated": "2026-09-12", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Expand Robotaxi geography and grow the unsupervised fleet", "description": "Tesla's official robotaxi page lists unsupervised rides in six US metros - Austin, Dallas, Houston, Miami, Orlando, and Tampa - plus a San Francisco Bay Area service that still uses a safety monitor. tesla.com/robotaxi now treats Cybercab as a live fleet vehicle alongside Model Y and is soliciting fleet-operator interest. Las Vegas is not listed: the August 20 Nevada permit still allows up to 5,000 driverless vehicles in Clark County, with Tesla's ~30-day commercial-start comment pointing to mid-to-late September and a 120-day commence-by deadline around December 18, 2026, but paid rides have not started. Tesla AI lead Ashok Elluswamy said on September 4 that 24-hour service could arrive 'next month or so' once the next v15-plan tech merges (paid hours today run 6 a.m. to 10 p.m.). Tesla China said Cybercab will go on display in Beijing, Shanghai, and other cities from mid-September to show design and tech - not a China sale and not a China robotaxi launch. The central watch items are whether Las Vegas rides go live inside the permit window, whether overnight hours actually start around October, and whether the China display tour stays display-only.", "targetDate": "Late 2026-2027", "sortKey": 202610, "source": "https://www.tesla.com/robotaxi", "lastUpdated": "2026-09-07", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Ship Isaac GR00T H2+ in October", "description": "Deliver the Nvidia/Sharpa-co-developed H2+ Isaac GR00T reference humanoid starting October 2026 to anchor research customers including Allen AI, ETH Zürich, Stanford's Robotics Center and UC San Diego, then scale the platform into commercial customers. Re-verified as of early September 2026: the October ship target stands with no status change since the June 1 COMPUTEX unveiling.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://nvidianews.nvidia.com/news/nvidia-open-humanoid-robot-reference-design", "lastUpdated": "2026-09-05", "company": { "slug": "unitree-robotics", "name": "Unitree Robotics", "url": "https://www.ventureatlas.org/company/unitree-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/unitree-robotics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Launch R2 Premium and lower-priced R2 variants", "description": "Rivian has staged the R2 lineup: the $57,990 Performance Launch Edition ships first, followed by the R2 Premium at $53,990 - a dual-motor AWD trim rated at 450 hp / 537 lb-ft with up to 330 miles of range - and the RWD long-range R2 Standard at $48,490 MSRP / $49,985 with destination fee (345 mi est. range, 350 hp, 0-60 in 5.9s). At the June 2026 launch Rivian pulled its entry-level rear-wheel-drive R2 Standard forward from late 2027 to summer 2027, firming the price at $44,990 (350 hp, 275+ mi est. range) after customer pushback over the original timeline. On the August 3, 2026 Q2 earnings call, CEO RJ Scaringe referenced 'early 2027' three times when discussing the Premium and Standard rollout, prompting a Rivian clarification that the comments described the overall pace of rolling out additional R2 variants at scale rather than a delay, and that Premium 'will become available' in late 2026 as previously guided. As of month-end August 2026 Rivian still had not announced a firm order-open date for the Premium trim, leaving the late-2026 target unconfirmed in practice.", "targetDate": "Late 2026-2027", "sortKey": 202610, "source": "https://www.fool.com/earnings/call-transcripts/2026/08/03/rivian-rivn-q2-2026-earnings-call-transcript/", "lastUpdated": "2026-09-01", "company": { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": null }, { "title": "Draw the $1B Volkswagen JV term loan facility", "description": "Under loan agreements disclosed in Rivian's Q1 2026 10-Q, Rivian, Rivian JV SPV LLC, and Volkswagen Group have arranged a committed $1.0B term loan facility - backed by Rivian's stake in the Rivian and Volkswagen Group Technologies joint venture - available to the joint venture in a single draw on any business day from October 1 through October 30, 2026, subject to customary funding conditions. If drawn, proceeds would be loaned on to Rivian for general corporate purposes, with Rivian's loan maturing on the tenth anniversary of funding (no principal due until 2029) at an interest rate equal to Volkswagen's seven-year cost of debt plus 25 basis points. This is separate from the JV equity tranches already received. On its August 3, 2026 Q2 earnings call, Rivian reaffirmed it still expects to receive the $1.0B non-recourse VW term loan 'later in 2026,' subject to completion of certain conditions - as of quarter-end it had not yet been drawn.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://www.sec.gov/Archives/edgar/data/0001874178/000187417826000035/rivn-20260331.htm", "lastUpdated": "2026-09-01", "company": { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": null }, { "title": "Name a permanent CFO after Claire McDonough's October 30 departure", "description": "CFO Claire McDonough, who has led Rivian's finance function since January 2021 and helped steer its 2021 IPO and subsequent capital raises, is departing October 30, 2026 to become CFO of GE Vernova. VP of Finance Derek Mulvey - a Rivian veteran since 2021 and former J.P. Morgan vice president - becomes interim CFO on her exit, while Rivian has retained executive search firm Heidrick & Struggles to run a global search for a permanent successor - a transition set against the backdrop of the R2 ramp, the Georgia plant buildout, and the Volkswagen joint-venture term loan facility that opens for a single draw in October 2026. Rivian's investor-relations page had not yet posted a confirmed Q3 2026 earnings date as of September 8, 2026; financial platforms project early November after McDonough's departure, likely with Mulvey already in the interim-CFO seat.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://rivian.com/investors", "lastUpdated": "2026-09-08", "company": { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": null }, { "title": "Launch the Lucid-Nuro-Uber robotaxi service in the Bay Area", "description": "Complete validation and launch the first commercial Lucid-Nuro-Uber robotaxi service in the San Francisco Bay Area in late 2026. As of September 9, 2026 the program remains on track and not yet launched: Napoli said on the August 4 earnings call that Lucid began delivering production-validation Gravity robotaxis from Coolidge, Arizona in July, with regular vehicle production targeted for Q4 2026 ahead of paying-passenger service before year-end. The partners describe an engineering fleet of nearly 100 vehicles operating in the Bay Area and Houston, with Houston still targeted for mid-2027, then scaling toward the expanded ≥35,000-vehicle Uber commitment.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://techcrunch.com/2026/08/04/lucids-turnaround-plan-hinges-on-1-4b-in-cash-savings-robotaxis/", "lastUpdated": "2026-09-09", "company": { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Debut Air and Gravity in France at the Paris Motor Show", "description": "Introduce the Lucid Air and Lucid Gravity to French customers at the Paris Motor Show (Mondial de l'Auto) from October 12-18, 2026, using the September 3, 2026 Emil Frey France operational partnership to support import and local customer operations while Lucid retains brand and commercial control.", "targetDate": "October 12-18, 2026", "sortKey": 202610, "source": "https://www.prnewswire.com/news-releases/lucid-to-bring-award-winning-vehicles-to-france-with-emil-frey-frances-support-302868229.html", "lastUpdated": "2026-09-05", "company": { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Convert Sky Nomad launch orders into first-month deliveries", "description": "Xiaomi officially launched the Sky Nomad EREV lineup on September 7, 2026 and said locked-in orders topped 10,000 in four minutes, with an initial batch already built so customers who pay a deposit can take delivery in one to five weeks. The next watch item is how quickly those orders turn into September-October wholesale volume, and whether the cut launch prices (N70 Max 239,900 yuan, N90 Max 269,900 yuan) sustain demand beyond the opening surge.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://cnevpost.com/2026/09/07/xiaomi-sky-nomad-10000-orders-4-mins/", "lastUpdated": "2026-09-07", "company": { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Scale IRON humanoid robot production", "description": "XPeng commissioned its automated IRON production line in Guangzhou on September 8, 2026, with a unit walking off the line under its own power and more than 80 percent of core processes automated. The company still aims to reach 1,000+ robots per month by the end of 2026 and begin the first commercial deployment (as showroom assistants) in Q1 2027, part of a long-term goal of 1M robots by 2030. In August 2026 the robotics business raised over $900M in its first outside funding round (post-money valuation above $6.3B, led by IDG Capital) to accelerate the buildout.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://electrek.co/2026/09/07/xpeng-iron-humanoid-robot-production-line/", "lastUpdated": "2026-09-08", "company": { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Bring the 9X and 8X to Australia; grow Latin America presence", "description": "Zeekr, already selling in Australia (entered October 2024 with the X and 009) and Mexico (entered July 2024 with the 001 and X), has confirmed the 9X, 8X and 7GT (007 GT) for Australia with a local debut targeted before the end of 2026, though order backlogs in China could push arrival into early 2027; it continues building out its Latin American dealer network (targeting 25 Mexico dealerships by 2026) under Geely's broader premium-export push.", "targetDate": "Late 2026 - early 2027", "sortKey": 202610, "source": "https://www.carexpert.com.au/car-news/zeekr-9x-phev-7gt-electric-wagon-confirmed-for-australia", "lastUpdated": "2026-09-05", "company": { "slug": "zeekr", "name": "Zeekr", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Begin Zeekr 9X deliveries in Europe", "description": "The 9X's overseas rollout is staged by region: exports to the Middle East began in June 2026, Central Asia followed in Q3 2026, and Europe is next, with the 9X exporting there in September 2026 following its July 29 Amsterdam debut. AutoWallis's corrected September 11, 2026 filing says it will launch Zeekr in Austria (solo) and Poland (with Salvador Caetano) in Q4 2026 with five opening models: 001, X, 7X, 9X and 7GT (the 8X was dropped from the first-day list). First European customer deliveries are still expected around late December 2026.", "targetDate": "Late December 2026", "sortKey": 202610, "source": "https://www.bse.hu/newkibdata/129530742/autowallis_central_press_release_zeekr_austria_poland_eng_corr_20260911.pdf", "lastUpdated": "2026-09-12", "company": { "slug": "zeekr", "name": "Zeekr", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Scale Roush production toward a 1,000-truck/year run-rate", "description": "With second-generation driverless hardware now launched on the International LT platform, the next gate is upfitter Roush ramping its dedicated build line toward roughly 20 trucks a week, targeting an annualized production run-rate of about 1,000 trucks around October 2026, the manufacturing throughput Aurora needs to hit its 200+ driverless truck year-end fleet goal. Management reaffirmed this timeline at the August 20, 2026 retail investor town hall.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://www.freightwaves.com/news/aurora-autonomous-truck-production", "lastUpdated": "2026-08-29", "company": { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Launch on the Uber app in Las Vegas", "description": "Zoox and Uber announced a strategic partnership on March 11, 2026 to match eligible Uber trips with Zoox robotaxis, starting in Las Vegas with a 'summer 2026' target and extending to Los Angeles by mid-2027. That summer window has now passed without a public go-live: TechCrunch's September 3, 2026 airport-expansion report still described Uber as planning to operate robotaxis in Clark County through partnerships with Motional and Zoox, and the Nevada Transportation Authority approved Uber-linked Aviari, Tesla and Waymo commercial permits on August 20, 2026, but paid Las Vegas Zoox rides remain bookable only on Zoox's own app.", "targetDate": "Late 2026 (Las Vegas); mid-2027 (Los Angeles)", "sortKey": 202610, "source": "https://techcrunch.com/2026/09/03/amazons-zoox-expands-its-robotaxi-service-to-las-vegas-airport/", "lastUpdated": "2026-09-08", "company": { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Complete FAA Stage 5 (TIA) and receive U.S. type certificate", "description": "Joby is in Stage 5 - the final FAA certification gate. As of the July 31, 2026 shareholder letter, Stage 5 Show & Verify stood at Joby 20% / FAA 10%. Five conforming aircraft are now flying and 12 more are in production, with at least two more expected off the line in the second half of 2026, validating range, speed, and energy management under operational conditions ahead of FAA-pilot 'for credit' TIA inspection flights at Joby's Marina, California facility. Analysts still expect the U.S. type certificate by late 2026, which would be the first ever granted to a commercial eVTOL in U.S. history. As of September 9, 2026, that 'for-credit' testing had still not been reported as complete, and Joby holds a narrow lead over rival Archer Aviation in the certification race.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.sec.gov/Archives/edgar/data/1819848/000181984826000432/joby-8kx20260805xexx99_2.htm", "lastUpdated": "2026-09-09", "company": { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Complete the J208 10-state supervised-autonomy tour", "description": "Joby's converted Cessna 208B J208 began a month-long coast-to-coast tour on September 10, 2026, demonstrating the Xwing autonomy stack for freight, medical transport, disaster response and defense logistics under eIPP and the uFLY coalition. Watch whether the remaining stops, including Shaw AFB, Kitty Hawk, UPS Worldport and FAA Oklahoma City, run as supervised operations with a remote Pilot in Command and generate usable airspace-integration data.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://www.jobyaviation.com/news/joby-autonomous-aircraft-begins-cross-country-tour", "lastUpdated": "2026-09-11", "company": { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Close acquisition of Boeing's Wisk Aero, Insitu and SkyGrid", "description": "Archer signed a definitive agreement on August 10, 2026 to acquire Boeing's Wisk Aero (autonomous eVTOL), Insitu (defense drones, over $200M annual revenue across operations in roughly 35 countries), and SkyGrid (airspace-management software). Boeing will hold a stake of nearly 20% (up to 19.75% of Class A shares) in Archer plus two warrants (each for $100M of Class A stock, exercisable at $13.00 and $17.88/share respectively), and has committed to invest up to $55M in an upcoming Archer funding round any time before March 31, 2027. The transaction is still subject to expiration of the Hart-Scott-Rodino antitrust waiting period, with no complications reported as of Sept 4, 2026; closing is expected by year end 2026. Archer's stated integration plan is to fold Wisk's autonomy, flight-control, and sensor technology into Zee and deploy it on the uncrewed Halo platform first to harden it, then bring the autonomy stack back to the piloted Midnight air-taxi platform once the FAA is ready to certify autonomous flight for passenger operations. The deal would extend Archer into autonomous eVTOL, defense UAS, and airspace software beyond piloted Midnight.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://investors.archer.com/news/news-details/2026/Archer-to-Shape-Physical-AI-Future-of-Aerospace-and-Defense-with-Acquisition-of-Boeings-Wisk-Aero-Insitu-and-SkyGrid-Subsidiaries-Boeing-to-Invest-in-Archer-and-Collaborate/default.aspx", "lastUpdated": "2026-09-04", "company": { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Close Boeing-to-Archer ownership transfer", "description": "Boeing and Archer Aviation signed a definitive agreement on August 10, 2026 for Archer to acquire Wisk (along with SkyGrid and Boeing's Insitu unit); Boeing receives Archer shares equal to 19.75% of Class A shares outstanding pre-close (~16.5% post-dilution) plus two warrants for $200M more stock and a board seat, and retains cross-licensing rights to Wisk's autonomous flight systems. Archer CEO Adam Goldstein says the plan is to deploy and harden Wisk's autonomy technology on Archer's piloted Halo cargo and Thunder defense-drone programs first, then fold it into future air-taxi iterations once the FAA is ready to certify autonomy; Wisk CEO Sebastien Vigneron says Gen 6 flight testing continues through year-end but what happens to the Gen 6 program after closing remains unresolved. The deal is expected to close by the end of 2026, subject to HSR antitrust clearance and foreign-investment review. As of September 10, 2026 no public notice that the HSR waiting period has expired or terminated had appeared.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://wisk.aero/newsroom/archeracquireswisk", "lastUpdated": "2026-09-10", "company": { "slug": "wisk-aero", "name": "Wisk Aero", "url": "https://www.ventureatlas.org/company/wisk-aero", "apiUrl": "https://www.ventureatlas.org/api/company/wisk-aero" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Launch Uber Eats drone delivery in Dallas and Houston", "description": "Following the August 17, 2026 partnership and strategic investment from Uber, Zipline's first Uber Eats drone deployments are set to begin in Dallas and Houston by the end of 2026, ahead of an expansion to dozens more US cities and a joint goal of 1 million drone deliveries a day by the end of 2029.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://investor.uber.com/news-events/news/press-release-details/2026/Uber-and-Zipline-Partner-to-Bring-Drone-Delivery-to-Millions-of-Americans/default.aspx", "lastUpdated": "2026-09-01", "company": { "slug": "zipline", "name": "Zipline", "url": "https://www.ventureatlas.org/company/zipline", "apiUrl": "https://www.ventureatlas.org/api/company/zipline" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Operate under FAA Part 108 standardized BVLOS rules", "description": "Like every U.S. drone-delivery operator, Zipline has scaled by negotiating beyond-visual-line-of-sight waivers site by site. FAA Part 108 (NPRM published August 2025, 3,000+ comments) would replace that waiver regime with a standardized, performance-based framework for routine BVLOS operations, removing the permitting bottleneck on Zipline's multi-state expansion. The rule missed the 240-day deadline set by the June 2025 executive order (expired February 1, 2026) and has sat with the Office of Information and Regulatory Affairs since July 10, 2026 - OIRA review of a significant rule can run up to 90 days, putting the earliest plausible release around October 2026, though industry analysts now expect a final rule closer to late 2026 or early 2027 followed by a 6-12 month implementation period. In an August 1, 2026 report, DOT chief of staff Pete Meachum said the delay is deliberate, meant to avoid locking today's detect-and-avoid technology into the rule and to prevent it from favoring incumbents; Zipline CEO Keller Rinaudo Cliffton said the resulting uncertainty is freezing private investment in the sector even though Zipline itself already holds federal BVLOS approvals.", "targetDate": "Late 2026 - early 2027", "sortKey": 202610, "source": "https://dronexl.co/2026/08/01/dot-bvlos-delay-deliberate-zipline-investment/", "lastUpdated": "2026-08-30", "company": { "slug": "zipline", "name": "Zipline", "url": "https://www.ventureatlas.org/company/zipline", "apiUrl": "https://www.ventureatlas.org/api/company/zipline" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Scale toward 25M customers and launch gigabit service", "description": "SpaceX's first-ever public earnings call (Aug 4, 2026, for Q2 2026) confirmed 12 million Starlink subscribers at quarter-end, doubling YoY from 6M with a record 1.7 million net adds in the quarter (up from 1.4M in Q1 2026). Starlink still targets roughly 25M active users by year-end 2026 and plans to debut gigabit-class consumer service on the back of V3 capacity.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm", "lastUpdated": "2026-09-03", "company": { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Launch initial commercial service in late 2026", "description": "Transition from enterprise beta (live since April 8, 2026) to limited commercial service by the end of 2026. At the September 9-10 Paris International Space Summit, Amazon Leo vice president Chris Weber still said the company plans to begin limited commercial service by year-end despite launch-vehicle issues that have slowed deployment. Amazon told PCMag in early September 2026 that it is still waiting for satellites to reach assigned operating orbits around 600 km; astronomer Jonathan McDowell said only 299 of the roughly 396 deployed satellites were in operational orbit, with most of the rest expected by November. No satellites have launched since July 2 and Vulcan Centaur and New Glenn remain grounded, which is a risk to that year-end window. On September 9, 2026 AT&T Business separately said it would sell Leo as part of a managed fiber, 5G and satellite offer, with pricing and availability still unannounced after a phased reliability deployment.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://spacenews.com/amazon-leo-planning-to-begin-initial-services-by-end-of-the-year/", "lastUpdated": "2026-09-11", "company": { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Launch Canadian commercial service with TELUS", "description": "Begin text, voice, and data coverage in remote Canadian regions through the TELUS partnership - TELUS has both a commercial agreement and a direct equity stake in AST - using standard smartphones and TELUS-backed ground infrastructure, with service targeted for late 2026. Fellow Canadian partner Bell completed and integration-tested its first sovereign direct-to-device ground station in Quebec on July 15, 2026 (targeting a 2027 launch). As of 7 September 2026 neither TELUS nor AST has announced a Canadian commercial start date or a slip, so the late-2026 target is unchanged.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.telus.com/about/news-and-events/media-releases/telus-and-ast-spacemobile-partner-to-bring-space-based-cellular-broadband-connectivity-to-every-corner-of-canada", "lastUpdated": "2026-09-07", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Fly the October Kinetica-2 batch of 18 Qianfan satellites", "description": "CAS Space's second Kinetica-2 flight (Y2) is targeted for October 2026 with 18 Qianfan (Thousand Sails) satellites, a slip from a September target after the vehicle left Guangzhou for Jiuquan on August 26. No Qianfan batch has launched since the August 6 flight that left the constellation at 256 satellites, so this is the next sourced add that can move the count toward the slipped 324-satellite initial network. A third Kinetica-2 Qianfan batch is separately targeted for December 2026.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://www.china-in-space.com/p/second-kinetica-2-mission-first-sea", "lastUpdated": "2026-09-11", "company": { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Launch Earendil-1, the first orbital mirror", "description": "The FCC granted the license on July 9, 2026 and Reflect expects to fly Earendil-1 on a SpaceX rideshare later in the year; as of September 12, 2026 no launch date has been set, the satellite has not flown, and the August 6 Application for Review is still pending with no Commission timeline. Watch for the launch manifest assignment, then for the two hardest events in sequence: deployment of the 18-meter membrane and the first steered reflection onto a ground target. Everything downstream, including the 2027 tranche and any energy business, depends on this vehicle working.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://darksky.org/news/darksky-and-allies-ask-the-fcc-to-reverse-its-approval-of-the-reflect-orbital-space-mirror/", "lastUpdated": "2026-09-12", "company": { "slug": "reflect-orbital", "name": "Reflect Orbital", "url": "https://www.ventureatlas.org/company/reflect-orbital", "apiUrl": "https://www.ventureatlas.org/api/company/reflect-orbital" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "File for regulatory approval of intismeran autogene in melanoma", "description": "File for regulatory approval of intismeran autogene (mRNA-4157) plus KEYTRUDA in adjuvant melanoma after the pivotal Phase 3 INTerpath-001 trial met both its primary endpoint (recurrence-free survival) and key secondary endpoint (distant metastasis-free survival) on August 19, 2026 - the first positive Phase 3 result ever for an individualized mRNA neoantigen cancer therapy. As of September 8, 2026 no BLA or MAA has been filed. Moderna and Merck say they will present the data at an upcoming medical meeting and engage with regulators on filing submissions.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://news.modernatx.com/merck-and-moderna-announce-phase-3-interpath-001-trial-of-intismeran-plus-keytruda-met-endpoints-of-rfs-and-dmfs-in-melanoma", "lastUpdated": "2026-09-08", "company": { "slug": "moderna", "name": "Moderna", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Integrate Crinetics and launch the endocrine-disease business", "description": "Having closed the ~$10B Crinetics acquisition on September 1, 2026, Vertex must integrate the Palsonify commercial business (US-launched, EU-approved April 27, 2026) and the atumelnant pipeline (Phase 3 CAH, Phase 2 Cushing's). Charles Wagner expanded his COO remit to include the integration; Jonathan Poole becomes EVP and CFO on January 1, 2027. Jasper van Grunsven started September 8, 2026 as EVP and Chief Pain and New Product Planning Officer. Updated 2026 financial guidance that includes Crinetics is due with Q3 results on November 2, 2026.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://bostonlifesciencestimes.com/2026/09/vertex-completes-10-billion-acquisition-of-crinetics-expands-leadership-team/", "lastUpdated": "2026-09-08", "company": { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Open the GSA all-levels-of-government ChatGPT agreement", "description": "The OpenAI for Government and GSA multi-year deal announced September 10, 2026 runs from October 1, 2026 through December 31, 2028. It sets the license fee at $0 (from $15 per user per month), 50% off usage, and Daybreak Blue at 50% off for every verified federal, state, local, and tribal entity. Watch whether agencies actually onboard against the roughly 23 million eligible public-sector workforce.", "targetDate": "October 1, 2026", "sortKey": 202610, "source": "https://openai.com/index/expanding-ai-access-us-government/", "lastUpdated": "2026-09-10", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Complete a landmark IPO", "description": "Convert the June 2026 confidential filing into a public listing. Reuters reported September 11, 2026 that Anthropic is in talks to bring Nvidia in as an IPO anchor, with the offering sized as large as $100 billion at a valuation of about $2 trillion and Nvidia considering an investment of up to $10 billion; the plans remain under discussion and could change. That sits on top of the September 5 timeline: prospectus expected in late September, marketing from mid-October at the earliest, and a listing just before the November 2026 US midterms. Anthropic is still working to finalize a $15 billion revolving credit facility with Morgan Stanley, Goldman Sachs, JPMorgan and Citigroup as lead banks. On August 18, 2026 Anthropic confirmed plans to grant CEO Dario Amodei and other co-founders super-voting shares ahead of the listing to preserve founder control despite Amodei owning only about 2% of the company.", "targetDate": "Prospectus late September 2026; offering marketed from mid-October, listing before the November 2026 US midterms", "sortKey": 202610, "source": "https://www.reuters.com/legal/transactional/nvidia-talks-invest-anthropics-mega-ipo-sources-say-2026-09-11/", "lastUpdated": "2026-09-12", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Scale Project Astra into a universal assistant", "description": "Fold Project Astra's real-time perception, memory and tool-use research into shipping surfaces rather than a standalone product: Gemini Live in the Gemini app, the agentic Gemini Spark assistant (initially AI Ultra-subscriber exclusive), and Android XR smart glasses (audio-only and display variants developed with Gentle Monster and Warby Parker), which Google and Samsung targeted for a Fall 2026 launch at I/O 2026. As of Sept 1, 2026 the Fall 2026 window is unchanged in the latest reporting, with pricing (expected in the $600-900 range) and an exact launch date still undisclosed.", "targetDate": "Fall 2026", "sortKey": 202610, "source": "https://blog.google/products-and-platforms/platforms/android/android-xr-io-2026/", "lastUpdated": "2026-09-01", "company": { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Start the Google compute contract at Colossus 2", "description": "Ramp ~110,000 GPUs of Colossus 2 capacity for Google's $920M/month lease, which runs October 2026 through June 2029 (~$30B). Google's access is ramping through September 2026 at a reduced fee; per SpaceX's own regulatory filing, if the full committed GPU count is not delivered by September 30, 2026, Google can terminate after a one-month grace period or accept a reduced GPU count at a lower fee, and either party may otherwise exit on 90 days' notice after December 31, 2026 - making the ramp the near-term risk to the Q2 2026 AI-segment revenue beat.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://www.sec.gov/Archives/edgar/data/0001181412/000162828026041150/spacexagreementfwp.htm", "lastUpdated": "2026-08-29", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "File for a mainland China IPO", "description": "Submit the domestic listing filing reported to be targeted for late 2026 toward a public debut on Shanghai's STAR Market in 2027. Reuters reported on September 9, 2026 that DeepSeek has tapped CITIC Securities to prepare the offering and aims to begin the listing process this year; South China Morning Post said CITIC is one of four underwriters. Deal size, timetable and target valuation are not set. The follow-on raise paused in late July after founder Liang Wenfeng's leaked investor remarks went viral resumed around August 6, 2026, and by late August DeepSeek was finalizing the round at roughly 50B yuan (~$7.4B) and a ~$74B pre-money valuation with returning backers Monolith Management, Shixiang Capital, Tencent and CATL. Sources had expected that raise to close by the end of August 2026; as of September 9, 2026 no public confirmation of a close has appeared, and no IPO filing has been announced.", "targetDate": "Late 2026 (filing); 2027 (listing)", "sortKey": 202610, "source": "https://www.reuters.com/world/chinas-deepseek-taps-citic-securities-domestic-ipo-sources-say-2026-09-09/", "lastUpdated": "2026-09-09", "company": { "slug": "deepseek", "name": "DeepSeek", "url": "https://www.ventureatlas.org/company/deepseek", "apiUrl": "https://www.ventureatlas.org/api/company/deepseek" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "First Anduril-HD Hyundai autonomous surface vessel enters the water", "description": "The first hull of Anduril's new autonomous surface vessel class, under construction at HD Hyundai Heavy Industries' Ulsan shipyard since April 2026, is expected to enter the water and begin sea trials in October 2026. Anduril plans to bring the vessel to the US coast for further open-water testing by the end of 2026, aiming to position the design for follow-on US Navy unmanned-surface-vessel opportunities after missing the initial seven-company MUSV marketplace demonstration cohort.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://www.asdnews.com/news/defense/2026/04/20/scaling-autonomous-surface-vessels-with-worlds-best-ship-builders-us-navy", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Pass Navy MUSV Marketplace at-sea testing with the Marauder", "description": "Saronic is one of seven companies advanced to the at-sea demonstration phase of the Navy's MUSV Marketplace, each paid $15 million, with demonstrations running to October 2026 and follow-on eligibility for designs that pass. This is the gate between Saronic being a small-boat manufacturer with one production contract and being a Navy shipbuilder, and it puts a four-year-old startup directly against established primes including HII.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://breakingdefense.com/2026/06/navy-unveils-the-seven-companies-that-will-participate-in-musv-at-sea-testing/", "lastUpdated": "2026-09-07", "company": { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Fly X-BAT vertically for the first time", "description": "GE shipped the AVEN nozzle in early September 2026 after more than 100 hours of ground tests. The next gate is now specified as a tethered vertical hover by the end of 2026, with the prototype hanging from a 180-foot crane so engineers can prove hover stability before free flight. Until X-BAT hovers, the runway-free fighter thesis is a render and a test stand.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.defenseone.com/business/2026/09/back-life-how-shield-ais-future-unmanned-fighter-made-decades-old-tech-new-again/415821/", "lastUpdated": "2026-09-06", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Demonstrate Hivemind-controlled LUCAS drone swarm", "description": "Shield AI is integrating Hivemind onto the Pentagon's LUCAS one-way attack drone, a roughly $35,000, Shahed-136-derived munition built by SpektreWorks, so a single operator can coordinate a swarm of ten or more. An operational demonstration is planned for fall 2026, the first real test of whether Hivemind's swarming claims hold up on cheap, expendable hardware rather than a single reusable aircraft.", "targetDate": "Fall 2026", "sortKey": 202610, "source": "https://www.cnbc.com/2026/05/19/pentagon-taps-shield-ai-for-low-cost-missile-program.html", "lastUpdated": "2026-09-02", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Complete Haven-1 integration and environmental testing", "description": "Vast says it will finish all three integration phases (fluids/life support, avionics/GNC, crew interior and MMOD shielding) plus a suite of environmental tests at NASA's Neil Armstrong Test Facility (former Plum Brook Station, Ohio) in 2026. As of early September 2026 Vast's site still shows flight solar arrays in acceptance inspection and the Vast Control Unit in EMC testing; no shipment of the flight vehicle to Ohio has been announced, so the environmental test campaign has not yet started. Watch for phase-completion updates and the shipment to Ohio - the last major gates before launch.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.vastspace.com/haven-1", "lastUpdated": "2026-09-08", "company": { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Bring the Dominion Energy Darbytown iron-air pilot online", "description": "An 8.94 MW iron-air pilot at Dominion Energy's Darbytown Power Station in Henrico County, Virginia, approved by the Virginia State Corporation Commission in May 2024, is targeted to be operational by late 2026 alongside a separate zinc-hybrid pilot from Eos Energy at Virginia State University.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.vpm.org/news/2024-05-16/dominion-approved-for-3-long-term-battery-storage-pilots", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Ramp Spring Hill LFP output and win data-center storage customers", "description": "With JF2 LFP cell mass production now live at Spring Hill, the next test is ramping output and converting the ESS pipeline (grid-scale, renewable-linked and AI data center projects) into signed supply contracts, following the same playbook as the Holland, Michigan plant. LGES's US system-integrator arm, LG ES Vertech, is separately targeting delivery of 50 GWh of US BESS projects in 2026, including a multi-year, 5 GWh supply and lifecycle-services deal with Qcells announced in February 2026.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.energy-storage.news/lg-energy-solution-vertech-to-deliver-50gwh-of-us-bess-projects-in-2026-signs-qcells-epc-deal/", "lastUpdated": "2026-09-11", "company": { "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" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Fly LEO Express 4, the fourth Mira checkout", "description": "Launch the Impulse-only LEO Express 4 Mira on SpaceX's Bandwagon-5 mid-inclination rideshare from Cape Canaveral, manifested via Exolaunch, to wring out the upgraded vehicle's higher delta-v, rapid thruster firings, and new avionics with no customer payloads aboard. Impulse's mission page does not name a date; independent trackers list Bandwagon-5 no earlier than October 2026. Mira's product page still lists three missions flown.", "targetDate": "NET October 2026", "sortKey": 202610, "source": "https://www.impulsespace.com/updates/leo-express-4-mission-updates", "lastUpdated": "2026-09-12", "company": { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": null }, { "title": "Neutron first launch", "description": "Fly Neutron's maiden mission from Wallops. As of the week of August 23, 2026, Rocket Lab's Archimedes engines have completed more than 400 hot-fire tests and the full nine-engine flight set has entered production; Stage 1 is in final assembly and Stage 2 is finishing fluids and avionics integration ahead of shipping to Wallops. On its August 10, 2026 Q2 earnings call, Rocket Lab said Stage 1 tank production is aligned with delivering Neutron to the pad in Q4 2026, but putting the vehicle on the pad is not the same as launching it that quarter. September 7-8, 2026 Motley Fool coverage of that same update still treats pad delivery - not liftoff - as the live Q4 milestone, with no firm launch date and a real chance the maiden flight slips into 2027. FAA launch permits remain filed (window July 1-Dec 31, 2026), and Neutron's first contracted payload, the U.S. Space Force's $397M 'Flatellite' SB-AMTI mission awarded August 4, adds schedule pressure.", "targetDate": "Q4 2026 pad delivery; first launch at risk of slipping to 2027", "sortKey": 202611, "source": "https://www.fool.com/investing/2026/09/08/rocket-lab-s-next-neutron-milestone-is-a-pad-delivery-not-a-launch-i-d-hold-off-on-buying-the-stock/", "lastUpdated": "2026-09-11", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Debut Alpha Block II on Flight 8", "description": "Fly the first full Alpha Block II configuration - with a 7-foot fuselage extension, in-house consolidated avionics, upgraded thermal protection, and stronger carbon composite structures - after Flight 7 validated key avionics and thermal upgrades. On its August 11, 2026 Q2 earnings call, CEO Jason Kim said the next two Alpha launches, including the Block II debut, have slipped from the originally targeted late-summer window to Q4 2026, with Firefly now targeting a total of three Alpha missions by year-end and rockets for Flights 10 and 11 already moving through the production line. As of September 9, 2026 Firefly had posted no new launch-date update since that call; Flight 8 remains in the Q4 2026 window.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://spaceflightnow.com/2026/08/11/firefly-aerospace-pushes-debut-of-alpha-block-2-rocket-to-the-fourth-quarter-of-2026/", "lastUpdated": "2026-09-09", "company": { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Gravity-2 first flight and engine qualification", "description": "Complete Yuanli-110 engine and stage testing and fly the reusable kerolox Gravity-2 for the first time. SpaceNews restated the Q4 2026 debut target on August 6, 2026. As of September 6, 2026 no new engine-test or schedule change has been reported and the vehicle has not flown.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://spacenews.com/chinese-launch-startup-orienspace-targets-ipo-secures-funding-for-reusable-gravity-2-rocket/", "lastUpdated": "2026-09-06", "company": { "slug": "orienspace", "name": "Orienspace", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "SGE-led UK BWRX-300 bid enters the Advanced Nuclear Pipeline", "description": "SGE's team (with Samsung C&T, Laing O'Rourke, Aecon Group and Google Cloud) applied under the UK's Advanced Nuclear Framework to deploy 14 BWRX-300 units (4.2 GW) across three UK sites, including six units at Oldbury-on-Severn. SGE targets entering the government's Advanced Nuclear Pipeline in November 2026, with site selection and government support-scheme negotiations to follow in H1 2027 ahead of a targeted 2030 final investment decision and first-unit operation in 2034.", "targetDate": "November 2026", "sortKey": 202611, "source": "https://www.world-nuclear-news.org/articles/sge-team-targets-14-bwrx300-smrs-uk", "lastUpdated": "2026-09-08", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Resolution of the NRC licensing lawsuit", "description": "The federal suit Valar and Deep Fission joined against the NRC (alongside Texas, Utah, Louisiana, Florida, and Arizona) over small-reactor licensing is stayed until September 29, 2026 - the NRC itself joined the plaintiffs in asking for the extension, filed June 2026 and granted by the Eastern District of Texas on June 30, 2026, so both sides can pursue a settlement that could exempt low-power test reactors from full commercial licensing. No further docket movement had been reported as of September 4, 2026.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.eenews.net/articles/nrc-lawsuit-could-hand-states-power-over-advanced-reactors/", "lastUpdated": "2026-09-04", "company": { "slug": "valar-atomics", "name": "Valar Atomics", "url": "https://www.ventureatlas.org/company/valar-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/valar-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Finish Symphony sprint core and run the first ground-test cycle", "description": "CEO Blake Scholl said in late August 2026 that Boom was a few weeks from running the Symphony sprint core for the first time at the Colorado Air and Space Port. Aviation Week reported on September 8 that the prototype high-pressure core is nearing completion and is expected to begin ground tests at Watkins, Colorado, within two months, a slip out of the original Q3 2026 window into roughly November. The 14,000-pound stand-alone test article covers the high compressor, combustor, and high turbine, the key technical gate for de-risking both Symphony and the Superpower turbine.", "targetDate": "November 2026", "sortKey": 202611, "source": "https://aviationweek.com/business-aviation/aircraft-propulsion/boom-supersonic-gears-engine-prototype-core-testing", "lastUpdated": "2026-09-11", "company": { "slug": "boom-supersonic", "name": "Boom Supersonic", "url": "https://www.ventureatlas.org/company/boom-supersonic", "apiUrl": "https://www.ventureatlas.org/api/company/boom-supersonic" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Southeast Asia and exports", "description": "Air Cambodia's 10+10 C909 MoU is now a firm purchase agreement, signed in Shanghai on July 17, 2026 - the first bulk C909 order by a foreign flag carrier - with the first two aircraft now confirmed for delivery in November 2026 and the remaining eight firm-ordered jets delivering through 2029, per Cambodia's civil aviation authority. Vietjet itself has stepped up its commitment: after its initial 2025 wet-lease of two aircraft, it signed a finance lease for 10 C909s with SPDB Financial Leasing in April 2026 - the first time it will operate the type itself rather than under a wet-lease - to back five new Vietnam-China routes, though a delivery timeline has not been disclosed. Deploy more Chengdu Airlines C909s into Southeast Asia, Central Asia, and Russia using the $92M COMAC capital injection, and use the C909 medical and firefighting variants showcased at Singapore Airshow 2026 to widen the addressable market beyond passenger service.", "targetDate": "November 2026 (first Air Cambodia deliveries); 2026-2029 (broader expansion, incl. Vietjet's 10-aircraft lease)", "sortKey": 202611, "source": "https://www.ch-aviation.com/news/158234-air-cambodia-to-take-first-two-c909s-in-mid-4q26", "lastUpdated": "2026-08-29", "company": { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Ramp the Szeged, Hungary plant to full-scale production", "description": "Trial production at BYD's first European car plant in Szeged, Hungary began in January 2026 producing the Dolphin Surf and Atto 2. EVP Stella Li told Reuters in June 2026 that full-scale series production had slipped to Q4 2026 - about a year later than first planned - ramping toward a planned ~200,000-vehicle-per-year capacity. Deutsche Bank, citing BYD management after the early-September 2026 earnings call, now expects vehicle assembly to begin in November or December 2026. With BYD's planned Turkey plant on hold, Hungary is the company's top European manufacturing priority. Regulatory and reputational risk from 2026 construction-site accidents, labor allegations, and a July Hungarian subsidy investigation remains a live watch item on the most important European asset.", "targetDate": "November-December 2026", "sortKey": 202611, "source": "https://cnevpost.com/2026/09/07/byd-targets-2-5-million-overseas-sales-2027/", "lastUpdated": "2026-09-12", "company": { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Launch the third-generation Tang SUV", "description": "BYD debuted the third-generation Tang at the Chengdu Auto Show on August 21, 2026, a five-seat mid-to-large SUV positioned as an 8-series Dynasty flagship alongside the larger 9-series Da Tang launched in June. It carries BYD's second-generation Blade Battery with flash charging (10% to 70% in 5 minutes), up to 850 km of CLTC range, and comes with the God's Eye B driver-assist system as standard; sales are set to begin in the fourth quarter of 2026, with official pricing still to be announced.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://cnevpost.com/2026/08/21/byd-debuts-3rd-gen-tang/", "lastUpdated": "2026-08-22", "company": { "slug": "byd", "name": "BYD", "url": "https://www.ventureatlas.org/company/byd", "apiUrl": "https://www.ventureatlas.org/api/company/byd" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Switch MEGA and i9 to in-house 5C batteries", "description": "Initial new-generation MEGA deliveries use CATL 5C ternary packs. Li Auto said MEGA orders locked at or after 3:00 pm Beijing time on September 7, 2026 will get in-house 5C batteries, with those deliveries expected in November, and that the i9 will make the same switch once its own production is ready.", "targetDate": "November 2026", "sortKey": 202611, "source": "https://cnevpost.com/2026/09/07/li-auto-plans-shift-in-house-batteries-refreshed-i6-q4/", "lastUpdated": "2026-09-07", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Launch the 2026 Li i6 with in-house 5C battery and Mach chip", "description": "The 2026 i6, a refresh of Li Auto's volume five-seat BEV SUV, will launch in the fourth quarter with Li Auto's in-house 5C battery and Mach assisted-driving chip. Pre-orders open in late September 2026, with deliveries starting in early November.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://cnevpost.com/2026/09/07/li-auto-plans-shift-in-house-batteries-refreshed-i6-q4/", "lastUpdated": "2026-09-07", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Launch the i6 in Europe as the Li 6, plus a right-hand-drive MEGA in Hong Kong and Singapore", "description": "On September 10, 2026 Li Auto started its European marketing push as an official 2026 Solheim Cup partner in the Netherlands, supplying 20 i6 SUVs as courtesy transport. The overseas i6 will be named Li 6 and will debut at the Paris Motor Show in October, where Li Auto plans to unveil its global lineup and European business plans. Management said on the August 26 earnings call that European i6 sales would begin in the fourth quarter; first countries, pricing and channels are not yet public. A right-hand-drive MEGA for Hong Kong and Singapore remains targeted by year-end 2026.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://cnevpost.com/2026/09/10/li-auto-kicks-off-european-push-names-overseas-i6-li-6/", "lastUpdated": "2026-09-11", "company": { "slug": "li-auto", "name": "Li Auto", "url": "https://www.ventureatlas.org/company/li-auto", "apiUrl": "https://www.ventureatlas.org/api/company/li-auto" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Expand the Zeekr 8X into overseas markets", "description": "Having launched domestically in China on April 17, 2026, the 8X is being fast-tracked for export alongside the 9X, part of Geely's broader 2026 target of 640,000 overseas group sales. Reporting on the 9X's export cadence (Middle East from June 2026, Central Asia in Q3) indicates the 8X's own overseas rollout is now expected to begin in Q4 2026 and continue into Q1 2027; no specific overseas launch market or date had been announced as of September 5, 2026.", "targetDate": "Q4 2026 - Q1 2027", "sortKey": 202611, "source": "https://carnewschina.com/2026/04/18/zeekr-8x-racks-up-orders-within-30-minutes-tri-motor-hybrid-delivers-1381-hp/", "lastUpdated": "2026-09-05", "company": { "slug": "zeekr", "name": "Zeekr", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Sign Toyota exclusive manufacturing supply agreement and close second $250M tranche", "description": "Joby and Toyota's Delaware manufacturing joint venture, formed June 29, 2026, still needs an exclusive manufacturing supply agreement granting the JV exclusive rights to build the S4 - the companies have only agreed to negotiate one so far. Joby has said it expects to secure Toyota's next $250M investment tranche before the end of 2026, contingent on finalizing that supply agreement and hitting related regulatory milestones.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.flightglobal.com/airframers/2026/07/joby-expects-to-secure-toyotas-second-250m-investment-before-year-end/", "lastUpdated": "2026-08-24", "company": { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Complete Critical Design Review and stand up early production", "description": "Vertical expects to complete the Critical Design Review by the end of 2026, locking the certifiable design baseline for Valo. An early production aircraft assembly facility at Cotswold Airport remains targeted for Q3 2026 but had not been publicly confirmed open as of September 10, 2026; the expanded Vertical Energy Centre battery facility is still due Q4 2026. The UK government remains in advanced discussions on a further grant of up to £10M toward the first full-scale UK production site (not finalized; would bring total direct UK government support to up to £48M/$64M), and Vertical has a non-binding MOU with UK Export Finance on export-linked customer financing. Preferred full-scale sites are still aimed for selection before end of 2026.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://vertical-aerospace.com/wp-content/uploads/2026/08/20260813-Vertical-Aerospace-H1-2026-Business-Update_v1.pdf", "lastUpdated": "2026-09-10", "company": { "slug": "vertical-aerospace", "name": "Vertical Aerospace", "url": "https://www.ventureatlas.org/company/vertical-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/vertical-aerospace" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Launch sandbox commercial service in Sri Lanka under the Global Fast Track Program", "description": "EHang unveiled a Global Fast Track Program on August 19, 2026 to accelerate international commercialization of its pilotless eVTOL aircraft, with Sri Lanka's Ministry of Ports and Civil Aviation and the country's civil aviation authority as the first adopter. The program targets sandbox commercialization within four months in a Colombo Port City zone, covering tourist routes and airport shuttle service, pending regulatory and safety assessments; it is a repeatable template EHang plans to apply to other new markets.