{ "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": "2026-07-29", "count": 426, "milestones": [ { "title": "Artemis lunar lander (HLS)", "description": "NASA is working with SpaceX to develop Starship HLS for Artemis III and Artemis IV. The next major milestone is the required uncrewed demonstration mission before Artemis III, followed by integration into the revised Artemis surface-landing cadence that now centers the next crewed lunar landing on Artemis IV in early 2028. With the FAA having closed the Flight 12 mishap investigation on July 13, 2026, progress now hinges on SpaceX demonstrating reliable Starship V3 flights and the in-orbit propellant-transfer capability the lunar lander depends on.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.nasa.gov/reference/human-landing-systems/", "lastUpdated": "2026-07-15", "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": null }, { "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, with the May 27, 2026 System Requirements Review cleared and the next gates being Preliminary and Critical Design Reviews 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": "2026-07-17", "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": null }, { "title": "Sustain Electron cadence toward the 100th launch", "description": "With 92 Electron missions flown through the July 1, 2026 'Grain Goddess' launch (iQPS' QPS-SAR-13), sustain Electron's record 2026 tempo across commercial, civil, and defense customers toward the company's 100th launch milestone, including remaining iQPS and Synspective constellation flights (17 more Synspective missions and further iQPS launches are booked). No mission flew between July 1 and July 28; the next confirmed Electron flight is NASA's Aspera astrophysics mission, no earlier than August 15, 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://spacenews.com/electron-launches-third-iqps-satellite-in-three-months/", "lastUpdated": "2026-07-28", "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": null }, { "title": "Convert backlog into higher launch cadence", "description": "Turn $2.22B of backlog into higher Electron and HASTE flight tempo across constellation, agency, national-security, and hypersonic missions, with Q2 2026 revenue guided to $225M-$240M. The July 27, 2026 award of a $266M, 12-launch (plus option for six more) Space Force HASTE contract through 2028 is early evidence of backlog converting into contracted future cadence.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/07/27/3333334/0/en/Rocket-Lab-Awarded-Record-266M-Missile-Defense-Contract-with-U-S-Space-Force-for-Suborbital-Launches.html", "lastUpdated": "2026-07-28", "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": null }, { "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.", "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": "2026-07-28", "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": null }, { "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. Launch timing is now gated by New Glenn's return to flight after the LC-36 explosion.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.blueorigin.com/news/blue-ring-optimum-technologies-sensor", "lastUpdated": "2026-07-15", "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.", "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": "2026-07-24", "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": null }, { "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 - with ULA leadership targeting a return by the end of 2026. The first flight back is set to be the first Amazon Leo mission on Vulcan, LV-01, targeted September 2026 from SLC-41 carrying 45 satellites on an optimized Centaur V (also a certification flight for that configuration), followed by working through the 38-launch Amazon Vulcan backlog and the NSSL Phase 3 manifest as cadence ramps.", "targetDate": "2026", "sortKey": 202606, "source": "https://nextspaceflight.com/launches/details/7425/", "lastUpdated": "2026-07-25", "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