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.globenewswire.com/news-release/2026/08/19/3347473/0/en/ehang-launches-global-fast-track-program-to-accelerate-international-commercialization-of-pilotless-evtol-sri-lanka-first-to-adopt.html", "lastUpdated": "2026-09-09", "company": { "slug": "ehang", "name": "EHang", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Bid for Grain Management's 800 MHz spectrum licenses", "description": "SpaceX is reportedly bidding, alongside AST SpaceMobile, for about $6 billion of 800 MHz spectrum licenses that Grain Management acquired from T-Mobile in a swap completed in August 2026, per Bloomberg's August 20 report - though Elon Musk publicly called the report 'not true' in a social media post shortly after publication, and Bernstein analysts have said a Grain acquisition remains plausible despite the denial. The licenses cover 817-824 MHz uplink and 862-869 MHz downlink bands spanning roughly 3,224 US counties, additional low-band spectrum for direct-to-device and Starlink Mobile service beyond the EchoStar mid-band already acquired. Preliminary offers were due in early September 2026, with the FCC targeting a completed bidding process by November 5, 2026.", "targetDate": "November 5, 2026 (FCC bidding process target)", "sortKey": 202611, "source": "https://www.investing.com/news/stock-market-news/spacex-and-ast-spacemobile-eye-grain-management-spectrum-for-6-bln-bloomberg-93CH-4870684", "lastUpdated": "2026-09-03", "company": { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Scale Japan D2C service to nationwide coverage", "description": "AST's first international commercial direct-to-cell service went live August 4, 2026 when the company notified the FCC it had initiated active D2C operations in Japan with Rakuten Mobile on Rakuten's 700 MHz spectrum. A Rakuten spokesperson told Light Reading the carrier still plans to start offering commercial services in the fourth quarter of 2026. The remaining goal is to grow that limited 2026 service into nationwide Japanese coverage in fiscal 2027, backed by up to about $1B in Japanese government capital for the J-LEO / J-BLUEBIRD-NGSO architecture and a planned 50/50 Rakuten-AST joint venture that Rakuten has said it expects to formalize before the end of 2026, with Rakuten leading management.", "targetDate": "Nationwide in FY2027 (limited commercial in Q4 2026)", "sortKey": 202611, "source": "https://www.lightreading.com/satellite/ast-spacemobile-keeps-in-with-mnos-as-a-spacex-antidote", "lastUpdated": "2026-09-10", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Bid for Grain Management's 800 MHz spectrum licenses", "description": "AST is among the bidders, alongside SpaceX, for about $6 billion of 800 MHz spectrum licenses that Grain Management acquired from T-Mobile. Grain completed that acquisition on August 11, 2026. The licenses cover the same 817-824 MHz uplink and 862-869 MHz downlink bands AST is testing under its 30-day FCC authority. Preliminary offers were due in early September 2026, with the FCC targeting a completed competitive solicitation by November 5, 2026. As of 10 September 2026 no winner has been announced.", "targetDate": "November 5, 2026 (FCC bidding process target)", "sortKey": 202611, "source": "https://graingp.com/grain-management-completes-acquisition-of-nationwide-800-mhz-spectrum-portfolio/", "lastUpdated": "2026-09-10", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Begin initial international commercial service", "description": "Convert regulatory and partnership groundwork abroad into paying service around the fourth quarter of 2026. Spacesail has secured Brazilian regulatory approval (via a Telebras partnership under an Anatel license valid through July 2031), established a Kazakhstan subsidiary, run in-country tests in Malaysia, Mongolia, and Kazakhstan, signed a distribution agreement with Measat to bring Qianfan services to Malaysia and Southeast Asia, signed a 2025 cooperation framework with Thailand's National Telecom, and holds trial-service agreements covering Turkiye - part of talks the company says span roughly 30 countries, and includes early-stage investment discussions with Cambodia raised in July 2026. This would be the first commercial revenue outside China (SSST's own disclosures show minimal revenue and a widening loss through 2025) and a marker of how fast a state-backed constellation can move into export markets. Re-verified as of September 2, 2026: no change to the Q4 2026 target.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://spacenews.com/chinese-constellation-operator-spacesail-signs-agreement-with-measat-of-malaysia/", "lastUpdated": "2026-09-02", "company": { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Povetacicept FDA decision in IgA nephropathy", "description": "Await the FDA decision on povetacicept (from the Alpine acquisition) for IgA nephropathy after Phase 3 RAINIER showed a 52% reduction in proteinuria; the BLA was accepted under accelerated approval (using a priority review voucher to cut review time from ten months to six) with a PDUFA target action date of November 30, 2026. If approved, povetacicept becomes Vertex's first commercialized nephrology product.", "targetDate": "Nov 30, 2026", "sortKey": 202611, "source": "https://www.businesswire.com/news/home/20260601424914/en/", "lastUpdated": "2026-09-08", "company": { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "End Cursor's direct access to OpenAI models", "description": "Having said on August 29, 2026 that it will end Cursor's direct access to its models, citing an inability to be confident that SpaceX will keep using the technology within OpenAI's terms of service given what OpenAI called Elon Musk's history of breaking contracts at Twitter and xAI, follow through on the cutoff date. The move comes after SpaceX closed its $60 billion acquisition of Cursor's parent Anysphere on August 14, 2026; Cursor has said OpenAI models account for only about 5 percent of its user traffic, and users will still be able to reach OpenAI models with their own API keys or through OpenAI's IDE extensions.", "targetDate": "November 12, 2026", "sortKey": 202611, "source": "https://www.cnbc.com/2026/08/29/openai-cursor-spacex-model-access.html", "lastUpdated": "2026-09-01", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Arsenal-1 adds Roadrunner, Barracuda, and a classified platform to production", "description": "Fury production started in March 2026, and Anduril says the Ohio mega-factory will also be producing Roadrunner, Barracuda, and an unannounced classified platform by the end of 2026 - new technical teams are deploying to stand up the Barracuda line as a third active line at Arsenal-1 by winter 2026. Whether the promised automotive-style production rates materialize is the key test of Anduril's entire manufacturing thesis.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://breakingdefense.com/2026/03/as-fury-production-starts-anduril-pledging-a-different-production-approach-at-arsenal-1/", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Begin Taiwan Altius-700M and Altius-600ISR deliveries", "description": "Taiwan's August 2026 NT$26.9 billion (~$847 million) letter of offer and acceptance covers 2,032 Altius systems (1,554 Altius-700M loitering munitions and 478 Altius-600ISR). First deliveries are targeted for the fourth quarter of 2026, with the full order scheduled to complete by June 2033 - a multi-year production commitment on top of the 291-unit Altius-600M sale whose last batch arrived in March 2026.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://thedefensepost.com/2026/08/28/taiwan-acquires-anduril-altius/", "lastUpdated": "2026-08-30", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Q3 2026 earnings report", "description": "Palantir's next quarterly report is expected around November 9, 2026, having guided Q3 2026 revenue of $2.160-2.164 billion and adjusted income from operations of $1.292-1.296 billion. Investors will watch whether US commercial growth holds near triple digits and whether the raised FY2026 guidance is met or exceeded again.", "targetDate": "November 9, 2026", "sortKey": 202611, "source": "https://www.businesswire.com/news/home/20260802523449/en/Palantir-Reports-Q2-2026-U.S.-Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations", "lastUpdated": "2026-09-12", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "SG-1 Fathom reaches full operational capability with the Royal Navy", "description": "After Hebridean Sea swarm trials and the December 2025 launch of the UK's Atlantic Bastion undersea-surveillance network, hundreds of Plymouth-built Fathom gliders are to reach full operational capability by the end of 2026. The Royal Navy held further supplier demo days for the wider undersea-surveillance programme in April 2026. Re-checked in late August/early September 2026 reporting with no change to the timeline or a reported FOC date yet. Watch for the first sustained North Atlantic ASW patrols and any follow-on orders from other NATO navies.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://navyleaders.com/news/underwater-surveillance-tech-to-the-fore-as-royal-navy-forges-ahead-with-atlantic-bastion/", "lastUpdated": "2026-09-01", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "West Virginia 'Resilience Factory' reaches initial operating capability", "description": "Helsing's first US manufacturing site in Martinsburg, West Virginia ($50M investment, 60+ jobs) is targeting initial operating capability in November 2026, with full-rate production toward 2,000+ HX-2 drones/month within a year of that milestone. Watch for the IOC date, initial output rate, and any US government orders that follow. As of September 11, 2026 the November 2026 target remains in place with no public slip or IOC announcement.", "targetDate": "Nov 2026", "sortKey": 202611, "source": "https://dronexl.co/2026/07/16/helsing-hx-2-strike-drone-factory-west-virginia/", "lastUpdated": "2026-09-11", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Finalize Japan HX-2 deal following GSDF field tests", "description": "Building on the initial HX-2 agreement Helsing struck with Japan's Ground Self-Defense Force in May 2026, Helsing enlisted Japanese e-commerce and finance firm Rakuten in August 2026 to help broker a full sales deal, with Rakuten serving as the point of contact between Helsing and the Japanese government. Reuters and The Japan Times reported on August 18 that the GSDF field tests run through the end of September 2026. As of September 11, 2026, no public test results or firm procurement contract have been announced. Watch for the field-test outcome after September 30 and whether it converts into a buy.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.japantimes.co.jp/business/2026/08/18/companies/rakuten-germany-drones/", "lastUpdated": "2026-09-11", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Launch Griffin-1 to the Moon's south pole", "description": "Griffin-1, the infrastructure-class lander Astrobotic (now Voyager Lunar Systems) built for NASA's now-cancelled VIPER rover, carries 10 NASA, ESA and commercial payloads - including Venturi Astrolab's FLEX Lunar Innovation Platform (FLIP) rover - to the Nobile Crater region near Mons Mouton at the lunar south pole, delivering the largest commercial payload ever sent to the Moon. Having completed mass-properties testing, the lander is now undergoing environmental (vibration and thermal-vacuum) testing at NASA's Jet Propulsion Laboratory. The mission is targeted to launch on a SpaceX Falcon Heavy from Kennedy Space Center no earlier than November 30, 2026, a nearer-term proof point for Voyager's lunar-delivery business than the 2028-targeted Peregrine-2 mission.", "targetDate": "NET November 30, 2026", "sortKey": 202611, "source": "https://www.astrobotic.com/griffin-1-lunar-lander-unveiled-ahead-of-environmental-testing/", "lastUpdated": "2026-08-29", "company": { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "imec qualifies the EXE:5200 for sub-2nm", "description": "imec's EXE:5200 - installed since March 2026 in its Leuven cleanroom, one of fewer than a dozen High-NA tools worldwide - continues toward sub-2nm process qualification, still targeted for Q4 2026, de-risking High-NA recipes for the whole industry.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.trendforce.com/news/2026/03/19/news-imec-secures-asmls-most-advanced-exe5200-high-na-euv-for-sub-2nm-4q26-qualification-target/", "lastUpdated": "2026-08-30", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Reach production-grade High-NA fleet availability", "description": "Bring EXE fleet availability from 84% in July 2026 to the 90% Q4 2026 target that ASML High-NA product chief Greet Storms said customers need for high-volume manufacturing (longer-term goal 93%). Ten systems were running at four customers as of Semicon Taiwan, with three more shipping or installing, and the qualified EXE:5200B had reached 135 wafers per hour in acceptance testing.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://bits-chips.com/article/asml-expects-high-na-euv-to-reach-production-grade-availability-by-year-end/", "lastUpdated": "2026-09-06", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Restart Jianxiawo after a new environmental impact assessment", "description": "Regulators revoked Jianxiawo's environmental approval after a brief informal restart in June and July 2026 left a tailings-pond dispute unresolved, according to Benchmark Mineral Intelligence. CATL must redo the EIA; BMI cut 2026 mined output to 32,000 tonnes of LCE from 62,500 tonnes and said the review could slip into the fourth quarter of 2026 or 2027.", "targetDate": "Q4 2026 to 2027", "sortKey": 202611, "source": "https://www.mining.com/chinas-biggest-lithium-mine-loses-licence/", "lastUpdated": "2026-09-06", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Ramp Ohio Ultium Plant 1 to full EV cell output", "description": "Ultium Cells' Warren (Lordstown), Ohio plant resumed NCMA pouch-cell production for GM's Chevrolet Equinox EV and Cadillac Lyriq on August 18, 2026, ahead of its original Q4 2026 target. The plant - annual capacity above 45 GWh - now needs to ramp from restart back to steady-state output with its roughly 1,400 recalled workers, testing whether the EV demand recovery that triggered the recall holds through the rest of 2026.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.detroitnews.com/story/business/autos/general-motors/2026/08/12/gm-ev-batter-cell-production-restarts-at-ohio-plant/91278968007/", "lastUpdated": "2026-09-11", "company": { "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" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Develop solid-state batteries with Jinghe Energy", "description": "Jinghe Energy and Sungrow New Energy formally signed their strategic cooperation agreement on April 20, 2026, targeting sulfide-coated electrode materials at 800 Wh/kg energy density for intelligent vehicles, power storage, and eVTOL applications. First-batch engineering samples are targeted to complete vehicle-loading tests in Q4 2026; Jinghe separately aims for large-scale all-solid-state production capacity in 2027.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://eu.36kr.com/en/p/3647590832508808", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Scale AI compute capacity toward 10 GW", "description": "In an August 11, 2026 address to employees, Elon Musk said SpaceX's AI compute business would exceed all its other revenue lines by September 2026 and 'significantly' exceed them by Q4, and that AI would account for 'probably 99%' of SpaceX's value within five years. On the August 4, 2026 earnings call Musk had already committed SpaceX to building its future AI compute exclusively on Nvidia's Vera Rubin architecture, with an interim target of 2 GW of installed compute online by the end of 2026 - up from 1.4 GW at the end of Q2 2026 - en route to 10 GW by the end of 2027, which he estimated could generate $300B-$500B in annual revenue at a value of $30-$50 per watt.", "targetDate": "2 GW by end of 2026; 10 GW by end of 2027", "sortKey": 202612, "source": "https://www.space.com/space-exploration/spacex-could-make-usd500-billion-in-2027-elon-musk-says", "lastUpdated": "2026-08-31", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Resolve the GAO protest of NASA's Mars Telecommunications Network award", "description": "On September 11, 2026 Rocket Lab filed a formal protest with the Government Accountability Office challenging NASA's September 1 award of the roughly $700 million Mars Telecommunications Network contract to Blue Origin. Rocket Lab said the award appears inconsistent with eligibility criteria mandated by Congress and that NASA's review of its technical volume was inconsistent. GAO bid-protest decisions are typically due within 100 calendar days of filing, which would put a ruling in the second half of December 2026 unless the protest is dismissed or withdrawn earlier.", "targetDate": "December 2026", "sortKey": 202612, "source": "https://www.space.com/space-exploration/missions/rocket-lab-protests-nasas-decision-to-award-blue-origin-usd700-million-mars-orbiter-contract", "lastUpdated": "2026-09-12", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Rebuild LC-36 and return New Glenn to flight", "description": "With the FAA grounding lifted on May 22, 2026, the gating item for return-to-flight is rebuilding LC-36 after the May 28 hotfire explosion. Rather than replace the destroyed transporter-erector, Blue Origin adopted a hybrid horizontal-integration/crane-erect concept of operations (detailed June 30, 2026): stages are mated horizontally in the integration facility, rolled to the pad, and raised vertical by crane, with the payload installed only after the vehicle is upright. On August 5, 2026 Blue Origin identified the root cause of the explosion as a faulty main oxygen valve on one of the booster's seven BE-4 engines and is retrofitting modified valve hardware, targeted ready by end of August 2026, into existing engines - including at ULA's Decatur, Alabama plant, since Vulcan shares the BE-4. On July 24, 2026 NASA and Blue Origin agreed to hot-fire the New Glenn second stage (GS2) on Stennis Space Center's B-2 stand starting this fall - de-risking the propulsion element off the critical pad. Trade-press reporting in early September 2026 further shows Blue Origin quietly building its own standalone GS2 test stand at the Merritt Island Launch Area (MILA), separate from both Stennis and the LC-36 rebuild, so hot-fire testing can continue on the Space Coast regardless of how long LC-36 takes; FAA filings from July 17, 2026 describe four 42.7-meter lightning-protection masts at the site, with subsequent filings for construction cranes. Reverified in early September 2026: Blue Origin was still targeting a return to flight before year-end 2026 once LC-36A is ready, with no LC-36A completion date, valve-retrofit completion, or firm NG-4 launch date yet announced; construction of a second pad, LC-36B, for the larger New Glenn 9x4 was proceeding in parallel, targeted for service by late 2027. The company still targets a rebuilt LC-36A ready by December 2026 for NG-4 (payload LN-01: 48 Amazon Leo satellites, Blue Origin's first Amazon Leo launch, flown on the second flight-ready booster).", "targetDate": "December 2026", "sortKey": 202612, "source": "https://www.nasaspaceflight.com/2026/09/blue-origin-expands-test-launch-cape/", "lastUpdated": "2026-09-05", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Expand Quartz to nine ground-station sites globally", "description": "Grow the newly launched Quartz ground-station-as-a-service network from its first three live sites (Bermuda, New Zealand, Australia) to nine sites worldwide by the end of 2026, adding larger 9-meter L/S/X/Ka-band antennas at later sites to support GTO, GEO, and cislunar missions alongside the initial 3.7-meter S/X-band stations. Built with partner RBC Signals, which is supporting site surveys, antenna procurement, deployment, and hosting. Reverified September 12, 2026: Blue Origin has not announced a fourth live site, so the count remains three of nine.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.blueorigin.com/news/blue-origin-begins-global-rollout-quartz-ground-station-network", "lastUpdated": "2026-09-12", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Complete Elytra deorbit preliminary design review for DIU/SDA", "description": "Finish the preliminary design review for an Elytra-based satellite deorbit mission under the Defense Innovation Unit and Space Development Agency's Deorbit-as-a-Service program, part of an $8.4M award shared with D-Orbit and Katalyst Space Technologies. Completing the PDR makes Firefly eligible to compete for the follow-on phase covering launch and on-orbit deorbit operations.", "targetDate": "By end of 2026", "sortKey": 202612, "source": "https://www.globenewswire.com/news-release/2026/08/13/3344938/0/en/firefly-aerospace-awarded-contract-to-design-elytra-deorbit-system-for-defense-innovation-unit.html", "lastUpdated": "2026-08-31", "company": { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Launch Sierra Space's Dream Chaser Tenacity debut on Vulcan", "description": "Fly the uncrewed Dream Chaser Tenacity spaceplane's debut mission on a Vulcan Centaur from Cape Canaveral - a free-flyer demonstration to LEO rather than an ISS docking, ending with a runway landing at Vandenberg. On September 2, 2026 Sierra Space said it had signed undisclosed national-security and commercial customers to fly payloads on that inaugural flight and was still finalizing the manifest. Sierra Space still targets late 2026, but the flight sits behind NSSL missions on Vulcan's recovering manifest and depends on Vulcan's return to flight; no launch date has been posted.", "targetDate": "2026 (year-end)", "sortKey": 202612, "source": "https://www.prnewswire.com/news-releases/sierra-space-secures-national-security-and-commercial-payload-contracts-for-dream-chaser-inaugural-flight-302867695.html", "lastUpdated": "2026-09-10", "company": { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Reflight the recovered Long March 10B booster", "description": "Having achieved China's first orbital first-stage recovery on the Long March 10B's July 10, 2026 maiden flight (sea-based net capture), refurbish and reflight the recovered booster before the end of 2026 - the step that turns a one-off recovery demonstration into genuine operational reusability and the clearest proof CASC has matched the core SpaceX capability. As of late August 2026 the reflight has still not occurred; CASC has reiterated the before-year-end target but has not announced a specific date. Scale toward routine reuse across the reusable Long March fleet (10B and 12B).", "targetDate": "By end of 2026 (first reflight)", "sortKey": 202612, "source": "https://spacenews.com/china-becomes-second-country-to-recover-orbital-booster-with-long-march-10b/", "lastUpdated": "2026-09-08", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "First orbital launch & recovery", "description": "Fly the Yuanxingzhe-1 / 'Qiantang-hao' maiden orbital mission with a first-stage sea-recovery attempt, still the public target for the end of 2026 after the July 22, 2026 tail-cabin vibration test. The January Hangzhou plan to start final assembly by the end of August 2026 has not been publicly confirmed as of early September 2026, so the remaining watch item is whether assembly, integrated testing, and the year-end flight still line up.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://news.10jqka.com.cn/20260722/c678363589.shtml", "lastUpdated": "2026-09-09", "company": { "slug": "space-epoch", "name": "Space Epoch", "url": "https://www.ventureatlas.org/company/space-epoch", "apiUrl": "https://www.ventureatlas.org/api/company/space-epoch" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Close a binding TVA power purchase agreement", "description": "NuScale's biggest near-term commercial milestone is converting the ENTRA1-TVA nonbinding 6 GW framework into a binding power purchase agreement. Under the Partnership Milestones Agreement with ENTRA1, a binding PPA or energy off-take deal would trigger a Milestone 2 Contribution equal to 35% of the total milestone payment for the project (following the 15% Milestone 1 payment already recognized as the $507.4M charge booked in FY2025); as of this update, discussions with TVA remain active but no definitive agreement has been signed. CEO John Hopkins continues to target resolution by the end of 2026, which would unlock site-specific project structures and clear the way for construction to begin.", "targetDate": "By end of 2026", "sortKey": 202612, "source": "https://www.sec.gov/Archives/edgar/data/0001822966/000182296626000086/a2026-08x05xnuscaleq2202.htm", "lastUpdated": "2026-09-11", "company": { "slug": "nuscale", "name": "NuScale Power", "url": "https://www.ventureatlas.org/company/nuscale", "apiUrl": "https://www.ventureatlas.org/api/company/nuscale" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Execute the Romania RoPower pre-EPC phase", "description": "After Nuclearelectrica shareholders approved the Final Investment Decision for the Doicesti project in February 2026, NuScale's job is to support a ~15-month pre-EPC phase aimed at producing a Class 2 budget, identifying contractors, extending the technology license, and finalizing pre-EPC and environmental agreements. That path now has a sharper political overhang: a Romanian Prime Minister's Control Body audit released July 27, 2026 found the project roughly 20 months behind schedule with cost estimates risen to about $6.5B, and on August 26, 2026 Nuclearelectrica CEO Cosmin Ghita resigned amid those findings. The Extraordinary General Meeting that failed for lack of quorum on September 10 reconvened on September 11 and voted unanimously to publish the full control-body report; Ghita's resignation takes effect October 3, with Mihai Laurentiu Gioara named interim CEO. The EGM did not cancel the NuScale-based project. Energy Secretary of State Cristian Busoi said the ministry will still evaluate RoPower's FID conditions at the end of September and only then mandate how its shareholder representatives vote - that end-of-September evaluation remains the near-term watch item.", "targetDate": "End of September 2026 (FID-conditions evaluation); 2026-2027 (pre-EPC)", "sortKey": 202612, "source": "https://nexta.ro/2026/09/11/s-a-publicat-raportul-corpului-de-control-al-premierului-privind-actiunile-nuclearelectrica-pentru-dezvoltarea-reactoarelor-modulare-mici-dupa-acordul-actionarilor-recomandarile-oficiale/", "lastUpdated": "2026-09-12", "company": { "slug": "nuscale", "name": "NuScale Power", "url": "https://www.ventureatlas.org/company/nuscale", "apiUrl": "https://www.ventureatlas.org/api/company/nuscale" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Announce second Natrium plant, for an AI data center customer", "description": "CEO Chris Levesque said TerraPower plans to announce its next Natrium project before the end of 2026, this time for an unnamed AI data center customer rather than Kemmerer's utility-scale grid role, putting the company on track to break ground on its second plant in 2027. As of September 10, 2026 the customer, site, capacity, and commercial terms remain undisclosed - no announcement has been made since the August 18 Bloomberg interview. The disclosure follows TerraPower's August 14, 2026 agreements with Hyundai E&C and SK Innovation to help standardize and scale Natrium construction for a commercial fleet.", "targetDate": "By end of 2026", "sortKey": 202612, "source": "https://techcrunch.com/2026/08/19/terrapowers-nuclear-reactor-has-a-secret-weapon-for-powering-ai-data-centers/", "lastUpdated": "2026-09-10", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Close the proposed TMTG merger and file Form S-4", "description": "File the still-pending Form S-4 with the SEC (unlocks an additional $100M of TMTG cash for TAE on top of the $200M provided at signing), then obtain TMTG shareholder and regulatory approvals to close the all-stock merger - a June 10, 2026 update pushed the target to Q4 2026 or sooner and dropped the earlier plan to spin off Truth Social - and fund Da Vinci construction. TMTG's Form 8-K filed August 10, 2026 and its Q2 2026 earnings commentary said it intends to file using Q2 2026 financials once TAE's going-public audits are finished. Re-verified September 6, 2026: the S-4 remained unfiled.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.sec.gov/Archives/edgar/data/0001849635/000143774926026665/djt20260809_8k.htm", "lastUpdated": "2026-09-06", "company": { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Deliver ~870 aircraft and hit 2026 guidance", "description": "After a soft Q1 (114 deliveries), Airbus delivered 351 aircraft in H1 2026 (237 of them in a record Q2, +39% YoY) - its best first half since 2019 - and reaffirmed the 870-aircraft target, EUR 7.5B adjusted EBIT and EUR 4.5B free cash flow guidance when it reported H1 results on July 29 (H1 revenue EUR 33.2B, +12% YoY); management is internally aiming beyond 900. July's official tally showed 67 deliveries and 204 gross orders (YTD 418). The August monthly bulletin, reported September 7, showed 57 deliveries and 67 gross orders, taking YTD deliveries to 475, up 9% from 434 a year earlier and 57 jets ahead of Boeing's 418 - still requiring about 99 aircraft a month over September-December, well above anything Airbus has sustained in 2026. Part of the late-summer shortfall traces to a production quality issue on the A330neo's horizontal tail plane that all but halted A330neo deliveries for three months (zero in June and July, one in August) before Airbus said in early September the root cause was identified and deliveries had resumed. The Spain labor risk is now in a referendum window: after a 51.23% to 48.77% assembly vote on September 8 to keep the indefinite strike (a 67-vote margin), the strike committee paused pickets on September 9 but kept the call in force ahead of a binding September referendum on the ministry-mediated proposal. CEO Guillaume Faury has said agreed Pratt & Whitney engine volumes for 2026-2027 support the guidance - but the back-half acceleration needed to hit 870 still depends on Spanish plants staying productive.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.reuters.com/business/aerospace-defense/airbus-aircraft-deliveries-end-august-rose-9-2026-09-07/", "lastUpdated": "2026-09-12", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Assemble first integrated 42 MW Superpower pre-production turbine", "description": "Use the sprint core results to assemble a fully integrated 42 MW pre-production Superpower turbine by the end of 2026 and reach operational readiness in the first half of 2027 ahead of the first Crusoe deliveries.", "targetDate": "End of 2026 (assembly); H1 2027 (operational)", "sortKey": 202612, "source": "https://aerospaceglobalnews.com/news/boom-supersonic-symphony-engine-assembly/", "lastUpdated": "2026-09-07", "company": { "slug": "boom-supersonic", "name": "Boom Supersonic", "url": "https://www.ventureatlas.org/company/boom-supersonic", "apiUrl": "https://www.ventureatlas.org/api/company/boom-supersonic" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Hit the Greensboro Superfactory 500-employee benchmark", "description": "Boom's Piedmont Triad Airport lease allows termination if fewer than 500 people are employed at the Overture Superfactory by December 31, 2026 - against an original commitment to hire 1,761 workers at the site. With the 179,000-sq-ft hangar still yet to produce a single aircraft and largely idle as of mid-2026, hitting (or renegotiating) that benchmark is now a near-term execution gate before Overture aircraft production can credibly start; the company says it looks forward to beginning Overture test production in North Carolina as soon as possible.", "targetDate": "December 31, 2026", "sortKey": 202612, "source": "https://businessnc.com/nc-trend-boom-supersonic/", "lastUpdated": "2026-09-07", "company": { "slug": "boom-supersonic", "name": "Boom Supersonic", "url": "https://www.ventureatlas.org/company/boom-supersonic", "apiUrl": "https://www.ventureatlas.org/api/company/boom-supersonic" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Ramp R2 to a second shift and deliver 20,000-25,000 units in 2026", "description": "With first customer deliveries (June 9, 2026) and a Q2 R2 ramp behind it - roughly 1,100+ R2 deliveries inside a total 12,194-vehicle Q2 - Rivian kept widening its daily order-invite cadence through July and August. Rivian confirmed on July 31, 2026 that the Normal, Illinois line will add a second production shift by September 30, 2026, though management does not expect a material volume contribution from that shift until Q4. The R2 color rollout is broadening in step: Coastal Cloud and Forest Green become orderable in August 2026 and Borealis follows in September, all with the Launch Package. Rivian maintained its 65,000-70,000 full-year 2026 delivery guidance (implying roughly 20,000-25,000 R2 units) rather than raising it further, and narrowed its 2026 adjusted-EBITDA-loss guidance to $1.8B-$2.0B while cutting planned capex to $1.7B-$1.8B. Each R2 Performance Launch Edition ships with Autonomy+ (Universal Hands-Free assisted driving across ~3.5 million miles of U.S. and Canadian roads) included. A July 21 pause on Half Moon Grey R2 deliveries (~800 vehicles, paint-mismatched trim parts) had no announced restart date as of month-end August. By late August 2026 R2 VIN assignments had climbed into the 9,400s, with order-to-VIN turnaround for early reservation holders down to about ten days and Rivian holding a roughly 115-VIN-per-day assignment pace since June - a sign the daily ramp cadence, not just the planned second shift, is accelerating ahead of the 2026 volume target.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.wglt.org/local-news/2026-07-31/rivian-to-add-second-shift-for-r2-production-in-normal-by-end-of-september", "lastUpdated": "2026-09-08", "company": { "slug": "rivian", "name": "Rivian", "url": "https://www.ventureatlas.org/company/rivian", "apiUrl": "https://www.ventureatlas.org/api/company/rivian" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": null }, { "title": "Roll out Gen-5 swap stations toward a 4,500-4,600 year-end network", "description": "After firefly beta-tested prototype Gen-5 hardware across six cities from June 25, 2026, NIO's first true customer-facing fifth-generation stations went live as planned on August 7, 2026, simultaneously across seven cities (Beijing, Shanghai, Guangzhou, Suzhou, Hefei, Chengdu, and Quanzhou) - the Quanzhou site doubling as the network's 4,000th station in China, and the same day the network logged its 120 millionth battery swap, just six months after passing 100 million in February 2026. The redesigned architecture serves all three brands (including firefly for the first time) with a 1-minute-48-second swap (36 seconds faster than Gen-4), 28 battery slots (up from 21), and roughly 500 swaps/day capacity, sized to handle everything from the 5.3m ES9 down to the 4.0m firefly. Large-scale deployment is now the focus for H2 2026 - NIO targets roughly 100+ new Gen-5 stations per month from September, rising toward 150+/month in Q4 (about 450 in Q4 alone). To accelerate the buildout, NIO Power signed a June 26, 2026 strategic agreement with Anhui's Zhongan Energy to jointly construct 500 swap stations within a year (after a first batch of 50 in December 2025); by August 5, 2026 that partnership had delivered 90 stations and moved from a regional Anhui pilot to a nationwide rollout spanning the Yangtze River Delta, Beijing-Tianjin-Hebei, the Guangdong-Hong Kong-Macao Greater Bay Area, and northwest China. NIO plans to add 1,000+ stations in 2026; at the ES9 launch CEO William Li guided to roughly 4,500-4,600 total swap stations by year-end.", "targetDate": "By year-end 2026", "sortKey": 202612, "source": "https://technode.com/2026/08/07/nio-crosses-120-million-battery-swaps-as-4000th-station-enters-service/", "lastUpdated": "2026-09-01", "company": { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Put the first right-hand-drive G9L SUVs into Australian showrooms", "description": "XPeng said the first right-hand-drive G9L SUVs rolled off its Guangzhou line on September 11, 2026, with the first batch bound for Australia as part of a 64-country G9L export plan covering Australia, the United Kingdom, and Southeast Asia. Local Australian pricing has not been announced. Arrival in showrooms is expected by the end of 2026.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://cnevpost.com/2026/09/11/xpeng-first-right-hand-drive-g9l-roll-off-line/", "lastUpdated": "2026-09-12", "company": { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Cross 1 million paid rides per week", "description": "Co-CEO Tekedra Mawakana has guided to more than 1 million paid robotaxi rides per week in the U.S. by the end of 2026, roughly doubling the ~500,000 weekly run-rate that has now held flat across multiple public disclosures since late March 2026 - even as Waymo's footprint grew to 14 metro areas (after the September 1, 2026 Denver, San Diego, and Tampa public launches) and its fleet passed 4,000 vehicles. That flat trip count implies per-vehicle utilization has fallen, so hitting 1M/week by year-end now looks like it needs either a large jump in ridership per vehicle or a fleet well above Waymo's current disclosed size. Independent forecasting firm FutureSearch, re-running its model on August 6, 2026 after Q2 earnings, projects a Q4 2026 median of only ~765,000 weekly rides (p10 590K, p90 1.03M), implying the 1M goal is more likely to be missed than hit absent a sharp acceleration - underscoring that the Ojai ramp and new-metro conversions (see below) are the swing factors. No newer weekly-ride figure had been disclosed beyond the ~500,000-plus mentioned alongside the September 1, 2026 metro launches; Alphabet's Q3 2026 earnings (expected late October) will be the next official checkpoint.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://futuresearch.ai/waymo-financial-forecast/", "lastUpdated": "2026-09-02", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Reach 200+ driverless trucks in operation", "description": "Management's explicit scale target is to end 2026 with more than 200 driverless trucks in operation, translating to ~$80M of TaaS revenue on a run-rate basis and setting up industrialized scaling in 2027 and beyond. At the August 20, 2026 retail investor town hall, CEO Chris Urmson and CFO David Maday said all of Aurora's 2026 driverless-truck capacity is now fully contracted to customers, with demand outpacing supply, and reaffirmed the interim goal of roughly 20-25 driverless trucks in service by the end of Q3 2026.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.trucknews.com/technology/aurora-targets-200-driverless-trucks-by-year-end-sees-demand-outpacing-supply/1003220289/", "lastUpdated": "2026-08-29", "company": { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Scale to 3,500+ robotaxis", "description": "After raising its year-end 2026 target in the first quarter, Pony.ai now aims to operate more than 3,500 robotaxis across over 20 cities worldwide by the end of 2026. The fleet reached 1,975 vehicles as of June 30, 2026 (Q2 2026 results, August 18, 2026), with operations already spanning nine countries, new public launches in Singapore (via ComfortDelGro's Zig app) and Luxembourg (with Bolt and Stellantis), and an overseas deployment pipeline now exceeding 4,000 contracted vehicles, including 2,000+ across five European cities with Uber. No later fleet figure has been published.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.sec.gov/Archives/edgar/data/0001969302/000110465926096218/tm2623123d1_ex99-1.htm", "lastUpdated": "2026-09-06", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Grow the Riyadh robotaxi fleet to about 100 vehicles", "description": "CFO Jennifer Li told AGBI that WeRide's Riyadh robotaxi fleet, launched last year with Uber and Ai Driver from the airport, should reach about 100 vehicles by the end of 2026 before expanding into central Riyadh's Olaya district. A separate Qiddiya project is planned for 2027. The 100-vehicle year-end figure is the near-term gate on the longer 7,000 to 10,000 Saudi fleet target for 2030.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.agbi.com/transport/2026/09/chinas-weride-plans-10000-robotaxis-in-saudi-arabia-by-2030/", "lastUpdated": "2026-09-08", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Launch Spain's first commercial robotaxi service", "description": "After receiving Spain's first national Level 4 passenger-vehicle permit on September 10, 2026, complete DGT ES-AV mapping, route validation and operational readiness testing in Greater Madrid with an initial 20 GXR vehicles carrying an onboard specialist, then open commercial service on the Uber app with AVOMO running the fleet by the end of 2026. WeRide called Madrid the fourth of 15 cities in its Uber partnership and the partners' first joint European deployment.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://weride.ai/posts/flzoem3a9it3lta5gbdg6n4s", "lastUpdated": "2026-09-11", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Begin first passenger operations in UAE and U.S. eIPP markets", "description": "Joby's Dubai vertiport network cleared a decisive hurdle on July 7, 2026 when the GCAA certified the flagship VDX vertiport at DXB - the world's first certified commercial eVTOL vertiport - with public service across the four-node network (VDX/DXB, American University of Dubai, Palm Jumeirah, Dubai Mall) still directed to launch before the end of 2026, subject to Joby completing final GCAA operational certification. In the U.S., Joby said on September 10, 2026 that Texas kicked off its first White House-backed eIPP demonstration flights, a week-long Dallas-Fort Worth campaign through September 14 from the Perot Field Fort Worth Alliance Airport hub, including planned routes into DFW Corporate Aviation, Arlington, and Toyota's Plano campus. Those flights are demonstrations, not paying passenger service. First paying U.S. passengers remain targeted before year-end under the program.", "targetDate": "Year-end 2026 (paying passengers)", "sortKey": 202612, "source": "https://www.jobyaviation.com/news/joby-launches-eipp-flights-in-texas", "lastUpdated": "2026-09-10", "company": { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Enter Southeast Asia commercially, starting with Thailand", "description": "EHang's AAM Sandbox Initiative in Thailand (launched with Thai regulator CAAT in October 2025) is running continuous trial operations from its first sandbox area in Bangkok. On the Q2 2026 call, management said it expected an experimental flying permit in Q3 2026 and a formal commercial operation certificate by year-end, after which official EH216 deliveries would start in 2027 (at least five units per planned city: Bangkok, Phuket, Samui, and Pattaya). No commercial operating license has been granted yet. Hong Kong Regulatory Sandbox X public flights ran August 28-30, and Sri Lanka remains the first Global Fast Track adopter, while domestic passenger-ops approvals stay delayed.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.fool.com/earnings/call-transcripts/2026/09/01/ehang-eh-q2-2026-earnings-call-transcript/", "lastUpdated": "2026-09-09", "company": { "slug": "ehang", "name": "EHang", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Refinance US$1.7B of Telesat Canada debt before December 2026", "description": "Telesat's own Q2 2026 results, reported August 13, disclosed that consolidated cash resources alone remain insufficient to pay the roughly $2.1B of Telesat Canada debt maturing over the next 14 months, including a $1.32B term loan and a $387M note due December 2026, and that talks with lenders are continuing with no deal yet reached. CEO Daniel Goldberg again rejected Chapter 11 speculation on the Q2 call and said the focus remains a consensual refinancing before the maturities. As of September 9, 2026 Telesat has issued no refinancing close; the September 1 Cailabs and September 2 Farcast announcements did not address the debt wall. NASDAQ: TSAT closed at $47.16 on September 8, 2026.", "targetDate": "Dec 2026", "sortKey": 202612, "source": "https://www.globenewswire.com/news-release/2026/08/13/3344349/0/en/telesat-reports-results-for-the-three-and-six-months-ended-june-30-2026.html", "lastUpdated": "2026-09-09", "company": { "slug": "telesat", "name": "Telesat", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Launch first 2 pathfinder satellites", "description": "Launch the first two Lightspeed pathfinder satellites on a SpaceX Falcon 9 in December 2026 - the opening flight of a 14-launch Falcon 9 agreement that will carry up to 18 satellites per launch from California and Florida - then use that in-orbit test campaign (which carries a roughly three-month schedule cushion) to clear the way for the heavy 2027 deployment cadence. Telesat's September 2, 2026 Farcast user-terminal demonstration still pointed to the first two satellites launching later this year, and no slip has been announced since the August 4 ESCP-P contract. The date remains contingent on the December 2026 debt situation being resolved.", "targetDate": "Dec 2026", "sortKey": 202612, "source": "https://www.telesat.com/press/press-releases/farcast-completes-telesat-lightspeed-antenna-technology-demonstration-milestone/", "lastUpdated": "2026-09-09", "company": { "slug": "telesat", "name": "Telesat", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Reach 648 satellites (end-of-2026 checkpoint)", "description": "Hit the operator's published intermediate target of 648 satellites in orbit by the end of 2026 - the step between the 324-satellite initial network and the 1,296-satellite Phase 1. Re-verified as of September 2, 2026: 256 satellites are in orbit with no launch since August 6, so roughly 392 more satellites are needed in the final months of the year to hit this target.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://circleid.com/posts/chinese-leo-satellite-internet-update-guowang-qianfan-and-honghu-3", "lastUpdated": "2026-09-02", "company": { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Journavx Phase 3 studies in diabetic peripheral neuropathy", "description": "Broaden Journavx beyond acute pain into chronic pain. After the FDA indicated it did not see a path to a broad peripheral-neuropathic-pain label, Vertex narrowed its near-term plan to two identical, roughly 1,100-patient Phase 3 studies specifically in diabetic peripheral neuropathy (DPN) at a once-daily 70mg dose, with enrollment in both expected to complete by the end of 2026.", "targetDate": "End of 2026 (DPN Phase 3 enrollment)", "sortKey": 202612, "source": "https://www.fiercepharma.com/pharma/vertex-narrows-near-term-development-journavx-after-fda-naysays-broad-label-neuropathic-pain", "lastUpdated": "2026-09-08", "company": { "slug": "vertex-pharmaceuticals", "name": "Vertex Pharmaceuticals", "url": "https://www.ventureatlas.org/company/vertex-pharmaceuticals", "apiUrl": "https://www.ventureatlas.org/api/company/vertex-pharmaceuticals" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Win federal capability-based AI safety rules before Congress adjourns", "description": "On September 9, 2026 OpenAI called for mandatory national AI safety requirements pegged to model capability, including testing, independent assessment, cybersecurity and incident reporting, and said it will keep supporting state bills until Congress acts. Reuters reported the company wants action before Congress adjourns in December. Watch whether a federal framework lands, stays limited to frontier systems, and how it sits alongside the California bills OpenAI newly endorsed.", "targetDate": "December 2026", "sortKey": 202612, "source": "https://www.reuters.com/legal/government/openai-pushes-mandatory-national-ai-safety-requirements-2026-09-09/", "lastUpdated": "2026-09-11", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Sustain the revenue ramp toward $100B+", "description": "Build on the climb from ~$14B (Feb) to ~$65B (late July), Anthropic's last official run-rate figure; some IPO investors are modeling $100-120B by year-end 2026 - though that projection comes from investor analysis, not Anthropic guidance. Anthropic has raised $130B+ in total private capital across 18 rounds since founding, and its next official run-rate figure is expected around its IPO prospectus, now due to be publicly unveiled in late September 2026 ahead of an offering marketed from mid-October and a listing targeted just before the November 2026 US midterms.", "targetDate": "By year-end 2026", "sortKey": 202612, "source": "https://www.investing.com/news/company-news/anthropic-delays-ipo-launch-to-midoctober-at-earliest-reuters-reports-4890106", "lastUpdated": "2026-09-05", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Isomorphic Labs first-in-human oncology trials", "description": "Advance the first AI-designed drug candidates from the IsoDDE/AlphaFold pipeline into first-in-human clinical trials, beginning with oncology - a milestone Hassabis said at Davos in January 2026 had slipped from an original end-2025 target to end of 2026. As of Sept 1, 2026 no patient has yet been publicly reported dosed with an Isomorphic-designed compound; president Colin Murdoch says the company is 'staffing up' and 'getting very close' to dosing patients, with the ~$2.1B Series B (May 2026) funding the preclinical work (animal toxicology, GMP manufacturing scale-up) needed before an IND filing.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.fastcompany.com/91363911/googles-ai-drug-company-says-human-trials-are-very-close", "lastUpdated": "2026-09-01", "company": { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Stand up a global frontier-AI standards body", "description": "Turn Demis Hassabis's July 14, 2026 proposal - a U.S.-led, FINRA-style body under which frontier labs would voluntarily submit models up to 30 days pre-release for cyber, bio and deception-capability testing, overseen by a majority-independent board including Turing Award winners - into an operational institution, which he argues should launch before year-end. Reporting on August 13, 2026 said Hassabis has spent months privately lobbying Treasury Secretary Scott Bessent and White House AI/crypto czar David Sacks's office (via tech adviser Michael Kratsios) on the plan, which is now under review by White House Chief of Staff Susie Wiles, with the Trump administration reportedly weighing a similar self-regulatory body of its own; Sam Altman and Elon Musk have both called the proposal a reasonable starting point. The proposal remains US-anchored with global-reach scope (covering foreign models seeking US market deployment) rather than a multilateral international body.", "targetDate": "By end of 2026", "sortKey": 202612, "source": "https://www.techtimes.com/articles/324408/20260813/hassabis-lobbied-bessent-kratsios-ai-watchdog-while-treasury-built-its-own.htm", "lastUpdated": "2026-09-01", "company": { "slug": "google-deepmind", "name": "Google DeepMind", "url": "https://www.ventureatlas.org/company/google-deepmind", "apiUrl": "https://www.ventureatlas.org/api/company/google-deepmind" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Reach $1B+ ARR", "description": "Sustain the ~20x revenue ramp - from ~$20M (early 2025) past $400M (early 2026) - to management's target of more than $1B in annual recurring revenue by the end of 2026, driven by sovereign enterprise deployments, La Plateforme usage and Vibe subscriptions. No newer ARR figure has been disclosed since early 2026 as of September 2026.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://mlq.ai/news/mistral-ai-surges-revenue-20-fold-to-over-400-million-arr-amid-europes-ai-push/", "lastUpdated": "2026-09-03", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Clear the Massed Modular Aircraft down-select with Wildfire", "description": "The Defense Innovation Unit-led Massed Modular Aircraft competition, which Wildfire entered on August 20, 2026, drew what Air Force officials described as a 'very robust industry response' from both traditional primes and newer entrants. Air Force officials have said they plan to select MMA vendors by the end of 2026, the gate that decides whether Wildfire becomes GA-ASI's actual MQ-9 successor program rather than a design unveiling. After combat losses in operations against Iran reached at least 45 Reapers, roughly a quarter of the fleet, Air Force Secretary Troy Meink directed an acceleration on September 3-4, 2026: about $10 million per air vehicle, at least 180 aircraft, a prototype within a year of contract, and fielding at scale within three years, as soon as 2029, replacing the earlier goal of 20 mission-ready aircraft by fiscal 2031.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.airandspaceforces.com/air-force-new-low-cost-drone-program-heavy-mq-9-losses-iran/", "lastUpdated": "2026-09-08", "company": { "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" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Deliver the twice-raised 2026 guidance: €43-45B", "description": "After €9.3B of Q2 net sales beat guidance on July 15, 2026, ASML lifted full-year 2026 sales guidance to €43-45B and gross margin to 54-56%, up from the April range of €36-40B, citing robust logic and memory demand and order momentum extending into 2027-2028. It guided Q3 net sales of €11-12B, with results due October 14, 2026 - the cleanest yearly test of whether AI-driven equipment demand holds. Re-verified September 6, 2026: no guidance change since the Q2 call; Q3 results have not been released.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.asml.com/en/news/press-releases/2026/q2-2026-financial-results", "lastUpdated": "2026-09-06", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Take Naxtra sodium-ion to full-scale mass production", "description": "Chief Scientist Wu Kai confirmed on May 30, 2026 that CATL has cleared the four manufacturing bottlenecks (extreme water control, gas generation in hard carbon, aluminium foil adhesion, and self-forming anode systems) and reaffirmed full mass production by the end of 2026. Commercial demand is already validated by an April 27, 2026 three-year, 60 GWh supply deal with Hyperstrong, the largest sodium-ion battery order to date. CATL said on August 20, 2026 it now expects sodium-ion cells to reach cost parity with LFP by end of 2026, citing over 90% capacity retention at minus 20 Celsius and roughly triple LFP's discharge power at minus 30 Celsius; China customer deliveries begin in September 2026 with global shipments to follow within a year. Success would put a lithium-free chemistry into volume cars and grid projects at once.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://renewablesnow.com/news/interview-catl-expects-sodium-ion-to-reach-cost-parity-with-lfp-by-end-2026-1299925/", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Ship 1 GWh of TENER Sodium by the end of 2026", "description": "CATL's June 22, 2026 Munich launch said first China customer deliveries of TENER Sodium begin in September 2026, with roughly 1 GWh targeted by year end. As of September 11, 2026, CATL has not published a first-shipment confirmation; the company's own TENER Sodium page still uses the September start language. International deliveries remain scheduled for June 2027, including an MOU with Dutch energy company Alfen for 5 GWh in Europe. CATL has also said sodium-ion cells are on track to reach cost parity with LFP by year end, citing over 90% capacity retention at -20C and roughly triple LFP's discharge power at -30C.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.catl.com/en/news/6861.html", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Reach 4,000 combined supercharging and swap stations", "description": "CATL plans to operate 4,000 integrated supercharging and battery-swap stations across 190+ Chinese cities by the end of 2026. It passed 2,000 Choco-Swap stations across 180 cities in 31 provinces on June 30, 2026, up from 700 stations in late 2025, and is adding more than 200 new stations a month, turning its swap standard into infrastructure rather than a product feature. CATL has since raised its standalone Choco-Swap target to 3,000 stations by end-2026 (from an earlier 2,500) and opened its first two stations in Hong Kong, part of a longer-term goal of 30,000 swap stations globally via franchising.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://autotechinsight.spglobal.com/news/5284666/catl-plans-to-expand-its-battery-swap-network-to-over-2500-swap-stations-across-greater-china-by-end-2026", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Expand Ning Service repair network to 100 cities", "description": "CATL said at its Ning Day 2026 event in Haikou that its directly-run Ning Service after-sales network, which uses automated diagnostics aimed at cutting EV battery repair times to 72 hours or less, will expand to 100 cities worldwide by the end of 2026. CATL's August 10, 2026 newsroom post said Ning Service opened 10 more direct-operated flagship experience centers globally, adding to earlier sites in China plus international locations in Norway and Istanbul and a franchised network of 1,376 service centers across 84 countries. The 100-city year-end target is unchanged as of September 11, 2026.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.catl.com/en/news/", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Bring the first commercial iron-air system online in Minnesota", "description": "The 1.5 MW / 150 MWh Cambridge Energy Storage Project with Great River Energy is the first commercial deployment of iron-air anywhere. Great River Energy's May 2026 integrated resource plan said structures and balance of plant were substantially complete, remaining modules were still awaited, and commercial operation is targeted by the end of 2026. Form's about page still describes a 2025 demonstration at the site with the full project due in 2026. That end-of-2026 COD is the first real-world proof that a 100-hour battery works on a live grid.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://greatriverenergy.com/wp-content/uploads/2026/05/2026-2040-GRE-IRP-FINAL-4-24-2026.pdf", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Hold the 2026 adjusted EBITDA loss to $250M-$275M", "description": "Guidance reiterated at Q2 2026, with capital expenditure lowered to $27M-$37M. Against $859M of liquidity, spending discipline is what determines how far the runway stretches toward a 2029 start of production. Q3 results, the next official check on that guide, are expected around October 21, 2026.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.stocktitan.net/sec-filings/QS/8-k-quantum-scape-corp-reports-material-event-6afb3f8cad25.html", "lastUpdated": "2026-09-12", "company": { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "More than triple ESS sales in 2026", "description": "LGES guided to annual revenue growth in the mid-teens to 20% with ESS sales more than tripling year over year while EV revenue declines. On the July 30, 2026 Q2 earnings call management reiterated full-year revenue growth of 20%+ as \"comfortably achievable\" on doubling ESS output, and guided Q3 ESS shipments up at least 50% quarter over quarter as new North American capacity comes online - the clearest single test of whether the grid-storage pivot can carry the company through the EV downturn.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.prnewswire.com/news-releases/lg-energy-solution-releases-2026-second-quarter-financial-results-302838408.html", "lastUpdated": "2026-09-11", "company": { "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" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Take Michigan LFP capacity past 30 GWh", "description": "The Holland plant is scheduled to nearly double from 17 GWh to more than 30 GWh of annual ESS cell capacity by the end of 2026, with every unit already contracted. Holland is now one of five North American ESS sites (with the newly launched Lansing plant, NextStar in Windsor, and joint ventures L-H Battery in Ohio and Ultium Cells 2 in Spring Hill) that together are set to exceed 50 GWh of ESS capacity by year end, about 80% of LGES's global ESS output.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.solarpowerworldonline.com/2026/08/lges-opens-second-michigan-battery-manufacturing-plant-now-makes-80-of-ess-in-north-america/", "lastUpdated": "2026-09-11", "company": { "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" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Restore a mid-single-digit operating margin", "description": "Management targets a mid-single-digit percent operating margin and higher absolute operating profit in 2026, through ESS volume, stable operations, structural cost work and better operational efficiency. Q2's KRW113.3B operating profit was a start but still 77% below the prior year, and a net loss of KRW328.6B on non-operating items shows the underlying business is not yet consistently profitable. LGES has guided to more than 20% quarter-on-quarter sales growth in Q3 2026, with ESS shipments up at least 50% on new North American capacity and the restarted GM Ultium Ohio plant adding EV cell volume, and management now targets ESS profitability by Q4 even excluding US production incentives.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://biz.heraldcorp.com/article/10825650", "lastUpdated": "2026-09-11", "company": { "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" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Ship more than 60 GWh of energy storage in 2026", "description": "Sungrow targets over 60 GWh of storage shipments this year, up more than 40% on 2025's 43 GWh. H1 2026 shipments reached 25 GWh, up about 28% year over year, so the company needs roughly 35 GWh in the second half to hit the target. Q1 was 11.4 GWh; the H1 print implies a stronger Q2 and keeps the full-year goal within reach if overseas demand holds.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.pv-magazine.com/2026/09/04/chinese-pv-industry-brief-inverter-manufacturers-post-mixed-h1-results-as-storage-gains-ground/", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Ax-5 private astronaut mission to the ISS", "description": "Axiom's fifth NASA-approved private astronaut mission, ordered January 30, 2026, will launch from Kennedy Space Center for up to 14 days docked to the ISS, with Voyager Technologies handling payload integration. The crew - expected to include more national-government astronauts - had still not been announced as of September 12, 2026; Wikipedia lists an unofficial UK-heavy roster that Axiom and NASA have not confirmed.", "targetDate": "NET January 2027", "sortKey": 202701, "source": "https://www.axiomspace.com/release/nasa-selects-axiom-space-for-fifth-private-astronaut-mission-to-international-space-station", "lastUpdated": "2026-09-12", "company": { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "2027 wafer price increases take effect", "description": "TSMC's newly finalized base wafer-price increases of 5-10% across advanced nodes (plus a 10-15% surcharge on incremental HPC orders) and its first mature-node price hike in three-plus years take effect, testing how much pricing power TSMC's near-monopoly on leading-edge capacity gives it against Apple, Nvidia, AMD, and Qualcomm.", "targetDate": "January 2027", "sortKey": 202701, "source": "https://www.tomshardware.com/tech-industry/semiconductors/tsmc-is-reportedly-hiking-prices-for-all-advanced-nodes-accounting-for-74-percent-of-the-companys-wafer-business-nvidia-amd-apple-qualcomm-and-others-will-face-higher-wafer-costs", "lastUpdated": "2026-09-01", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Blue Moon MK1 'Endurance' lunar demo mission", "description": "Fly the first Blue Moon Mark 1 cargo lander ('Endurance') to the Moon's south pole (Shackleton Connecting Ridge), validating up to 3-tonne cargo delivery, cryogenic propulsion, and autonomous GN&C. The lander has cleared thermal vacuum testing at NASA Johnson, radio-frequency compatibility testing at Lunar Plant 1, and (per an August 4, 2026 NASA Moon Base update) communications checkouts with TDRSS and the Deep Space Network; cryogenic propellant-loading tests are the next step before final launch integration. That same August 4, 2026 NASA Moon Base update is the first NASA material to explicitly confirm a first-quarter-2027 target for the mission. Reverified September 12, 2026: Blue Origin's newsroom still has no newer Endurance date, and the mission remains gated on New Glenn's return to flight.", "targetDate": "NET Q1 2027", "sortKey": 202702, "source": "https://www.nasa.gov/missions/moon-base/nasa-provides-updates-on-moon-base-cargo-landers-tech-demonstrations/", "lastUpdated": "2026-09-12", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Blue Moon MK2 crewed lunar landing test and mission (Artemis III/IV, lander TBD)", "description": "NASA's February 27, 2026 Artemis architecture overhaul restructured Blue Origin's original 2023 HLS award: Artemis III is no longer a lunar landing but a crewed low-Earth-orbit test flight in which Orion will dock in turn with prototypes of Blue Origin's Blue Moon Mark 2 and SpaceX's Starship HLS (crew named June 9, 2026 at Johnson Space Center), targeted for 2027. NASA has pushed the program's first crewed lunar landing to Artemis IV, targeted as soon as early 2028, with a second landing (Artemis V, starting lunar-base construction) as soon as late 2028 - and has left open which of the two landers, Blue Moon or Starship, flies the first landing, to be decided based on Artemis III performance. Blue Origin's original $3.4B NASA award still underwrites Mark 2 development regardless of mission order. NASA Administrator Jared Isaacman reaffirmed the 2027 Artemis III / early-2028 Artemis IV framework on August 14, 2026, tying it to SpaceX's Starship flight cadence rather than to any change on Blue Origin's side. Reverified September 12, 2026: no later NASA or Blue Origin announcement has moved those dates.", "targetDate": "2027 (Artemis III LEO docking test); NET early 2028 (first crewed landing, lander TBD)", "sortKey": 202702, "source": "https://spacepolicyonline.com/news/isaacman-extremely-confident-artemis-iii-will-launch-in-2027/", "lastUpdated": "2026-09-12", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Bring the Cape Canaveral payload processing facility to initial operational capability", "description": "Following the August 31, 2026 groundbreaking, complete construction of the roughly 120,000-square-foot payload processing facility at Cape Canaveral Space Force Station (four payload-processing bays, two encapsulation bays, four multi-manifest bays), funded via a $78.25M Space Force NSSL award plus Blue Origin's own investment (~$160M total), sized to support up to 16 missions per year for government and commercial customers.", "targetDate": "Early 2027 (initial operational capability)", "sortKey": 202702, "source": "https://www.wftv.com/news/local/brevard-county/blue-origin-breaks-ground-120000-square-foot-facility-cape-canaveral/DIMLJI7FVNG5XKGZBXK3WGYEH4/", "lastUpdated": "2026-09-02", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Bring Nova Pathfinder through its first flight", "description": "After the September 8, 2026 Series E announcement, Stoke recast the first orbital vehicle as Nova Pathfinder and slipped first flight from late 2026 to early 2027. CEO Andy Lapsa said the second stage will ship to Moses Lake shortly for structural acceptance and a static hot-fire, after which the booster goes to Cape Canaveral for pad wet-dress and static fire at SLC-14 before the stages are stacked. The inaugural Pathfinder mission will carry an AstroForge asteroid-prospecting spacecraft; Stoke has also booked Celestis 'Infinite Flight' and says the Pathfinder manifest is fully booked for the next couple of years. Multiple Pathfinder flights are planned through 2027 and 2028.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://www.geekwire.com/2026/stoke-space-billion-upsize-nova-rocket/", "lastUpdated": "2026-09-09", "company": { "slug": "stoke-space", "name": "Stoke Space", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Scale to engineering-grade Zhuque-3 booster reuse", "description": "Move from having verified booster-recovery technology on Zhuque-3's second flight (a successful August 18, 2026 landing, though a post-touchdown propellant fire damaged the landing-gear area and the recovered stage toppled several hours after landing) to engineering-scale reuse verification - refurbishing and reflying a recovered first stage - as LandSpace works toward routine reusability needed to hit its 2029 profitability target. The company says it aims to refly a recovered booster within about six months of the landing, pointing to around February 2027 rather than the fourth-quarter-2026 target floated immediately after touchdown; given the fire and toppling damage, officials have acknowledged full-stage reflight may require lengthy repair, and that reflying undamaged components (engines, grid fins) to prove multi-use capability is a fallback path if the stage itself cannot be repaired in time. No specific reflight date has been confirmed.", "targetDate": "~February 2027", "sortKey": 202702, "source": "https://www.nasaspaceflight.com/2026/08/landspaces-zhuque-3-topples/", "lastUpdated": "2026-09-01", "company": { "slug": "landspace", "name": "LandSpace", "url": "https://www.ventureatlas.org/company/landspace", "apiUrl": "https://www.ventureatlas.org/api/company/landspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Fly the Kinastra-1 orbital transfer vehicle", "description": "CAS Space's in-space upper stage/orbital transfer vehicle (力巡一号 / Lixun-1), which ferries satellites between orbits after a rocket delivers them to space. Company news on August 18, 2026 said the stage completed a series of propulsion-system tests and still plans a maiden flight in Q1 2027. It is separately due to fly on a CASC Long March 10A mission carrying a Space-Time Reference Satellite, and CAS Space has a letter of intent with Interstellar Datalink to launch a geostationary relay-satellite constellation using Kinetica-2 plus the stage. As of September 11, 2026 no later flight-date change has been posted.", "targetDate": "Q1 2027", "sortKey": 202702, "source": "https://www.cas-space.com/list/16.html", "lastUpdated": "2026-09-11", "company": { "slug": "cas-space", "name": "CAS Space", "url": "https://www.ventureatlas.org/company/cas-space", "apiUrl": "https://www.ventureatlas.org/api/company/cas-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Complete the Project Ascension reactor at INL", "description": "Finish the second, commercial-scale 10 MWe reactor on the Aalo-X campus and demonstrate full 10 MW output, ahead of integrating with the Crusoe-partnered Data Center Proving Ground later in 2027. Aalo's public technology roadmap now lists this first integrated power plant as a Q1 2027 milestone with groundwork complete, after the earlier end-of-2026 completion target slipped. The July 4 criticality post still frames 2027 as the year the new reactor produces electricity and powers an on-site data center.", "targetDate": "Q1 2027", "sortKey": 202702, "source": "https://www.aalo.com/technology", "lastUpdated": "2026-09-08", "company": { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Ramp 737 MAX to rate 52 via the Everett North Line", "description": "The Everett 'North Line' opened as planned: assembly of the first 737 MAX 10 fuselage (destined for WestJet) began July 6, 2026, run as a deliberately slowed low-rate initial production so Boeing can demonstrate conformity to the FAA, with the first Everett-built jet expected to roll out by year end. The remaining milestone is rate 52 across all four 737 lines (three in Renton, one in Everett); CEO Kelly Ortberg has said reaching it will take at least six more months after clearing rate 47 in May 2026, pointing to early 2027. Longer term, Ortberg has reiterated Boeing's ambition to reach 63 per month once 52 is stabilized and the market can support it.", "targetDate": "Early 2027 (rate 52)", "sortKey": 202702, "source": "https://leehamnews.com/2026/05/27/ortberg-737max-at-47-mo-target-is-63-mo-in-the-future/", "lastUpdated": "2026-09-09", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Volvo VNL Autonomous goes fully driverless", "description": "Volvo Autonomous Solutions has committed to removing the safety driver from the Aurora Driver-powered VNL Autonomous on the Dallas-Oklahoma City route and running it fully driverless by Q1 2027, then scaling to 300+ autonomous trucks by the end of 2027 ahead of industrial-scale production from 2028. Watch for the driverless transition itself and for Volvo's progress toward its projected $3B of five-year autonomous-trucking revenue.", "targetDate": "Q1 2027", "sortKey": 202702, "source": "https://www.truckingdive.com/news/volvo-autonomous-solutions-plans-fully-driverless-operations-in-q1-2027/822583/", "lastUpdated": "2026-08-29", "company": { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Demonstrate multi-vendor interconnectivity for the Space Force's Space Data Network", "description": "Amazon Leo for Government is one of five companies - alongside Lockheed Martin, Northrop Grumman, Rocket Lab, and York Space Systems - that the U.S. Space Force's Space Systems Command awarded $60M total ($12M each) on August 13, 2026 to demonstrate how satellites from multiple vendors can connect to its Space Data Network, the military communications architecture whose core backbone SpaceX builds. Each award splits across a fixed-price prototype contract to test interconnectivity across the SDN backbone and an OTA agreement to seed development of Space Exchange Point satellites, with six-to-nine-month periods of performance. As of September 10, 2026 neither Space Force nor Amazon has published demo results or a later award, so the original 6-9 month window still points to Q1-Q2 2027.", "targetDate": "Q1-Q2 2027 (6-9 month demo)", "sortKey": 202702, "source": "https://spacenews.com/space-force-awards-five-companies-60-million-for-multi-vendor-satellite-network-tests/", "lastUpdated": "2026-09-10", "company": { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Turn on continuous US commercial direct-to-device service", "description": "Convert the FCC's April 22, 2026 commercial authorization - covering a 248-satellite constellation and direct-to-device operation on AT&T, Verizon, and FirstNet low-band spectrum - into paying US service. On July 15, 2026 AST deferred continuous commercial service from late 2026 to early 2027, after launch-vehicle disruptions - chiefly a late-June New Glenn upper-stage explosion - thinned its near-term access to orbit. It still needs 45 to 60 operational BlueBirds to move from intermittent to continuous coverage across the US, Europe, and Japan. Light Reading's August 2026 earnings-call writeup said AST aims to have scaled beta capability ready later in 2026 but declined to say when MNO trials start, and confirmed the early-2027 continuous-service target. As a step toward that beta, AST had activated 3,000 digital cells across the continental US as of its August 10, 2026 Q2 update.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://www.lightreading.com/satellite/ast-spacemobile-keeps-in-with-mnos-as-a-spacex-antidote", "lastUpdated": "2026-09-10", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Complete CEO transition to Guido Oelkers", "description": "Hand over the Chief Executive Officer role to incoming CEO Guido Oelkers, currently CEO of Sobi, by February 1, 2027 at the latest, completing founder Uğur Şahin's planned departure alongside co-founder and chief medical officer Özlem Türeci - who will move to lead a new independent mRNA-medicines company with Sahin - whose own CMO successor search continues.", "targetDate": "By February 1, 2027", "sortKey": 202702, "source": "https://www.globenewswire.com/news-release/2026/08/03/3337277/0/en/BioNTech-Announces-Appointment-of-Guido-Oelkers-to-Management-Board-as-Chief-Executive-Officer.html", "lastUpdated": "2026-09-06", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Ship the first io hardware device", "description": "Bring the first Jony Ive-designed io hardware device - reported in August 2026 to be a screenless, doughnut-shaped speaker roughly the size of a hockey puck, priced over $300 (likely $300-400), with microphones, speakers, cameras, sensors, status lighting and mechanically moving parts, alongside a wearable/glasses form also under consideration - to market. OpenAI's own July 2026 sworn court filing states it will not ship to customers before the end of February 2027, later than the second-half-2026 unveiling OpenAI had previously targeted.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://www.macrumors.com/2026/08/06/openai-chatgpt-speaker/", "lastUpdated": "2026-08-26", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Scale Colossus toward 1 million GPUs / 2 GW", "description": "Build out the Memphis-area campus toward the stated 1M+ GPU, ~2 GW target: Colossus 3 ('MACROHARDRR' in Southaven, Mississippi, a $20B+ investment purchased December 2025) and a newly confirmed fourth building, 'Minihard' (announced late July 2026, ~220,000 GB300 GPUs), join the original Colossus 1 and 2 structures on the Tulane Road campus. Trackers now put the campus at close to 1M GPUs by Q1-Q2 2027, while SpaceX secures power for a complex whose demand rivals the entire Memphis grid peak.", "targetDate": "Q1-Q2 2027", "sortKey": 202702, "source": "https://www.actionnews5.com/2026/07/31/xai-announces-fourth-data-center-turbines-be-removed-southaven-site/", "lastUpdated": "2026-09-09", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Complete the Hong Kong IPO", "description": "Moonshot confidentially filed for a Hong Kong listing, Reuters reported September 3, 2026, after unwinding its offshore red-chip structure into an onshore China domicile. The offering targets about $3B, with Goldman Sachs, CICC and Deutsche Bank working on it. SCMP, citing people familiar with the matter, said a listing could come as early as Q1 2027, subject to regulatory approvals and market conditions. A formal listing application by September 30, 2026 remains the near-term filing checkpoint.", "targetDate": "Q1 2027", "sortKey": 202702, "source": "https://www.reuters.com/world/asia-pacific/chinese-ai-firm-moonshot-files-confidentially-hong-kong-ipo-sources-say-2026-09-03/", "lastUpdated": "2026-09-06", "company": { "slug": "moonshot-ai", "name": "Moonshot AI", "url": "https://www.ventureatlas.org/company/moonshot-ai", "apiUrl": "https://www.ventureatlas.org/api/company/moonshot-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "UK NHS Federated Data Platform break-clause decision", "description": "Health innovation minister James Frith told Commons health committee chair Layla Moran that about 60,000 additional people used the National Data Opt-Out between mid-May and mid-July 2026, a rise he said moved in line with media interest in Palantir's NHS Federated Data Platform. Ministers still have to decide whether to use the February 2027 break point on the seven-year £330 million contract. The opt-out covers research and planning rather than direct care, but Frith said he was worried about mistrust of the company and the impact on patients' willingness to share data with the NHS.", "targetDate": "February 2027", "sortKey": 202702, "source": "https://www.theguardian.com/society/2026/sep/07/mistrust-of-ai-palantir-may-affect-nhs-research", "lastUpdated": "2026-09-10", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "CA-1 Europa (CA-1KA) first flight", "description": "The Grob-built autonomous combat aircraft is slated to fly for the first time in March 2027 in an optionally-piloted configuration with a Grob test pilot aboard, with autonomous flights on a European test range planned toward the end of 2027. A successful maiden flight would validate Helsing's bet that a software company can field a combat aircraft in under four years and keep the 2029 IOC credible. Re-checked against September 2026 reporting: the target date is unchanged and the aircraft has not yet flown.", "targetDate": "Q1 2027", "sortKey": 202702, "source": "https://www.flightglobal.com/defence/helsings-ca-1-europa-ucav-to-fly-with-hensoldt-sensor-package/166305.article", "lastUpdated": "2026-09-11", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Scale Franklin and Austin output toward company production targets", "description": "Three more Marauder hulls are under construction at Franklin, Louisiana, where Saronic's $300 million shipyard expansion (construction started November 2025, topped out August 25, 2026) is designed to support up to 20 Marauders a year once complete, on track for early 2027, while the Austin plant is rated by the company at 400-500 Corsairs a year with a new line aimed at 2,000. In July 2026 Saronic said it could eventually produce hundreds of Mirages and thousands of Corsairs a year. These are company projections an order of magnitude apart and none has been independently verified, so demonstrated delivery rates are the thing to watch rather than stated capacity.", "targetDate": "Early 2027 (Franklin expansion complete); 2027+ (full production ramp)", "sortKey": 202702, "source": "https://alberici.com/je-dunn-alberici-celebrate-topping-out-of-300-million-saronic-technologies-expansion-project/", "lastUpdated": "2026-09-02", "company": { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Haven-1 launch on Falcon 9", "description": "Launch readiness for the world's first commercial space station remains set for Q1 2027, already re-baselined from August 2025 and then 2026. Vast's Haven-1 page still lists the station as launching in 2027. As of early September 2026 Vast is still completing integration and has not yet started the environmental test campaign at NASA's Neil Armstrong Test Facility. Watch for a firm launch date and the uncrewed Dragon docking verification that must follow before any crew flies.", "targetDate": "Q1 2027", "sortKey": 202702, "source": "https://www.vastspace.com/haven-1", "lastUpdated": "2026-09-08", "company": { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "NASA CLD Phase 2 award decision (Haven-2 bid)", "description": "NASA released the draft RFP on July 6, 2026, and the industry feedback window closed July 27. The late-August final-RFP window then slipped: on September 4, 2026 NASA Johnson posted a CLDC presolicitation saying the formal RFP is now anticipated at the end of September 2026, with offers due 60 days after release (roughly late November) and industry questions due September 15. A contract selection is still expected in early 2027 per rival bidder Voyager Technologies' August 3 earnings call. Vast's Haven-2 roadmap (first module 2028) hinges on selection.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://sam.gov/workspace/contract/opp/b4d395c5e6164ffaa451046aae87a18b/view", "lastUpdated": "2026-09-08", "company": { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Win a NASA CLD Phase 2 award", "description": "NASA released the Phase 2 draft RFP on July 6, 2026 and closed the industry feedback window on July 27 as scheduled; Administrator Jared Isaacman said the response confirmed industry believes it can meet the timelines and that a viable marketplace exists, and NASA will proceed with its original firm-fixed-price, full-and-open-competition strategy. CEO Dylan Taylor has publicly pushed NASA for relaxed Phase 2 requirements, warning overly robust requirements could keep companies from building stations on time and on budget, and expects elements to be relaxed in the final RFP. As of August 29, 2026 NASA had not yet issued that final RFP, which it had been tracking toward late August; Voyager's Q2 2026 earnings call still pointed to proposal submissions in mid-to-late fall 2026 and a selection in early 2027. NASA plans at least two early development contracts for commercial space stations before a later down-select. Winning is the pivotal catalyst for Starlab's multi-billion-dollar opportunity.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://spacenews.com/voyager-seeks-relaxed-requirements-in-nasa-commercial-space-station-rfp/", "lastUpdated": "2026-08-29", "company": { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Hit raised FY2026 revenue guidance", "description": "After a record Q2 2026 (revenue $52.7M, up 51% sequentially; bookings $113.0M; backlog $335.5M), management raised full-year 2026 revenue guidance again on August 3 to $275-305M (66-84% YoY growth over 2025's $166.4M), from a prior $230-255M range - reflecting the completed Astrobotic acquisition and accelerating Defense & National Security demand. Q2 net loss was $(46.5)M and Adjusted EBITDA a loss of $(38)M, which management frames as an investment year; CFO guidance points to gross margins of roughly 17% in Q3 stepping up to the low-20s% later. No Q3 2026 results had been reported as of August 29, 2026; whether the back half of the year lands within the raised range, and whether losses narrow, is the next test.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://www.financialcontent.com/article/bizwire-2026-8-3-voyager-reports-record-second-quarter-2026-financial-results", "lastUpdated": "2026-08-29", "company": { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Bring the 50 GWh Stellantis joint venture in Spain online", "description": "The 50:50 Contemporary Star Energy LFP cell and module plant in Figueruelas/Zaragoza, worth up to EUR4.1B and running entirely on renewable power, received final regulatory approval from the Aragon regional government (Project TORO) on July 27, 2026. Production, previously targeted for end of 2026, is now expected in the first months of 2027. Construction workforce is ramping toward full capacity (around 500 on site, including 172 from China in design, engineering and management roles), and the plant will create 4,000+ direct jobs supplying LFP cells for Stellantis EVs including the Peugeot e-Expert, Citroen e-Jumpy and Opel Vivaro-e.", "targetDate": "Q1 2027", "sortKey": 202702, "source": "https://www.marklines.com/en/news/348279", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Perform the first refueling of a U.S. Space Force satellite", "description": "Launch the Astroscale U.S. Refueler (Provisioner) as part of the USSF-23 mission, alongside an Orbit Fab propellant depot and a Starfish Space servicing tug, now more precisely dated to the early-2027 timeframe, then run the sequence that has never been done operationally: dock with an AFRL Tetra-5 spacecraft in geostationary orbit, transfer hydrazine, verify with a hyperspectral leak check, refuel from the Orbit Fab depot, and repeat on the Tetra-5 client. A 45-day checkout precedes a six-month window of refueling events.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://spacenews.com/space-force-eyes-2027-demonstrations-of-in-space-refueling-and-satellite-servicing/", "lastUpdated": "2026-08-30", "company": { "slug": "astroscale", "name": "Astroscale", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Bring GreenMobility partnership to public service in Denmark", "description": "Work with GreenMobility and Danish regulators (the Danish Road Directorate and Danish Road Traffic Authority) to move from the August 2026 partnership announcement to public autonomous ride-hailing operations using the Level 4 GXR vehicle - WeRide's first Nordic market and sixth in Europe after France, Switzerland, Belgium, Spain, and Slovakia.", "targetDate": "H1 2027", "sortKey": 202703, "source": "https://www.globenewswire.com/news-release/2026/08/03/3337210/0/en/weride-and-greenmobility-announce-strategic-partnership-to-advance-level-4-autonomous-mobility-in-denmark-marking-weride-s-entry-into-the-nordic-region.html", "lastUpdated": "2026-08-31", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Close the $500M acquisition of Resonant Sciences", "description": "Joby's agreement to acquire Ohio-based defense firm Resonant Sciences is subject to regulatory review and customary closing conditions. Closing is still expected in the first half of 2027; as of September 9, 2026 the deal remains unclosed and Resonant's results are not in Joby's numbers. Closing would give the combined company about 1 million square feet of manufacturing, integration and testing space around Dayton, Ohio, and formally stand up Resonant as Joby's dedicated defense business alongside its air-taxi program.", "targetDate": "H1 2027", "sortKey": 202703, "source": "https://www.jobyaviation.com/news/joby-aviation-to-scale-defense-business-through-acquisition-of-resonant-sciences", "lastUpdated": "2026-09-09", "company": { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Fly the hybrid-electric Valo variant", "description": "The hybrid-electric defense/logistics variant is in ground testing on the HYPER rig, with turbogenerator supplier selection during 2026 and first flight targeted for the first half of 2027. The uncrewed configuration is being developed with Near Earth Autonomy under a partnership announced July 16, 2026, which also integrates Honeywell's Anthem digital cockpit already onboard Valo.", "targetDate": "H1 2027", "sortKey": 202703, "source": "https://www.morningstar.com/news/business-wire/20260716163566/vertical-aerospace-and-near-earth-autonomy-partner-to-equip-valo-aircraft-for-uncrewed-defense-and-commercial-operations", "lastUpdated": "2026-08-27", "company": { "slug": "vertical-aerospace", "name": "Vertical Aerospace", "url": "https://www.ventureatlas.org/company/vertical-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/vertical-aerospace" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Fly Helios for the first time", "description": "Bring the Deneb-powered high-energy kick stage through qualification to its inaugural launch. Helios is the vehicle the company's GEO and cislunar business depends on, and it also gates both the Space Force's VICTUS SURGO mission and the debut Caravan 1 GEO rideshare mission, which carries commercial anchor customers SES, Astranis, and Infinite Orbits and has a fully booked, closed manifest. As of August 2026, Impulse and the Space Force both target the first half of 2027 for Helios's first flights, a more precise window than the general 2027 target cited in July 2026.", "targetDate": "H1 2027", "sortKey": 202703, "source": "https://www.satellitetoday.com/launch/2026/08/25/impulse-space-scales-rideshare-program-to-geo-with-increased-demand/", "lastUpdated": "2026-09-12", "company": { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": null }, { "title": "Debut Electra electric propulsion in space", "description": "Complete flight-engine qualification and integrate Electra with Mira, then fly it operationally on the GEO Express 1 mission as part of Caravan 1, Impulse's first dedicated Falcon 9 GEO rideshare, now fully booked and targeted for the first half of 2027, giving Impulse a hybrid chemical plus electric architecture.", "targetDate": "H1 2027", "sortKey": 202703, "source": "https://www.satellitetoday.com/launch/2026/08/25/impulse-space-scales-rideshare-program-to-geo-with-increased-demand/", "lastUpdated": "2026-09-12", "company": { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": null }, { "title": "Fly the VICTUS SURGO and VICTUS SALO responsive missions", "description": "Execute the Tactically Responsive Space missions awarded under Impulse's SBIR Phase III contract with Space Systems Command, now worth $90.8M cumulative: VICTUS SURGO, where Helios delivers a Mira carrying a commercial optical payload to geosynchronous orbit, VICTUS SALO 1, a low Earth orbit mission with an MIT-built payload flying on a SpaceX Transporter rideshare, and the VICTUS SALO 2 and SALO 3 missions added in August 2026, each delivering a Mira to host government payloads in low Earth orbit. Space Systems Command now targets the first half of 2027 for SURGO and SALO 1.", "targetDate": "H1 2027", "sortKey": 202703, "source": "https://www.airandspaceforces.com/space-force-two-more-missions-responsive-maneuvers-orbit/", "lastUpdated": "2026-09-12", "company": { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": null }, { "title": "NASA Commercial LEO Destinations Phase 2 award", "description": "NASA released the draft CLD Phase 2 solicitation on July 6, 2026 ($1-1.5B in funding FY2026-2031, minimum two awards, crewed flight test required by 2029) and closed the industry feedback window on July 27. The program survived a detour: NASA's March 2026 'Ignition' realignment floated buying a government-owned core module for commercial add-ons to dock with instead of certifying standalone free-flyers, before industry pushback (including from the Commercial Space Federation) led NASA to reverse course in early June 2026 and confirm the original full-and-open, firm-fixed-price competition. NASA posted a CLDC presolicitation on September 4, 2026 saying the final RFP is now anticipated at the end of September 2026 (slipped from late August), with offers due 60 days after release and contract award still targeted for spring 2027. Winning is pivotal to Axiom Station's anchor-customer economics against Vast, Starlab, and Blue Origin.", "targetDate": "Spring 2027", "sortKey": 202704, "source": "https://sam.gov/workspace/contract/opp/b4d395c5e6164ffaa451046aae87a18b/view", "lastUpdated": "2026-09-10", "company": { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Bring new Poland and Egypt storage factories online", "description": "Sungrow is building its first two overseas manufacturing plants: a EUR230M, 20 GW-inverter/12.5 GWh-storage facility in Poland's Walbrzych Special Economic Zone (announced February 2026, targeted for completion within about a year), and a $50M, 10 GWh-per-year storage factory in Egypt's TEDA Suez zone that broke ground on August 17, 2026 and targets completion by April 2027. Together they are Sungrow's first manufacturing bases in Europe and in the Middle East/Africa, aimed at derisking supply from trade barriers facing Chinese-made hardware.", "targetDate": "April 2027", "sortKey": 202704, "source": "https://www.energytrend.com/news/20260819-51981.html", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Fly ISSA-J1 and inspect two satellites in different orbits", "description": "Launch the roughly 650 kg multi-orbit inspection spacecraft on a NewSpace India Limited PSLV rocket from the Satish Dhawan Space Centre, the first dedicated PSLV launch ever procured by a Japanese entity, then approach and survey two retired Japanese satellites, ALOS and ADEOS-II, on a single flight using propulsion, electro-optical cameras, and proximity navigation. A commercial company has never inspected clients in two different orbits on one mission. The project (funded through Japan's MEXT SBIR program) is expected to run through Phase III with completion targeted for March 2028.", "targetDate": "Spring 2027", "sortKey": 202704, "source": "https://www.astroscale.com/en/news/astroscale-signs-launch-agreement-with-newspace-india-limited-for-satellite", "lastUpdated": "2026-09-01", "company": { "slug": "astroscale", "name": "Astroscale", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Reach the FY2027 revenue guidance and rebuild backlog", "description": "Deliver IFRS revenue of 7.0 to 9.0 billion yen and project revenue of 12.5 to 17.0 billion yen for the fiscal year ending April 2027, while reversing the 14.6 percent backlog decline recorded at end-April 2026 and signing the first commercial LEXI life-extension contract, which has already slipped to 2027. Next scheduled results disclosure is September 11, 2026.", "targetDate": "Fiscal year ending April 2027", "sortKey": 202704, "source": "https://www.astroscale.com/en/ir", "lastUpdated": "2026-09-01", "company": { "slug": "astroscale", "name": "Astroscale", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Stand up the Hong Kong MTR air-rail shuttle and convert other HK trials to service", "description": "Apollo Go is the contractor on MTR's West Kowloon Air-Rail Intermodal Service: four RT6s began empty, safety-operator road tests on August 19-20, 2026 between Hong Kong West Kowloon Station and Airport Express Kowloon Station, after a Transport Department pilot licence issued August 11. MTR and Airport Authority Hong Kong are targeting a passenger-and-baggage shuttle in Q2 2027. In parallel, the July 27 Airport Island fully driverless trial and the August 14 Southern District expansion still have no disclosed commercial-service date.", "targetDate": "Q2 2027", "sortKey": 202705, "source": "https://www.chinadailyhk.com/hk/article/638222", "lastUpdated": "2026-09-07", "company": { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Fly Trinity, the three-orbit demonstration", "description": "K2's next mission, still listed on the company site as in development for Q2 2027, carries multiple satellites into three different orbits - low Earth, medium Earth, and geostationary transfer orbit - from a single launch, and tests long-range optical intersatellite communications. It is the proof that K2 can operate a small fleet rather than one spacecraft at a time, and the optical links are the piece the Space Force is buying into through the Enterprise Space Terminal award. Breaking Defense has also reported three satellites launching in February 2027.", "targetDate": "Q2 2027", "sortKey": 202705, "source": "https://www.k2space.com/satellites", "lastUpdated": "2026-09-07", "company": { "slug": "k2-space", "name": "K2 Space", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Artemis lunar lander (HLS)", "description": "NASA Administrator Jared Isaacman said August 14, 2026 he is 'extremely confident' Artemis III will launch in 2027, saying NASA tracks 'every single component' of the program 'down to the day, down to the hour' - and tied that confidence directly to SpaceX's Starship cadence, saying that if Flight 14 flies in early September as planned and SpaceX keeps flying roughly every few weeks through year-end, NASA will 'feel very good' about Starship's readiness to contribute to Artemis III. NASA and SpaceX completed wind-tunnel testing of the upgraded Super Heavy V3 booster at NASA Ames in 2026, verifying the aerodynamic loads it will face returning from lunar missions. Artemis III is a late-2027 low-Earth-orbit demonstration testing rendezvous and docking between Orion and uncrewed pathfinder versions of both SpaceX's Starship HLS and Blue Origin's Blue Moon Mark 2, with the first crewed lunar landing pushed out to Artemis IV in early 2028. Progress still hinges on SpaceX demonstrating reliable Starship V3 flights - including Flight 14, now expected around September 15, 2026 - and the in-orbit propellant-transfer capability the lunar lander depends on. As of September 4, 2026, Isaacman's August 14 statement remains NASA's most recent public assessment; no new HLS schedule update had been issued since.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://spacepolicyonline.com/news/isaacman-extremely-confident-artemis-iii-will-launch-in-2027/", "lastUpdated": "2026-09-04", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Start construction of Starbase Louisiana", "description": "SpaceX's $100 billion Vermilion Parish spaceport is planned as five launch complexes (two pads each) with on-site propellant production, power generation, vehicle processing and housing. Construction is expected to begin in 2027, with SpaceX targeting a first Starship launch as soon as 2029; Louisiana Economic Development has said initial operations are expected around 2030. The project is expected to create 3,000 direct jobs over 10 years at an average salary of about $92,600.", "targetDate": "Construction 2027; first launch as soon as 2029", "sortKey": 202706, "source": "https://www.opportunitylouisiana.gov/news/spacex-launches-new-era-of-commercial-spaceflight-with-100-billion-louisiana-campus", "lastUpdated": "2026-08-27", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Open fourth launch pad at Kodiak, Alaska", "description": "Stand up Launch Complex 4 at the Pacific Spaceport Complex - Alaska (Kodiak), the first deployment site for Rocket Lab's newly unveiled GHOST containerized Deployable Launch System, under the $266M Space Force RSLP contract for 12 HASTE missile-defense test launches (with an option for six more). LC-4 will add two pads, bringing Rocket Lab's total to six pads company-wide, complementing Launch Complex 1 in New Zealand and Launch Complexes 2 and 3 in Virginia. Guidance given alongside the August 10, 2026 GHOST unveiling points to a suborbital operational debut in 2027, later than the 'no earlier than end of 2026' timeline given when the RSLP contract was announced in July 2026.", "targetDate": "2027", "sortKey": 202706, "source": "https://investors.rocketlabcorp.com/news-releases/news-release-details/rocket-lab-announces-second-quarter-2026-financial-results-posts", "lastUpdated": "2026-08-29", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Close the Iridium Communications acquisition", "description": "Complete the ~$8B cash-and-stock acquisition of Iridium Communications, subject to Iridium shareholder approval, FCC consent to transfer satellite licenses, and clearance under applicable foreign-investment and satellite laws. The U.S. antitrust waiting period under Hart-Scott-Rodino expired August 12, 2026, and Rocket Lab and Iridium filed FCC applications seeking consent to transfer Iridium's licenses. Rocket Lab's Form S-4 registration statement was declared effective by the SEC around August 26-27, 2026, and Rocket Lab filed the final Form 424B3 prospectus around the same time; Iridium's definitive proxy statement/prospectus (DEFM14A) has since gone out to Iridium stockholders ahead of the virtual special meeting on September 24, 2026 (record date August 21, 2026), where they will vote on the merger. On August 13, 2026 Rocket Lab also put a roughly $1.94B at-the-market equity program in place to help fund the cash portion of the deal and reduce its committed $3.6B senior secured bridge loan, which it intends to refinance with permanent debt and equity; the companies also intend to amend Iridium's existing $1.775B term loan facility so it can remain in place after closing. Both boards have unanimously approved the deal, with no closing date yet set beyond the mid-2027 target. A new wrinkle surfaced around August 28-29, 2026: SpaceX filed comments with the FCC in the license-transfer docket asking the agency to scrutinize Iridium's conduct toward rival satellite operators, citing more than 50 petitions Iridium has filed over eight months seeking to block or restrict competitors' deployments (including SpaceX's own next-generation Starlink gateways, which share spectrum with Iridium) - while a SpaceX policy associate explicitly said 'SpaceX does not oppose the transaction.' Iridium defended its objections but said coordination talks with SpaceX were progressing; RKLB shares fell about 6% on the news, extending a seven-session slide.", "targetDate": "Mid-2027", "sortKey": 202706, "source": "https://investors.rocketlabcorp.com/sec-filings/sec-filing/effect/9999999995-26-002771", "lastUpdated": "2026-08-30", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Demonstrate Space Data Network interoperability via Photon", "description": "Execute a live space demonstration under the $12M Space Force Space Data Network Consortium delivery orders awarded August 18, 2026: prove that Rocket Lab satellites can move data across systems built by rival vendors (Amazon Leo for Government, Lockheed Martin, Northrop Grumman, York Space Systems) via secure optical inter-satellite links, and develop 'Space Exchange Point' satellites acting as orbital routers between commercial and government networks, using Rocket Lab's Photon spacecraft. As of September 11, 2026 neither Space Force nor Rocket Lab has published demo results or a later award, so the original 2027 live-demo window still stands.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.globenewswire.com/news-release/2026/08/18/3347280/0/en/space-force-selects-rocket-lab-for-space-data-network-consortium-awarded-12m-in-contracts-to-support-global-military-communications-network.html", "lastUpdated": "2026-09-11", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Launch Blue Ghost Mission 2 and activate Ocula", "description": "Execute the far-side lunar mission with Blue Ghost and Elytra Dark - delivering ESA's Lunar Pathfinder satellite to lunar orbit before Blue Ghost touches down on the far side for at least 10 days of surface operations - then keep Elytra in lunar orbit for communications, calibration, and Firefly's Ocula imaging service. Firefly's mission page now dates the launch no earlier than 2027, after the prior NET December 2026 window slipped. Kim said on the Aug 11, 2026 Q2 call that the lander's main structural and fluid components are assembled and avionics and payloads are still being integrated, pending delivery to Florida and a confirmed Falcon 9 window.", "targetDate": "NET 2027", "sortKey": 202706, "source": "https://fireflyspace.com/missions/blue-ghost-mission-2/", "lastUpdated": "2026-09-09", "company": { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Fly Eclipse for the first time", "description": "Continue Eclipse qualification and manufacturing work with Northrop Grumman - including Stage 1 tank testing on the ~100-ft-tall first stage and assembly and bonding of the engine base structure that mounts the seven Miranda first-stage engines - ahead of the medium-lift vehicle's inaugural launch from Wallops. On the Aug 11, 2026 Q2 call Kim said first-stage delivery to Northrop Grumman is targeted no earlier than 2027, with an inaugural launch still planned no earlier than 2027. No later public date change has been posted.", "targetDate": "NET 2027", "sortKey": 202706, "source": "https://www.marketbeat.com/instant-alerts/firefly-aerospace-q2-earnings-call-highlights-2026-08-11/", "lastUpdated": "2026-09-09", "company": { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Prove high-cadence reusable launch operations", "description": "Fly multiple Pathfinder missions in 2027 and 2028 to validate Nova's rapid-refurbishment architecture, actively cooled upper-stage heat shield, and reusable ground systems at Cape Canaveral before Block 2 enters service.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://www.stokespace.com/news/scaling-nova", "lastUpdated": "2026-09-09", "company": { "slug": "stoke-space", "name": "Stoke Space", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Scale launch cadence for constellations", "description": "Ramp Tianlong-3 production and flight rate to serve China's national satellite-internet mega-constellation deployment. That cadence is gated on first closing the April failure investigation and flying again.", "targetDate": "2027+", "sortKey": 202706, "source": "https://www.spacepioneer.cc/tianlong/TL3", "lastUpdated": "2026-09-08", "company": { "slug": "space-pioneer", "name": "Space Pioneer", "url": "https://www.ventureatlas.org/company/space-pioneer", "apiUrl": "https://www.ventureatlas.org/api/company/space-pioneer" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Compete for Qingzhou cargo spacecraft launch selection", "description": "Galactic Energy was shortlisted in June 2026 alongside CAS Space, OrienSpace, and LandSpace as a candidate launch provider for China's low-cost Qingzhou cargo spacecraft resupplying the Tiangong space station. A final provider has not yet been selected as of September 10, 2026; the full-scale Qingzhou mission is tentatively targeted to launch and dock with Tiangong in January 2027.", "targetDate": "2027-01", "sortKey": 202706, "source": "https://spacenews.com/commercial-launch-providers-shortlisted-for-chinas-low-cost-cargo-spacecraft/", "lastUpdated": "2026-09-10", "company": { "slug": "galactic-energy", "name": "Galactic Energy", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Win a Qingzhou cargo launch award and develop Gravity-3", "description": "Convert the June 2026 shortlist (with Galactic Energy, CAS Space and LandSpace) into a contract to launch CAS's Qingzhou cargo craft to Tiangong, tentatively first docking in January 2027. In parallel, advance Gravity-3 from the company product-page specification (100 t to LEO, full-vehicle recovery) toward a first flight after Gravity-2. Gravity-2 has not flown as of September 6, 2026, so no recovery attempt has been made.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://spacenews.com/commercial-launch-providers-shortlisted-for-chinas-low-cost-cargo-spacecraft/", "lastUpdated": "2026-09-06", "company": { "slug": "orienspace", "name": "Orienspace", "url": "https://www.ventureatlas.org/company/orienspace", "apiUrl": "https://www.ventureatlas.org/api/company/orienspace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "First crewed suborbital tourism flight", "description": "Mature the suborbital tourism vehicle toward its first paying passengers after pre-selling 1.5 million-yuan tickets, with service still targeted for 2027. No new ticket-sale or vehicle-test update has been published since the October 2024 pre-sale.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.space.com/china-deep-blue-aerospace-space-tourism-flights-2027", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "File for a STAR Market (科创板) IPO", "description": "Follow through on the April 2026 ownership realignment and the July 2026 rename to Kuaizhou Aerospace by formally filing for a Shanghai STAR Market listing. The filing has slipped: shedding central-SOE status requires a 6-12 month business-license re-qualification. Company-adjacent reporting in August 2026 still pointed to a late-2026 or early-2027 filing rather than an imminent submission.", "targetDate": "2027", "sortKey": 202706, "source": "https://m.21jingji.com/article/20260805/herald/16bfcdd57347843e53f52208a127ac53.html", "lastUpdated": "2026-09-08", "company": { "slug": "expace", "name": "Kuaizhou Aerospace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Begin reusable launch services & constellation deployment", "description": "Turn a successful debut into recurring reusable launches, including the May 2026 strategic cooperation with Shifang Xinglian (Suzhou) Aerospace Technology toward a new MEO satellite constellation, the January 2026 Star Vision / Diwei-2 payload cooperation in Hangzhou, and build-out of the Wenchang, Hainan launch-and-recovery site.", "targetDate": "2027+", "sortKey": 202706, "source": "https://spacenews.com/chinese-reusable-rocket-maker-to-cooperate-on-new-meo-constellation/", "lastUpdated": "2026-09-09", "company": { "slug": "space-epoch", "name": "Space Epoch", "url": "https://www.ventureatlas.org/company/space-epoch", "apiUrl": "https://www.ventureatlas.org/api/company/space-epoch" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Yueqian-1 final assembly and maiden flight", "description": "Complete final assembly and integrated testing of the first Yueqian-1 in the second half of 2026, then fly the debut orbital mission - and first tower-catch recovery attempt - in 2027. The official product page still lists 2027 as first-flight year. First-stage precooling (June 2026) and second-stage structural static (August 2026) remain the last published airframe tests ahead of that stack.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.cosmoleap.cn/products_detail/10.html", "lastUpdated": "2026-09-08", "company": { "slug": "cosmoleap", "name": "Cosmoleap", "url": "https://www.ventureatlas.org/company/cosmoleap", "apiUrl": "https://www.ventureatlas.org/api/company/cosmoleap" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Begin commercial Vikram-1 launches", "description": "CEO Pawan Chandana says Skyroot expects to move to full commercial launches in 2027 after its third or fourth Vikram flight, with roughly 80% of payload demand expected from outside India. The first firm post-debut contract is three dedicated Vikram missions for HEX20 beginning Q4 2027.", "targetDate": "2027", "sortKey": 202706, "source": "https://timesofindia.indiatimes.com/city/hyderabad/month-after-maiden-success-skyroot-begins-shipping-2nd-vikram-1-rocket-hardware-to-sriharikota/articleshow/133567615.cms", "lastUpdated": "2026-09-06", "company": { "slug": "skyroot", "name": "Skyroot Aerospace", "url": "https://www.ventureatlas.org/company/skyroot", "apiUrl": "https://www.ventureatlas.org/api/company/skyroot" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Demonstrate high-temperature petrochemical process heat", "description": "Through its strategic partnership with Ebara Elliott Energy, NuScale is targeting a commercial-scale high-temperature steam compressor demonstration that would let SMRs deliver process heat above 500 °C for petrochemical customers, with the compressor build targeted for completion by 2027. The partners presented progress on the collaboration at the World Petrochemical Conference in Houston on March 24, 2026. No later public update has moved the 2027 demonstration target or named a field-test host site as of mid-September 2026.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.nuscalepower.com/press-releases/2026/nuscale-power-and-ebara-elliott-energy-announce-a-strategic-partnership-to-showcase-use-of-advanced-nuclear-technology-to-power-petrochemical-plants", "lastUpdated": "2026-09-11", "company": { "slug": "nuscale", "name": "NuScale Power", "url": "https://www.ventureatlas.org/company/nuscale", "apiUrl": "https://www.ventureatlas.org/api/company/nuscale" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Complete the HI-TEST SMR-300 validation facility at Idaho National Laboratory", "description": "Holtec said August 27, 2026 that fabrication of key components is under way for HI-TEST, a one-third scale test rig at Idaho National Laboratory (backed by the DOE's Advanced Reactor Demonstration Program) with two test loops designed to replicate accident scenarios and steam-generator behavior. The facility will physically corroborate the SMR-300's generation capacity, resilience, and design margin under steady-state and transient conditions, with data intended to support future power uprates; Holtec is targeting system dedication in 2027 ahead of testing.", "targetDate": "2027 (system dedication)", "sortKey": 202706, "source": "https://www.world-nuclear-news.org/articles/holtecs-smr-300-test-facility-taking-shape-at-inl", "lastUpdated": "2026-08-28", "company": { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Blue Energy Texas gas-plus-nuclear plant - final investment decision", "description": "Blue Energy and GE Vernova plan a 2.5 GW 'gas-plus-nuclear' hybrid plant in Victoria, Texas to power an AI/data-center campus: GE Vernova gas turbines (~1 GW) online as early as 2030, switching to ~1.5 GW of GVH BWRX-300 SMR output as early as 2032. On August 13, 2026 the companies signed an agreement launching the next phase (engineering design, licensing, safety analysis) and reserving a 2029 delivery slot for two 7HA.02 gas turbines, ahead of the planned 2027 final investment decision. No change to the FID timeline as of this update.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.gevernova.com/news/press-releases/blue-energy-ge-vernova-hitachi-launch-next-phase-gas-plus-nuclear-project", "lastUpdated": "2026-08-31", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "AP300 NRC design certification", "description": "Complete US NRC design certification of the AP300 small modular reactor, anticipated by 2027, opening the door to site-specific licensing and construction of the first unit toward the end of the decade. As of early September 2026 the AP300 remains in the NRC's pre-application phase (re-verified, no change since August) - regulatory white papers filed and a periodic regulatory engagement plan update submitted in June 2026, but no design certification application yet lodged. On August 4, 2026 Westinghouse and Amentum signed agreements under the APX platform strategy in which Amentum will support the engineering work needed for the AP300 licensing process, while the companies also work together to expand engineering and execution capacity for fleet-scale AP1000 deployment.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.nrc.gov/reactors/new-reactors/advanced/who-were-working-with/pre-application-activities/westinghouse", "lastUpdated": "2026-09-04", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Generate power for a co-located data center at INL with Crusoe", "description": "Bring the Aalo-X campus to power operations so Project Ascension's 10 MWe reactor can feed an on-site experimental data center - the first nuclear plant purpose-paired with a data center. On July 30, 2026 Aalo named its first named data-center partner for this work, Crusoe: a 2027 proof-of-concept at INL will pair a 50 MWe Aalo Pod with a Crusoe Spark modular data center running Crusoe Cloud, with both companies targeting commercial nuclear-powered AI data center deployments by the end of 2029.", "targetDate": "2027 (POC); 2029 (commercial)", "sortKey": 202706, "source": "https://www.crusoe.ai/resources/newsroom/crusoe-and-aalo-atomics-form-strategic-partnership-with-goal-of-deploying-first-nuclear-powered-ai-factory", "lastUpdated": "2026-09-08", "company": { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Expand the Austin factory tenfold, then ramp to the one-million-square-foot Gigawatt Factory", "description": "Grow the 40,000 sq ft Austin pilot factory tenfold to 400,000 sq ft within 12 months of the July 2026 criticality milestone, hiring roughly 100-200 more staff to run it, en route to the long-term Gigawatt Factory - a one-million-square-foot mass-production plant. Aalo's homepage now dates Gigawatt Factory ramp to 2030 (later than the prior 2028 framing); the July criticality post still says the company is expanding into that one-million-square-foot plant. Proceeds from the pending Series C are earmarked for construction.", "targetDate": "Mid-2027 (400K sq ft); 2030 (Gigawatt Factory ramp)", "sortKey": 202706, "source": "https://www.aalo.com", "lastUpdated": "2026-09-08", "company": { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Submit combined construction and operating license (COLA) application to the NRC", "description": "File Aalo's first commercial reactor license application with the Nuclear Regulatory Commission, a combined construction and operating license covering the planned commercial Aalo-1 fleet (including the seven-reactor Idaho Falls Power project under an existing MOU). The 2026 COLA target has slipped: Aalo's public homepage now says the regulatory application for the first commercial Aalo Pod will be submitted in 2027. The NRC docket remained in pre-application as of August 2026, with a Regulatory Engagement Plan on file since 2024 and no COLA submitted.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.aalo.com", "lastUpdated": "2026-09-08", "company": { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Begin selling power on a test basis", "description": "CEO Isaiah Taylor says Valar hopes to start selling power from its reactors on a test basis in 2027, the company's first step from DOE-authorized testing toward commercial revenue - still the stated target as of the August 3, 2026 Series B announcement, which frames the raise as funding the shift 'from demonstrating the operability of an integrated reactor system to producing fleets of them en masse.'", "targetDate": "2027", "sortKey": 202706, "source": "https://www.valaratomics.com/docs/Announcing-our-1B-Series-B-Led-By-Sequoia", "lastUpdated": "2026-09-04", "company": { "slug": "valar-atomics", "name": "Valar Atomics", "url": "https://www.ventureatlas.org/company/valar-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/valar-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "SPARC first plasma and net energy (Q>1)", "description": "Bring SPARC online and achieve first plasma, then push to net fusion energy (Q>1) - CFS' published design work projects about Q ~11 and ~140 MW of fusion power, which would make SPARC the first magnetic-confinement machine built outside a government lab to produce more fusion power than it consumes. CEO Bob Mumgaard restated the 2027 net-energy target when announcing the July 2026 $1B raise.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.utilitydive.com/news/what-a-billion-dollar-funding-means-for-commonwealth-fusion-systems-and-its/828515/", "lastUpdated": "2026-09-07", "company": { "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" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Stand up TAE Beam UK and deliver first short-pulse beams", "description": "Operationalize the newly funded UKAEA joint venture at Culham, hire its neutral-beam program team, and deliver the first short-pulse beams within 18-24 months of program start (target ~late 2027 to mid-2028). Re-verified September 6, 2026: no beams delivered yet, still within the original window.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://www.gov.uk/government/news/tae-technologies-and-ukaea-partner-to-commercialise-fusion-tech", "lastUpdated": "2026-09-06", "company": { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Complete the $52M ST40 upgrade and restart experiments", "description": "Finish installing the new Rockwood Group-built centre column, lithium-coated all-metal plasma-facing components, the gyrotron radiofrequency heating system that passed site acceptance testing in July 2026, and the rest of the DOE/DESNZ-funded LEAPS upgrade package, then bring ST40 back online for the next campaign studying RF start-up and ramp-up and lower-recycling regimes. Re-verified September 2026: ST40 remains in the upgrade shutdown; no restart has been announced.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://tokamakenergy.com/about-us-fusion-energy-high-temperature-superconducting-magnets/", "lastUpdated": "2026-09-06", "company": { "slug": "tokamak-energy", "name": "Tokamak Energy", "url": "https://www.ventureatlas.org/company/tokamak-energy", "apiUrl": "https://www.ventureatlas.org/api/company/tokamak-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 2, "total": 2 } }, { "title": "Complete the Stellarator Model Coil", "description": "Finish the Stellarator Model Coil, a full-scale high-temperature superconducting magnet demonstration that is the main hardware gate before Alpha construction. It is meant to de-risk HTS magnets for stellarator geometry, where coils are non-planar and far harder to manufacture than a tokamak's.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.proximafusion.com/press-news/proxima-fusion-raises-eu411-million-to-build-europes-commercial-fusion-champion", "lastUpdated": "2026-08-31", "company": { "slug": "proxima-fusion", "name": "Proxima Fusion", "url": "https://www.ventureatlas.org/company/proxima-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/proxima-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Open the Users Program to outside researchers", "description": "Pacific Fusion launched the Users Program on March 4, 2026 with a call for Expressions of Interest from academia, national labs, government and industry, closing March 31, 2026. The next phase is a detailed call for proposals in 2027, with the first external-user experiments on the Demonstration System expected to begin in 2029.", "targetDate": "2027-2029", "sortKey": 202706, "source": "https://www.ans.org/news/2026-03-04/article-7817/pacific-fusion-pulsedpower-facility-to-host-external-users/", "lastUpdated": "2026-08-31", "company": { "slug": "pacific-fusion", "name": "Pacific Fusion", "url": "https://www.ventureatlas.org/company/pacific-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/pacific-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "777-9 certification and first delivery", "description": "The seventh 777-9 test aircraft completed its first flight on July 29, 2026 from Boeing Field, pushing the test fleet past 4,800 flight hours; unlike prior airframes it is dedicated to ETOPS (extended-range twin-engine operations) certification, the last major test block after the FAA granted TIA Phase 4B in June 2026. CEO Kelly Ortberg has said Boeing expects to finish the rest of the flight-test program by the end of 2026 but that ETOPS work will extend into 2027, consistent with FAA Administrator Bryan Bedford's public expectation that 777X type certification lands in 2027 (after the agency clears the higher-priority 737 MAX 7, done, and MAX 10, expected around October 2026); Boeing continues to target first delivery to Lufthansa in 2027. The program's early-build overhang got costlier in July 2026: Boeing quietly scrapped one of its oldest unflown 777-9 airframes (WH007, line number 1611, rolled out in 2019) rather than pay for its rework, part of roughly $15B in cumulative 777X accounting charges, after Emirates President Tim Clark confirmed at Farnborough that Emirates will reject the first 10-11 early-build jets as too old and costly to rework (newer-build jets still expected in Emirates' fleet from Q2 2027). United Airlines has been reported evaluating taking on some of the roughly 30+ stored early-build 777-9s Boeing built before certification - CEO Scott Kirby has said a decision on a 777X order will come by the end of 2026 - though United pushed back on the specifics of those reports in early August 2026, leaving the outcome unresolved. Separately, GE Aerospace's temporary pause on GE9X engine shipments (a mid-seal durability fix) remains on track to lift in Q3 2026 (around October), with certification flight testing continuing on schedule in the meantime.", "targetDate": "2027 (cert, with ETOPS work extending into 2027); 2027 (first delivery)", "sortKey": 202706, "source": "https://aviationweek.com/air-transport/aircraft-propulsion/boeing-begins-build-777-9-etops-flight-tests", "lastUpdated": "2026-08-29", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Build SLS core stages for Artemis III-V", "description": "Following the Boeing-built SLS core stage's successful role powering the crewed Artemis II lunar flyby in April 2026, Boeing is producing the next core stages at NASA's Michoud Assembly Facility and Kennedy Space Center. For Artemis III, Boeing shipped the core stage's 'Top Four-Fifths' section (forward skirt, intertank, and liquid oxygen/hydrogen tanks) from Michoud to Kennedy Space Center on April 20, 2026, its first time shipping a core stage without the engine section already integrated - a deliberate change meant to speed up production for later missions - with final vertical integration of the engine section occurring at Kennedy; core stages for Artemis IV and V are already in production behind it. Artemis III is targeted to land astronauts near the lunar south pole in mid-2027, with Artemis IV, which adds the Lunar Gateway station, targeted for 2028.", "targetDate": "Mid-2027 (Artemis III); 2028 (Artemis IV)", "sortKey": 202706, "source": "https://www.space.com/space-exploration/artemis/nasa-rolls-out-artemis-3-sls-rockets-huge-core-stage-to-gear-up-for-2027-launch-photo", "lastUpdated": "2026-09-09", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Run integrated ZEROe ground testing", "description": "Airbus has confirmed the feasibility of its 100-seat hydrogen fuel-cell ZEROe concept at TRL 3 and still plans integrated ground tests at the Electric Aircraft System Test House in Munich in 2027, combining hydrogen storage, distribution, and the fuel-cell propulsion stack into one validation setup. On July 7, 2026 Airbus and MTU Aero Engines announced plans to form a joint venture dedicated to developing and commercializing a fully electric hydrogen fuel-cell engine - Airbus taking on liquid-hydrogen storage and aircraft integration, MTU leading the engine, fuel-cell stack, and certification - with the venture targeted to start operating in 2027, pending regulatory approvals and European labor consultations.", "targetDate": "Integrated ground testing in 2027; Airbus-MTU fuel-cell engine JV to start operating in 2027", "sortKey": 202706, "source": "https://www.mtu.de/newsroom/press/latest-press-releases/press-release-detail/airbus-and-mtu-aero-engines-to-create-a-joint-venture-to-develop-a-fully-electric-hydrogen-fuel-cell-engine/", "lastUpdated": "2026-08-29", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Deliver U050 Capa-X systems to the French Navy and Army", "description": "The September 10, 2026 DMAé follow-on covers four U050 Capa-X systems (eight aircraft), two for the Navy and two for the Army, with deliveries scheduled for 2027. The order follows a late-2025 evaluation system that completed land and sea trials.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.aerotime.aero/articles/france-airbus-u050-capa-x-drone-order", "lastUpdated": "2026-09-12", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Continue Overture aircraft and certification path", "description": "Keep Overture aircraft engineering, flight-deck, and supplier work advancing in parallel with the propulsion sprint so an Overture prototype rollout and certification path remain viable as Symphony hardware matures - even as the Greensboro Superfactory stays largely idle and United Airlines CEO Scott Kirby has publicly put Overture's odds at roughly 50-50. Two parallel regulatory tracks now favor Overture's boomless-cruise design: the FAA's proposed rule to repeal the U.S. overland supersonic ban (published in the Federal Register July 2, 2026, comment period closed August 17, 2026, final rule still targeted mid-2027; a separate takeoff-and-landing noise rule has not yet been proposed), and the bicameral Supersonic Aviation Modernization Act, which passed the House on March 24, 2026, cleared the Senate Commerce Committee on July 22, 2026, and still awaits a full Senate floor vote as of September 7, 2026.", "targetDate": "2027+", "sortKey": 202706, "source": "https://www.congress.gov/bill/119th-congress/house-bill/3410/all-info", "lastUpdated": "2026-09-07", "company": { "slug": "boom-supersonic", "name": "Boom Supersonic", "url": "https://www.ventureatlas.org/company/boom-supersonic", "apiUrl": "https://www.ventureatlas.org/api/company/boom-supersonic" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "CJ-1000A domestic engine certification", "description": "The CJ-1000A engine, designed to replace the Western LEAP-1C on the C919, continues flight-testing on a Y-20 testbed. Industry analysts still put Chinese certification around 2027-2028, with initial deliveries following and mass production around 2030 - roughly eight years behind AECC's original schedule - which would reduce the C919's dependence on Western engine supply once achieved. No later official certification date has been published as of mid-September 2026.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://en.wikipedia.org/wiki/ACAE_CJ-1000A", "lastUpdated": "2026-09-11", "company": { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Fly Ramjet-X integrated vehicle tests", "description": "After unveiling Ramjet-X on September 9, 2026, complete ramjet-engine testing at the HEAT facility in Jacksonville and high-temperature structures work in El Segundo, then run integrated vehicle tests in 2027 with Quarterhorse carrying the expendable ramjet to release speed and altitude. The platform is also the basis for Hermeus's planned high-Mach Flight Test as a Service offering.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.hermeus.com/article/hermeus-unveils-ramjet-x", "lastUpdated": "2026-09-11", "company": { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Fly Quarterhorse with Anduril Lattice mission autonomy", "description": "Hermeus selected Anduril on September 3, 2026 to put Lattice for Mission Autonomy on Quarterhorse Mk 2, the first third-party Group 5 airframe to carry the stack. Integration is underway; the companies plan the first mission-autonomy test flight in 2027.", "targetDate": "2027", "sortKey": 202706, "source": "https://breakingdefense.com/2026/09/hermeus-picks-anduril-autonomy-for-quarterhorse-drone/", "lastUpdated": "2026-09-07", "company": { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Expand Mk 2.1 envelope toward Mach 3 by 2027", "description": "With supersonic flight achieved on May 26, 2026 and FAA clearance in hand for up to seven supersonic flights through year-end, Hermeus's next gate is steadily widening Mk 2.1's envelope toward Mach 3 in 2027 while bringing Mk 2.2 and Mk 2.3 online to push higher in the high-Mach regime. Mk 2.1 extended its top speed to Mach 1.6 on a fourth flight in mid-July 2026 (its fifth flight, in late July, was a stores-separation test rather than a speed record). Anduril said on September 3 that Hermeus will soon fly Mk 2.2, targeting Mach 2-plus.", "targetDate": "2027", "sortKey": 202706, "source": "https://breakingdefense.com/2026/09/hermeus-picks-anduril-autonomy-for-quarterhorse-drone/", "lastUpdated": "2026-09-07", "company": { "slug": "hermeus", "name": "Hermeus", "url": "https://www.ventureatlas.org/company/hermeus", "apiUrl": "https://www.ventureatlas.org/api/company/hermeus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Ship the 2026 Atlas production run to RMAC and DeepMind, then deliver to a first outside client", "description": "Convert the CES 2026 product launch into actual fleet deliveries: ship the 2026 Atlas production run to Hyundai's Robotics Metaplant Application Center (parts sequencing, sorting, transport) and to Google DeepMind. In a July 22, 2026 webinar on Atlas technology and delivery plans, Boston Dynamics confirmed it will deliver Atlas to a company outside the Hyundai Motor Group for the first time in 2027 to run a pilot test at an unfamiliar industrial site - the first step toward opening the order book beyond its initial Hyundai and DeepMind deployments. The named client has not been disclosed.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.asiae.co.kr/en/article/2026072808073647256", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Ramp Tesla Semi out of the new Nevada high-volume line", "description": "Now that the first truck has come off the dedicated Nevada Semi factory line (Apr 29, 2026), the next milestone is converting the ~1,095 HVIP-reserved trucks, the 500-unit Einride order (announced Aug 18, 2026, phased in over 24 months from September 2026), and other fleet orders (Walmart, Sysco, DHL, PepsiCo) into deliveries. Tesla had targeted reaching the line's full 50,000-unit/year run rate by the end of June 2026, but its own July 22, 2026 Q2 update listed the Nevada line's status as 'Commissioning' rather than high-volume production, and Musk indicated on the earnings call that software readiness for a full scale-up leans more into 2027. Tesla announced an invite-only inauguration event for the new ~1.7M-sq-ft Sparks, Nevada Semi factory on September 24, 2026, including factory tours and ride-alongs, but the event itself is ceremonial rather than a production milestone; a Tesla program director has said the line 'is now ramping' post-April launch, while analysts estimate only about 5,000-15,000 Semis will actually be delivered in 2026, well under the plant's 50,000-unit nameplate capacity. The line remaining in commissioning past its original June 2026 target is a real slip; the key watch items are whether high-volume output begins in 2027 and how the September 24 event characterizes ramp status.", "targetDate": "2027", "sortKey": 202706, "source": "https://electrek.co/2026/08/24/tesla-semi-factory-inauguration-nevada/", "lastUpdated": "2026-08-29", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Start Tesla Semi customer deliveries in Europe", "description": "Tesla's European Semi pages and regional launch materials date first customer deliveries to 2027, after the September 15-20, 2026 IAA Transportation reveal in Hannover. The truck is specified at up to 550 km at 40 tonnes, about 1 kWh/km, and 800 kW Megacharger charging, with early units expected from the Nevada high-volume line before any later Berlin build. Pricing has not been published.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.notateslaapp.com/news/4677/tesla-officially-announces-semi-for-europe-launching-2027", "lastUpdated": "2026-09-12", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Ship Apollo 3, the first true commercial product", "description": "Everything Apptronik is learning on Apollo 2 at Robot Park is aimed at Apollo 3, which the company still describes as its next-generation commercial product expected in 2027. No later ship date has been published since the June 30 Robot Park announcement. It is the transition the whole company is built around: from pilot units inside partner facilities to a robot that gets sold, and it is what the $520 million extension was raised to fund.", "targetDate": "2027", "sortKey": 202706, "source": "https://apptronik.com/news-collection/welcome-to-robot-park-where-apptroniks-apollo-goes-to-work", "lastUpdated": "2026-09-06", "company": { "slug": "apptronik", "name": "Apptronik", "url": "https://www.ventureatlas.org/company/apptronik", "apiUrl": "https://www.ventureatlas.org/api/company/apptronik" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Convert pilots into roughly $1B of orders", "description": "CEO Jeff Cardenas told CNBC in February 2026 that he expects orders worth around $1 billion starting in 2027, with investor Howard Morgan projecting high-volume delivery at roughly $80,000 a year per robot, about the price of a luxury car. Apptronik has never published a price and nobody can buy an Apollo today, so this is still the number that turns the pilot deployments at Mercedes-Benz, GXO, and Jabil into a business.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.cnbc.com/2026/02/11/apptronik-raises-520-million-at-5-billion-valuation-for-apollo-robot.html", "lastUpdated": "2026-09-06", "company": { "slug": "apptronik", "name": "Apptronik", "url": "https://www.ventureatlas.org/company/apptronik", "apiUrl": "https://www.ventureatlas.org/api/company/apptronik" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Deploy the in-house Xring D100 smart-driving chip", "description": "Xiaomi unveiled its first in-house smart-driving chip, the 3nm Xring D100, on August 24, 2026, alongside its new Xring O3 and O100 smartphone chips. The D100 has completed validation and is manufactured by TSMC; Xiaomi is targeting commercial deployment in production vehicles in 2027, reducing reliance on third-party autonomous-driving silicon.", "targetDate": "2027", "sortKey": 202706, "source": "https://cnevpost.com/2026/08/24/xiaomi-unveils-xring-d100-smart-driving-chip/", "lastUpdated": "2026-08-25", "company": { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Enter the European market (Germany first)", "description": "Xiaomi confirmed a 2027 Europe entry starting with Germany and, on September 3, 2026 at IFA Berlin, signed MoUs with eight German dealer groups (Ernst Dello, Autohaus Dinnebier, Emil Frey Germany, Fett & Wirtz, Hahn Automobile, LUEG Mobility, Penske-Jacobs Innovation and SPT Avior) as its first continental retail and service partners. The MoUs are non-binding and Xiaomi has not yet named models, local pricing or store counts. Prep work also includes a Munich R&D center, a global website launched August 26, 2026, and the April 2026 hire of former Tesla manager Dieter Lorenz to head European delivery and logistics. EU countervailing duties on Chinese-built EVs remain an open question: Xiaomi did not take part in the 2023 anti-subsidy investigation and could face the highest 35.3% duty on top of the standard 10% tariff.", "targetDate": "2027", "sortKey": 202706, "source": "https://cnevpost.com/2026/09/03/xiaomi-auto-signs-1st-german-dealers/", "lastUpdated": "2026-09-06", "company": { "slug": "xiaomi-ev", "name": "Xiaomi EV", "url": "https://www.ventureatlas.org/company/xiaomi-ev", "apiUrl": "https://www.ventureatlas.org/api/company/xiaomi-ev" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Deliver the first Land Aircraft Carrier to customers", "description": "After slipping the original late-2026 delivery window, Aridge now expects CAAC type approval and first end-customer deliveries of the Land Aircraft Carrier in 2027, initially focused on China and the Middle East.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.heise.de/en/news/Mobile-aircraft-carrier-AeroHT-goes-into-mass-production-11440565.html", "lastUpdated": "2026-09-06", "company": { "slug": "xpeng", "name": "XPeng", "url": "https://www.ventureatlas.org/company/xpeng", "apiUrl": "https://www.ventureatlas.org/api/company/xpeng" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Enter the Canadian market following the tariff-quota cut", "description": "After Canada struck a trade arrangement cutting its tariff on a quota of Chinese-built EVs from 100% to the standard 6.1% most-favored-nation rate (up to 49,000 vehicles in the first year), Zeekr began preparing for Canadian sales, targeting a launch around mid-2027. Zeekr holds a potential distribution advantage through sister Geely brand Volvo's existing Canadian dealer and service network.", "targetDate": "Mid-2027", "sortKey": 202706, "source": "https://ua.news/en/avtosvit/zeekr-gotuietsia-do-prodazhiv-u-kanadi-pislia-znizhennia-mit", "lastUpdated": "2026-09-05", "company": { "slug": "zeekr", "name": "Zeekr", "url": "https://www.ventureatlas.org/company/zeekr", "apiUrl": "https://www.ventureatlas.org/api/company/zeekr" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Advance toward driverless authority in California", "description": "Aurora holds a California DMV permit (granted August 14, 2026) to test heavy-duty autonomous trucks with a safety driver, its first foothold in the state following an April 2026 rule change. The next gate is progressing from drivered testing toward full driverless authorization, a process complicated by a Teamsters California lawsuit filed August 5, 2026 that challenges the DMV's rulemaking process.", "targetDate": "2027", "sortKey": 202706, "source": "https://techcrunch.com/2026/08/14/self-driving-trucks-are-officially-testing-on-california-highways/", "lastUpdated": "2026-08-29", "company": { "slug": "aurora-innovation", "name": "Aurora Innovation", "url": "https://www.ventureatlas.org/company/aurora-innovation", "apiUrl": "https://www.ventureatlas.org/api/company/aurora-innovation" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Open new markets in Australia, South Korea, Japan, and Southeast Asia", "description": "Following record Q2 2026 results, CEO Tony Han said WeRide is in active talks with Australian regulators about a possible deployment and is separately eyeing South Korea, Japan, and Southeast Asia (beyond its existing Grab partnership) as further overseas expansion markets, extending the asset-light, partner-fronted model used in Europe and the Middle East. No formal agreements or timelines have been announced for these markets as of mid-August 2026.", "targetDate": "2027+", "sortKey": 202706, "source": "https://www.investing.com/news/stock-market-news/chinas-weride-eyes-australia-southeast-asia-among-potential-new-markets-after-strong-q2-4856956", "lastUpdated": "2026-08-31", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Sustain ride growth and push toward robotaxi profitability", "description": "Q2 2026 results (August 18) remain the latest disclosed totals: 23 million-plus cumulative rides and 350 million autonomous kilometers across 28 cities, with unit-economics breakeven already reached in its largest China operating city. Baidu's Q3 2026 results are the next data point on whether driverless ride growth is recovering domestically after the Wuhan stall and the multi-month permit pause. Separately, China's GB 44721-2026 mandatory L3/L4 automated-driving safety standard still takes effect July 1, 2027 and requires a China-specific third-party test regime.", "targetDate": "2027-07-01", "sortKey": 202706, "source": "https://www.fool.com/earnings/call-transcripts/2026/08/18/baidu-bidu-q2-2026-earnings-call-transcript/", "lastUpdated": "2026-09-07", "company": { "slug": "baidu-apollo", "name": "Baidu Apollo", "url": "https://www.ventureatlas.org/company/baidu-apollo", "apiUrl": "https://www.ventureatlas.org/api/company/baidu-apollo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Turn Phoenix, Dallas, Houston, and San Diego testing into rider service", "description": "Zoox began mapping Phoenix and Dallas with safety-driver Highlanders on March 9, 2026 and opened robotaxi depots in both plus a Fusion Center in Scottsdale. In September 2026 Zoox added Houston and San Diego to its supervised-testing footprint, mapping streets with human safety operators on board ahead of eventual autonomous rides; the addition brings Zoox's US test-fleet footprint to 12 metro areas, though the company has not given a passenger-service timeline for either new city. None of the four has a public service date. All are markets where Waymo already carries paying riders, so they remain the clearest read on how fast Zoox can close the footprint gap.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.cnbc.com/2026/09/01/waymo-and-zoox-expand-into-more-us-markets-as-robotaxi-race-heats-up.html", "lastUpdated": "2026-09-02", "company": { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Scale manufacturing at Ohio and California facilities", "description": "Bring Joby's expanded Dayton, Ohio footprint online - including the second, 700,000+ sq ft Ohio facility it agreed to acquire in January 2026 - and ramp propeller blade and component manufacturing across both California and Ohio sites, now backed by the Joby-Toyota manufacturing joint venture formed June 29, 2026. The composites team is producing roughly 2.5x more parts than a year earlier, and Q2 2026 output reached five conforming aircraft flying with 12 more in production, supporting a plan to roughly double U.S. capacity to four aircraft per month by 2027.", "targetDate": "2027", "sortKey": 202706, "source": "https://ir.jobyaviation.com/news-events/press-releases/detail/187/joby-reports-second-quarter-2026-financial-results", "lastUpdated": "2026-08-25", "company": { "slug": "joby-aviation", "name": "Joby Aviation", "url": "https://www.ventureatlas.org/company/joby-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/joby-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Advance the Anduril Thunder / Halo autonomous VTOL toward 2027 first flight", "description": "Following the July 20, 2026 unveiling of the jointly-developed autonomous, series hybrid-electric tilt-rotor platform, Archer and Anduril need to convert multiple full-scale surrogate test flights into a production aircraft, with first flight of the production Thunder defense variant targeted for 2027. Archer named Marubeni Aerospace as the strategic launch partner for the commercial 'Halo' variant on July 22, 2026 and said additional Halo commercial partners are expected later in 2026, opening a dual-use revenue path beyond piloted Midnight air-taxi operations.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.investors.archer.com/news/news-details/2026/Anduril-and-Archer-Unveil-Jointly-Developed-Autonomous-VTOL-Platform-For-Commercial-and-Defense-Applications/default.aspx", "lastUpdated": "2026-09-09", "company": { "slug": "archer-aviation", "name": "Archer Aviation", "url": "https://www.ventureatlas.org/company/archer-aviation", "apiUrl": "https://www.ventureatlas.org/api/company/archer-aviation" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Advance the MV250 to military exercises and production", "description": "Formally unveiled at Farnborough on July 20, 2026, the MV250 pairs a GE Aerospace CT7/T700 hybrid-electric turbine with Sikorsky's MATRIX autonomy stack for contested military logistics. On BETA's August 12, 2026 Q2 earnings call, CEO Kyle Clark reaffirmed the program, disclosing that the U.S. Army's DEVCOM has funded hybridization and autonomy work - including an ALIA CTOL deployment to NATO's Exercise Aurora 26 in Sweden (30 sorties, ~$300 of electricity) - that BETA is rolling up toward a rapid-prototyping contract targeted over the following year, the near-term goal in the defense pipeline ahead of the longer-term targets of government exercises in 2027 and production as soon as 2028.", "targetDate": "2027 (exercises); 2028 (production)", "sortKey": 202706, "source": "https://www.fool.com/earnings/call-transcripts/2026/08/12/beta-beta-q2-2026-earnings-call-transcript/", "lastUpdated": "2026-08-29", "company": { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Begin phased eIPP operations in Texas", "description": "With TxDOT, SkyGrid, and the Texas Center for Advanced Air Transportation, Wisk's three-phase 'crawl-walk-run' eIPP program moves from an Initial Phase (foundation flight operations in dedicated areas) through an Integration Phase (dedicated routes validating the operational safety case) to an Advanced Operations Phase scaling to Gen 6. Wisk plans to start Texas operations with conventional piloted aircraft on the eVTOL routes to collect autonomy-system data, before transitioning to Gen 6 - real-world operations with air traffic control that feed FAA rulemaking for autonomous passenger flight. No later public change to the 2027 start window has been issued as of September 10, 2026.", "targetDate": "2027", "sortKey": 202706, "source": "https://wisk.aero/newsroom/wisk-and-texas-selected-by-white-house-to-lead-the-safe-introduction-of-autonomous-air-taxi-flight", "lastUpdated": "2026-09-10", "company": { "slug": "wisk-aero", "name": "Wisk Aero", "url": "https://www.ventureatlas.org/company/wisk-aero", "apiUrl": "https://www.ventureatlas.org/api/company/wisk-aero" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Achieve VT35 type certification", "description": "The CAAC accepted the VT35's type-certificate application in March 2025; as of the June 9, 2026 Q1 report the program remains in the certification-basis definition phase, with EHang in ongoing discussions with the CAAC on special conditions, safety objectives, and performance requirements. The aircraft has completed its transition-flight test between thrustborne hover and wingborne cruise and is in envelope-expansion testing. EHang has guided to a 12-18 month path, implying certification in late 2026-2027, alongside construction of a dedicated VT35 production hub in Hefei with the local government and JAC Motors. No type certificate has been granted yet.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.globenewswire.com/news-release/2026/06/09/3308569/0/en/EHang-Reports-First-Quarter-2026-Unaudited-Financial-Results.html", "lastUpdated": "2026-09-09", "company": { "slug": "ehang", "name": "EHang", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Stand up commercial service on the Hainan-Guangdong cross-sea corridor with CSCEC", "description": "Ground has already been broken on the first CSCEC Sixth Engineering Bureau project, a cross-sea eVTOL corridor linking Lingao in Hainan with Xuwen in Guangdong across the Qiongzhou Strait. EHang is supplying aircraft, operations, and technical support, building on the EH216-S's December 2025 22 km / 18-minute demonstration of the same route. No completion date or commercial-service date has been disclosed. The next milestone is standing the corridor up for operations rather than breaking ground.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.globenewswire.com/news-release/2026/08/20/3348113/0/en/ehang-partners-with-cscec-sixth-engineering-bureau-on-low-altitude-infrastructure-with-hainan-lingao-corridor-project-underway.html", "lastUpdated": "2026-09-09", "company": { "slug": "ehang", "name": "EHang", "url": "https://www.ventureatlas.org/company/ehang", "apiUrl": "https://www.ventureatlas.org/api/company/ehang" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "First Land Aircraft Carrier customer deliveries", "description": "The late-2026 first-handover target slipped at IFA Berlin in September 2026, where a spokesperson said mass production still starts in the second half of 2026 (initial ~5,000 units/year) but CAAC approval and end-customer deliveries are now expected in 2027. The X3-F still has no type certificate; the July 22, 2026 CAAC fast-track compliance listing (with EHang, Volant, and AutoFlight) remains the latest formal certification step. Guangzhou has rolled the 1,000th X3-F propulsion unit (August 10, 2026) and CALB's aviation batteries are in mass production, so the constraint is regulatory rather than industrial.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.heise.de/en/news/Mobile-aircraft-carrier-AeroHT-goes-into-mass-production-11440565.html", "lastUpdated": "2026-09-07", "company": { "slug": "aridge", "name": "Aridge", "url": "https://www.ventureatlas.org/company/aridge", "apiUrl": "https://www.ventureatlas.org/api/company/aridge" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Begin Middle East deliveries under the 600-unit GCC order", "description": "Fulfillment of the record 600-unit bulk order from Ali & Sons (UAE), Almana (Qatar), and ALSAYER (Kuwait) has not yet begun as of September 2026 and remains slated to start in 2027, following China deliveries - Aridge's first international sales, building on the Dubai manned-flight permit from the UAE GCAA. IFA comments in September 2026 kept the Gulf as a first-wave market alongside China.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.newsfilecorp.com/release/271102/ARIDGE-Secures-Record-600-Flying-Car-Orders-in-the-Middle-East-Following-Landmark-Dubai-Demonstration", "lastUpdated": "2026-09-07", "company": { "slug": "aridge", "name": "Aridge", "url": "https://www.ventureatlas.org/company/aridge", "apiUrl": "https://www.ventureatlas.org/api/company/aridge" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Launch commercial inter-island cargo operations in Indonesia", "description": "Following the June 3, 2026 DGCA type-certificate validation - the world's first overseas eVTOL validation - AutoFlight and Indonesian partners still need operating qualifications beyond the VTC. A July 150-aircraft Satar/Inno One letter of intent is non-binding. No start-of-ops announcement as of September 7, 2026.", "targetDate": "2027", "sortKey": 202706, "source": "https://equalocean.com/news/2026071722037-autoflight-secures-indonesian-evtol-validation-signs-150-aircraft-letter-intent", "lastUpdated": "2026-09-07", "company": { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Begin commercial passenger air-taxi operations", "description": "Following Prosperity certification, AutoFlight plans commercial passenger operations in 2027-2028 on high-value corridors such as the demonstrated Shenzhen-Zhuhai cross-sea route (~20 minutes vs ~3 hours by car), initially with safety pilots aboard.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://www.autoflight.com/en/v2000em/", "lastUpdated": "2026-09-07", "company": { "slug": "autoflight", "name": "AutoFlight", "url": "https://www.ventureatlas.org/company/autoflight", "apiUrl": "https://www.ventureatlas.org/api/company/autoflight" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Stand up 2027 U.S. healthcare and restaurant drone services", "description": "Several major U.S. launches are slated for 2027: BayCare's Tampa Bay medical drone network - Zipline's first Florida deployment, carrying prescriptions, lab samples, and supplies, beginning in late 2027 in the St. Petersburg-Clearwater area of Pinellas County before expanding into Hillsborough - drone meal delivery for food-technology platform Wonder across 100+ Texas locations, starting in Dallas in January 2027, and Advocate Health's hospital drone network, beginning in Charlotte before expanding to Chicago and Milwaukee, targeting more than 100,000 deliveries a year at full scope with additional plans for Georgia.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.prnewswire.com/news-releases/baycare-and-zipline-to-launch-drone-delivery-service-302815785.html", "lastUpdated": "2026-09-01", "company": { "slug": "zipline", "name": "Zipline", "url": "https://www.ventureatlas.org/company/zipline", "apiUrl": "https://www.ventureatlas.org/api/company/zipline" }, "industry": { "slug": "drone-delivery", "name": "Drone Delivery" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Launch Starlink Mobile as a direct US consumer carrier", "description": "On its first public earnings call on August 4, 2026, SpaceX president Gwynne Shotwell confirmed Starlink will build its own terrestrial mobile network on the ~65 MHz of nationwide mid-band spectrum acquired in the ~$17B EchoStar deal, rather than lease capacity through an MVNO deal - AT&T, Verizon, and T-Mobile had each publicly declined to offer SpaceX a wholesale arrangement as of their Q1 2026 earnings calls. The network will use femtocells mounted at rooftop Starlink dishes, Gateways, and Tesla Superchargers rather than traditional cell towers. On August 6, 2026 the FCC adopted an NPRM (FCC 26-51) proposing to open 200+ MHz of additional spectrum for satellite direct-to-device use. SpaceX plans to fly next-generation Starlink Mobile satellites in 2027 and aims to sign its first standalone-service customers by the end of that year, targeting a share of the roughly $600B US wireless market currently split among AT&T, Verizon and T-Mobile.", "targetDate": "2027", "sortKey": 202706, "source": "https://convergedigest.com/fcc-unlicensed-spectrum-direct-to-device-starlink-mobile/", "lastUpdated": "2026-09-03", "company": { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Launch Starlink Mobile and Sovereign Solutions with 4iG in Europe", "description": "After signing Europe's first Starlink Mobile and Sovereign Solutions agreements with 4iG Group on September 2, 2026, roll out first-generation commercial direct-to-cell service in Hungary and Albania, then a 2 GHz / 5G NTN generation across Hungary, Albania, Montenegro and North Macedonia, with Sovereign Solutions targeted for 2027.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.4ig.hu/4ig-group-spacex-starlink-mobile-sovereign-solutions-agreement", "lastUpdated": "2026-09-05", "company": { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Close the $11.57B Globalstar acquisition and integrate D2D capabilities", "description": "Complete the Globalstar transaction (announced April 14, 2026 at ~$11.57B / $90 per share, expected to close 2027) and fold Globalstar's 100+ country spectrum licences, Band 53/n53 spectrum, 24 LEO satellites, and direct-to-device expertise into an advanced Amazon Leo D2D network planned for 2028 - while preserving Globalstar's support of Apple's Emergency SOS service. On July 24, 2026, Amazon Leo filed an application with the FCC seeking authorization for a 5,105-satellite Direct-to-Device constellation flying in five orbital shells between 510 and 580 km using L-band and S-band spectrum tied to the Globalstar deal, putting a concrete satellite count and spectrum plan behind the 2028 D2D target. The US antitrust (HSR) waiting period on the Globalstar merger expired July 17, 2026; as of Globalstar's August 6, 2026 Q2 earnings release, the deal remains under review at the FCC and other international/foreign-investment regulators, with a single petitioner (Yippy, Inc., citing an unrelated contract dispute) opposing the FCC license transfer, and closing still also conditioned on Globalstar achieving certain HIBLEO-4 replacement-satellite milestones.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://www.fcc.gov/transaction/amazon-globalstar", "lastUpdated": "2026-09-04", "company": { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Execute Delta and JetBlue aviation deployments", "description": "Begin installing Amazon Leo hardware on 500 Delta Air Lines aircraft for a 2028 rollout and on selected JetBlue aircraft for 2027 - together covering two of the U.S.'s largest carriers with next-generation in-flight connectivity powered by Leo and integrated with AWS services. Blue Origin's New Glenn, grounded since its May 28, 2026 pad explosion, was slated to fly a large share (12+15-option missions) of the remaining Leo constellation buildout; as of September 4, 2026 Amazon has not revised the Delta/JetBlue timelines, but New Glenn's continued grounding is a risk to the satellite density needed to support both rollouts on schedule.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://news.delta.com/delta-amazon-leo-sign-agreement-deliver-next-era-connected-travel-and-digital-experiences", "lastUpdated": "2026-09-04", "company": { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Scale to a 36-satellite operational tranche", "description": "The roadmap steps from two demonstrators to 36 satellites in 2027, the first fleet large enough to offer repeatable service windows rather than occasional passes. The company homepage still shows that 2026-to-2027 step as of September 12, 2026. It will also require a far larger FCC authorization than the single-satellite grant, in a docket astronomers are already contesting and where the current grant is explicitly test-only and sets no precedent. CEO Ben Nowack has since described a more cautious near-term goal (roughly 4,000 satellites by decade's end, with a possible dedicated Falcon 9 rideshare as soon as 2028 that is not yet booked or funded), so the pace of this step is less certain than the published roadmap number implies.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.reflectorbital.com/", "lastUpdated": "2026-09-12", "company": { "slug": "reflect-orbital", "name": "Reflect Orbital", "url": "https://www.ventureatlas.org/company/reflect-orbital", "apiUrl": "https://www.ventureatlas.org/api/company/reflect-orbital" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Norovirus vaccine Phase 3 extended-cohort readout", "description": "Moderna's Phase 3 norovirus vaccine trial (mRNA-1403, NOVA 301, ~38,000 participants) underwent its interim analysis but did not meet the statistical threshold for early success, the company disclosed on July 31, 2026 alongside Q2 earnings. The trial has already relocated across hemispheres more than once chasing enough norovirus cases; Moderna is now enrolling a fourth cohort after slower-than-expected case accrual, pushing a definitive efficacy readout to 2027-2028 at the earliest. No later public update has moved that window.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://www.biospace.com/news/moderna-maintains-10-growth-target-despite-phase-3-norovirus-miss", "lastUpdated": "2026-09-08", "company": { "slug": "moderna", "name": "Moderna", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Begin Phase 2 expansion of mRNA-4194 Lynch syndrome trial", "description": "Expand the Phase 1/2 INTERCEPT-Lynch study of mRNA-4194, Moderna's cancer-prevention vaccine for people with Lynch syndrome, into a larger Phase 2 across multiple UK centers - the next step after Phase 1 dosing began in 2026 under the UK MHRA's June 8, 2026 authorization. Moderna's public pipeline still lists the program in Phase 1 as of the May 28, 2026 pipeline cut; no later start date for the Phase 2 expansion has been announced.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.biospace.com/press-releases/moderna-and-the-university-of-oxford-receive-uk-authorization-to-begin-phase-1-2-study-of-investigational-mrna-cancer-vaccine-for-people-with-lynch-syndrome", "lastUpdated": "2026-09-08", "company": { "slug": "moderna", "name": "Moderna", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Mature individualized cancer-vaccine trial", "description": "Advance the adjuvant pancreatic-cancer trial of autogene cevumeran with Genentech toward final analysis, testing whether individualized mRNA vaccines can prevent cancer recurrence. The companion colorectal-cancer trial of the same vaccine was terminated on August 28, 2026 after an independent safety monitoring board recommended discontinuing treatment.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.biontech.com/int/en/home/mediaroom/news/press-releases/2026/03/biontech-announces-fourth-quarter-and-full-year-2025-financial.html", "lastUpdated": "2026-08-29", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Advance toward a potential record IPO", "description": "Having confidentially filed a draft S-1 registration with the SEC on June 8, 2026, convert that file into a public offering. CFO Sarah Friar told employees on August 19, 2026 that OpenAI will be a public company in 2027, or sooner only if the business continues to inflect, and the September 2026 listing window the market had circled after earlier WSJ reporting passed with no public S-1. The $852B March 2026 valuation was reconfirmed by a ~$7B employee tender on Aug 10. Enterprise revenue overtaking consumer revenue on Aug 14 and the GPT-6 Astra launch on Sep 3 are the growth story investors will scrutinize alongside compute burn and the path to profitability.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.cnbc.com/2026/08/19/open-ai-ipo-timing-2027-friar.html", "lastUpdated": "2026-09-10", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Sustain enterprise-led growth past $40B+ ARR", "description": "Having reached enterprise/consumer revenue parity roughly two quarters early (Aug 14, 2026), keep scaling agentic and enterprise products - Codex, ChatGPT Work, Presence, GPT-6 Astra and the expanding Daybreak cyber-defense line - to extend the annualized run-rate beyond its current $40B+ level; OpenAI's internal target has been reported around $62B by mid-2027. No newer run-rate figure has been disclosed since the mid-August $40B+ mark.", "targetDate": "Mid-2027", "sortKey": 202706, "source": "https://www.cnbc.com/2026/08/14/openai-cfo-friar-tells-investors-that-enterprise-bigger-than-consumer.html", "lastUpdated": "2026-09-10", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Bring turbine-blade manufacturing in-house at a new Bastrop, Texas foundry", "description": "Elon Musk confirmed on August 29, 2026 that SpaceX is building a foundry in Bastrop, Texas (adjacent to its Starlink factory, on roughly 830 acres quietly acquired between March and June 2026) to cast the nickel-superalloy turbine blades and vanes that are the most bottlenecked part of the gas-turbine supply chain, with major suppliers like GE Vernova sold out of capacity through 2030. Musk said in-house casting can cut up to 18 months off the time to bring new natural-gas turbines online, addressing the power crunch that has constrained buildouts including xAI's Colossus site, though the plan has also drawn early pollution scrutiny given Colossus's own turbine controversy in Memphis.", "targetDate": "2027", "sortKey": 202706, "source": "https://techcrunch.com/2026/08/30/musks-faster-path-to-more-gas-turbines-comes-with-pollution-problem/", "lastUpdated": "2026-09-03", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Open the Borlänge, Sweden data center", "description": "Bring the €1.2B EcoDataCenter-partnered facility in Borlänge online - Mistral's first infrastructure investment outside France - with a 250 MW first phase (Nvidia Vera Rubin GPUs) on a site that can scale to 600 MW, expected to create roughly 200 long-term jobs plus 400 construction jobs over a 7-10 year buildout.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.bloomberg.com/news/articles/2026-02-11/mistral-invests-1-2-billion-in-swedish-ai-data-center-buildout", "lastUpdated": "2026-09-03", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Complete the migration to Nvidia Vera Rubin and land the 10x compute step", "description": "The July 2026 Nvidia deal pairs a reported $5 billion equity investment with prioritized access to Vera Rubin and a stated order-of-magnitude compute increase over the 12 months after the announcement, a platform migration off the Google Cloud TPUs SSI trained on from founding. No public evidence of racks delivered or a training run started has appeared as of 7 September 2026. Watch whether the compute step actually materializes on that timeline, since a hardware migration mid-research-program is a real cost as well as a capability jump.", "targetDate": "2027", "sortKey": 202706, "source": "https://nvidianews.nvidia.com/news/ilya-sutskevers-safe-superintelligence-inc-and-nvidia-announce-long-term-strategic-partnership", "lastUpdated": "2026-09-07", "company": { "slug": "safe-superintelligence", "name": "Safe Superintelligence", "url": "https://www.ventureatlas.org/company/safe-superintelligence", "apiUrl": "https://www.ventureatlas.org/api/company/safe-superintelligence" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Hold the no-interim-product line as capital needs grow", "description": "SSI's differentiator is the commitment to ship nothing before superintelligence, which insulates the research from commercial pressure but also means it must keep raising against zero revenue. It has now taken roughly $8 billion across three rounds in two years, the last from a strategic investor with its own interest in the outcome. As of 7 September 2026 the homepage still states that single-product stance and no commercial surface has appeared.", "targetDate": "2027", "sortKey": 202706, "source": "https://ssi.inc/", "lastUpdated": "2026-09-07", "company": { "slug": "safe-superintelligence", "name": "Safe Superintelligence", "url": "https://www.ventureatlas.org/company/safe-superintelligence", "apiUrl": "https://www.ventureatlas.org/api/company/safe-superintelligence" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Fly Lattice on Hermeus Quarterhorse", "description": "Hermeus selected Anduril on September 3, 2026 to integrate Lattice for Mission Autonomy on Quarterhorse Mk 2, the first third-party Group 5 airframe to carry the stack. Integration is underway and the first mission-autonomy test flight is planned for 2027, a commercial proving ground alongside Anduril's bid for the Air Force Collaborative Combat Aircraft software layer.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.anduril.com/news/hermeus-selects-anduril-to-bring-mission-autonomy-to-high-mach-flight", "lastUpdated": "2026-09-04", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "CCA Increment 1 autonomy down-select and software IOC", "description": "Alongside the June 2026 production award, the Air Force gave Anduril, Shield AI, and Collins Aerospace six-month mission-autonomy contract line items to advance their respective autonomy stacks (Anduril's Lattice for Mission Autonomy, Shield AI's Hivemind, Collins' Sidekick) toward the CCA's initial operating capability criteria; after that six months the Air Force plans to down-select further toward one or two vendors for a second six-month option, with a single autonomy provider and IOC targeted for summer 2027. The Fury's first live AMRAAM shot on July 10, 2026 de-risks the airframe and weapons-integration side of that bid; winning the software layer as well would make Anduril the program's dominant player.", "targetDate": "Mid-2027", "sortKey": 202706, "source": "https://www.airandspaceforces.com/air-force-general-atomics-anduril-cca-production-contracts/", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "NGC2 full-stack fielding to first two Army divisions", "description": "The Army's FY2027 budget request ($3.78 billion for NGC2) funds fielding the full NGC2 stack to two divisions in FY2027, following operational validation at the 4th Infantry Division (including the July 20-29, 2026 Project Convergence-Capstone 6 exercise at Fort Irwin) and the 25th Infantry Division, with three more division equivalents procured for FY2028. In June 2026 the Army named Anduril as lead integrator for the NGC2 common data layer baseline, with Palantir's Foundry contributing the edge-to-cloud data mesh alongside Anduril's Lattice - Anduril leads the full-stack rollout at 4th ID and Lockheed Martin leads at 25th ID. The Army wants all 11 divisions equipped within five years, a multi-year revenue runway for Palantir even as its data-layer role sits within a broader multi-vendor stack rather than as sole platform.", "targetDate": "2027", "sortKey": 202706, "source": "https://defensescoop.com/2026/06/22/army-taps-anduril-lead-ngc2-common-data-layer-baseline/", "lastUpdated": "2026-08-28", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "First CFSN deliverables to Germany", "description": "Under the CFSN program (reported at €580M total), Helsing is to deliver two experimental uncrewed combat aircraft, two ground control stations and a government-owned reference architecture across two tranches spanning 2026-2027 - the software backbone Germany is building as FCAS's replacement. The Bundestag budget committee formally approved an initial ~€220M tranche for the mission-system component on July 8, 2026, as part of a broader €9.5B+ defense procurement package that also cleared a separate €540M medium-range loitering-munition buy from Helsing and Stark. Watch for the first tranche handover and whether other nations plug into the reference architecture.", "targetDate": "2027", "sortKey": 202706, "source": "https://table.media/en/security/news/bundestags-budget-committee-approves-combat-drone-procurement-and-sets-contract-limits", "lastUpdated": "2026-09-11", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Fly hypersonic test payloads under MACH-TB 2.0", "description": "Inversion's selection into Kratos' MACH-TB 2.0 program gives it a paying use for reentry itself. Kratos completed its $50 million, 68,000-square-foot Indiana Payload Integration Facility in Crane, Indiana on July 28, 2026, ahead of schedule, the dedicated site built to prep hypersonic test payloads like Arc for flight. Watch for the first task order and the first customer payload flown through hypersonic conditions on an Inversion vehicle, the point at which the reentry capability starts generating revenue independently of the cargo-delivery thesis.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.kratosdefense.com/newsroom/kratos-completes-construction-of-50-million-state-of-the-art-hypersonic-systems-payload-integration-facility-in-indiana-ahead-of-schedule", "lastUpdated": "2026-08-29", "company": { "slug": "inversion-space", "name": "Inversion Space", "url": "https://www.ventureatlas.org/company/inversion-space", "apiUrl": "https://www.ventureatlas.org/api/company/inversion-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Deliver reentry hardware for Golden Dome interceptors", "description": "Under the Anduril-led space-based interceptor team named in May 2026, Inversion's maneuvering and reentry work feeds the Space Force's Golden Dome architecture. All 12 SBI prototype teams, including Anduril's, cleared Gate 1 (design lock and component-level testing) by the August 11, 2026 Space and Missile Defense Symposium and are moving into Gate 2, building hardware meant to operate in space; two further gates prove on-orbit performance and integration into the wider architecture, which the service wants to demonstrate initial capability for by 2028. That schedule now carries real funding risk: Golden Dome's fiscal 2027 budget is roughly 97 percent dependent on a second reconciliation bill with thin bipartisan support, and program director Gen. Michael Guetlein warned in August 2026 that a funding lapse in October 2026 would halt the program outright. Watch for Gate 2 completion, a defined subcontract scope for Inversion specifically, and any prototype flight demonstration tied to it.", "targetDate": "2027", "sortKey": 202706, "source": "https://breakingdefense.com/2026/08/space-based-interceptor-contractors-passed-first-golden-dome-milestone-guetlein/", "lastUpdated": "2026-08-29", "company": { "slug": "inversion-space", "name": "Inversion Space", "url": "https://www.ventureatlas.org/company/inversion-space", "apiUrl": "https://www.ventureatlas.org/api/company/inversion-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Demonstrate a hypersonic missile launch from an unmanned surface vessel", "description": "Saronic and Castelion are integrating Castelion's hypersonic strike missile with a Saronic medium USV, with a demonstration launch from the vessel planned for 2027. If it works, it moves the USV category from surveillance, logistics, and one-way attack into long-range strike from an uncrewed hull. No launch from a Saronic hull has been reported as of September 2026.", "targetDate": "2027", "sortKey": 202706, "source": "https://medium.com/saronic-technologies/saronic-and-castelion-to-demonstrate-first-of-its-kind-maritime-hypersonic-launch-capability-b14ad34ccba8", "lastUpdated": "2026-09-07", "company": { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Convert the Navy carrier CCA design study into a program", "description": "GA-ASI has been designing a carrier-capable Collaborative Combat Aircraft for the Navy since October 2025, with the modular Gambit 5 as its basis. Carrier qualification is the hardest environment in uncrewed aviation and the Navy has not yet committed to a production program.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.ga-asi.com/ga-asi-selected-to-support-us-navy-cca-design-effort", "lastUpdated": "2026-09-06", "company": { "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" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "AxEMU Sortie Suit crewed demonstration readiness", "description": "NASA directed Axiom this week to develop a lighter Sortie Suit variant of AxEMU so astronauts can walk on the Moon as early as 2028, cutting mass and complexity and simplifying interfaces with SpaceX and Blue Origin landers. Artemis program manager Jeremy Parsons ordered the change after the Aerospace Safety Advisory Panel said NASA leadership is meeting Axiom six days a week and shortening certification-duration requirements; the original AxEMU spec, which NASA's inspector general called over-burdensome, had driven the design over its mass budget. Axiom still has a four-suit, $228.5M task order for Artemis IV (the first crewed landing after Artemis III became a non-landing rendezvous test). The next watch item is whether the slimmed suit can complete qualification in time for a 2027 ISS or Artemis III demo and a 2028 landing, versus the Inspector General's April 2026 warning that historical testing averages could still push the suit toward 2031.", "targetDate": "Mid-2027", "sortKey": 202706, "source": "https://arstechnica.com/space/2026/09/wary-of-artemis-iv-timeline-nasa-is-changing-lunar-spacesuit-design/", "lastUpdated": "2026-09-04", "company": { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Third orbital data center node (AxODC Node ISS) with Spacebilt", "description": "Axiom and Spacebilt, with Skyloom providing an SDA Tranche 1-compatible optical communications terminal and Phison Electronics and Microchip Technology supplying storage and compute hardware, plan to add a third Orbital Data Center node aboard the ISS itself in 2027 - alongside the two nodes already flying on Kepler's constellation - extending Axiom's space-based cloud-computing and AI/ML network, which the company is also positioning for potential use in the Pentagon's proposed Golden Dome missile-defense architecture. Reverified September 12, 2026: Axiom's newsroom has no later ODC-node date or hardware update.", "targetDate": "2027", "sortKey": 202706, "source": "https://spacenews.com/axiom-and-spacebilt-to-establish-iss-data-center-node/", "lastUpdated": "2026-09-12", "company": { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Vast-1: first crewed mission to Haven-1", "description": "Four astronauts, including French ESA reserve astronaut Arnaud Prost as flight test engineer, would arrive within weeks of launch on a SpaceX Dragon for a roughly two-week stay - but timing depends on SpaceX verifying Haven-1 is safe for Dragon docking, which CEO Max Haot has said could take from two weeks to much longer. Watch crew announcements and docking-verification progress.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.vastspace.com/updates/france-vast-two-mission-agreement-iss-haven-1", "lastUpdated": "2026-09-08", "company": { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "A16 volume production", "description": "TSMC's first node with Super Power Rail backside power delivery enters volume production, now targeted for 2027 after the April 2026 roadmap update moved it from H2 2026. TSMC confirmed in August 2026 that development and verification are complete and that initial Q4 2026 production is on track, but broad-based volume production tied to customer qualification remains a 2027 event. TSMC's homepage still features A16 with Super Power Rail as the HPC/AI backside-power node. Watch whether AI/HPC lead customers land on schedule.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.tsmc.com/english/dedicatedFoundry/technology/logic/l_A16", "lastUpdated": "2026-09-11", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Meet near-doubled chipmaking-tool demand across ~20 simultaneous fab builds", "description": "Deputy co-COO Cliff Hou said at a Semicon Taiwan fireside chat, reported by Bloomberg on September 2, 2026, that TSMC's own estimate of quarterly equipment purchases has risen to about 1.9x what it projected in December 2025, as AI chip demand keeps outrunning capacity plans. TSMC is simultaneously constructing nearly 20 wafer fabs (13 in Taiwan, 5-6 overseas) - four to five times its normal construction pace - and flagged a shortage of experienced construction workers in Taiwan as a growing constraint on how fast that capacity can come online.", "targetDate": "Ongoing through 2027", "sortKey": 202706, "source": "https://www.bloomberg.com/news/articles/2026-09-02/tsmc-s-quarterly-chipmaking-tool-needs-almost-doubled-this-year", "lastUpdated": "2026-09-05", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "First High-NA production insertion: Intel 14A risk production", "description": "Intel's 14A node is the first process natively built around High-NA EUV, with risk production slated for 2027 and high-volume manufacturing in 2027-2028. Intel already dual-qualified select Panther Lake (18A) layers on High-NA in July 2026 as an interim validation step; ASML plans 80-85 low-NA EUV systems for 2027 alongside the High-NA ramp. Re-verified September 2026: no change to the 14A timing, and Semicon Taiwan comments focused on EXE availability rather than a new Intel insertion date.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.asml.com/en/news/press-releases/2026/high-na-euv-reaches-new-readiness-milestone", "lastUpdated": "2026-09-06", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Stand up the 2 GW Australia DSX AI factory buildout", "description": "Nvidia's September 9, 2026 announcement with Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk targets up to 2 gigawatts of land, power and shell capacity for NVIDIA DSX AI factories in Australia by 2027. Sharon AI said it is deploying up to 68,000 Nvidia GPUs; IREN cited its 800-megawatt Bundey campus in South Australia. Watch partner site deliveries against the 2027 capacity target.", "targetDate": "2027", "sortKey": 202706, "source": "https://nvidianews.nvidia.com/news/nvidia-expands-ai-infrastructure-capacity-in-partnership-with-australias-data-center-ecosystem", "lastUpdated": "2026-09-10", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Begin international TENER Sodium deliveries", "description": "CATL said at the June 2026 Munich launch that global TENER Sodium shipments start in June 2027, a year after first China customer deliveries. The dated export window includes an MOU with Dutch energy company Alfen for 5 GWh of TENER Sodium in Europe and the export tranche of the three-year, 60 GWh HyperStrong order. It is the first scheduled date on which a commercial sodium-ion grid system is supposed to leave China at scale.", "targetDate": "June 2027", "sortKey": 202706, "source": "https://www.catl.com/en/news/6861.html", "lastUpdated": "2026-09-10", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Begin small-batch all-solid-state production", "description": "CATL targets small-scale all-solid-state manufacturing in 2027 at roughly 5 GWh of capacity. Chairman Robin Zeng and Chief Scientist Wu Kai have been pointedly cautious about what follows: as of August 2026 the technology, internally called Ningde Shidai All-Solid-State, sits at level four of nine on the readiness scale with a goal of reaching level seven or eight by the 2027 pilot stage, early applications will be limited to cars priced above RMB250,000, and Zeng puts the odds of million-vehicle solid-state installations before 2030 as very small. CATL reiterated this timeline to investors in an August 2026 Q&A, in a race with BYD over which company reaches small-scale solid-state production first; CATL's cells are reported at 500 Wh/kg energy density, though sulfide solid-state cells remain three to five times costlier than conventional lithium-ion.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.electrive.com/2026/08/11/catl-targets-2027-start-for-solid-state-battery-pilot-production/", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Begin Crusoe deliveries for AI data centers", "description": "The 12 GWh strategic capacity agreement with Crusoe starts delivering in 2027, with every system built at Form Factory 1 in Weirton. It is the first of Form's AI-driven agreements to reach hardware.", "targetDate": "2027", "sortKey": 202706, "source": "https://formenergy.com/form-energy-crusoe-announce-agreement-for-12-gigawatt-hours-of-iron-air-batteries-for-ai-data-centers/", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Go public", "description": "Form plans an initial public offering in 2027, which would make it the first pure-play long-duration storage manufacturer on the public markets and the clearest test yet of whether investors will underwrite multi-day storage economics. Form selected JPMorgan and Jefferies as lead bookrunners on June 17, 2026, an early concrete step toward the listing.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.axios.com/pro/climate-deals/2026/06/17/form-energy-ipo-bookrunners-jpm-jefferies-gs-ms", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Move LMR cells from lab protocol to EV-scale product", "description": "The September 7, 2026 Nature Communications work showed 40 Ah LMR cells can hold 92.2% energy after 883 cycles by tightening the voltage window (4.3 V charge / 2.0 V discharge) and cooling formation to cut gas. The next test is whether that electrochemical protocol, rather than a new cathode recipe, can be locked into a commercial large-format EV cell without giving back the energy-density advantage that makes manganese-rich, cobalt-free LMR attractive versus NMC.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://en.prnasia.com/releases/global/lg-energy-solution-and-seoul-national-university-open-the-door-to-commercializing-next-generation-lmr-batteries-546743.shtml", "lastUpdated": "2026-09-08", "company": { "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" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Run the Anduril GEO rendezvous-and-proximity-operations demo", "description": "Ride Helios to geosynchronous orbit, detach, and use Anduril's mission data processor, long-wave infrared imager, and other sensor payloads to autonomously image and maneuver around designated objects without direct human control, a strategically watched capability given how much high-value military and commercial hardware sits in GEO. Anduril and Impulse originally targeted late 2026 for this demo when they announced it in September 2025, but it rides the same Helios vehicle now confirmed for a first half of 2027 debut, pushing the demo's realistic window to 2027 as well.", "targetDate": "2027", "sortKey": 202706, "source": "https://spacenews.com/impulse-space-and-anduril-to-demonstrate-autonomous-spacecraft-maneuvers-in-geo/", "lastUpdated": "2026-09-12", "company": { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": null }, { "title": "Build and launch ADRAS-J2 to actually remove the rocket body", "description": "Complete the Phase II servicer for JAXA's debris removal program and return to the spent H-IIA upper stage that ADRAS-J surveyed, this time capturing it with a robotic arm and deorbiting it. On September 1, 2026 Astroscale selected Isar Aerospace to launch ADRAS-J2 on a Spectrum rocket from Andoya Spaceport, Norway. It would be the first commercial removal of a large piece of debris from orbit.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://isaraerospace.com/press/isar-aerospace-secures-first-active-debris-removal-mission-with-astroscale", "lastUpdated": "2026-09-01", "company": { "slug": "astroscale", "name": "Astroscale", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Fly the first United Therapeutics formulation missions", "description": "Begin processing small-molecule treatments for rare pulmonary disease aboard W-Series spacecraft under the collaboration announced in May 2026, using microgravity's effect on crystallization to chase formulations with better stability and bioavailability. CEO Will Bruey has said he expects the first United Therapeutics drug to fly in 2027; the partnership covers multiple low Earth orbit missions and is the first time a public pharmaceutical company has funded commercial space manufacturing from its own balance sheet.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.technologyreview.com/2026/05/13/1137153/varda-united-therapeutics-drug-manufacturing-in-space/", "lastUpdated": "2026-09-01", "company": { "slug": "varda", "name": "Varda Space Industries", "url": "https://www.ventureatlas.org/company/varda", "apiUrl": "https://www.ventureatlas.org/api/company/varda" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Launch Starcloud-2, the first commercial orbital data center", "description": "Starcloud-2 is now two 8 kW satellites on 2027 rideshares, each meant to carry a GPU cluster, an AWS server blade, bitcoin mining ASICs, and a pair of Starlink Mini Laser terminals. It is the first test of whether Starcloud can dissipate the waste heat that dense compute generates in vacuum, which is the engineering problem that decides whether any of the larger designs are possible. Johnston also said the company is considering a dedicated Falcon 9 to fly more spacecraft.", "targetDate": "2027", "sortKey": 202706, "source": "https://techcrunch.com/2026/08/21/starcloud-raises-200-million-for-orbital-data-centers-as-launch-options-dry-up/", "lastUpdated": "2026-09-07", "company": { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Sell GPU capacity from orbit through Crusoe Cloud", "description": "Crusoe agreed in October 2025 to deploy Crusoe Cloud on a Starcloud satellite and offer limited GPU capacity from early 2027, which would make it the first cloud operator selling compute from space. That window now sits against a 2027 Starcloud-2 launch rather than a late-2026 deploy, and Crusoe has not restated the date since the slip.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.globenewswire.com/fr/news-release/2025/10/22/3171162/0/en/Crusoe-to-Become-First-Cloud-Operator-in-Space-Through-Strategic-Partnership-with-Starcloud.html", "lastUpdated": "2026-09-07", "company": { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Bring Starcloud-2 to full commercial operation in sun-synchronous orbit", "description": "The official product page still targets full operation in 2027, in a sun-synchronous orbit that keeps the arrays in sunlight more than 95% of the time so the GPU cluster can run continuously rather than duty-cycled the way Starcloud-1 does. Persistent storage and 24/7 access are what would let it serve terrestrial customers rather than only other spacecraft.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.starcloud.com/starcloud-2", "lastUpdated": "2026-09-07", "company": { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Bring the permanent 1.2 GW gas plant online; remove temporary Colossus turbines", "description": "Under a July 31, 2026 agreed order with the Mississippi Department of Environmental Quality, phase out the roughly 69 temporary gas turbines powering Colossus as a permitted 1.2 GW natural-gas plant (41 turbines, authorized under a March 2026 Clean Air Act permit) comes online. Removal began as early as August 2026, but construction of the permanent plant is running behind schedule on supply-chain delays for its turbines, and regulators have set a December 31, 2026 deactivation deadline for some units alongside the original July 2027 full-removal date for the rest. The underlying NAACP Clean Air Act lawsuit over the unpermitted units remains unresolved: a preliminary-injunction hearing that could have forced an earlier shutdown was scheduled for August 24, 2026 but was postponed per an August 21 court notice, with no new date set as of late August, while the Department of Justice separately continues pressing to intervene and dismiss the suit on national-security grounds.", "targetDate": "July 2027", "sortKey": 202707, "source": "https://www.aol.com/articles/spacexai-hearing-decide-future-southaven-100436000.html", "lastUpdated": "2026-08-29", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Win the CCA primary mission-autonomy selection", "description": "The Air Force is running two six-month competitive phases, with Shield AI, Anduril and RTX Collins Aerospace funded for the first, before naming a primary mission-autonomy provider for CCA Increment 1 by summer 2027. Whoever wins supplies the brain for at least 150 combat aircraft this decade, on airframes built by General Atomics and Anduril, so this single decision is worth more to Shield AI than any hardware program it owns. Hivemind has already flown on Anduril's YFQ-44A, completing a full set of mission-autonomy test points on February 26, 2026 and handing control back and forth mid-flight with Anduril's own Lattice stack, while Collins' rival Sidekick software has flown on General Atomics' YFQ-42A.", "targetDate": "Summer 2027", "sortKey": 202707, "source": "https://shield.ai/hivemind-successfully-completes-first-cca-flight-test-aboard-andurils-yfq-44a-aircraft/", "lastUpdated": "2026-09-02", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "See which mission autonomy wins the CCA down-select", "description": "The Air Force runs two six-month competitive phases, funded for Anduril, RTX Collins Aerospace and Shield AI, before naming a primary mission-autonomy provider for CCA Increment 1 by summer 2027. General Atomics holds one of the six baseline autonomy contracts but is not in the funded phase, and Collins' Sidekick software is what has flown the YFQ-42A, so the down-select decides who owns the most valuable layer of GA-ASI's flagship program.", "targetDate": "Summer 2027", "sortKey": 202707, "source": "https://www.airforce-technology.com/news/usaf-cca-contracts-software/", "lastUpdated": "2026-09-06", "company": { "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" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Sixth ISS private astronaut mission (PAM-6)", "description": "Vast's first NASA private astronaut mission - up to 14 days aboard the ISS via Falcon 9/Dragon. Three of four crew seats are now named: commander Thomas Pesquet (France), pilot Ales Svoboda (Czech Republic), and, as of the September 9, 2026 Paris announcement, mission specialist Dr. Adrianos Golemis (Greece), an ESA flight surgeon who would become the first Greek citizen to visit the ISS. The fourth seat is still unannounced. All assignments remain subject to ISS Multilateral Crew Operations Panel approval. Golemis is scheduled to begin US training with Vast, SpaceX, and NASA in September 2026. Watch for the remaining crew announcement and mission manifest details.", "targetDate": "Summer 2027", "sortKey": 202707, "source": "https://www.vastspace.com/updates/greece-vast-esa-first-greek-astronaut-private-mission-nasa", "lastUpdated": "2026-09-11", "company": { "slug": "vast", "name": "Vast", "url": "https://www.ventureatlas.org/company/vast", "apiUrl": "https://www.ventureatlas.org/api/company/vast" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Bring LG Energy Solution's Lansing, Michigan LFP cells online for Megapack 3", "description": "A $4.3B, three-year supply agreement confirmed by the US government in March 2026 has LG Energy Solution build a new plant in Lansing, Michigan to supply LFP prismatic cells for Megapack 3, diversifying Tesla's cell sourcing away from CATL and BYD toward domestic, non-Chinese supply as the Houston Megafactory's Megapack 3 line ramps. LG Energy Solution began production at the Lansing plant on August 18, 2026 - a former GM Ultium Cells joint-venture site LG took full ownership of in 2025 - but the dedicated Megapack 3 LFP-cell deliveries under the Tesla supply agreement are still slated to run August 2027 through July 2030, so the plant opening is a step toward the target rather than its completion. No later public update has moved that August 2027 start as of mid-September 2026.", "targetDate": "August 2027", "sortKey": 202708, "source": "https://news.lgensol.com/company-news/press-releases/5163/", "lastUpdated": "2026-09-12", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Arizona Fab 21 Phase 2 begins 3nm production", "description": "The most advanced node yet manufactured in the US: construction finished months ahead of schedule, equipment move-in starts Q3 2026, pilot 3nm production is targeted for early 2027, and volume N3 production for Q3 2027 - pulled in roughly a year from the original plan.", "targetDate": "Q3 2027", "sortKey": 202708, "source": "https://www.tomshardware.com/tech-industry/semiconductors/tsmc-brings-its-most-advanced-chipmaking-node-to-the-us-yet-to-begin-equipment-installation-for-3mn-months-ahead-of-schedule-arizona-fab-slated-for-production-in-2027", "lastUpdated": "2026-09-01", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Start Tesla-specific LFP prismatic cell production at the Lansing, Michigan plant", "description": "The all-new Lansing, Michigan plant (a former planned third GM Ultium JV site, now wholly LGES-owned) started general production on August 18-19, 2026, making LFP cells for grid storage and NMC cells for Toyota's 2027 electric Highlander. The Tesla-specific piece - LFP prismatic cells for Megapack 3 under a $4.3B, three-year agreement confirmed by the US government in March 2026 - remains on track to begin in 2027 with options to extend supply and volume further, diversifying Tesla's Megapack cell sourcing away from CATL and BYD toward domestic, non-Chinese supply.", "targetDate": "August 2027", "sortKey": 202708, "source": "https://www.techtimes.com/articles/325039/20260819/lg-energy-solution-lansing-plant-opens-gm-left-toyota-tesla-moved.htm", "lastUpdated": "2026-09-11", "company": { "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" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Pallas-1 first-stage recovery hardware and landing attempt", "description": "Having flown Pallas-1's expendable debut on September 1, 2026, Galactic Energy plans to phase in the grid fins and other descent-control hardware needed for booster recovery starting with the third flight, building toward a first downrange first-stage landing attempt in the second half of 2027 and, eventually, reflying recovered boosters up to 25 times each.", "targetDate": "H2 2027", "sortKey": 202709, "source": "https://spacenews.com/galactic-energys-pallas-1-rocket-reaches-orbit-on-debut-launch/", "lastUpdated": "2026-09-06", "company": { "slug": "galactic-energy", "name": "Galactic Energy", "url": "https://www.ventureatlas.org/company/galactic-energy", "apiUrl": "https://www.ventureatlas.org/api/company/galactic-energy" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "List on the Shanghai STAR Market", "description": "Progress toward an IPO on Shanghai's STAR Market, reportedly targeted for the second half of 2027 once Hyperbola-3 has completed its debut orbital flight and sea-recovery attempt - a milestone China's fifth listing standard requires for a reusable medium/large launch vehicle.", "targetDate": "H2 2027", "sortKey": 202709, "source": "https://spacenews.com/chinas-ispace-raises-first-batch-of-series-e-funding-for-reusable-rocketry/", "lastUpdated": "2026-09-07", "company": { "slug": "ispace", "name": "iSpace (Interstellar Glory)", "url": "https://www.ventureatlas.org/company/ispace", "apiUrl": "https://www.ventureatlas.org/api/company/ispace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Stand up Nscale Vera Rubin compute in Barstow", "description": "Nscale's initial GPUs for Figure are targeted for deployment starting in the second half of 2027 at its Barstow, Texas site, with Nscale becoming Figure's preferred compute provider and a shareholder. Watch whether the first Vera Rubin racks land on that H2 2027 window and whether the commitment scales from $3.5 billion toward the stated $6 billion-plus ceiling.", "targetDate": "H2 2027", "sortKey": 202709, "source": "https://www.reuters.com/technology/ai-cloud-firm-nscale-commits-compute-worth-35-billion-figures-robotics-ambitions-2026-09-03/", "lastUpdated": "2026-09-04", "company": { "slug": "figure-ai", "name": "Figure AI", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Begin Cosmos midsize production at AMP-2 (delayed to H2 2027)", "description": "Lucid's stated plan, pushed back roughly a year during the August 4, 2026 operational reset, is to begin Cosmos production at its AMP-2 plant in King Abdullah Economic City, Saudi Arabia in the second half of 2027, with early production batches shipped to the U.S.; Casa Grande, Arizona (AMP-1) production of Cosmos is set to follow roughly 6-12 months later. As of August 2026 AMP-2 has moved from construction into the industrialization phase, with stamping, body, paint and final-assembly systems being installed and commissioned toward a targeted early-2027 production readiness. CEO Silvio Napoli said the midsize platform will launch only once quality and process requirements are met. The Gravity-based robotaxi remains on track for production later in 2026, moving Lucid past its luxury niche and feeding the Uber robotaxi network.", "targetDate": "H2 2027", "sortKey": 202709, "source": "https://insideevs.com/news/803792/lucid-midsize-ev-production-2027/", "lastUpdated": "2026-09-03", "company": { "slug": "lucid-motors", "name": "Lucid Motors", "url": "https://www.ventureatlas.org/company/lucid-motors", "apiUrl": "https://www.ventureatlas.org/api/company/lucid-motors" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Certify the H500A motor and the ALIA CX300", "description": "H500A electric motor certification has slipped past the original H1 2026 target. In its Q2 2026 results (August 12, 2026), BETA reported it reached agreement with the FAA on a continued-rotation compliance approach for the motor, completed durability and lightning-strike teardowns with strong results, and substantially completed software requirements-based testing, with formal FAA testing now underway. CX300 type certification remains targeted for the second half of 2027 per CEO Kyle Clark (from an original late-2025 goal), with commercial operations following and the A250 eVTOL certified around 2028.", "targetDate": "H2 2027 (CX300)", "sortKey": 202709, "source": "https://www.businesswire.com/news/home/20260812353945/en/BETA-Technologies-Inc.-Announces-Second-Quarter-2026-Results", "lastUpdated": "2026-08-29", "company": { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Freeze aircraft design and begin conforming-prototype assembly", "description": "Eve plans to freeze the aircraft design by year-end 2026 after completing critical design reviews with 21 major suppliers, then assemble six certification-conforming prototypes through 2027, leading to the first crewed conforming-prototype flight in the second half of 2027 and opening the ~12-month conforming flight-test campaign ANAC requires.", "targetDate": "H2 2027", "sortKey": 202709, "source": "https://m.investing.com/news/transcripts/earnings-call-transcript-eve-holding-lifts-outlook-in-q2-2026-progress-update-93CH-4834406", "lastUpdated": "2026-09-03", "company": { "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" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Rubin Ultra NVL576", "description": "The mid-generation upgrade scales to 576 GPUs per ~600 kW rack with 15 exaflops of FP4 inference and 365 TB of fast memory - a rack so power-dense it will force data-center redesigns. A SemiAnalysis report (July 6, 2026, via CNBC) says the Kyber rack-scale system meant to house it has slipped more than 12 months to 2028 on persistent PCB midplane manufacturing problems, with a stopgap design reportedly scrapped after customer pushback; Nvidia disputes the report and says its product roadmap is 'intact,' so whether Kyber/Rubin Ultra ships on the original H2 2027 timeline or slips is now a live open question.", "targetDate": "H2 2027", "sortKey": 202709, "source": "https://www.cnbc.com/2026/07/06/nvidia-kyber-rack-system-delays-manufacturing-taiwan-rubin-chips-.html", "lastUpdated": "2026-08-30", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Deploy the first Aurora powerhouse", "description": "Oklo is targeting late 2027-2028 for its first Aurora deployment at Idaho National Laboratory, which would make it one of the first commercial advanced fast-fission plants in the U.S. Management reaffirmed the 2028 commercial start-up target on its August 7, 2026 earnings call, and no later public change to that date has been issued as of September 10, 2026.", "targetDate": "Late 2027-2028", "sortKey": 202710, "source": "https://www.sec.gov/Archives/edgar/data/0001849056/000162828026034095/oklo-20260331.htm", "lastUpdated": "2026-09-10", "company": { "slug": "oklo", "name": "Oklo", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Deliver first Superpower units to Crusoe", "description": "Begin handing over the first units from the 29-turbine, $1.25B+ Crusoe order in late 2027 (per CEO Blake Scholl in June 2026), then ramp Superpower production toward 1 GW in 2028, 2 GW in 2029, and 4 GW in 2030 to fund Overture development.", "targetDate": "Late 2027 (first deliveries); 2030 (4 GW/yr)", "sortKey": 202710, "source": "https://aerospaceamerica.aiaa.org/boom-supersonic-targeting-late-2027-for-first-deliveries-of-ground-turbines-ceo-says/", "lastUpdated": "2026-09-07", "company": { "slug": "boom-supersonic", "name": "Boom Supersonic", "url": "https://www.ventureatlas.org/company/boom-supersonic", "apiUrl": "https://www.ventureatlas.org/api/company/boom-supersonic" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Right-size Europe to an asset-light, distributor-led model without exiting the market", "description": "NIO has been quietly retrenching its direct-sales European operations through mid-2026: it closed its Hamburg Nio House flagship showroom on July 20, shut its Weiterstadt, Germany service hub days later, and let deputy Germany chief Christian Wiegand depart (effective July 31) without naming a replacement, after first-half 2026 German registrations collapsed 87.6% YoY to just 15 units. Exclusive reporting says NIO has told European customers not to expect next-generation NT3 models (replacing the NT2.0-era ET5/ET5 Touring/EL6/EL8 sold in Europe) until late 2027 or early 2028, and has ruled out building new fourth- or fifth-generation battery-swap stations on the continent, shifting Germany, the Netherlands, and Sweden toward a distributor model (Norway may keep direct sales). NIO's Norwegian unit publicly pushed back, calling the coverage an 'unnuanced picture' and framing the shift as reprioritizing toward long-term value rather than abandoning Europe. The retrenchment showed up in the numbers through August: NIO Group's combined European registrations (NIO brand plus firefly) totaled just 88 vehicles for the month, down 24.1% YoY from 116 even with firefly's growing export volume now folded into the tally. The open question is whether the asset-light pivot stabilizes the region before the NT3 refresh arrives, or whether NIO's European ambitions - separate from firefly's export-led growth in smaller, lower-tariff markets - keep shrinking.", "targetDate": "Late 2027-early 2028 (NT3 models)", "sortKey": 202710, "source": "https://eletric-vehicles.com/nio/nio-groups-european-registrations-fall-in-august-despite-sub-brands-first-deliveries/", "lastUpdated": "2026-08-31", "company": { "slug": "nio", "name": "NIO", "url": "https://www.ventureatlas.org/company/nio", "apiUrl": "https://www.ventureatlas.org/api/company/nio" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Dresden ESMC fab starts production", "description": "TSMC's €10B+ European joint venture with Bosch, Infineon, and NXP (TSMC 70%) finished structural construction in late 2025; equipment move-in runs through H2 2026 with production of 28/22nm and 16/12nm automotive-class chips targeted for late 2027 at 40k wafers/month.", "targetDate": "Late 2027", "sortKey": 202710, "source": "https://www.trendforce.com/news/2025/11/20/news-tsmc-dresden-fab-reportedly-wraps-structural-build-eyes-equipment-move-in-in-2h26/", "lastUpdated": "2026-09-01", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Launch Starmind AI1 orbital-compute prototype", "description": "SpaceX and Nvidia are jointly developing Starmind, satellites pairing a space-optimized version of Nvidia's Vera Rubin NVL72 system (Vera CPUs and Rubin GPUs) to run AI workloads from low Earth orbit. On August 24, 2026 Elon Musk said the first-generation AI1 satellite (roughly 20 meters tall, 70 meters wide, about 150 kilowatts peak power and 120 kilowatts average compute) will now launch in Q4 2027, pulled forward from a prior 2028 target, with volume launches and a larger commercial orbital-compute constellation reaching significant scale in 2028. The announcement drove a roughly 3% jump in SpaceX shares.", "targetDate": "Q4 2027", "sortKey": 202711, "source": "https://www.bloomberg.com/news/articles/2026-08-24/spacex-s-musk-sees-orbital-data-center-launch-near-end-of-2027", "lastUpdated": "2026-08-27", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "TeraWave constellation deployment begins", "description": "Begin deploying the 5,408-satellite TeraWave broadband network (5,280 LEO + 128 MEO satellites in Q/V-band) on New Glenn rockets, delivering up to 144 Gbps LEO and 6 Tbps MEO optical capacity for enterprise, data center, and government customers worldwide. Blue Origin's roadmap ties TeraWave's larger satellite batches to the upgraded New Glenn 9x4 variant rather than the current 7x2 vehicle. Blue Origin's FCC application (filed January 2026) remains in regulatory review; reverified in late August 2026, the Q4 2027 deployment start is unchanged. Bloomberg reported September 3, 2026 that Blue Origin has hired at least 47 Amazon Leo veterans over the past year - including a director of recruiting and two vice presidents since March - to build out the TeraWave team, a sign of ramping investment ahead of deployment.", "targetDate": "Q4 2027", "sortKey": 202711, "source": "https://satnews.com/2026/03/04/blue-origin-accelerates-new-glenn-9x4-production-and-terawave-constellation-development/", "lastUpdated": "2026-09-05", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Fly three dedicated Vikram missions for HEX20", "description": "Skyroot signed its first large commercial launch agreement on August 6, 2026, with Kerala-based satellite operator HEX20: three dedicated Vikram-series missions to deliver HEX20's Earth-observation satellites and in-orbit demonstration payloads to low Earth orbit, plus rideshare capacity for third-party spacecraft. It is the company's first firm commercial deal since the July 2026 Vikram-1 orbital debut.", "targetDate": "Q4 2027", "sortKey": 202711, "source": "https://timesofindia.indiatimes.com/city/hyderabad/skyroot-aerospace-inks-multi-launch-pact-with-hex20-for-vikram-missions/articleshow/133112903.cms", "lastUpdated": "2026-09-06", "company": { "slug": "skyroot", "name": "Skyroot Aerospace", "url": "https://www.ventureatlas.org/company/skyroot", "apiUrl": "https://www.ventureatlas.org/api/company/skyroot" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Build out exclusive Nvidia compute, including the Starmind AI1 orbital satellite", "description": "On SpaceX's August 4, 2026 earnings call, Elon Musk said SpaceX and xAI will go exclusively with Nvidia GPUs and Vera CPUs for AI compute going forward ('we're exclusive to Nvidia'), calling the Vera Rubin architecture the best available platform. Beyond terrestrial data centers, SpaceX and Nvidia are jointly developing Starmind AI1, the first of a planned constellation of orbital AI-compute satellites, carrying a full Nvidia Vera Rubin NVL72 rack (72 GPUs, ~250kW peak/175kW average power via 75-meter solar panels and 30-meter radiative cooling panels). Prototype testing is targeted for early 2027, with mass production at a new 'Gigasat' facility and commercial launches at scale targeted for Q4 2027 and beyond, as part of a stated plan to scale installed AI compute to ~2 GW by end-2026 and roughly 10 GW by end-2027.", "targetDate": "Q4 2027", "sortKey": 202711, "source": "https://www.forbes.com/sites/jonmarkman/2026/08/07/spacex-goes-exclusive-with-nvidia-putting-rubin-gpus-in-orbit/", "lastUpdated": "2026-08-29", "company": { "slug": "xai", "name": "xAI", "url": "https://www.ventureatlas.org/company/xai", "apiUrl": "https://www.ventureatlas.org/api/company/xai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Starmind AI1 orbital-compute satellites with SpaceX", "description": "Nvidia is jointly developing Starmind with SpaceX - satellites pairing a space-optimized version of Nvidia's Vera Rubin NVL72 system (Vera CPUs and Rubin GPUs) to run AI workloads from low Earth orbit. On August 24, 2026 Elon Musk said the first-generation AI1 satellite (roughly 20 meters tall, 70 meters wide, about 150 kilowatts peak power and 120 kilowatts average compute) will now launch in Q4 2027, pulled forward from a prior 2028 target, with volume launches and a larger commercial orbital-compute constellation reaching significant scale in 2028.", "targetDate": "Q4 2027", "sortKey": 202711, "source": "https://www.bloomberg.com/news/articles/2026-08-24/spacex-s-musk-sees-orbital-data-center-launch-near-end-of-2027", "lastUpdated": "2026-08-27", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "First flight of the cryogenic Vikram-2", "description": "Vikram-2 pairs the solid lower stages with the 3D-printed Dhawan cryogenic upper stage for 900 kg to low Earth orbit, moving Skyroot out of the smallest launch class. Dhawan-III cleared a 145-second endurance burn in February 2026; liftoff is targeted for the end of 2027.", "targetDate": "End of 2027", "sortKey": 202712, "source": "https://www.business-standard.com/companies/people/skyroot-s-next-mission-one-launch-a-month-vikram-2-liftoff-by-2027-end-126073101357_1.html", "lastUpdated": "2026-09-06", "company": { "slug": "skyroot", "name": "Skyroot Aerospace", "url": "https://www.ventureatlas.org/company/skyroot", "apiUrl": "https://www.ventureatlas.org/api/company/skyroot" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Reach a launch a month", "description": "The Infinity Campus factory is built for one orbital rocket a month and Skyroot aims to be launching at that rate by the end of 2027. The second Vikram-1 is the first vehicle produced there; a demonstrated monthly cadence is still unproven.", "targetDate": "End of 2027", "sortKey": 202712, "source": "https://timesofindia.indiatimes.com/city/hyderabad/month-after-maiden-success-skyroot-begins-shipping-2nd-vikram-1-rocket-hardware-to-sriharikota/articleshow/133567615.cms", "lastUpdated": "2026-09-06", "company": { "slug": "skyroot", "name": "Skyroot Aerospace", "url": "https://www.ventureatlas.org/company/skyroot", "apiUrl": "https://www.ventureatlas.org/api/company/skyroot" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "A320 Family production ramp toward 75/month", "description": "Airbus still plans to raise A320 Family output materially from roughly 60 aircraft per month today, but the rate-75 milestone has slipped: management now expects to reach about 70-75 per month by the end of 2027, with the full rate-75 stabilization now pushed to shortly after the start of 2028 rather than firmly within 2027. CEO Guillaume Faury reaffirmed at the July 29 H1 results briefing that this ramp-up schedule is unchanged from the pace set out in February, and said Pratt & Whitney's PW1100G-JM engine deliveries - which power roughly 40% of A320neo family jets - should reach a 'much more normalized situation' by 2028. The Pratt & Whitney dispute has hardened past mere 'weighing' a claim: Faury said in February 2026 that Pratt was 'not respecting their contractual obligations' by diverting engines and parts to its maintenance/overhaul business for in-service fleets instead of new-aircraft deliveries, and Reuters reported in March 2026 that Airbus is formally pursuing damages from Pratt & Whitney, a dispute that could escalate into arbitration. The build-out is spread across ten final assembly lines worldwide, including Mobile and Tianjin.", "targetDate": "70-75/month by end of 2027; rate 75 stabilization shortly after start of 2028", "sortKey": 202712, "source": "https://www.bloomberg.com/news/articles/2026-02-19/airbus-says-engine-delivery-woes-are-holding-back-annual-targets", "lastUpdated": "2026-08-29", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Open public robotaxi service in Munich", "description": "Waymo said on August 25, 2026 that it will begin manually driving vehicles through Munich to build high-definition maps and validate software, then test with trained autonomous specialists, before aiming to open commercial ride-hailing to the public towards the end of 2027. Munich is Waymo's first planned EU market and its third international city after London and Tokyo. Waymo Germany GmbH is already registered in Munich. No later date change has been published.", "targetDate": "End of 2027", "sortKey": 202712, "source": "https://waymo.com/blog/2026/08/waymo-in-munich/", "lastUpdated": "2026-09-08", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "Roll Starlink across most of the Korean Air Group fleet", "description": "After Korean Air starts free Starlink Wi-Fi on September 15, 2026 on an initial four jets (three A350-900s and one 777-300ER), equip most of the Korean Air fleet by the end of 2027, with Asiana offering the same service under the Korean Air Group program.", "targetDate": "End of 2027", "sortKey": 202712, "source": "https://www.koreaherald.com/article/10870311", "lastUpdated": "2026-09-11", "company": { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Convert defense wins into task orders (HALO Europa + SHIELD)", "description": "Deliver SDA's Europa Track 2 demonstration using AST's commercial satellites for tactical direct-to-device communications, and begin competing for task orders under the Missile Defense Agency's SHIELD / 'Golden Dome' IDIQ prime position won in January 2026 - establishing AST SpaceMobile USA as a repeatable defense contractor. At its August 10, 2026 Q2 update AST disclosed three additional government awards worth over $100M of combined near-term funded value across 2026-2027 and said it expects government business to grow into a recurring multi-billion-dollar annual opportunity starting in 2027; the SDA Europa demonstration remains due by December 2027. No further task orders or awards had been disclosed as of September 10, 2026.", "targetDate": "By Dec 2027", "sortKey": 202712, "source": "https://www.sec.gov/Archives/edgar/data/1780312/000119312526342540/asts-ex99_1.htm", "lastUpdated": "2026-09-10", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Reach initial coverage and move into commercial service", "description": "Begin the heavy Lightspeed launch cadence around mid-2027, get at least 96 satellites in orbit for global coverage by the end of 2027, and transition into full global commercial service around the end of Q1 2028 after orbit raising and testing. This timeline was reaffirmed in Q1 2026 earnings and again in the August 4, 2026 ESCP-P announcement - the 27 additional Mil-Ka satellites added by that contract extend the constellation to 225 but do not change the 96-satellite initial-coverage threshold or the Q1 2028 full-service date, assuming Telesat successfully navigates the debt restructuring.", "targetDate": "End 2027 / Q1 2028", "sortKey": 202712, "source": "https://www.fool.com/earnings/call-transcripts/2026/08/20/telesat-tsat-q2-2026-earnings-call-transcript/", "lastUpdated": "2026-09-09", "company": { "slug": "telesat", "name": "Telesat", "url": "https://www.ventureatlas.org/company/telesat", "apiUrl": "https://www.ventureatlas.org/api/company/telesat" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Execute manufacturing-network exit", "description": "Wind down and exit COVID-vaccine manufacturing sites in Idar-Oberstein, Marburg and Tübingen, Germany, and in Singapore, cutting up to ~1,860 roles. The first signed sale is JPT Peptide Technologies (agreed August 27, 2026, expected to close in 2026); BioNTech is still exploring partial or full sale of the remaining sites through the end of September 2026, targeting ~€500M in recurring annual savings once fully implemented in 2029.", "targetDate": "By end of 2027 (Germany); Q1 2027 (Singapore)", "sortKey": 202712, "source": "https://www.biontech.com/int/en/home/mediaroom/news/statements/2026/08/Update-on-Divestment-of-JPT-Peptide-Technologies-GmbH-as-Part-of-BioNTech-s-Planned-Manufacturing-Footprint-Consolidation.html", "lastUpdated": "2026-09-06", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Underwrite 200 MW of coalition compute by end-2027", "description": "Convert the European enterprise coalition announced August 11, 2026 - anchor members ASML, Amadeus, CMA CGM, Caisse des Dépôts and Capgemini committing to multi-year 'European Compute Unit' purchases - into signed multi-year compute commitments. Mistral says the coalition's commitments will underwrite 200 MW of infrastructure by the end of 2027, on the way to a full gigawatt by 2030, alongside the separate regional-inference and Priority Tier offerings launched the same day.", "targetDate": "End of 2027", "sortKey": 202712, "source": "https://thenextweb.com/news/mistral-data-centre-buildout-asml-compute-units", "lastUpdated": "2026-09-03", "company": { "slug": "mistral-ai", "name": "Mistral AI", "url": "https://www.ventureatlas.org/company/mistral-ai", "apiUrl": "https://www.ventureatlas.org/api/company/mistral-ai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Deliver 3 GWh ContourGlobal order across three countries", "description": "ContourGlobal awarded CATL a contract, reported August 11, 2026, to supply containerized liquid-cooled battery energy storage systems for three projects: Los Maitenes in Chile (131 MWp solar plus 90 MW/360 MWh storage, targeted for commercial operation by end of 2027), Taxiarches in Greece (100 MW/400 MWh), and the Wallace project in Scotland (500 MW/2,000 MWh, still in advanced development). The roughly 3 GWh deal uses CATL's large-format LFP cells packaged in 526 containers, with delivery flexibility built in to match each project's development pace.", "targetDate": "End of 2027 (Los Maitenes); other two projects unspecified", "sortKey": 202712, "source": "https://www.bnamericas.com/en/news/contourglobal-secures-the-supply-of-3-gwh-of-catl-batteries-for-projects-in-the-united-kingdom-greece-and-chile", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Deliver first TITAN production ground stations", "description": "Following the September 1, 2026 $192 million TITAN production awards, Palantir as prime is to deliver eight AI-enabled ground stations (four Advanced and four Basic) within 18 months, with additional Army production awards expected in fiscal 2027.", "targetDate": "Early 2028", "sortKey": 202802, "source": "https://www.businesswire.com/news/home/20260901157594/en/", "lastUpdated": "2026-09-02", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Launch of first Axiom Station module (PPTM) to the ISS", "description": "The Payload Power Thermal Module - carrying power, thermal systems, and eight science racks - will berth to an ISS cargo port before later detaching to anchor the free-flying station. The primary structure is in fabrication at Thales Alenia Space in Turin (Redwire was awarded a September 2025 contract for its roll-out solar arrays), with final integration in Houston; the target has slipped from NET 2027 to early 2028.", "targetDate": "Early 2028", "sortKey": 202802, "source": "https://aerospaceamerica.aiaa.org/qa-axioms-peggy-whitson-on-space-station-assembly/", "lastUpdated": "2026-09-10", "company": { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Free-flying Axiom Station (Hab-1 joins PPTM)", "description": "Hab-1, with four crew quarters and initial research and manufacturing capability, launches within months of PPTM; the two modules mate in an independent orbit to form a free-flying station, ahead of ISS retirement around 2030. Reverified September 12, 2026: Axiom's station page still lists PPTM then Hab-1 as the free-flyer pair, and no later launch date has been published.", "targetDate": "As early as 2028", "sortKey": 202802, "source": "https://www.axiomspace.com/axiom-station", "lastUpdated": "2026-09-12", "company": { "slug": "axiom-space", "name": "Axiom Space", "url": "https://www.ventureatlas.org/company/axiom-space", "apiUrl": "https://www.ventureatlas.org/api/company/axiom-space" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Submit Kemmerer Unit 1 operating license application", "description": "File the Part 50 operating license application for Kemmerer Unit 1 with the NRC, the second step of the two-step construction-permit-then-operating-license process, which TerraPower has said it is targeting for March 2028 - a milestone the company has been preparing for in part through its July 2026 admission to the Institute of Nuclear Power Operations.", "targetDate": "By March 2028", "sortKey": 202803, "source": "https://www.ans.org/news/2026-07-24/article-8243/terrapower-becomes-first-advanced-reactor-company-to-join-inpo/", "lastUpdated": "2026-08-29", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Reach an automated AI researcher", "description": "Having said on September 6, 2026 that it met its September 2026 goal of an automated research intern - a system that can carry out well-defined research tasks under human direction, including work that would take a skilled researcher a few days - OpenAI said it is making strong progress toward an automated AI researcher by March 2028. By mid-August its research organization logged 3.1 agent-workdays per human workday, and median researcher inference spend exceeded $600 a day at API prices. Humans still set priorities and decide whether systems are developed or deployed.", "targetDate": "March 2028", "sortKey": 202803, "source": "https://www.engadget.com/2251859/openai-says-it-reached-its-goal-of-creating-an-automated-research-intern/", "lastUpdated": "2026-09-07", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Hit a $1B revenue run rate", "description": "CEO Gary Steele has targeted 70% to 100% annual growth to reach $1 billion in revenue by the fiscal year ending March 2028, from roughly $300 million in the year ended March 2025 and a projected $540 million-plus in 2026. No newer company figure has been published.", "targetDate": "March 2028", "sortKey": 202803, "source": "https://finance.yahoo.com/sectors/technology/articles/defense-startup-shield-ai-projecting-011255544.html", "lastUpdated": "2026-09-06", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Bring the Observatorio hybrid project in Chile online", "description": "Verano Energy awarded Sungrow the battery storage contract, reported August 12, 2026, for its 152 MW / 606 MWh Observatorio hybrid project in Chile's O'Higgins region, pairing PowerTitan 2 storage units and SG350HX-20 inverters with a 135 MW solar array under a 25-year service agreement. Chilean utility Copec EMOAC is the offtaker, with commercial operation targeted for the first half of 2028.", "targetDate": "H1 2028", "sortKey": 202803, "source": "https://www.energy-storage.news/sungrow-provides-bess-to-verano-energys-606mwh-chilean-hybrid-project/", "lastUpdated": "2026-09-10", "company": { "slug": "sungrow", "name": "Sungrow", "url": "https://www.ventureatlas.org/company/sungrow", "apiUrl": "https://www.ventureatlas.org/api/company/sungrow" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Clear the amended PowerCo milestones through Q2 2028", "description": "The revised agreement, amended July 16, 2026, ties up to $75.4M of payments to milestones on automotive cell development, larger-format cells and the future technology roadmap, running through the second quarter of 2028.", "targetDate": "Q2 2028", "sortKey": 202805, "source": "https://www.sec.gov/Archives/edgar/data/1811414/000119312526312381/qs-20260716.htm", "lastUpdated": "2026-09-12", "company": { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Build Terafab, a joint SpaceX-Tesla chip factory in Texas", "description": "SpaceX and Tesla confirmed on August 6, 2026 that their jointly developed Terafab semiconductor factory will be sited in Grimes County, Texas (Gibbons Creek Reservoir, outside College Station), with an initial investment phase of $16.8 billion and at least 3,000 jobs planned. The vertically integrated, roughly 100-million-square-foot plant, to be operated by SpaceX as the high-volume production site, is designed to make, package and test advanced logic and memory chips, supplying high-power silicon for SpaceX's planned space-based AI data centers as well as Tesla's Optimus and Cybercab compute needs; total investment could reach $119 billion if further phases are built out, though SpaceX's own S-1 has characterized the plan as a non-binding general framework. Intel joined the project in April 2026 as its named foundry partner, committing its next-generation 14A process node - Intel's first major external 14A customer. The Grimes County tax incentives cleared their remaining hurdles in July 2026, when the Iola and Anderson-Shiro Consolidated Independent School Districts approved a combined $1.66 billion in property-tax abatements under the Texas JETI program, following county commissioners' earlier 4-1 vote for a reinvestment zone and 100% county tax abatement. As of mid-August 2026 the Grimes County site was reported to be in site-development, financing, equipment-ordering and early-construction stages; neither company has announced a formal groundbreaking ceremony, a completion date, or a first-output target for the full-scale facility.", "targetDate": "Late 2020s", "sortKey": 202806, "source": "https://www.itechguides.com/tesla-terafab-what-the-25-billion-chip-fab-plan-actually-means-in-august-2026/", "lastUpdated": "2026-09-04", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Mars cargo architecture", "description": "Flight 13's July 24, 2026 success - the first operational Starlink V3 deployment - proved Starship V3 can reach space and deploy payloads, but the architecture for regular Mars cargo missions still depends on unproven capabilities: Super Heavy booster catch and rapid reuse, in-space propellant transfer between two Starships, and long-duration ship operations. The Flight 13 upper stage (Ship 40) was itself recovered intact after a 24-day ocean tow to Christmas Island, Australia (arriving August 18, 2026) and departed for Starbase, Texas aboard the vessel Forte on August 28, 2026, giving engineers a first-ever intact post-flight ship to inspect. No Mars-specific test has flown since Flight 13; the near-term gating step remains Flight 14, now targeted for around September 15, 2026 (slipped past its 'late August' target), with the first tower-catch attempt of the upper stage pushed further out to 'a few months' after that. The S-1 explicitly anchors the long-term mission of 'making life multiplanetary' on this architecture.", "targetDate": "Late 2020s+", "sortKey": 202806, "source": "https://www.abc.net.au/news/2026-08-28/spacex-rocket-begins-journey-back-to-texas-from-christmas-island/107079554", "lastUpdated": "2026-08-29", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Fly Zeno Power's radioisotope heater on a Blue Ghost lunar mission", "description": "Carry a Zeno Power 'Survive-the-Night' radioisotope heating unit, fueled by americium-241, on a future Blue Ghost lunar lander mission to demonstrate keeping electronics operational through the 14-day, minus-170degC lunar night - addressing a NASA incentive for survive-the-night technology. The roughly 5-watt-thermal unit is designed to send a 'still here' signal after five days on the surface.", "targetDate": "NET 2028", "sortKey": 202806, "source": "https://spacenews.com/firefly-aerospace-to-fly-zeno-power-radioisotope-heating-unit-on-lunar-lander-mission/", "lastUpdated": "2026-09-09", "company": { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Fly the first contracted Alpha missions from Esrange", "description": "Firefly and SSC Space signed a September 9, 2026 contract for two Alpha launches from Esrange Space Center in Kiruna, Sweden, targeted no earlier than 2028. The missions would be Alpha's first flights from continental Europe, using the pad Firefly inaugurated at Esrange on June 30, 2026.", "targetDate": "NET 2028", "sortKey": 202806, "source": "https://fireflyspace.com/news/firefly-aerospace-signs-contract-with-ssc-space-for-two-alpha-launches-from-esrange-space-center/", "lastUpdated": "2026-09-10", "company": { "slug": "firefly", "name": "Firefly Aerospace", "url": "https://www.ventureatlas.org/company/firefly", "apiUrl": "https://www.ventureatlas.org/api/company/firefly" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Build and launch the Aeolus Mars orbiter", "description": "Under a June 2026 NASA Space Act Agreement, Relativity privately develops the spacecraft, supplies Terran R, and runs cruise operations for the Aeolus Mars atmospheric-science orbiter, targeting a 2028 launch. NASA Ames provides the four-instrument payload and will support instrument operations for at least one Martian year. The mission is not an NLS II task order; NASA's September 9, 2026 NLS II on-ramp is a separate bidding path for future agency launches. The spacecraft work is gated on Terran R flying, which Relativity still targets for late 2026 while industry observers now expect 2027.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.nasa.gov/news-release/nasa-announces-public-private-partnership-to-advance-mars-science/", "lastUpdated": "2026-09-12", "company": { "slug": "relativity-space", "name": "Relativity Space", "url": "https://www.ventureatlas.org/company/relativity-space", "apiUrl": "https://www.ventureatlas.org/api/company/relativity-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Expand Tiangong from three modules to six", "description": "As the ISS heads for retirement around 2030, China plans to grow Tiangong from its current three-module, roughly 90-tonne T-shape toward a six-module, roughly 180-tonne configuration, adding capacity and a co-orbiting survey telescope. The China Manned Space Agency confirmed the second-phase expansion plan on June 22, 2026: the first new 20-tonne-class multifunctional module will dock to form a cross configuration, adding docking ports for simultaneous multi-spacecraft dockings, an extra EVA hatch, and more storage/experiment capacity, while raising permanent crew capacity from three to six. The co-orbiting Xuntian Space Telescope is separately slated for launch in 2027 to dock with the station when maintenance is needed. No firm launch date has been announced for the first new module. The expansion positions the state-run station as the default long-term human platform in low Earth orbit against the still-unflown US commercial contenders.", "targetDate": "Late 2020s", "sortKey": 202806, "source": "https://english.news.cn/20260623/6b7214cefeb147bea229e5a4820309b4/c.html", "lastUpdated": "2026-08-30", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Mature the fully reusable Long March 9", "description": "Develop the super-heavy, fully reusable Long March 9 for mega-constellation deployment and crewed deep-space missions later in the decade. Large-diameter stainless-steel propellant tanks for the reusable stages have cleared manufacturing breakthroughs, with full-scale ground tests of major subsystems expected between 2026 and 2028 and first flight still targeted around 2033.", "targetDate": "Late 2020s+", "sortKey": 202806, "source": "https://en.wikipedia.org/wiki/Long_March_9", "lastUpdated": "2026-08-30", "company": { "slug": "casc", "name": "CASC", "url": "https://www.ventureatlas.org/company/casc", "apiUrl": "https://www.ventureatlas.org/api/company/casc" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Secure HALEU fuel supply", "description": "Natrium operation depends on securing adequate HALEU fuel through TerraPower's partnerships with Centrus, Framatome, GNF-A, and ASP Isotopes, plus completing supporting fuel-fabrication and sodium test-and-fill infrastructure under the ARDP program. ASP Isotopes' definitive agreements with TerraPower (a loan for its planned South Africa enrichment facility plus a long-term supply contract for up to 150 metric tons of HALEU over the 2028-2037 period) remain on track toward supply beginning in 2028, alongside TerraPower's DOE HALEU Availability Program allocation.", "targetDate": "Late 2020s", "sortKey": 202806, "source": "https://www.theglobeandmail.com/investing/markets/stocks/ASPI/pressreleases/32474984/asp-isotopes-inc-enters-into-definitive-agreements-with-terrapower-including-loan-agreement-for-construction-of-a-haleu-production-facility-and-supply-agreements-for-haleu/", "lastUpdated": "2026-08-29", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Bring Hermes 1 online", "description": "Completing construction, fuel loading, and startup of the Hermes 1 low-power demonstration reactor in Oak Ridge to validate Kairos Power's reactor, fuel, and operating model. After a May 2026 permit amendment, Kairos expects to finish building Hermes 1 in 2028, with the NRC construction-completion deadline now set at April 30, 2029. ENR reported in late August 2026 that Barnard is installing 51 safety-related drilled piers for the Hermes 1 foundation after rehearsing the process on ETU 3.", "targetDate": "2028-2029", "sortKey": 202806, "source": "https://www.enr.com/articles/63560-kairos-power-pushes-to-make-nuclear-construction-repeatable", "lastUpdated": "2026-09-09", "company": { "slug": "kairos", "name": "Kairos Power", "url": "https://www.ventureatlas.org/company/kairos", "apiUrl": "https://www.ventureatlas.org/api/company/kairos" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "VC Summer AP1000 completion - final investment decision", "description": "The Brookfield / The Nuclear Company joint venture (formed May 2026) is running due diligence toward a final investment decision on completing the two abandoned VC Summer AP1000 units in South Carolina, on a staged timeline: Brookfield is due to apply for a federal loan by December 31, 2026, select an operator for the AP1000 units by February 28, 2027, complete its cost and schedule analysis by the end of 2027, and disclose whether it will commit to the roughly $2.7B revival by March 31, 2028. Westinghouse's IPO-related pipeline disclosures (August 2026) list VC Summer's resumption with a target of early-mid 2030s commercial operation.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.postandcourier.com/business/nuclear-power-plant-brookfield/article_4e4975d6-70cb-43e4-acd5-e8332b1d387e.html", "lastUpdated": "2026-09-04", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Poland's first AP1000 - construction licence review and start of construction", "description": "PEJ submitted its construction licence application for the three-unit Lubiatowo-Kopalino plant at Choczewo to Poland's National Atomic Energy Agency (PAA) on March 31, 2026, one of the largest licensing filings in Polish history; the PAA has up to 24 months to rule, putting a decision around March 2028. Bechtel formally took over site management from PEJ on August 3, 2026, with Budimex selected as main earthworks contractor - grading, drainage upgrades, and about 16 km of temporary access roads - moving the project from planning into large-scale site preparation while the licence review runs in parallel. Westinghouse and Bechtel continue engineering and equipment procurement (including the selection of Arabelle Solutions to supply steam turbine-generators) ahead of a targeted Q4 2028 start of construction on the first unit, with commercial operation of Unit 1 targeted for 2036. Re-verified September 2026, no change to the timeline.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.world-nuclear-news.org/articles/application-lodged-for-polands-first-nuclear-power-plant", "lastUpdated": "2026-09-04", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Begin construction of the first commercial Aalo Pod", "description": "Start building the first commercial 50 MWe Aalo Pod for a data-center customer, with construction planned to begin in 2028 and availability targeted for Q3 2028. Crusoe, named July 30, 2026 as the partner for Aalo's 2027 INL proof-of-concept, is targeting commercial nuclear-powered AI data center deployments with Aalo by the end of 2029.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.aalo.com/technology", "lastUpdated": "2026-08-27", "company": { "slug": "aalo-atomics", "name": "Aalo Atomics", "url": "https://www.ventureatlas.org/company/aalo-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/aalo-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 2, "missed": 0, "total": 2 } }, { "title": "Reach full commercial operation", "description": "Taylor targets fully commercial operation in 2028, with reactors scaled toward 5 MWe per unit - contingent on NRC licensing or the regulatory relief Valar is pursuing, and on converting the Nvidia data-center exploration into a committed project. Unchanged as of the August 3, 2026 Series B announcement.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.valaratomics.com/docs/Announcing-our-1B-Series-B-Led-By-Sequoia", "lastUpdated": "2026-09-04", "company": { "slug": "valar-atomics", "name": "Valar Atomics", "url": "https://www.ventureatlas.org/company/valar-atomics", "apiUrl": "https://www.ventureatlas.org/api/company/valar-atomics" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Orion plant completion", "description": "Complete construction of the Orion fusion power plant in Malaga, Washington, and begin commissioning. With the assembly and office structures finished and Washington State's world-first fusion Radioactive Materials and Air Emissions licenses secured in June 2026, work is on the fusion generator building. Helion's Orion page now says initial operations begin in 2028.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.helionenergy.com/orion", "lastUpdated": "2026-09-11", "company": { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Connect Orion to the grid and begin initial operations", "description": "Meet the Microsoft PPA's 2028 obligation as restated by Jackie Siebens at FusionX: Orion must be connected to the grid and begin operations by the end of 2028. Helion's own site now uses the phrase 'initial operations beginning in 2028' and no longer says the plant will begin producing electricity by 2028. Full 50 MW is a later step.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.axios.com/pro/climate-deals/2026/09/08/helion-energy-fusion-net-electricity-date-year", "lastUpdated": "2026-09-11", "company": { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "VC-25B (Air Force One replacement) delivery", "description": "Boeing's Q2 2026 results absorbed a $280 million loss on the VC-25B program, attributed to added production and certification resources as the two heavily modified 747-8s are converted into presidential aircraft. Cumulative program losses now exceed $3 billion against an original $3.9 billion fixed-price contract, pushing the total program cost toward nearly $7 billion. The US Air Force said on August 20, 2026 that Boeing is making steady progress replacing roughly 300 corrosion-driven structural stringer cracks identified on each of the two jets - a defect also found across the wider 747-8 fleet - with the first aircraft needing 21 more repairs and the second having completed 104 of its 300 items as of late July; the Air Force said the repair pace is not currently a threat to the schedule. Boeing continues to target first delivery in mid-2028, a program that has been a recurring source of fixed-price-contract losses.", "targetDate": "Mid-2028", "sortKey": 202806, "source": "https://www.bloomberg.com/news/articles/2026-08-20/boeing-on-pace-to-replace-cracked-air-force-one-parts-us-says", "lastUpdated": "2026-09-09", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "EASA certification for C919", "description": "EASA remains around Phase 3 of a four-phase C919 review, with pilots and engineers keeping a near-permanent presence in Shanghai for ongoing flight and ground evaluations - China Southern completed the type's first heavy C-check (about 6,000 man-hours) in late May 2026, work European regulators are watching as part of the airworthiness review. EASA chief Florian Guillermet has said approval will not arrive before 2028 and could take three to six years overall - making EASA sign-off the single most important unlock for non-Chinese sales.", "targetDate": "2028-2031", "sortKey": 202806, "source": "https://www.scmp.com/economy/china-economy/article/3357164/chinas-first-c919s-get-critical-c-checks-european-regulators-watch", "lastUpdated": "2026-09-01", "company": { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Build and fly the first pre-production ES-30", "description": "Heart is building the first pre-production, type-conforming ES-30 at its Torrance / Los Angeles Pilot Plant, distinct from the X1/X2 technology demonstrators. The company site and the August 13, 2026 first-flight release still target flight testing on this airframe in 2028, feeding the FAA Part 25 campaign.", "targetDate": "2028", "sortKey": 202806, "source": "https://heartaerospace.com/es-30/", "lastUpdated": "2026-09-06", "company": { "slug": "heart-aerospace", "name": "Heart Aerospace", "url": "https://www.ventureatlas.org/company/heart-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/heart-aerospace" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Build Terafab, a joint Tesla-SpaceX chip factory in Texas", "description": "Tesla and SpaceX confirmed on August 6, 2026 that their jointly developed Terafab semiconductor factory will be sited in Grimes County, Texas (Gibbons Creek Reservoir, outside College Station), with an initial investment phase of $16.8 billion and at least 3,000 jobs planned. The vertically integrated, roughly 100-million-square-foot plant, to be operated by SpaceX as the high-volume production site, is designed to make, package and test advanced logic and memory chips, supplying Optimus and Cybercab compute alongside SpaceX's space-based AI data center needs; total investment could reach $119 billion if further phases are built out. Intel joined the project in April 2026 as its named foundry partner, committing its next-generation 14A process node to the effort - Intel's first major external 14A customer, and a validation its foundry business had publicly said it needed. Tesla separately runs a smaller 'Advanced Technology Fabrication' R&D pilot line at Giga Texas in Austin, complementing existing AI5 chip production at Samsung's Taylor, TX fab and TSMC. The local tax incentives underpinning the Grimes County site cleared their remaining hurdles in July 2026, when the Iola and Anderson-Shiro Consolidated Independent School Districts approved a combined $1.66 billion in property-tax abatements under the Texas JETI program, following Grimes County commissioners' earlier 4-1 vote for a reinvestment zone and 100% county tax abatement; SpaceX has said it is ready to begin construction now that the incentive package is in place, though no groundbreaking date, completion date, or first-output target has been formally announced by either company.", "targetDate": "Late 2020s", "sortKey": 202806, "source": "https://www.houstonchronicle.com/news/houston-texas/space/article/terafab-what-to-know-22378844.php", "lastUpdated": "2026-08-29", "company": { "slug": "tesla", "name": "Tesla", "url": "https://www.ventureatlas.org/company/tesla", "apiUrl": "https://www.ventureatlas.org/api/company/tesla" }, "industry": { "slug": "electric-vehicles", "name": "Electric Vehicles" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Scale Gen-4 heavy-duty Robotruck to 500-1,000 units", "description": "Following the August 2026 reset of its freight roadmap, deploy 500 to 1,000 Gen-4 autonomous heavy-duty trucks - which cut autonomous-driving kit (ADK) bill-of-materials cost roughly 70% versus the prior generation - across long-haul freight, bulk-commodity transport, and port logistics in China within the next two to three years, scaling up from the ~200-truck fleet running today. No later public update has changed that 2028-2029 window.", "targetDate": "2028-2029", "sortKey": 202806, "source": "https://cnevpost.com/2026/08/06/pony-ai-1000-autonomous-heavy-trucks-2-3-years/", "lastUpdated": "2026-09-06", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Certify and launch 200 Gen-7 robotaxis in South Korea", "description": "Under the August 28, 2026 FutureLink partnership, ship an initial 10 BAIC Arcfox Alpha T5-based Gen-7 units to South Korea in September 2026 for domestic certification, then add the remaining 190 after certification targeted for June 2027, toward a 200-robotaxi fully unmanned commercial service by 2028 starting in Gangnam. FutureLink has logged about 87,000 km of Gangnam testing on Hyundai Kona EVs fitted with Pony.ai's kit. The partners are considering a Korean joint venture.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.ajupress.com/view/20260830120470693", "lastUpdated": "2026-09-06", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "ANAC type certification and entry into service", "description": "Type certification by Brazil's ANAC and entry into service remain targeted for 2028 (revised from 2027 in May 2026). CEO Johann Bordais told Valor in August 2026 that cash covers the program through that date, and that ANAC's close work with the FAA should put US certification on roughly the same timetable. Launch operator Revo plans Sao Paulo operations, and the Taubate plant's first 120-aircraft/year module must be ready to support initial deliveries.", "targetDate": "2028", "sortKey": 202806, "source": "https://valorinternational.globo.com/business/news/2026/08/21/embraers-eve-says-cash-covers-flying-car-certification.ghtml", "lastUpdated": "2026-09-06", "company": { "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" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Advance the 'Eutelsat Next' 528-satellite constellation from filing to procurement", "description": "Mature the newly filed Eutelsat Next LEO system - 528 satellites across 24 planes at 1,220 km, using Ku/Ka-band, 5G-compatible waveforms, onboard processing and optional optical inter-satellite links - from mid-2026 FCC/regulatory filings toward spectrum authorization, a manufacturing decision, and financing. As of late August 2026 no manufacturer, contract, budget, or launch vehicle has been identified; Eutelsat has indicated the filing itself is what secures its position in the future spectrum and market environment rather than a firm commitment to build all 528 satellites. The FCC review is also entangled in a broader US-EU regulatory dispute: SpaceX has lobbied the FCC to scrutinize Eutelsat OneWeb over EU rules that reserve mobile satellite spectrum for European operators, adding uncertainty to the authorization timeline. Eutelsat Next is designed to layer additional capacity on top of the Gen 1 OneWeb fleet and the 440 Airbus Gen 2 refresh satellites, and its scope and schedule are the key signal of how aggressively Eutelsat intends to keep closing the scale gap with Starlink.", "targetDate": "Late 2020s", "sortKey": 202806, "source": "https://payloadspace.com/fcc-filings-show-eutelsat-is-working-on-a-new-528-sat-constellation-beyond-oneweb/", "lastUpdated": "2026-09-11", "company": { "slug": "eutelsat-oneweb", "name": "Eutelsat OneWeb", "url": "https://www.ventureatlas.org/company/eutelsat-oneweb", "apiUrl": "https://www.ventureatlas.org/api/company/eutelsat-oneweb" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Reach cash-flow breakeven", "description": "Execute further cost discipline and grow the respiratory, oncology, and rare-disease franchises toward a targeted return to cash-flow breakeven in 2028. Guidance reiterated at Q2 2026 earnings: GAAP operating expenses of approximately $4.9B in 2026, falling to $4.2-4.6B in 2027, on the path to breakeven in 2028. The August 2026 $2.6B convertible-note raise extends the cash runway but does not change the 2028 target.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.accessnewswire.com/newsroom/en/healthcare-and-pharmaceutical/moderna-reports-second-quarter-2026-financial-results-and-provides-bu-1199078", "lastUpdated": "2026-09-08", "company": { "slug": "moderna", "name": "Moderna", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Read out BNT168 therapeutic HIV vaccine Phase 1", "description": "Complete the randomized Phase 1 first-in-human trial of BNT168 (NCT07698600), BioNTech's first clinical test of whether an mRNA therapeutic HIV vaccine can generate cellular immunity strong enough to support viral control during an analytical treatment interruption. The trial began recruiting August 4, 2026 and lists primary completion in February 2028.", "targetDate": "2028", "sortKey": 202806, "source": "https://clinicaltrials.gov/study/NCT07698600", "lastUpdated": "2026-09-06", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Break ground and bring the Pike County, Ohio Stargate site online", "description": "Having signed a 20-year lease with SB Energy on August 17, 2026 for an 8 IT-gigawatt campus at the former Portsmouth Gaseous Diffusion Plant in Pike County, Ohio (backed by a $105B Nvidia financing guarantee and 10 GW of new power generation), execute construction toward the projected 35,000 construction jobs, 2,500 permanent positions, and initial computing capacity coming online starting 2028.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.cnbc.com/2026/08/17/nvidia-financing-open-ai-data-center-ohio.html", "lastUpdated": "2026-08-26", "company": { "slug": "openai", "name": "OpenAI", "url": "https://www.ventureatlas.org/company/openai", "apiUrl": "https://www.ventureatlas.org/api/company/openai" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": { "hit": 3, "slipped": 2, "missed": 0, "total": 5 } }, { "title": "Golden Dome space-based interceptor demonstration", "description": "Anduril leads one of 12 teams (with Impulse Space, Inversion Space, K2 Space, Voyager, and Sandia) under Space Force OTA awards worth up to $3.2B, tasked with demonstrating a space-based interceptor capability by 2028. At the Space and Missile Defense Symposium in Huntsville on August 11, 2026, Golden Dome director Gen. Michael Guetlein said all 12 teams, including Anduril's, cleared Gate 1 (design lock and component-level testing) and are moving into Gate 2, building hardware meant to operate in space; two further gates remain before the 2028 target. The same week, Guetlein separately warned the wider Golden Dome program could grind to a halt when fiscal 2027 begins on October 1, 2026, because roughly 97% of its $17.5B FY2027 request depends on a second reconciliation bill rather than the regular base budget - a funding risk that sits over every team's timeline, Anduril's included.", "targetDate": "2028", "sortKey": 202806, "source": "https://breakingdefense.com/2026/08/space-based-interceptor-contractors-passed-first-golden-dome-milestone-guetlein/", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Cirra/Arexis Eurofighter EK integration work completes", "description": "The €258M contract with Saab Germany runs three years from its November 2025 signing, embedding Cirra's AI emitter-classification into the Arexis suite so 15 Eurofighter EK jets can replace the Tornado in the electronic-attack role by ~2030. Cirra completed flight testing on Helsing's own testbed aircraft in January 2026, validating the emitter-classification model against live radar data over a satellite telemetry link ahead of integration onto the Eurofighter itself. Re-checked in late August/early September 2026 reporting with no change to the integration timeline. Watch for flight-test milestones of AI-enhanced EW on the Eurofighter and any expansion beyond the initial 15 aircraft.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.tipranks.com/news/private-companies/helsing-completes-flight-testing-of-ai-powered-electronic-warfare-system-cirra-strengthening-european-defense-positioning", "lastUpdated": "2026-09-01", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Stand up an operational constellation of Arcs", "description": "CEO Justin Fiaschetti has put constellation deployment around 2028, which implies producing hundreds of vehicles a year. That is a manufacturing problem as much as an aerospace one, and the gap between one flight article and a production line is where most reentry programs stall. Watch for factory expansion beyond the current 55,000 square feet and for a multi-vehicle order from the Air Force or Space Force.", "targetDate": "2028", "sortKey": 202806, "source": "https://payloadspace.com/inversion-space-unveils-arc-reentry-vehicle/", "lastUpdated": "2026-08-29", "company": { "slug": "inversion-space", "name": "Inversion Space", "url": "https://www.ventureatlas.org/company/inversion-space", "apiUrl": "https://www.ventureatlas.org/api/company/inversion-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Break ground and open Port Alpha", "description": "Port Alpha at the Port of Brownsville is Saronic's $3.2 billion bet on rebuilding American shipbuilding capacity: 835 acres to start with room toward 4,400, hulls up to 850 feet initially and potentially past 1,200 feet later, up to 10,000 direct jobs over a decade, backed by an $80 million Texas Enterprise Fund grant and a 95% Cameron County tax abatement conditioned on filling 35% of positions locally. Groundbreaking is set for 2026 and operations for 2028.", "targetDate": "2028", "sortKey": 202806, "source": "https://valleybusinessreport.com/industry/manufacturing-industrial/brownsville-lands-shipyard-facility/", "lastUpdated": "2026-09-07", "company": { "slug": "saronic", "name": "Saronic", "url": "https://www.ventureatlas.org/company/saronic", "apiUrl": "https://www.ventureatlas.org/api/company/saronic" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Reach X-BAT mission capability, then production", "description": "Shield AI's published schedule, still current on the X-BAT page as of September 2026, puts full-system flight testing and operational validation in 2028 and production in 2029. That is a fast timeline for a fighter-class aircraft from a company that has never built one.", "targetDate": "2028", "sortKey": 202806, "source": "https://shield.ai/x-bat/", "lastUpdated": "2026-09-06", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Host Space Force laser-link terminal tests", "description": "The $22.9 million Enterprise Space Terminal award runs through 2028 and covers buying standardized optical terminals, integrating them onto two K2 buses, and launching them. The crosslinks are foundational to the Space Development Agency's Tracking Layer in LEO and the Resilient Missile Warning-Missile Tracking network in MEO, both parts of Golden Dome, so passing these tests is what positions K2 for the far larger production orders behind them.", "targetDate": "2028", "sortKey": 202806, "source": "https://breakingdefense.com/2026/08/k2-tapped-to-host-space-force-satellite-laser-links-tests/", "lastUpdated": "2026-09-07", "company": { "slug": "k2-space", "name": "K2 Space", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Integrate Astrobotic and execute Peregrine-2 lunar delivery", "description": "With the Astrobotic acquisition closed on July 13, 2026, the unit has been rebranded Voyager Lunar Systems (Astrobotic CEO John Thornton remains in charge) and its Pittsburgh Moon Base folded into Voyager's lunar business. The nearer-term proof point is Griffin-1 (see separate next step, NET Nov 30, 2026), now in environmental testing at NASA JPL; Peregrine-2 - the ~$298M NASA CLPS task order delivering three NASA payloads to the Gruithuisen Domes in 2028 - remains earlier in development. Watch for further CLPS task-order wins under NASA's Moon Base initiative and Peregrine-2 hardware and manifest updates.", "targetDate": "2028", "sortKey": 202806, "source": "https://voyagertechnologies.com/press-releases/voyager-awarded-298m-nasa-contract-under-completed-astrobotic-acquisition/", "lastUpdated": "2026-08-29", "company": { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "JASM Kumamoto Fab 2 operations - upgraded to 3nm", "description": "Japan's second TSMC fab, under construction since October 2025, was upgraded in February 2026 from the originally planned 6/7nm to 3nm, confirmed by CEO C.C. Wei and approved by Taiwan's government in March 2026 - Japan's first leading-edge node. The upgrade raised the investment from ~$13.9B to ~$17B and set planned capacity at 15,000 12-inch wafers/month; equipment installation and mass production are now targeted for 2028, later than the pre-upgrade late-2027 goal.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.datacenterdynamics.com/en/news/tsmc-says-3nm-wafer-production-at-second-japanese-fab-will-begin-in-2028/", "lastUpdated": "2026-09-01", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Convert TSMC and Samsung High-NA commitments into high-volume layers", "description": "TSMC said on September 8, 2026 that it intends to use High-NA EUV in high-volume manufacturing for advanced nodes from 2030, starting on 6-inch masks, and joined ASML in an industry initiative for 12-inch High-NA photomasks (pilot line 2031, production-ready 2033). CNBC reported Samsung plans High-NA for DRAM from 2028. The near-term demand test is whether those dated commitments turn into high-volume layers outside Intel's already-shipping Panther Lake (18A) High-NA use and the still-pending Intel 14A insertion. Semicon Taiwan 2026 said 10 EXE systems were already running at four customers, with three more shipping.", "targetDate": "2028-2030", "sortKey": 202806, "source": "https://www.asml.com/en/news/press-releases/2026/tsmc-and-asml-announce-industry-transition-to-large-format-photomasks-for-high-na-euv", "lastUpdated": "2026-09-09", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Feynman architecture with Rosa CPU", "description": "The generation after Rubin - announced on Nvidia's roadmap with advanced 3D chip stacking, a new Rosa CPU, LP40 memory, BlueField-5, NVLink-8, and Spectrum7 networking - keeps the annual-cadence data-center platform train running into 2028.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.tweaktown.com/news/110521/nvidia-updates-roadmap-with-new-details-on-its-next-gen-gpu-feynman-coming-in-2028/index.html", "lastUpdated": "2026-08-30", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Reach 500 MW / 50 GWh of annual manufacturing capacity", "description": "The Weirton expansion targets more than 1 million square feet of manufacturing space and at least 500 MW / 50 GWh of annual output by 2028, the throughput the 80+ GWh order book requires.", "targetDate": "2028", "sortKey": 202806, "source": "https://nam.org/6-form-energy-triples-commercial-sales-and-scales-manufacturing-to-meet-demand-for-reliable-power/", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Start construction of the Lincoln, Maine 85 MW / 8.5 GWh project", "description": "The DOE-backed Power Up New England iron-air system at the former Lincoln Paper and Tissue mill is sized at 85 MW / 8,500 MWh, with nearly $150M in federal grid-resilience funds. Form hosted Energy Secretary Chris Wright at the site in August 2026 and says construction is set to start in 2028 using cells from Form Factory 1.", "targetDate": "2028", "sortKey": 202806, "source": "https://spectrumlocalnews.com/me/maine/business/2026/08/20/battery-storage-facility-planned-for-lincoln-pledges-more-stability-for-new-england-energy-grid-", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Raise reentry cadence toward routine operations", "description": "Increase the number of W-Series flights per year now that the spacecraft is built end to end in El Segundo, pursuing the company's stated goal of making reentry as common as launch. Under its expanded reentry agreement with Southern Launch, Varda is aiming to reach near-monthly capsule returns at the Koonibba Test Range by the end of 2028; it flew two recoveries in the first half of 2026 alone, with no seventh mission announced yet as of September 2026.", "targetDate": "2028", "sortKey": 202806, "source": "https://spacenews.com/varda-space-and-southern-launch-agree-to-more-capsule-landings-in-australia/", "lastUpdated": "2026-09-01", "company": { "slug": "varda", "name": "Varda Space Industries", "url": "https://www.ventureatlas.org/company/varda", "apiUrl": "https://www.ventureatlas.org/api/company/varda" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Build Starcloud-3, the 200 kW Starship-class node", "description": "The 200 kW, three-tonne Starcloud-3 is designed around Starship's Starlink dispenser and is the first design Starcloud claims could beat terrestrial data centers on energy cost, at roughly $0.05 per kWh. The August 2026 raise is meant to fund Woodinville production lines and launch bookings. It is still gated on commercial Starship at about $500 per kilogram, which Johnston expects in 2028 to 2029.", "targetDate": "2028-2029", "sortKey": 202806, "source": "https://techcrunch.com/2026/08/21/starcloud-raises-200-million-for-orbital-data-centers-as-launch-options-dry-up/", "lastUpdated": "2026-09-07", "company": { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Convert the temporary exemption into a durable federal framework", "description": "The Part 555 grant that lets Zoox charge fares expires July 31, 2028 and caps deployment at 2,500 vehicles a year, which is below the Hayward plant's design capacity. NHTSA framed the grant as part of a broader push to build an autonomous-vehicle framework rather than a one-off, and Zoox says it is coordinating with the agency on full approval of the platform. Watch whether a permanent rule arrives before the exemption lapses, and whether the recall record, including the July 2026 fire-scene recall, affects renewal.", "targetDate": "By July 31, 2028", "sortKey": 202807, "source": "https://www.nhtsa.gov/press-releases/cutting-red-tape-safely-fast-track-automated-vehicle", "lastUpdated": "2026-09-08", "company": { "slug": "zoox", "name": "Zoox", "url": "https://www.ventureatlas.org/company/zoox", "apiUrl": "https://www.ventureatlas.org/api/company/zoox" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Golden Dome: further C2 testing toward 2028 initial operational capability", "description": "Following the successful mid-2026 command-and-control tests, the Golden Dome missile shield's Anduril-Palantir software backbone faces further validation ahead of the program's targeted initial operational capability in summer 2028, alongside separately planned space-based-interceptor flight demonstrations in 2027. Program funding remains a watch item: reporting in August 2026 flagged uncertainty over full multi-year funding even as the software track advances on schedule.", "targetDate": "Summer 2028", "sortKey": 202807, "source": "https://www.washingtonexaminer.com/policy/defense/4530881/golden-dome-operational-capability-summer-2028-missile-threats/", "lastUpdated": "2026-08-28", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Deliver the first 100 kW Giga Class satellite", "description": "The Giga Class is the step from big satellites to very large ones: 110 kW of array power, 15,000 kg of payload, and over 30 kW of heat rejection, enough to host the kind of orbital compute and high-power defense payloads no current bus can feed. K2's Series D release still targets a first 100 kW-class satellite in the second half of 2028.", "targetDate": "H2 2028", "sortKey": 202809, "source": "https://www.prnewswire.com/news-releases/k2-space-raises-500m-series-d-at-6-8b-valuation-to-scale-large-high-power-satellites-302838793.html", "lastUpdated": "2026-09-07", "company": { "slug": "k2-space", "name": "K2 Space", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Complete a Taiwan CPO silicon photonics supply chain", "description": "After the Ministry of Economic Affairs' September 6, 2026 Semicon Taiwan statement, the near-term test is whether TSMC, ASE, MediaTek, Foxconn and the rest of the ~30-firm group can turn CPO from a foundry/OSAT capability into a fully domestic silicon photonics chain. Separately, Taiwanese media cited by Herald Business say TSMC is targeting CoPoS mass production in the second half of 2028 as a panel-level successor to sold-out CoWoS.", "targetDate": "2H 2028", "sortKey": 202809, "source": "https://biz.heraldcorp.com/article/10865079", "lastUpdated": "2026-09-08", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Fly Nvidia's Vera Rubin Space-1 GPU", "description": "Starcloud is sharing on-orbit H100 data with Nvidia as the chipmaker designs its first purpose-built space GPU, the Vera Rubin Space-1 module. The chip has not been built yet. Johnston told TechCrunch Starcloud hopes to fly it in late 2028.", "targetDate": "Late 2028", "sortKey": 202810, "source": "https://techcrunch.com/2026/08/21/starcloud-raises-200-million-for-orbital-data-centers-as-launch-options-dry-up/", "lastUpdated": "2026-09-07", "company": { "slug": "starcloud", "name": "Starcloud", "url": "https://www.ventureatlas.org/company/starcloud", "apiUrl": "https://www.ventureatlas.org/api/company/starcloud" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Build and deliver the Mars Telecommunications Orbiter", "description": "Following NASA's ~$700M contract award, design, build, integrate, and launch a Mars Telecommunications Orbiter built on the Blue Ring platform, delivering it to NASA no later than December 31, 2028, with the relay network expected operational at Mars by 2030. This adds a deep-space communications line to Blue Origin's in-space services business alongside Blue Ring's national-security missions. On September 11, 2026 Rocket Lab filed a Government Accountability Office protest of the award, saying the decision appears inconsistent with congressional eligibility criteria; the December 31, 2028 delivery date stands unless the protest changes the outcome.", "targetDate": "By Dec 31, 2028 (delivery); operational at Mars by 2030", "sortKey": 202812, "source": "https://www.nasa.gov/news-release/nasa-selects-blue-origin-as-mars-telecommunications-network-provider/", "lastUpdated": "2026-09-12", "company": { "slug": "blueorigin", "name": "Blue Origin", "url": "https://www.ventureatlas.org/company/blueorigin", "apiUrl": "https://www.ventureatlas.org/api/company/blueorigin" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Ship the first modules for the Google and Xcel 30 GWh project", "description": "Form expects to ship the first modules for the 300 MW / 30 GWh Minnesota system by the end of 2028. At 30 GWh it would be the largest battery project by energy capacity ever built, and the deployment that decides whether iron-air scales from pilots to infrastructure.", "targetDate": "End of 2028", "sortKey": 202812, "source": "https://www.utilitydive.com/news/worlds-largest-grid-battery-part-of-google-xcel-energy-agreement/813793/", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Begin MQ-9B deliveries to India", "description": "India ordered 31 MQ-9B aircraft in October 2024 in GA-ASI's largest export deal, but first deliveries are not expected before January 2029, which is why the Indian Navy signed a 30-month lease for two more Sea Guardians in August 2026 to bridge the gap. No newer delivery date has been published.", "targetDate": "January 2029", "sortKey": 202901, "source": "https://www.businesstoday.in/india/story/ocean-sentinels-india-inks-rs1943-crore-lease-for-two-mq-9b-sea-guardian-drones-549640-2026-08-17", "lastUpdated": "2026-09-06", "company": { "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" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Build Lightning-GEO bus for Viasat's PTS-G satellite", "description": "Build, integrate, and support launch and on-orbit checkout of a mini-GEO satellite bus, a specialized variant of Rocket Lab's modular Lightning platform, hosting Viasat's dual-band X/Ka anti-jam payload for the U.S. Space Force's Protected Tactical SATCOM-Global (PTS-G) program. Viasat selected Rocket Lab on August 17, 2026 as bus supplier under its PTS-G Swarm 1 prime contract, Rocket Lab's second GEO satellite production award alongside its existing $90M Heimdall space domain awareness program. SatNews, covering the award, said Rocket Lab and Viasat will hand the spacecraft to Space Systems Command after on-orbit checkout to support initial operating-capability demonstrations projected for 2029. No later public schedule update (PDR/CDR/delivery) has been announced as of September 11, 2026.", "targetDate": "2029 IOC demonstrations", "sortKey": 202906, "source": "https://satnews.com/2026/08/18/viasat-selects-rocket-lab-to-build-small-geo-satellite-bus-for-space-force-pts-g-program/", "lastUpdated": "2026-09-11", "company": { "slug": "rocketlab", "name": "Rocket Lab", "url": "https://www.ventureatlas.org/company/rocketlab", "apiUrl": "https://www.ventureatlas.org/api/company/rocketlab" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Start competing for NSSL task orders", "description": "Complete the initial capabilities assessment and tailored mission-assurance work required to compete for National Security Space Launch Phase 3 Lane 1 missions. In July 2026 the Space Force raised the Lane 1 pool ceiling from $5.6B to about $17B. Stoke still holds only its initial capabilities-assessment task order; Payload reported on September 8, 2026 that Lane 1 providers generally become eligible to compete for launch-service task orders only after a successful first launch, which Pathfinder has not yet flown.", "targetDate": "After first Pathfinder flight / through June 2029", "sortKey": 202906, "source": "https://payloadspace.com/stoke-space-raises-1b-initial-series-e-round/", "lastUpdated": "2026-09-09", "company": { "slug": "stoke-space", "name": "Stoke Space", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Fly Nova Block 2 for the first time", "description": "Use Pathfinder flight data and the Series E war chest to finish Block 2 hardware, test infrastructure, and a Cape payload-processing facility sized for both vehicles, then fly the 15-metric-ton-class reusable rocket. First launch is targeted for 2029.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.stokespace.com/news/stoke-space-series-e", "lastUpdated": "2026-09-09", "company": { "slug": "stoke-space", "name": "Stoke Space", "url": "https://www.ventureatlas.org/company/stoke-space", "apiUrl": "https://www.ventureatlas.org/api/company/stoke-space" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Bring Bellwether Laboratory (Philadelphia) online", "description": "Complete construction of the $450M, 250,000-square-foot Bellwether Laboratory in Philadelphia's Bellwether District (groundbreaking May 6, 2026) and begin cGMP actinium-225 production there, expanding TerraPower Isotopes' global Ac-225 capacity twentyfold alongside its existing Everett, Washington site. Not yet online as of September 2026; TerraPower's isotopes page still describes the Philadelphia plant as under construction with a twentyfold capacity increase, and no delay to the 2029 production-start target has been reported.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.terrapower.com/isotopes/", "lastUpdated": "2026-09-10", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "First commercial eVinci deployment in Saskatchewan", "description": "Deliver the first Canadian eVinci microreactor with the Saskatchewan Research Council under its CAD 80M project, projected to be operational by 2029 subject to licensing and regulatory approval. Re-verified September 2026, no new milestone announced since the 2029 target was set.", "targetDate": "2029", "sortKey": 202906, "source": "https://info.westinghousenuclear.com/news/first-canadian-evinci-microreactor-targeted-for-saskatchewan", "lastUpdated": "2026-09-04", "company": { "slug": "westinghouse", "name": "Westinghouse Electric Company", "url": "https://www.ventureatlas.org/company/westinghouse", "apiUrl": "https://www.ventureatlas.org/api/company/westinghouse" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Deliver 50+ MWe to Microsoft", "description": "Reach full 50+ MW output on the world's first fusion power purchase agreement, delivering electricity to Microsoft data centers via Constellation Energy. Jackie Siebens said Helion will not have 50 MW at full operation in 2028 and that full power is not expected before 2029 or 2030. The original 2028 full-delivery reading of the PPA has been recorded as slipped.", "targetDate": "2029-2030", "sortKey": 202906, "source": "https://www.axios.com/pro/climate-deals/2026/09/08/helion-energy-fusion-net-electricity-date-year", "lastUpdated": "2026-09-11", "company": { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Deliver IRIS2 first-layer satellites to Eutelsat", "description": "Airbus and Thales Alenia Space are building the first LEO layer of Europe's IRIS2 constellation, at least 66 satellites, after the September 10, 2026 initial contract. Airbus produces platforms and integrates Thales payloads in Toulouse. Delivery is targeted for 2029, the sovereign military Ka-band pillar of the SpaceRISE programme.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.airbus.com/en/newsroom/press-releases/2026-09-airbus-starts-the-development-of-iris2-satellites-on-behalf-of-eutelsat", "lastUpdated": "2026-09-12", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Convert Loganair term sheet into a firm order and launch Europe's first electric airline fleet", "description": "Loganair and BETA signed a July 20, 2026 term sheet for up to 10 ALIA CTOL (CX300) aircraft - 5 firm plus 5 options - building on a March 2026 UK demonstration program (23 flights in 10 days). As of late August 2026 the deal remains a term sheet with no reported conversion to a firm order. The next steps are converting the term sheet to a firm order and preparing Loganair's UK network for entry into service, targeted for 2029, which would make it Europe's first commercial airline operating an electric aircraft fleet.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.businesswire.com/news/home/20260720823133/en/Loganair-Adds-BETA-Technologies-ALIA-CTOL-Aircraft-to-Its-Fleet-Following-Successful-Demonstrations-in-United-Kingdom", "lastUpdated": "2026-08-29", "company": { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Achieve type certification of Valo", "description": "Type certification under the UK CAA and EASA's concurrent SC-VTOL Enhanced pathway is now targeted for 2029, re-baselined from 2028 in the July 13, 2026 business update, with entry into service to follow - including announced London routes such as a 12-minute Canary Wharf–Heathrow connection.", "targetDate": "2029", "sortKey": 202906, "source": "https://vertical-aerospace.com/wp-content/uploads/2026/07/20260713-CAA-Update-Press-Release_v2.pdf", "lastUpdated": "2026-08-27", "company": { "slug": "vertical-aerospace", "name": "Vertical Aerospace", "url": "https://www.ventureatlas.org/company/vertical-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/vertical-aerospace" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Equip Lufthansa Group's roughly 850-aircraft fleet with Starlink", "description": "After Austrian Airlines flew its first Starlink-equipped A320neo (OE-LXF) from Vienna to Porto on September 7, 2026, complete the Lufthansa Group rollout of Lufthansa Group Wi-Fi powered by Starlink across about 850 aircraft by 2029. Austrian aims to equip 20 aircraft by the end of the 2026/27 winter schedule. The group-wide program covers Lufthansa, SWISS, Austrian Airlines, Brussels Airlines, ITA Airways, Edelweiss, Discover Airlines, Air Dolomiti, Lufthansa City Airlines, and Eurowings, with the service free for Miles and More members and Travel ID users.", "targetDate": "2029", "sortKey": 202906, "source": "https://newsroom.lufthansagroup.com/en/lufthansa-group-launches-free-high-speed-internet-from-starlink/", "lastUpdated": "2026-09-11", "company": { "slug": "starlink", "name": "Starlink", "url": "https://www.ventureatlas.org/company/starlink", "apiUrl": "https://www.ventureatlas.org/api/company/starlink" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "Execute the IRIS2 sovereign constellation program", "description": "Work through SpaceRISE on the EU's sovereign IRIS2 multi-orbit system, where Eutelsat is a core industrial partner and LEO-segment lead alongside SES and Hispasat. On September 10, 2026 Eutelsat awarded the LEO industrial stack: Aerospacelab as prime for 264 dual Ku/Ka-band platforms under a EUR 2.4B contract, an initial Airbus contract for 66 military Ka-band satellites to be delivered in 2029, and Thales Alenia Space payloads for all 330 IRIS2 LEO satellites at about EUR 500M. Eutelsat's own share remains EUR 3.39 billion total, phased 2027-2034. The programme covers 348 satellites (330 LEO plus 18 MEO). Eutelsat now says the commercial Ku-band constellation is expected to be operational by mid-2032; governmental connectivity services had previously been described as rolling out from 2029 after a critical design review in early 2028.", "targetDate": "2029-2032", "sortKey": 202906, "source": "https://www.satellitetoday.com/manufacturing/2026/09/10/eutelsat-taps-airbus-and-aerospacelab-for-oneweb-and-iris%C2%B2-satellites/", "lastUpdated": "2026-09-11", "company": { "slug": "eutelsat-oneweb", "name": "Eutelsat OneWeb", "url": "https://www.ventureatlas.org/company/eutelsat-oneweb", "apiUrl": "https://www.ventureatlas.org/api/company/eutelsat-oneweb" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": null }, { "title": "CA-1KA initial operating capability", "description": "Helsing targets 2029 initial operating capability for the kinetic-attack CA-1, with the CA-1EA electronic-attack variant to follow in 2031 - positioning it against Airbus's Wingman and US collaborative combat aircraft for German and allied orders. Re-checked in late August/early September 2026 reporting with no change to either target date; the CA-1KA has not yet flown as of this update, and its first-flight target (see the separate 'CA-1 Europa (CA-1KA) first flight' entry) remains Q1 2027. Watch whether Germany commits launch funding and how the Hensoldt sensor package matures.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.flightglobal.com/defence/2026/06/helsing-aims-electronic-attack-version-of-ca-1-europa-at-2031-service-entry/", "lastUpdated": "2026-09-01", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "European ISR satellite constellation ('KIRK') fielded", "description": "The Kongsberg/Hensoldt/Helsing partnership formed December 2025, joined by OHB via the 'KIRK' joint venture in May 2026, targets a fielded sovereign European small-satellite constellation for intelligence, surveillance and targeting by 2029, with Isar Aerospace named preferred launch partner. Watch for the joint venture's formal closing, a named satellite platform, and any first launch contract.", "targetDate": "2029", "sortKey": 202906, "source": "https://spacenews.com/helsing-and-kongsberg-plot-multi-mission-european-defense-space-network/", "lastUpdated": "2026-09-01", "company": { "slug": "helsing", "name": "Helsing", "url": "https://www.ventureatlas.org/company/helsing", "apiUrl": "https://www.ventureatlas.org/api/company/helsing" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Launch Starlab on Starship", "description": "The complete station is contracted to launch in a single SpaceX Starship flight, currently targeted for 2029 - timed to provide continuous LEO access before the ISS is retired around 2030.", "targetDate": "2029", "sortKey": 202906, "source": "https://payloadspace.com/payload-field-guide-commercial-leo-destination/", "lastUpdated": "2026-08-29", "company": { "slug": "voyager-technologies", "name": "Voyager Technologies", "url": "https://www.ventureatlas.org/company/voyager-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/voyager-technologies" }, "industry": { "slug": "space-stations", "name": "Space Stations" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Sony-TSMC image sensor joint venture begins production", "description": "Sony Semiconductor Solutions and TSMC signed a definitive agreement on August 11, 2026 establishing Advanced Vision Semiconductor Manufacturing Corporation in Koshi City, Kumamoto - Sony contributing about JPY465B and TSMC about JPY282B in phases, consistent with the 60%/40% split first announced August 10. The JV will co-develop and manufacture next-generation image sensors, initially targeting high-performance camera sensors for smartphones (including Apple's iPhone) with longer-term ambitions in robotics and vehicle AI object recognition. Mass production is targeted for 2029 - TSMC's first move into image sensors.", "targetDate": "2029", "sortKey": 202906, "source": "https://pr.tsmc.com/english/news/3333", "lastUpdated": "2026-09-01", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Complete BIC North first-phase production campus", "description": "Finish the first phase of the BIC North campus near Eindhoven Airport by 2029, adding offices, logistics and a Flow Factory cleanroom so ASML can assemble lithography tools faster. The full site on about 35 hectares is designed to house up to 20,000 workers; ASML said electrical supply has been secured.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.reuters.com/business/asml-breaks-ground-new-manufacturing-facilities-major-expansion-2026-09-08/", "lastUpdated": "2026-09-09", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Deliver the first international iron-air project in Ireland", "description": "Ballynahone Energy Storage, a 10 MW / 1 GWh iron-air system with FuturEnergy Ireland in County Donegal, is Form's first deployment outside the US and is meant to demonstrate multi-day storage's role in Irish grid reliability. Targeted online in 2029.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.energy-storage.news/us-100-hour-battery-startup-form-energys-first-overseas-deployment-set-to-fill-a-critical-gap-in-irelands-power-system/", "lastUpdated": "2026-09-12", "company": { "slug": "form-energy", "name": "Form Energy", "url": "https://www.ventureatlas.org/company/form-energy", "apiUrl": "https://www.ventureatlas.org/api/company/form-energy" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "PowerCo start of production", "description": "Volkswagen's PowerCo remains on track to begin producing QSE-5-based cells in 2029, with rights to build up to 85 GWh a year, reaffirmed by management on the Q2 2026 earnings call. This is the moment QuantumScape's licensing model either starts generating royalties or does not.", "targetDate": "2029", "sortKey": 202906, "source": "https://finance.yahoo.com/markets/stocks/articles/quantumscape-q2-earnings-call-highlights-230545569.html", "lastUpdated": "2026-09-12", "company": { "slug": "quantumscape", "name": "QuantumScape", "url": "https://www.ventureatlas.org/company/quantumscape", "apiUrl": "https://www.ventureatlas.org/api/company/quantumscape" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Convert NSSL Lane 1 prime status into mission task orders", "description": "Complete the initial $5 million firm-fixed-price task order and compete for National Security Space Launch Phase 3 Lane 1 missions as an upper-stage prime, the first time the program has contracted a company that does not build a rocket. The Space Force raised the Lane 1 ceiling to roughly $17 billion in July 2026.", "targetDate": "Through June 2029", "sortKey": 202906, "source": "https://www.impulsespace.com/updates/impulse-space-awarded-nssl-lane-1-contract-as-first-ever-upper-stage-prime", "lastUpdated": "2026-09-12", "company": { "slug": "impulse-space", "name": "Impulse Space", "url": "https://www.ventureatlas.org/company/impulse-space", "apiUrl": "https://www.ventureatlas.org/api/company/impulse-space" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": null }, { "title": "Advance Xe-100 through UK Generic Design Assessment", "description": "Work the June 2, 2026 GDA submission with the UK Office for Nuclear Regulation, Environment Agency, Natural Resources Wales and DESNZ - an iterative multi-step review now expected to conclude around the end of 2029 - which will need to land successfully if X-energy and Centrica are to deploy up to 6 GW of new Xe-100 capacity in Britain, starting with a 12-unit, 960 MWe first project at the Hartlepool site named preferred location under the companies' September 2025 Joint Development Agreement.", "targetDate": "GDA conclusion ~end 2029", "sortKey": 202912, "source": "https://x-energy.com/news/x-energy-submits-xe-100-htgr-for-uk-generic-design-assessment/", "lastUpdated": "2026-09-12", "company": { "slug": "x-energy", "name": "X-energy", "url": "https://www.ventureatlas.org/company/x-energy", "apiUrl": "https://www.ventureatlas.org/api/company/x-energy" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Build four SMR-300s at the decommissioned Oyster Creek site", "description": "Following the NRC's July 30, 2026 approval of the License Termination Plan for the retired Oyster Creek Generating Station in Lacey Township, New Jersey (decommissioning more than 50% complete at approval, targeted for full completion by 2029), Holtec plans to build four SMR-300 units there (about 1.36 GW combined), targeting commercial operation in 2036. The project would be Holtec's third U.S. SMR-300 site after Palisades and Green River, Utah, and is projected to support roughly 4,000 construction jobs and 400+ permanent positions.", "targetDate": "2029 (decommissioning complete); 2036 (SMR-300 commercial operation)", "sortKey": 202912, "source": "https://www.nucnet.org/news/nrc-approves-holtec-s-oyster-creek-licence-termination-plan-8-1-2026", "lastUpdated": "2026-08-28", "company": { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Hit $1 trillion in annual revenue by 2030", "description": "On SpaceX's August 4, 2026 earnings call - its first as a public company - Elon Musk pulled the company's internal $1 trillion annual-revenue target forward a year, to 2030 from a prior 2031 goal, and said there is a 'non-zero chance' of reaching it as soon as 2029. Hitting $1T from 2025's $18.67B consolidated revenue base implies a roughly 122% five-year compound annual growth rate, a pace Musk is betting on AI-compute revenue (which he has separately said could reach $300B-$500B annually by the end of 2027) to deliver alongside Starlink and launch. As of September 4, 2026 this remains the standing target; the September 3, 2026 Oppenheimer price-target increase to $280 cited growing analyst confidence in the AI-compute thesis underpinning it, but no revised revenue figure or timeline has been issued since the August 4 call.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.benzinga.com/news/space/26/08/60937474/elon-musk-pulls-forward-1-trillion-revenue-target-for-spacex-as-revenue-jumps-92-theres-a-non-zero-chance", "lastUpdated": "2026-09-04", "company": { "slug": "spacex", "name": "SpaceX", "url": "https://www.ventureatlas.org/company/spacex", "apiUrl": "https://www.ventureatlas.org/api/company/spacex" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 4, "slipped": 1, "missed": 0, "total": 5 } }, { "title": "Deliver first Google-backed grid power", "description": "Advance Hermes 2 into operation as the first TVA-grid deployment under Kairos Power's Google agreement, proving the transition from demonstration to commercial power sales. Newly appointed VP of Operations and Site Delivery Mike McGuire (Aug 3, 2026) is tasked with taking the plant from construction through commissioning, and ETU 3 Phase 1 (completed Sept 4, 2026) is already feeding shielding and remote-maintenance lessons into the Hermes 2 cavity design.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.kairospower.com/updates/kairos-power-completes-first-phase-of-etu-3-hardware-demonstration", "lastUpdated": "2026-09-09", "company": { "slug": "kairos", "name": "Kairos Power", "url": "https://www.ventureatlas.org/company/kairos", "apiUrl": "https://www.ventureatlas.org/api/company/kairos" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Darlington Unit 1 completion and grid connection", "description": "OPG targets construction completion of the first BWRX-300 in late 2029 and commercial operation by the end of 2030 - which would make it the Western world's first operating grid-scale SMR. OPG submitted its application for the 20-year operating licence to the CNSC on March 25, 2026 (a hearing date has not yet been set); reactor-building shaft excavation was completed in early 2026 and the RHP-1 foundation hold point was cleared March 30, 2026 after CNSC verified commitments were met.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.world-nuclear-news.org/articles/opg-applies-for-operating-licence-for-bwrx-300-smr", "lastUpdated": "2026-08-31", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Elementl Power Ohio project advances toward construction", "description": "Elementl Power signed an Early Works Agreement with GVH in June 2026 to deploy up to five BWRX-300 units (about 1.5 GW) at a nearly 700-acre site in Letart Township, Meigs County, Ohio, and has filed with PJM Interconnection to connect the first 600 MW of output to the grid. Elementl is targeting construction start in 2030 and completion of the first unit in 2034.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.world-nuclear-news.org/articles/elementl-power-plans-bwrx-300-smrs-in-ohio", "lastUpdated": "2026-09-08", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Achieve net facility gain", "description": "Fire the Demonstration System and produce more fusion energy than the total energy stored in the facility - a stricter bar than scientific breakeven and the result that would put pulser-driven inertial fusion on a commercial footing.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.pacificfusion.com/locations", "lastUpdated": "2026-08-31", "company": { "slug": "pacific-fusion", "name": "Pacific Fusion", "url": "https://www.ventureatlas.org/company/pacific-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/pacific-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Fly the C919 derivative family", "description": "With the plateau-optimized C919-600's maiden flight complete (July 29, 2026, a roughly two-hour sortie out of and back to Shanghai Pudong), the next milestones are certification and entry into service - COMAC has not yet disclosed a certification timeline for the variant, which will enter service with launch customer Xizang Airlines (formerly Tibet Airlines, 40 aircraft on order). In parallel, COMAC continues to mature the stretched, 200+ seat C919-800 with China Eastern, still targeting a 2030 entry-into-service goal to chase the higher-capacity A321neo / 737 MAX 10 segment. No later flight-test or certification update has been published as of mid-September 2026.", "targetDate": "TBD (C919-600 certification); 2030 (C919-800 EIS)", "sortKey": 203006, "source": "https://www.airdatanews.com/comacs-high-altitude-c919-completes-maiden-flight/", "lastUpdated": "2026-09-11", "company": { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Launch a third robot platform this decade", "description": "Develop and launch a new robot platform beyond the current Atlas, Spot, and Stretch lineup. Interim CEO Amanda McMaster tied the mid-July 2026 $100M Waltham robotics and AI center expansion - with phased move-in from mid-2027 - to giving the team the space and resources to launch its 'third robot platform this decade,' the company's clearest public signal yet of a new commercial product line in development. No platform name, category, or date had been disclosed as of late August 2026.", "targetDate": "By 2030", "sortKey": 203006, "source": "https://www.cbsnews.com/boston/news/boston-dynamics-expansion-waltham-ai-center-jobs/", "lastUpdated": "2026-09-12", "company": { "slug": "boston-dynamics", "name": "Boston Dynamics", "url": "https://www.ventureatlas.org/company/boston-dynamics", "apiUrl": "https://www.ventureatlas.org/api/company/boston-dynamics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Reach 100,000 L4 light-duty autonomous trucks", "description": "Scale the newly unveiled CATL-built L4 light-duty autonomous truck - which shares its technology stack and operating infrastructure with the Gen-7 robotaxi and targets a 40-50% lower freight cost per km than human-driven transport - to a longer-run fleet goal of 100,000 units for urban logistics. The 2030 target is unchanged since the August 2026 briefing.", "targetDate": "2030", "sortKey": 203006, "source": "https://cnevpost.com/2026/08/06/pony-ai-1000-autonomous-heavy-trucks-2-3-years/", "lastUpdated": "2026-09-06", "company": { "slug": "pony-ai", "name": "Pony.ai", "url": "https://www.ventureatlas.org/company/pony-ai", "apiUrl": "https://www.ventureatlas.org/api/company/pony-ai" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Scale Middle East robotaxi network", "description": "CFO Jennifer Li told AGBI in early September 2026 that WeRide plans 7,000 to 10,000 robotaxis in Saudi Arabia by 2030, with about 100 vehicles in Riyadh by year-end 2026, Olaya expansion next, and a Qiddiya project in 2027, on top of the existing Uber/Ai Driver airport service and AlUla autonomous buses. That Saudi plan sits beside the earlier WeRide-Uber commitment to deploy at least 1,200 robotaxis across Abu Dhabi, Dubai, and Riyadh by 2027. Robosweeper units in the Gulf were recalled for dust and sand upgrades.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.agbi.com/transport/2026/09/chinas-weride-plans-10000-robotaxis-in-saudi-arabia-by-2030/", "lastUpdated": "2026-09-08", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "robotaxis", "name": "Robotaxis" }, "trackRecord": null }, { "title": "FAA type certification and autonomous service entry", "description": "Wisk targets type certification of Gen 6 and entry into commercial autonomous air taxi service around 2030, launching in Houston, Los Angeles, and Miami, with South East Queensland targeted by the Brisbane 2032 Olympics. Wisk is in FAA Stage 3 compliance demonstration, and the regulatory framework for autonomous passenger flight is being developed in parallel through the eIPP. This path is now shadowed by the pending Archer Aviation acquisition: Archer has not committed to continuing the Gen 6 certification program past an initial exploratory period following the deal's close, so the 2030 target could shift depending on Archer's decision.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.smartcitiesdive.com/news/boeing-wisk-aero-plans-autonomous-air-taxi/753236/", "lastUpdated": "2026-09-10", "company": { "slug": "wisk-aero", "name": "Wisk Aero", "url": "https://www.ventureatlas.org/company/wisk-aero", "apiUrl": "https://www.ventureatlas.org/api/company/wisk-aero" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": null }, { "title": "Scale toward a 15,000-satellite global network", "description": "Expand beyond Phase 1 into the long-term megaconstellation buildout aimed at more than 15,000 satellites for global coverage by 2030. Re-verified as of September 2, 2026: no change to the long-term roadmap, which the operator has laid out as roughly 324 more satellites in 2027, then about 4,000/year in 2028-2029 and 5,000 in 2030.", "targetDate": "2030", "sortKey": 203006, "source": "https://circleid.com/posts/chinese-leo-satellite-internet-update-guowang-qianfan-and-honghu-3", "lastUpdated": "2026-09-02", "company": { "slug": "qianfan-spacesail", "name": "Qianfan (Spacesail)", "url": "https://www.ventureatlas.org/company/qianfan-spacesail", "apiUrl": "https://www.ventureatlas.org/api/company/qianfan-spacesail" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Prove the solar-farm case at utility scale", "description": "The energy business, not novelty lighting, is what justifies a constellation of thousands. Reflect's homepage still projects roughly a 1% capacity-factor gain for solar farms around 2030 rising toward 20% by 2035. Watch for a named utility or independent power producer signing up for a measured trial, which would be the first outside validation that the physics closes economically; none had been named as of September 12, 2026.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.reflectorbital.com/energy", "lastUpdated": "2026-09-12", "company": { "slug": "reflect-orbital", "name": "Reflect Orbital", "url": "https://www.ventureatlas.org/company/reflect-orbital", "apiUrl": "https://www.ventureatlas.org/api/company/reflect-orbital" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Become a multi-product oncology company by 2030", "description": "Scale BNT327 across its seven-plus pivotal indications and broaden the now-14-trial pivotal pipeline (spanning trastuzumab pamirtecan, elfetabart drozuntecan and gotistobart) while deploying the ~€16.6B cash reserve and cutting COVID-era manufacturing costs, targeting multiple approved cancer products by the end of the decade. Markets rewarded the pivot on August 19, 2026, when the stock jumped ~23% as investors refocused on the oncology pipeline.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.clinicaltrialsarena.com/news/jpm26-biontech-gears-up-for-multiproduct-oncology-status-by-2030/", "lastUpdated": "2026-08-22", "company": { "slug": "biontech", "name": "BioNTech", "url": "https://www.ventureatlas.org/company/biontech", "apiUrl": "https://www.ventureatlas.org/api/company/biontech" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Deliver the first production FQ-42A aircraft", "description": "The June 2026 award started production but no delivery date has been announced. Full-scale manufacturing was underway by July 28, 2026. The Air Force wants at least 150 CCAs fielded from Increment 1 by the end of the decade, split with Anduril in proportions it has declined to disclose, so the first delivered tails are the first real evidence of how that split lands.", "targetDate": "By 2030", "sortKey": 203006, "source": "https://theaviationist.com/2026/07/29/fq-42a-fq-44a-ccas-serial-production/", "lastUpdated": "2026-09-06", "company": { "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" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Deliver 28 satellites for SES's meoSphere network", "description": "SES ordered an initial batch in March 2026 for a MEO broadband network slated to be operating by 2030 and expected to grow toward 100 satellites, with pathfinders flying over the following three years to validate payload components and the K2 platform. SpaceNews reported 28 satellites; K2's July 30 Series D release called it an initial tranche of 30. Either way it is K2's largest commercial commitment and the test of whether a company that has flown two satellites can become a volume manufacturer. Gravitas's completed LEO-to-MEO raise is the technical prerequisite.", "targetDate": "2030", "sortKey": 203006, "source": "https://spacenews.com/ses-targets-28-satellites-with-k2-space-for-next-gen-meo-network/", "lastUpdated": "2026-09-07", "company": { "slug": "k2-space", "name": "K2 Space", "url": "https://www.ventureatlas.org/company/k2-space", "apiUrl": "https://www.ventureatlas.org/api/company/k2-space" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Begin High NA EUV high-volume manufacturing", "description": "TSMC said on September 8, 2026 that it intends to use ASML High NA EUV in high-volume manufacturing for advanced nodes starting in 2030, with High NA layer counts expected to rise as AI transistor architectures get more complex. Near-term High NA production will use today's 6-inch photomasks; the 12-inch mask transition is a later productivity step.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.asml.com/en/news/press-releases/2026/tsmc-and-asml-announce-industry-transition-to-large-format-photomasks-for-high-na-euv", "lastUpdated": "2026-09-09", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Grow ASML Japan workforce to about 700", "description": "ASML Japan President Shojiro Fujiwara said at a September 3, 2026 Tokyo briefing that domestic headcount will rise from 500 to about 700 by fiscal 2030, a roughly 40 percent increase, to support Rapidus 2-nanometer production around fiscal 2027 and TSMC's Kumamoto fabs. ASML has already doubled its Chitose office near Rapidus from about 25 people in 2024 to around 50.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.trendforce.com/news/2026/09/04/news-asml-japan-to-boost-workforce-40-by-2030-to-support-rapidus-tsmc-advanced-chip-push/", "lastUpdated": "2026-09-09", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Define the next-generation single-aisle platform", "description": "Airbus is maturing the engine, wing, battery, materials and systems choices for a next-generation single-aisle aircraft (internally referred to as 'eAction') targeting 20-30% better fuel efficiency and 100% SAF capability, with service entry in the second half of the 2030s. CEO Guillaume Faury has reaffirmed the company remains 'very committed' to a formal launch decision in 2030, with engine-selection decisions expected around 2027. At the July 21, 2026 Farnborough Airshow, Airbus launched a new multi-year flight-test campaign, part of its Wing of Tomorrow research program, to evaluate high-span wing extensions (broadening the current 34m span by roughly 4-5m per side) on an A321neo testbed, with flight testing set to begin in the second half of 2027; in parallel, the shape-changing eXtra Performance WING demonstrator is nearing assembly completion in Cazaux, France, targeting a remotely piloted maiden flight by the end of 2026.", "targetDate": "Launch decision targeted 2030; service entry second half of the 2030s", "sortKey": 203012, "source": "https://simpleflying.com/airbus-very-committed-launching-a320-family-replacement-2030-ceo/", "lastUpdated": "2026-08-29", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "Execute Kemmerer Unit 1 construction", "description": "With construction underway alongside contractor Bechtel and a workforce mobilizing toward ~1,600 (Kemmerer is advancing temporary workforce-housing zoning to accommodate the ramp), TerraPower's central execution challenge is building Kemmerer Unit 1 on schedule. Early work is focused on the non-nuclear energy island under the January 2025 Wyoming state construction permit, with the nuclear island to follow under the March 2026 NRC construction permit's operating-license phase; project owner US SFR Owner LLC has told the NRC it is targeting fuel loading around 2030 and expects to complete construction by February 2031, ahead of commercial operation targeted in 2031.", "targetDate": "Construction complete ~Feb 2031", "sortKey": 203102, "source": "https://www.powermag.com/terrapowers-kemmerer-1-enters-construction-timeline-of-the-natrium-projects-road-to-first-power/", "lastUpdated": "2026-08-29", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Build out the advanced fuel center", "description": "The Tennessee recycling facility is intended to become the first phase of Oklo's broader advanced fuel center, with metal fuel production targeted for the early 2030s after regulatory review. A June 2026 MOU with TRISO fuel maker Standard Nuclear adds Oklo's first third-party offtake pathway for recycled material.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://www.businesswire.com/news/home/20260616604000/en/Oklo-and-Standard-Nuclear-Form-Strategic-Alliance-to-Strengthen-Advanced-Nuclear-Fuel-Supply-Chain", "lastUpdated": "2026-09-01", "company": { "slug": "oklo", "name": "Oklo", "url": "https://www.ventureatlas.org/company/oklo", "apiUrl": "https://www.ventureatlas.org/api/company/oklo" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "First sodium reactor criticality", "description": "Targeting initial criticality of the Natrium reactor at the Kemmerer plant, marking the first sodium-cooled fast reactor to operate in the U.S. in decades, following fuel loading targeted around 2030 and ahead of construction completion (~February 2031) and commercial operation (2031). Not yet achieved as of September 2026; Natrium is not part of the separate federal push (a 2025 executive order and DOE Reactor Pilot Program) for other advanced-reactor developers to reach criticality by July 2026, since Kemmerer Unit 1 is following the NRC's standard two-step Part 50 licensing path instead.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://www.powermag.com/terrapowers-kemmerer-1-enters-construction-timeline-of-the-natrium-projects-road-to-first-power/", "lastUpdated": "2026-09-10", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "UK and international SMR-300 deployment pipeline", "description": "Convert UK GDA Step 2 progress and the EDF Cottam partnership (Heads of Terms signed June 2026 for up to four SMR-300s, ~1.3 GW at the former Cottam coal site in Nottinghamshire) into site-specific licensing and follow-on international deployments that can reuse the UK and U.S. regulatory work, alongside the Green River, Utah SMR-300 project, the planned Gujarat, India manufacturing hub, and a new May 2026 Comprehensive Development Agreement with Rwanda's Atomic Energy Board (targeting up to ~5 GW, Holtec's first sub-Saharan African market). As of end of August 2026, Holtec has not requested UK regulators proceed to GDA Step 3, and no material change to the UK/Cottam timeline has occurred since the June 2026 filing.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://www.onr.org.uk/generic-design-assessment/assessment-of-reactors/holtec-international-smr-300", "lastUpdated": "2026-08-31", "company": { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "First US BWRX-300 online at Clinch River", "description": "TVA targets commercial operation of the first US BWRX-300 at its Clinch River site in the early 2030s, supported by a $400M DOE Gen III+ award - positioned as the nation's first commercial SMR and the anchor of the $40B US-Japan Tennessee/Alabama deployment program. The NRC held its uncontested mandatory hearing on the construction permit (no intervention petitions filed) on August 13, 2026 in Oak Ridge, Tennessee; the hearing record closed August 27, 2026 and the official docket now targets a Fall 2026 commissioner decision.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://www.nrc.gov/reactors/new-reactors/advanced/who-were-working-with/applicant-projects/clinch-river", "lastUpdated": "2026-09-08", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Da Vinci grid power delivery", "description": "Deliver first fusion-generated electricity to the grid from the ~50 MWe Da Vinci prototype plant, establishing TAE as a commercial fusion power provider, with follow-on plants scaling to 350-500 MWe. Site selection (from the Alabama/Ohio/Texas shortlist) and construction start remain gated on closing the proposed TMTG merger, still targeted for a close by end of 2026; no final site had been announced as of September 6, 2026, and the Form S-4 was still unfiled.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://tae.com/faq-company/", "lastUpdated": "2026-09-06", "company": { "slug": "tae-technologies", "name": "TAE Technologies", "url": "https://www.ventureatlas.org/company/tae-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/tae-technologies" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Bring Alpha online and demonstrate net energy gain", "description": "Build and commission the ~€2B Alpha demonstrator at Garching and operate it from 2031, aiming to make it the first stellarator ever to produce more fusion energy than it consumes and to generate the data that sets the Stellaris engineering design.", "targetDate": "2031", "sortKey": 203106, "source": "https://www.proximafusion.com/press-news/proxima-fusion-raises-eu411-million-to-build-europes-commercial-fusion-champion", "lastUpdated": "2026-08-31", "company": { "slug": "proxima-fusion", "name": "Proxima Fusion", "url": "https://www.ventureatlas.org/company/proxima-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/proxima-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "ES-30 type certification", "description": "Heart's ES-30 product page and X1 first-flight materials still list type certification and entry into service in 2031, after the earlier 2029 goal slipped. The schedule still hinges on maturing the X2 hybrid stack and flying the first pre-production, type-conforming ES-30 airframe from 2028.", "targetDate": "2031", "sortKey": 203106, "source": "https://heartaerospace.com/es-30/", "lastUpdated": "2026-09-06", "company": { "slug": "heart-aerospace", "name": "Heart Aerospace", "url": "https://www.ventureatlas.org/company/heart-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/heart-aerospace" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Prepare ES-30 for commercial service", "description": "Heart is positioning the ES-30 for commercial regional service with a stated $9.4B order book (United, Air Canada, JSX and others) and more than 40% lower operating cost versus legacy regional aircraft. The official ES-30 page still puts entry into service at 2031.", "targetDate": "2031", "sortKey": 203106, "source": "https://heartaerospace.com/es-30/", "lastUpdated": "2026-09-06", "company": { "slug": "heart-aerospace", "name": "Heart Aerospace", "url": "https://www.ventureatlas.org/company/heart-aerospace", "apiUrl": "https://www.ventureatlas.org/api/company/heart-aerospace" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Stand up a 12-inch High NA photomask pilot line", "description": "With ASML, TSMC is leading an industry initiative to move High NA EUV photomasks from 6-inch to 12-inch format, targeting a 12-inch mask pilot line by 2031 to raise scanner productivity, lower chipmaking costs and remove stitching constraints. Full 12-inch High NA lithography systems are aimed at advanced-node production by 2033.", "targetDate": "2031", "sortKey": 203106, "source": "https://www.asml.com/en/news/press-releases/2026/tsmc-and-asml-announce-industry-transition-to-large-format-photomasks-for-high-na-euv", "lastUpdated": "2026-09-09", "company": { "slug": "tsmc", "name": "TSMC", "url": "https://www.ventureatlas.org/company/tsmc", "apiUrl": "https://www.ventureatlas.org/api/company/tsmc" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 1, "slipped": 2, "missed": 0, "total": 3 } }, { "title": "Hyper-NA EUV (0.75 NA) for sub-1nm nodes", "description": "ASML's next optical leap, an 0.75 NA platform (the 'HXE' series) aimed at the A7 and A5 nodes, targets the early 2030s; ASML and imec have confirmed the platform's feasibility, alongside a demonstrated next-generation EUV light source that could lift chip output 50% by decade's end. Semicon Taiwan 2026 commentary stayed on High-NA EXE availability and the EXE:5200C/D/5400E/5600 productivity roadmap rather than pulling Hyper-NA forward.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://www.tweaktown.com/news/98798/asml-expects-it-will-offer-hyper-na-chipmaking-machines-by-2030-reaching-just-0-75/index.html", "lastUpdated": "2026-09-06", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Begin commercial Natrium fleet under Meta agreement", "description": "Move the January 2026 Meta agreement for up to eight Natrium plants from early development into deployment, with the first commercial units targeted to come online as early as 2032. TerraPower's May 2026 commercialization agreements with HD Hyundai and HDEC are intended to build out the component-manufacturing and EPC supply chain needed to deliver the fleet at scale. Cheyenne, Wyoming - home to Meta's large Project Cosmo data center campus - has emerged as a leading candidate site for the initial dual-reactor unit, though TerraPower and Meta had not formally confirmed a site as of mid-2026.", "targetDate": "2032", "sortKey": 203206, "source": "https://cowboystatedaily.com/2026/01/09/terrapower-meta-deal-could-bring-advanced-nuclear-plant-to-cheyenne/", "lastUpdated": "2026-08-29", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "First Polish BWRX-300 units online at Włocławek", "description": "ORLEN and Synthos Green Energy's 50/50 JV (OSGE) selected Włocławek as the site of Poland's first SMR plant - planned as Europe's first BWRX-300. GVH and OSGE signed a Poland Generic Design Agreement in February 2026 to advance a Polish-adapted detailed design, backed by up to $4B in US EXIM/DFC letters of interest; on June 25, 2026 OSGE and the city of Włocławek signed a cooperation agreement covering up to six BWRX-300 units (1.8 GW) at the site, within OSGE's longer-term roadmap for a fleet of up to 24 units nationwide. OSGE targets the first unit online by 2032.", "targetDate": "2032", "sortKey": 203206, "source": "https://www.world-nuclear-news.org/articles/osge-signs-agreement-with-wloclawek-for-smr-plant", "lastUpdated": "2026-09-08", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Field CASSIOPÉE to succeed CERES", "description": "France's DGA awarded Airbus and Unseenlabs the CASSIOPÉE space SIGINT system on September 11, 2026. Airbus integrates S250-based satellites and the control centre; Unseenlabs supplies the payload. The system is to succeed CERES by 2032 as the sovereign core of the CELESTE programme.", "targetDate": "2032", "sortKey": 203206, "source": "https://aviationnews.eu/news/2026/09/airbus-and-unseenlabs-partner-to-renew-frances-sovereign-sigint-space-capabilities/", "lastUpdated": "2026-09-12", "company": { "slug": "airbus", "name": "Airbus", "url": "https://www.ventureatlas.org/company/airbus", "apiUrl": "https://www.ventureatlas.org/api/company/airbus" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": null }, { "title": "C929 wide-body development", "description": "Drive the C929 deeper into hardware execution: complete wind-tunnel and aerodynamic validation, lock in remaining tier-1 suppliers beyond Aviage/Safran/Crane, take delivery of Huarui Aero's first middle fuselage by September 2027, and ultimately pick a powerplant - the domestic AECC CJ-2000/AEF-3500 turbofan is emerging as a leading candidate after a successful Feb 2025 high-altitude bench test, but no selection has been confirmed. COMAC's own site now lists the baseline C929 at 282 to 440 seats. COMAC has publicly set a prudent timeline of a China type certificate by 2032 and first commercial flight around 2035.", "targetDate": "China TC by 2032; first flight ~2035", "sortKey": 203206, "source": "https://english.comac.cc/", "lastUpdated": "2026-09-11", "company": { "slug": "comac", "name": "COMAC", "url": "https://www.ventureatlas.org/company/comac", "apiUrl": "https://www.ventureatlas.org/api/company/comac" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 2, "slipped": 0, "missed": 0, "total": 2 } }, { "title": "Ship production-ready 12-inch High NA lithography systems", "description": "With TSMC, drive the industry transition from 6-inch to 12-inch High NA photomasks: a 12-inch mask pilot line targeted for 2031, then 12-inch High NA lithography systems ready for advanced-node production by 2033, aimed at higher scanner productivity, lower chipmaking costs and the removal of stitching constraints.", "targetDate": "2033", "sortKey": 203306, "source": "https://www.asml.com/en/news/press-releases/2026/tsmc-and-asml-announce-industry-transition-to-large-format-photomasks-for-high-na-euv", "lastUpdated": "2026-09-09", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Advance Natrium through UK Generic Design Assessment", "description": "Having submitted its GDA application in October 2025, received formal acceptance from the UK Department for Energy Security and Net Zero in February 2026, and started Step 1 of the three-step regulatory review on June 5, 2026 through subsidiary TerraPower UK Ltd, progress the multi-year process toward a first UK Natrium plant. CEO Chris Levesque told Reuters on September 7, 2026 that UK electricity from Natrium in 2034 is very possible, citing Wyoming construction progress toward a 2031 completion, and that power would cost under 100 pounds per megawatt hour. No UK site has been chosen; the British subsidiary is likely to be based in Liverpool.", "targetDate": "2034", "sortKey": 203406, "source": "https://www.reuters.com/business/energy/gates-backed-terrapower-targets-british-nuclear-power-plant-start-by-2034-2026-09-07/", "lastUpdated": "2026-09-08", "company": { "slug": "terrapower", "name": "TerraPower", "url": "https://www.ventureatlas.org/company/terrapower", "apiUrl": "https://www.ventureatlas.org/api/company/terrapower" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Convert the $13.4B tanker FMS ceiling into obligated orders", "description": "On September 11, 2026 the Air Force added a $13.4 billion Foreign Military Sales ceiling to contract FA8609-19-D-0007, lifting the total to $19.1 billion through April 28, 2035 for Japan, Israel and future partners. The Department of Defense said no funds were obligated at award. Watch whether Japan and Israel task orders, or a later partner, actually draw against that ceiling.", "targetDate": "Through April 2035", "sortKey": 203504, "source": "https://www.marketwatch.com/story/pentagon-awards-boeing-13-4b-air-force-contract-modification-917956d0", "lastUpdated": "2026-09-12", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Advance the Studsvik Sweden four-unit BWRX-300 project", "description": "Following a competitive evaluation, Swedish nuclear technology company Studsvik selected GVH and Samsung C&T as strategic collaborators on September 3, 2026 to advance its proposed 1.2 GW 'ReFirm' program - four BWRX-300 units at either Studsvik's licensed Nykoping site or Malma in Valdemarsvik. GVH will lead reactor design, licensing support and cost estimation and work with Samsung C&T on execution, while Studsvik handles permitting, the environmental impact assessment and Swedish government engagement; South Korea's DS Investment Partners will lead project investment. This marks GVH's return to the Swedish market after Vattenfall's Videberg Kraft venture picked Rolls-Royce SMR over the BWRX-300 for the separate Ringhals project in June 2026. The agreement is exclusive for a fixed period but is not yet a final investment decision or construction authorization.", "targetDate": "Mid-2030s (first unit)", "sortKey": 203506, "source": "https://www.ans.org/news/2026-09-03/article-8366/studsvik-announces-partnership-to-deploy-four-bwrx300s-in-sweden/", "lastUpdated": "2026-09-05", "company": { "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" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": { "hit": 0, "slipped": 0, "missed": 1, "total": 1 } }, { "title": "Advance the Nucor deployment", "description": "Move the Nucor commercial agreement from customer commitment into a concrete plant deployment for a 500 MWe fusion facility serving industrial manufacturing, with operations targeted as soon as 2030 pending final site selection.", "targetDate": "2030s", "sortKey": 203506, "source": "https://www.helionenergy.com/newsroom/helion-nucor-collaboration-to-deploy-500-mw-fusion-power-plant", "lastUpdated": "2026-08-30", "company": { "slug": "helion-energy", "name": "Helion Energy", "url": "https://www.ventureatlas.org/company/helion-energy", "apiUrl": "https://www.ventureatlas.org/api/company/helion-energy" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Extend carbon neutrality to the full battery value chain", "description": "CATL said on August 17, 2026 that it met its 2025 target of carbon neutrality across core operations, with all 20 battery plants certified carbon neutral and 100% zero-carbon electricity in core operations, and laid out a roadmap to extend that to its full value chain, covering raw materials, component production, transportation and recycling, by 2035. Procurement guidelines announced alongside the roadmap require suppliers to provide carbon footprint data starting in 2027, with favorable terms for suppliers with better emissions performance.", "targetDate": "2035", "sortKey": 203506, "source": "https://www.prnewswire.com/news-releases/catl-achieves-2025-core-operation-carbon-neutrality-target-sets-path-to-2035-value-chain-goal-302852734.html", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Deploy the first commercial Stellaris plant at Gundremmingen", "description": "Build Europe's first commercial stellarator fusion power plant on the site of the decommissioned Gundremmingen nuclear station in Bavaria, reusing existing grid connections and industrial infrastructure.", "targetDate": "Mid-to-late 2030s", "sortKey": 203806, "source": "https://www.ans.org/news/2026-03-03/article-7810/proxima-fusion-signs-mou-with-bavaria-rwe-and-max-planck-ipp-to-build-german-stellarator-power-plant/", "lastUpdated": "2026-08-31", "company": { "slug": "proxima-fusion", "name": "Proxima Fusion", "url": "https://www.ventureatlas.org/company/proxima-fusion", "apiUrl": "https://www.ventureatlas.org/api/company/proxima-fusion" }, "industry": { "slug": "nuclear-fusion", "name": "Nuclear Fusion" }, "trackRecord": null }, { "title": "Resolve the ULA ownership question amid renewed sale talks", "description": "Boeing and Lockheed Martin have long explored selling their 50/50 joint venture. Reuters reported in August 2024 that the pair were in talks to sell ULA to Sierra Space at a valuation of roughly $2-3 billion, after earlier unsuccessful approaches by Blue Origin and Cerberus Capital Management. As of September 10, 2026 the sale still had not closed and ULA remains a Boeing-Lockheed JV. Both parents' Q2 2026 SEC filings show rising ULA equity investments driven by matching $500 million bank guarantees each parent extended in May 2026, not by any divestiture. No renewed Sierra Space talks or other buyer approach has surfaced publicly since. A completed sale would reshape ULA's ownership just as Vulcan works toward a return to flight.", "targetDate": "Ongoing", "sortKey": null, "source": "https://www.sec.gov/Archives/edgar/data/0000012927/000162828026050038/ba-20260630.htm", "lastUpdated": "2026-09-10", "company": { "slug": "ula", "name": "United Launch Alliance", "url": "https://www.ventureatlas.org/company/ula", "apiUrl": "https://www.ventureatlas.org/api/company/ula" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "List on Shanghai STAR Market (IPO)", "description": "A December 2025 SSE guideline now requires commercial-rocket applicants to show a successful orbital insertion on a medium-to-large reusable vehicle. Payload reported in early September 2026 that Space Pioneer filed for IPO counselling in 2025 and remains there after the April failure, with no listing date set.", "targetDate": "TBD (blocked until a successful reusable-class orbital flight)", "sortKey": null, "source": "https://payloadspace.com/chinas-commercial-space-sector-is-going-public/", "lastUpdated": "2026-09-08", "company": { "slug": "space-pioneer", "name": "Space Pioneer", "url": "https://www.ventureatlas.org/company/space-pioneer", "apiUrl": "https://www.ventureatlas.org/api/company/space-pioneer" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Gulf South SMR-300 evaluation with Entergy and Hyundai E&C", "description": "On August 4, 2026 Holtec, Entergy, and Hyundai Engineering & Construction signed a non-binding memorandum of agreement to jointly evaluate potential dual-unit SMR-300 projects across Entergy's Gulf South service territory (Alabama, Florida, Louisiana, Mississippi, and Texas), driven by rising industrial, manufacturing, and AI-data-center load growth. The framework covers assessing customer demand, candidate sites, and commercial structures; no site selection, binding commitment, or timeline has been announced as of end of August 2026.", "targetDate": "No target date announced (non-binding evaluation)", "sortKey": null, "source": "https://www.globenewswire.com/news-release/2026/08/04/3338218/0/en/holtec-entergy-and-hyundai-e-c-sign-moa-to-evaluate-potential-smr-300-projects-in-gulf-south-region.html", "lastUpdated": "2026-08-31", "company": { "slug": "holtec", "name": "Holtec International", "url": "https://www.ventureatlas.org/company/holtec", "apiUrl": "https://www.ventureatlas.org/api/company/holtec" }, "industry": { "slug": "nuclear-fission", "name": "Nuclear Fission" }, "trackRecord": null }, { "title": "Finalize $4.5B KC-46A tanker sale to Qatar", "description": "The US State Department approved a possible Foreign Military Sale to Qatar of up to four Boeing KC-46A Pegasus aerial refueling aircraft plus engines, radar-warning receivers and defensive systems, valued at roughly $4.5 billion, notified to Congress on August 20, 2026. Principal contractors are Boeing, Pratt & Whitney Military Engines, RTX and Northrop Grumman. The notification authorizes but does not finalize the sale - Qatar has not yet signed a firm order - and would make it the fourth KC-46A operator after the US, Japan, and Israel.", "targetDate": "TBD (pending Qatari contract signature)", "sortKey": null, "source": "https://www.state.gov/releases/bureau-of-political-military-affairs/2026/08/qatar-kc-46a-aerial-refueling-aircraft", "lastUpdated": "2026-09-09", "company": { "slug": "boeing", "name": "Boeing", "url": "https://www.ventureatlas.org/company/boeing", "apiUrl": "https://www.ventureatlas.org/api/company/boeing" }, "industry": { "slug": "civilian-aircrafts", "name": "Civilian Aircrafts" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Scale Index data collection and $1B data-compute spend", "description": "After bringing Index out of stealth on August 25, 2026 (264,000 downloads, 44,000 weekly active users, 16 million videos, $15 million paid to Creators), Figure said it is on a path to scale that pipeline and is committed to spend more than $1 billion over the next 12 months on data and compute. The September 3, 2026 Nscale partnership adds an initial $3.5 billion of dedicated cloud compute (intent to scale past $6 billion) on up to 100,000 Nvidia Vera Rubin GPUs starting in the second half of 2027. The next milestone is converting that crowdsourced physical video and new compute into Helix generalization gains that the company said it would share in more detail.", "targetDate": "Next 12 months", "sortKey": null, "source": "https://www.prnewswire.com/news-releases/nscale-and-figure-sign-strategic-partnership-to-power-the-next-generation-of-physical-ai-302868918.html", "lastUpdated": "2026-09-04", "company": { "slug": "figure-ai", "name": "Figure AI", "url": "https://www.ventureatlas.org/company/figure-ai", "apiUrl": "https://www.ventureatlas.org/api/company/figure-ai" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": null }, { "title": "Complete the staggered Western commercial launch (Asia, North America)", "description": "Unitree opened commercial humanoid sales in Europe on July 22, 2026, becoming the first Chinese humanoid maker to sell commercially in Western markets, then extended commercial deployment into Asian logistics and manufacturing sites on August 5, 2026 as planned. The North American leg remains blocked: the FCC's July 28, 2026 addition of foreign advanced robotic devices to its Covered List requires a Department of War Conditional Approval before any new-model equipment authorization can be granted, and as of early September 2026 the Department of War had still granted zero Conditional Approvals to any foreign-made robotic device (re-verified, no change since late August), so the originally planned August 12 North American launch remains delayed with no revised date announced. Previously authorized Unitree models and existing US inventory remain legal to sell. On July 31, 2026, board secretary Fu Fenghua clarified in an online investor session tied to the Shanghai listing that Unitree's current lineup - the G1, H2, and R1 humanoids and the Go2, B2, and A2 quadrupeds - all secured FCC equipment authorization before the Covered List policy took effect and so remain legally sellable in the US from existing inventory; the gating effect falls only on new, not-yet-authorized models. The European leg keeps advancing regardless: Unitree is exhibiting at IFA Berlin 2026 (Sept 5, including a headline 'Robots on the Runway' demonstration), and coverage of the show notes Europe has no equivalent of either the Pentagon or FCC restriction, so EU buyers face no import restriction on Unitree products.", "targetDate": "TBD - pending Department of War Conditional Approval", "sortKey": null, "source": "https://www.techtimes.com/articles/326651/20260904/unitree-humanoid-robots-hacked-30-meters-eu-buyers-ifa-face-no-import-restriction.htm", "lastUpdated": "2026-09-05", "company": { "slug": "unitree-robotics", "name": "Unitree Robotics", "url": "https://www.ventureatlas.org/company/unitree-robotics", "apiUrl": "https://www.ventureatlas.org/api/company/unitree-robotics" }, "industry": { "slug": "humanoid-robots", "name": "Humanoid Robots" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Finalize expanded EXIM Bank financing to double manufacturing capacity", "description": "BETA and the US Export-Import Bank announced intent on August 4, 2026 to expand their financing relationship with $830 million of incremental, non-dilutive financing on top of an initial roughly $170 million tranche, for up to $1 billion in total. BETA's commercial aircraft backlog has grown from about $1 billion to $3.9 billion since the original EXIM financing, and the expanded funding would roughly double capacity across BETA's manufacturing facilities. As of late August 2026 the proposed financing remains subject to due diligence, negotiation, and execution of definitive documentation, with no assurance the parties will complete the transaction and no announced completion date.", "targetDate": "Unspecified (subject to due diligence)", "sortKey": null, "source": "https://www.businesswire.com/news/home/20260804814354/en/BETA-Technologies-and-EXIM-Bank-Announce-Intent-to-Expand-Financing-Agreement-for-Up-to-$1-Billion-to-Fuel-U.S.-Aerospace-Manufacturing-Growth", "lastUpdated": "2026-08-29", "company": { "slug": "beta-technologies", "name": "Beta Technologies", "url": "https://www.ventureatlas.org/company/beta-technologies", "apiUrl": "https://www.ventureatlas.org/api/company/beta-technologies" }, "industry": { "slug": "evtol", "name": "eVTOL" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Open the AT&T Business managed Leo offer", "description": "AT&T Business and Amazon Leo said they will fold Leo LEO broadband into AT&T's fiber and 5G networks as one managed architecture for U.S. enterprise and public-sector customers. Watch for pricing, availability and product configurations after the phased reliability deployment, and whether AT&T remains the first major U.S. carrier to sell Leo that way.", "targetDate": "Coming months", "sortKey": null, "source": "https://csimagazine.com/csi/ATT-Business-adds-Amazon-Leo-satellite-connectivity.php", "lastUpdated": "2026-09-11", "company": { "slug": "amazon-leo", "name": "Amazon Leo", "url": "https://www.ventureatlas.org/company/amazon-leo", "apiUrl": "https://www.ventureatlas.org/api/company/amazon-leo" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Evaluate vertical integration into launch capacity", "description": "AST disclosed alongside its July 2026 $1B+ convertible-note raise that proceeds could fund 'partnerships and/or acquisitions to further vertically integrate its business and mitigate risks associated with third-party launch providers' - language analysts read as AST following Rocket Lab's playbook toward owning or investing in a launch provider. The company said it had no understandings or agreements in place as of mid-July 2026. As of September 10, 2026 AST has still not announced any launch-company partnership or acquisition; whether this converts into an actual deal remains unresolved.", "targetDate": "Unspecified", "sortKey": null, "source": "https://www.satellitetoday.com/connectivity/2026/07/16/ast-spacemobile-discloses-delays-to-launch-campaign-explores-vertical-integration/", "lastUpdated": "2026-09-10", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Close Ligado L-band spectrum transaction pending FCC approval", "description": "AST's subsidiaries agreed in early 2025 to take long-term access to up to 40 MHz of L-band mobile satellite services spectrum in the US and Canada plus 5 MHz of adjacent spectrum, as part of Ligado Networks' Chapter 11 restructuring (bankruptcy court confirmed the plan September 29, 2025). AST would pay Ligado about $550M upon FCC approval plus warrants and $80M in annual lease payments. Ligado's FCC modification request - to deploy an L-band payload on up to 96 AST satellites - remains pending, opposed by Iridium over interference-coordination concerns. On August 23, 2026 a broader coalition (Airlines for America, Iridium, and other aviation, GPS, and maritime groups) filed FCC comments arguing AST's role as sole day-to-day operator of the constellation makes it impossible for Ligado to also run a coexisting terrestrial mobile offering on the same spectrum. As of September 10, 2026 the FCC has not ruled.", "targetDate": "Unspecified (pending FCC decision)", "sortKey": null, "source": "https://broadbandbreakfast.com/aviation-groups-iridium-still-dont-like-ligado-ast-space-mobile-deal/", "lastUpdated": "2026-09-10", "company": { "slug": "ast-spacemobile", "name": "AST SpaceMobile", "url": "https://www.ventureatlas.org/company/ast-spacemobile", "apiUrl": "https://www.ventureatlas.org/api/company/ast-spacemobile" }, "industry": { "slug": "satellite-mega-constellations", "name": "Satellite Mega-Constellations" }, "trackRecord": { "hit": 1, "slipped": 0, "missed": 0, "total": 1 } }, { "title": "Resubmit mCOMBRIAX (mRNA-1083) US application", "description": "Resubmit the US Biologics License Application for mCOMBRIAX, the flu-plus-COVID combination vaccine already approved in the EU. Moderna withdrew the original 2024 US application in May 2025 after the FDA requested Phase 3 influenza-efficacy data; that data has now been delivered via mFlusiva's August 5, 2026 approval, clearing the path to resubmit. Moderna has still not announced a specific resubmission timeline, and the FDA's rare refusal-to-file letter on mFlusiva earlier in 2026 (reversed on appeal) could add further delay before the combination shot is refiled.", "targetDate": "Timing not yet announced", "sortKey": null, "source": "https://www.fiercepharma.com/pharma/modernas-mrna-flu-shot-mflusiva-snags-fda-nod-after-refusal-file-imbroglio", "lastUpdated": "2026-09-01", "company": { "slug": "moderna", "name": "Moderna", "url": "https://www.ventureatlas.org/company/moderna", "apiUrl": "https://www.ventureatlas.org/api/company/moderna" }, "industry": { "slug": "biotech", "name": "Biotech" }, "trackRecord": { "hit": 2, "slipped": 1, "missed": 0, "total": 3 } }, { "title": "Stand up an in-house chip design team", "description": "Anthropic confirmed on August 5, 2026 it is building an in-house silicon team to co-design custom chips with Claude's model architecture, targeting roughly a 50% cut in per-token inference costs. The company is hiring chip engineers across front-end design, verification, and packaging at salaries up to $485,000, positioning custom silicon as a longer-term hedge alongside its existing AWS, Google, Nvidia and AMD compute deals. Bloomberg reported September 8, 2026 that talks to acquire chip-efficiency startup Decart for ~$6B ended after due diligence; the companies may still work together commercially. Bloomberg reported August 21, 2026 that Anthropic hired Amir Salek, founder and longtime head of Google's custom TPU program (its first seven generations through 2022), to its compute team reporting to compute lead James Bradbury.", "targetDate": "Ongoing", "sortKey": null, "source": "https://www.bloomberg.com/news/articles/2026-09-08/anthropic-said-to-walk-away-from-6-billion-decart-acquisition", "lastUpdated": "2026-09-08", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Resolve the Pentagon standoff and lead on AI safety/policy", "description": "Advance Anthropic's interpretability and safety research and its model-safety classifiers, while trying to restore federal/defense access after the February 2026 Trump directive and Pentagon 'supply chain risk' designations over autonomous-weapons and mass-surveillance guardrails. On August 27, 2026 San Francisco federal judge Rita Lin ruled the California-case designation unlawful as First Amendment retaliation and arbitrary and capricious, issuing a written order that the measures were illegal and baseless; a second, separate designation remains before the D.C. Circuit (argued May 19), and the government is expected to appeal the California ruling. On September 2, 2026 Commerce Secretary Howard Lutnick told Axios the administration now trusts Anthropic and that the company is back on the right side after doing what officials asked, a political thaw that does not by itself close the D.C. Circuit case or restore Pentagon contracts. On August 14, 2026 Anthropic published its second company-wide Risk Report under Responsible Scaling Policy v3.4, raising its assessed risk of catastrophic harm from misalignment in high-stakes settings from very low to low (citing growing uncertainty rather than a specific failed test), disclosing an unreleased internal model called Model 2 that it says is somewhat more capable than public frontier model Claude Mythos 5 with no current plan to release it, and keeping the automated-AI-R&D risk rating at low while flagging early signs of acceleration. Anthropic also continues shaping AI governance more broadly, having doubled its Public First Action funding to $40M ahead of the 2026 U.S. elections.", "targetDate": "Ongoing", "sortKey": null, "source": "https://www.axios.com/2026/09/02/lutnick-anthropic-trump", "lastUpdated": "2026-09-03", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "Defend against the Sony Music Publishing and Warner Chappell copyright suit", "description": "Respond to a lawsuit filed by Sony Music Publishing and Warner Chappell Music naming Anthropic, CEO Dario Amodei and co-founder Benjamin Mann individually, alleging Claude was trained on tens of thousands of the publishers' copyrighted compositions obtained via piracy, including BitTorrent downloads from Library Genesis and Pirate Library Mirror, with statutory damages sought up to $150,000 per infringed composition. Anthropic has denied the allegations. The suit follows the September 2025 $1.5 billion settlement of a similar piracy-based claim brought by authors, in which a court found that training on copyrighted works was not itself unlawful but that obtaining them through piracy was.", "targetDate": "Ongoing", "sortKey": null, "source": "https://variety.com/2026/music/news/sony-music-publishing-warner-chappell-anthropic-lawsuit-1236847442/", "lastUpdated": "2026-09-01", "company": { "slug": "anthropic", "name": "Anthropic", "url": "https://www.ventureatlas.org/company/anthropic", "apiUrl": "https://www.ventureatlas.org/api/company/anthropic" }, "industry": { "slug": "artificial-intelligence", "name": "AI Labs" }, "trackRecord": null }, { "title": "SBMC Phase 2 prototype testing and Army downselect", "description": "Anduril delivered hundreds of Phase 1 EagleEye-based SBMC prototypes to the Army and tested them with the 75th Ranger Regiment in field conditions in August 2026. The redesigned Phase 2 hardware, unveiled August 17, 2026, widens the headset's horizontal field of view by almost 70%; the Army plans to field hundreds of the upgraded units for further testing starting in early 2027, with a downselect between Anduril and competitor Rivet, and a production award, potentially landing in fiscal 2028 - a slower path than the 'first scaled delivery' Anduril had previously targeted for 2027. A July 2026 GAO report on legacy IVAS underscores how much scrutiny this program carries after Microsoft's stumbles.", "targetDate": "FY2028", "sortKey": null, "source": "https://defensescoop.com/2026/08/17/anduril-tech-soldier-borne-mission-command-program/", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Japan evaluates Lattice for Self-Defense Force command and control", "description": "Japan's government is reported to be weighing Anduril's Lattice AI, alongside Palantir's Maven Smart System, for Self-Defense Force command and control, aiming to speed decision-making and improve interoperability with US forces while trying to avoid long-term dependence on foreign technology via a proposed Japanese Sakana AI-based command layer. Still at the consideration stage as of September 10, 2026, with no procurement timeline announced.", "targetDate": "Unspecified", "sortKey": null, "source": "https://asia.nikkei.com/politics/defense/japan-weighs-use-of-palantir-anduril-ai-systems-for-defense-forces", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Field Pulsar-L counter-drone jammers on Marine Corps ACVs", "description": "The Marine Corps published a Notice of Intent to Sole Source on August 3, 2026 to buy Anduril's Pulsar-L electronic-warfare system to defend Amphibious Combat Vehicles against drones, giving 360-degree passive detection and AI-enabled countermeasures against single drones or swarms. Responses to the sources-sought notice were due August 18, 2026; initial fielding is targeted for early fiscal year 2027, with more than 50 units planned in the program's first year. No contract award had been announced as of September 10, 2026 - a new vehicle-mounted counter-drone customer distinct from Anduril's existing Washington National Guard and SOCOM counter-drone work.", "targetDate": "Early FY2027", "sortKey": null, "source": "https://news.usni.org/2026/08/05/u-s-marine-corps-acvs-to-counter-drones-with-anduril-jammer-package", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Finalize the $1.98B Kuwait counter-drone Foreign Military Sale", "description": "The State Department approved a possible $1.98B FMS to Kuwait on June 5, 2026 covering Roadrunner-M and Anvil interceptor drones, Pulsar jammers, Sentry towers, Lattice software, and Menace tactical operations centers. State Department approval only clears the sale for negotiation - a definitive contract with Anduril had not yet been announced as of September 10, 2026.", "targetDate": "Unspecified", "sortKey": null, "source": "https://www.state.gov/releases/bureau-of-political-military-affairs/2026/06/kuwait-counter-unmanned-aerial-systems-platforms", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "DHS counter-UAS Track 1 re-evaluation decision", "description": "After Anduril's August 12 protest of its exclusion from Track 1 of DHS's $1.5B counter-UAS IDIQ, DHS agreed to re-evaluate the company's hardware/software proposal and make a new selection. GAO dismissed the protest on September 4, 2026 because of that corrective action. Anduril already holds a Track 2 services slot; a Track 1 award would make it the second dual-track vendor alongside Leidos, joining Track 1 incumbents BAE, CACI, Dedrone, D-Fend, EMS Defense, Fortem and Leidos.", "targetDate": "Unspecified", "sortKey": null, "source": "https://www.washingtontechnology.com/contracts/2026/09/dhs-gives-anduril-second-shot-counter-drone-contract-track/415842/", "lastUpdated": "2026-09-09", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Move from company-run to Air Force-supervised Fury autonomy flights", "description": "Anduril's YFQ-44A Fury completed a second exercise with the Air Force's Experimental Operations Unit at Creech Air Force Base on August 19, 2026, a week of high-tempo flights with multiple daily sorties. For the first time, Air Force operators (not just Anduril staff) directly supervised the mission-autonomy flights and tasked the aircraft from multiple locations, testing the disaggregated control needed to generate sorties from austere bases as the Air Force works toward operational fielding of the FQ-44.", "targetDate": "Unspecified", "sortKey": null, "source": "https://www.anduril.com/news/yfq-44a-completes-second-exercise-with-the-experimental-operations-unit", "lastUpdated": "2026-08-26", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Advance the Boeing-Anduril IFPC Increment 2 interceptor through design and demonstration", "description": "After the September 9, 2026 Army downselect, the Boeing-Anduril team moves into detailed design, system development, integration, and a competitive capability demonstration for the IFPC Increment 2 second interceptor. The design uses an Anduril solid rocket motor from the Mississippi Solid Rocket Motor Complex. A later production award would put Anduril into the Army's midrange air-defense interceptor magazine alongside its existing Roadrunner counter-drone work.", "targetDate": "Unspecified", "sortKey": null, "source": "https://www.anduril.com/news/boeing-and-anduril-s-midrange-interceptor-advances-in-u-s-army-competition", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Win a Polish order for Fury or Thunder alongside Barracuda production", "description": "At MSPO Kielce on September 9, 2026 Anduril pitched Fury as a loyal wingman for Poland's F-35s and Thunder as a force multiplier for the 96 AH-64E Apaches due from 2028, which would make Poland the first European user of either aircraft. Talks with the Ministry of National Defence were ongoing and no aircraft contract had been announced as of September 10, 2026.", "targetDate": "Unspecified", "sortKey": null, "source": "https://www.defensenews.com/global/europe/2026/09/09/anduril-doubles-down-on-poland-with-autonomous-aircraft-pitch-for-f-35-apache/", "lastUpdated": "2026-09-10", "company": { "slug": "anduril", "name": "Anduril Industries", "url": "https://www.ventureatlas.org/company/anduril", "apiUrl": "https://www.ventureatlas.org/api/company/anduril" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Defend government/defense AI turf against Google's Fairwind push", "description": "Google DeepMind's September 2, 2026 launch of Gemini 3.8 Flash Cyber and its Fairwind Program - which gives vetted governments, critical-infrastructure operators and defenders early access to an autonomous vulnerability-discovery and patching model - was read by investors as a direct move into Palantir's core government AI territory, and contributed to a 7% drop in Palantir shares the same day even as the company had just landed the TITAN production award and hired AIG's Peter Zaffino as global head of financial services. How much of Fairwind's government/critical-infrastructure customer base overlaps with Palantir's Gotham/Maven accounts is not yet clear.", "targetDate": "Ongoing", "sortKey": null, "source": "https://www.tipranks.com/news/palantir-stock-pltr-tanks-7-on-new-threat-from-google", "lastUpdated": "2026-09-03", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Congress to fund $2.3B FY2027 Maven / Joint Fires Network expansion", "description": "Now that Maven Smart System is a formal program of record, its funding runs through the normal defense budget cycle rather than ad hoc contract actions. The Pentagon's FY2027 budget request asks Congress for $2.3 billion over five years to expand Maven and a related Joint Fires Network connecting battlefield intelligence directly to weapons systems - the first time Maven has been framed as a core, rather than experimental, budget line.", "targetDate": "FY2027", "sortKey": null, "source": "https://spacenews.com/pentagon-seeks-2-3-billion-for-maven-ai-battlefield-system/", "lastUpdated": "2026-08-28", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Japan evaluates Maven Smart System for Self-Defense Force command and control", "description": "Japan's Defense Ministry is still weighing Palantir's Maven Smart System for Self-Defense Force command and control after using it in the Keen Edge exercise in early 2026. Joint Staff chief Hiroaki Uchikura has said no Palantir system has been chosen. Tokyo is also considering a domestic Sakana Fugu orchestrator and plans to put AI command-and-control language into 2026 security-document rewrites and the FY2027 budget request. No procurement decision or timeline has been announced.", "targetDate": "Unspecified", "sortKey": null, "source": "https://magica.com/news/japan-sdf-ai-command-control-sovereignty", "lastUpdated": "2026-09-12", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Bring Nebius compute inside the Palantir perimeter", "description": "After naming Nebius its preferred sovereign AI infrastructure partner on September 8, 2026, Palantir still has to complete the integration so eligible commercial customers can use Nebius compute and inference endpoints inside the Palantir enterprise perimeter, and to stand up modular data-center capacity at powered sites. No integration completion date was disclosed. The September 10, 2026 Palantir-Nvidia SAIOS stack also names Nebius, with Rackspace, as a cloud deployment option.", "targetDate": "Unspecified", "sortKey": null, "source": "https://nebius.com/newsroom/palantir-and-nebius-partner-to-deliver-a-complete-sovereign-ai-stack-to-palantir-customers", "lastUpdated": "2026-09-10", "company": { "slug": "palantir", "name": "Palantir Technologies", "url": "https://www.ventureatlas.org/company/palantir", "apiUrl": "https://www.ventureatlas.org/api/company/palantir" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 0, "total": 3 } }, { "title": "Deliver X-BAT under the Navy's RIMES prototype award", "description": "The US Navy's Rapid Capability Office, the Defense Innovation Unit and PAE Aviation are investing $50 million in X-BAT under an Other Transaction Authority prototype award announced August 13, 2026, part of the Runway Independent Maritime Expeditionary Strike (RIMES) program for ship-based, runway-free strike missions. It is the first confirmed Navy program funding tied specifically to X-BAT, distinguishing Navy interest from the Air Force, which has not yet committed to the aircraft.", "targetDate": "Unspecified", "sortKey": null, "source": "https://aviationweek.com/defense/aircraft-propulsion/us-navy-names-x-bat-emerging-ship-based-vtol-strike-concept", "lastUpdated": "2026-08-20", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Scale Hivemind's orbital autonomy demonstrations toward a real constellation", "description": "Shield AI and satellite-software partner Sedaro completed Hivemind's first on-orbit flight tests on August 24, 2026, flying the AI pilot aboard a single NOVI spacecraft standing in as the lead of a simulated six-satellite constellation - the first time Hivemind has operated in space rather than in the air. During one 24-hour test the satellite executed 189 Hivemind-generated, Sedaro-approved commands covering payload imaging tasking, health diagnostics and pointing without real-time ground intervention. The next test is whether Hivemind can coordinate real (not simulated) satellites at once, opening a potential new market for Shield AI's autonomy stack alongside its aircraft business.", "targetDate": "Unspecified", "sortKey": null, "source": "https://spacenews.com/shield-ai-flies-hivemind-autonomy-software-on-satellite-in-orbit/", "lastUpdated": "2026-08-27", "company": { "slug": "shield-ai", "name": "Shield AI", "url": "https://www.ventureatlas.org/company/shield-ai", "apiUrl": "https://www.ventureatlas.org/api/company/shield-ai" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Convert the Fujitsu Japan MOU into a binding support framework", "description": "GA-ASI and Fujitsu signed an MOU on August 26-27, 2026 to examine domestic MQ-9B maintenance and support in Japan. The next step is turning that exploratory agreement into a definitive framework covering avionics maintenance, parts management, training and supply chain, in time to support Japan's planned fiscal-year-2027 start of MQ-9B deployment with the Maritime Self-Defense Force.", "targetDate": "FY2027", "sortKey": null, "source": "https://www.ga-asi.com/ga-asi-and-fujitsu-sign-mou-for-the-maintenance-and-operation-of-uas-in-japan", "lastUpdated": "2026-09-06", "company": { "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" }, "industry": { "slug": "defense", "name": "Defense Tech" }, "trackRecord": null }, { "title": "Resolve the US Commerce Department's EUV-to-China shipment inquiry - as the Dutch government's own new DUV servicing curbs take effect", "description": "Commerce Secretary Howard Lutnick told senior ASML executives in a series of meetings beginning in April 2026 that the US government believes an EUV system, or EUV-specific components, may have reached China in breach of export controls. ASML has categorically denied ever shipping an EUV machine or EUV-specific component to China and circulated a document in Washington accounting for all 314 operational and 26 decommissioned EUV units worldwide by location; as of this update no formal Bureau of Industry and Security enforcement action had been announced. That original inquiry has since been overtaken by two separate escalations. First, the Dutch government's own rules, published in June 2026, took effect in September 2026: they require ASML to obtain a government license before shipping certain immersion DUV lithography systems to China, and - new relative to prior controls - before servicing, repairing, or providing spare parts and software updates for immersion DUV tools it already sold to Chinese customers, extending Dutch export control from new-equipment sales to the installed base for the first time. Second, an August 20, 2026 report said Washington is separately preparing to pressure the Dutch government to go further and force a near-total ban on ASML's DUV (not just EUV) sales and servicing to China, running alongside the stalled congressional MATCH Act (S.4281, introduced April 2026), which would itself ban DUV sales and servicing in China and give the Netherlands and Japan a 150-day deadline to match US export controls or face unilateral US Foreign Direct Product Rule enforcement against ASML. That bill's expected vehicle - a manager's amendment to the Senate FY2027 NDAA, advanced 18-9 by the Senate Armed Services Committee on June 10, 2026 - stalled on an unrelated July 14, 2026 procedural vote and had not reached a full floor vote as of this update; Dutch Trade Minister Sjoerd Sjoerdsma formally protested the extraterritorial provisions and lobbied Lutnick and Congress in Washington in late June 2026. The February 2026 $252.5M BIS settlement with Applied Materials over a comparable violation remains the closest recent precedent for what a finding against ASML could cost.", "targetDate": "Ongoing (Dutch DUV servicing license rule now in effect; MATCH Act/NDAA floor vote still pending)", "sortKey": null, "source": "https://www.scmp.com/tech/tech-war/article/3278535/china-hit-hard-new-dutch-export-controls-asml-chip-making-equipment", "lastUpdated": "2026-09-05", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Nikon and Canon test ASML's edges: an ArF price war and a nanoimprint memory push", "description": "ASML's EUV monopoly is unthreatened, but its mature-node dominance is seeing its first real competitive pressure in years. Under new CEO Yasuhiro Ohmura (announced late May 2026), Nikon is undercutting ASML's roughly $82.5M average price on argon-fluoride (ArF) immersion DUV scanners to win back share it lost over the past decade, leaning on in-house component manufacturing to do it, and has a next-generation ASML-compatible ArF immersion platform planned for fiscal 2028. Separately, Canon is pushing nanoimprint lithography (NIL) tools, already installed at the Texas Institute for Electronics, at NAND memory and specialty-logic wafers that ASML does not prioritize rather than competing head-on in EUV. Neither approach threatens ASML's leading-edge business, but a marquee memory customer qualifying Canon's NIL for production, or Nikon's 2028 platform actually winning fabs back, would be the first crack in ASML's mature-node share in years - worth watching alongside the China export-control fight, since both rivals stand to gain most from any Chinese fabs pushed toward alternative suppliers.", "targetDate": "FY2028 (Nikon's next ArF platform)", "sortKey": null, "source": "https://www.tomshardware.com/tech-industry/nikon-plans-to-undercut-asml-on-price-to-win-back-chipmaking-lithography-customers", "lastUpdated": "2026-08-30", "company": { "slug": "asml", "name": "ASML", "url": "https://www.ventureatlas.org/company/asml", "apiUrl": "https://www.ventureatlas.org/api/company/asml" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Confirm or walk back the reported $12.9B Hugging Face acquisition", "description": "The Information reported August 26-27, 2026 (corroborated by CNBC, Forbes, and TechCrunch) that Nvidia has agreed in principle to acquire Hugging Face, the open-source AI model-hosting platform, for roughly $12.9B - about 86x Hugging Face's ~$150M revenue, and what would be Nvidia's largest acquisition ever, eclipsing the $6.9B Mellanox deal. As of this update neither company has issued an official confirmation or press release, so the deal is not yet reflected as a completed transaction; watch for an official announcement or regulatory filing.", "targetDate": "Unconfirmed", "sortKey": null, "source": "https://www.cnbc.com/2026/08/27/nvidia-hugging-face-acquisition.html", "lastUpdated": "2026-08-30", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Confirm the reported Perplexity investment at a $30B+ valuation", "description": "The Information reported around August 25-27, 2026 that Nvidia is in talks to invest in AI search company Perplexity's next funding round at a valuation above $30B, up from roughly $20B a year earlier, as Perplexity's annualized revenue climbed to about $750M (from under $250M in January 2026). Neither company has confirmed the deal as of this update.", "targetDate": "Unconfirmed", "sortKey": null, "source": "https://www.theinformation.com/articles/nvidia-discusses-perplexity-investment-30-billion-plus-valuation-considered-tech-licensing-deal", "lastUpdated": "2026-08-30", "company": { "slug": "nvidia", "name": "Nvidia", "url": "https://www.ventureatlas.org/company/nvidia", "apiUrl": "https://www.ventureatlas.org/api/company/nvidia" }, "industry": { "slug": "semiconductors", "name": "Semiconductors" }, "trackRecord": { "hit": 3, "slipped": 0, "missed": 1, "total": 4 } }, { "title": "Start mass production of the aviation battery system", "description": "CATL's 350 Wh/kg prismatic-cell aviation battery cleared a thermal-runaway propagation safety test around August 9-10, 2026 and is now described as ready for mass production, with passenger eVTOL maker Autoflight, in which CATL holds a strategic investment, first in line to fly it. Production lines are reported to run at 95% automation with thousands of quality checkpoints. No mass-production start date has been disclosed yet.", "targetDate": "Unspecified", "sortKey": null, "source": "https://fuelcellsworks.com/2026/08/09/battery/catl-s-350wh-kg-aviation-battery-passes-critical-safety-test-ahead-of-evtol-mass-production", "lastUpdated": "2026-09-11", "company": { "slug": "catl", "name": "CATL", "url": "https://www.ventureatlas.org/company/catl", "apiUrl": "https://www.ventureatlas.org/api/company/catl" }, "industry": { "slug": "energy-storage", "name": "Batteries & Energy Storage" }, "trackRecord": { "hit": 2, "slipped": 2, "missed": 0, "total": 4 } }, { "title": "Launch ELSA-M and prove commercial end-of-life deorbiting", "description": "Fly the ELSA-M in-orbit demonstration on Isar Aerospace's Spectrum rocket and dock with a prepared client satellite to deorbit it, converting a decade of capture research into a service satellite operators can buy before launch. The launch has slipped to Astroscale's FY2028 (from May 2027) or later while Isar builds flight heritage on Spectrum.", "targetDate": "FY2028 or later", "sortKey": null, "source": "https://europeanspaceflight.com/isar-aerospace-to-launch-astroscale-elsa-m-orbital-debris-removal-mission/", "lastUpdated": "2026-08-13", "company": { "slug": "astroscale", "name": "Astroscale", "url": "https://www.ventureatlas.org/company/astroscale", "apiUrl": "https://www.ventureatlas.org/api/company/astroscale" }, "industry": { "slug": "orbital-economy", "name": "Orbital Economy" }, "trackRecord": { "hit": 0, "slipped": 1, "missed": 0, "total": 1 } } ] }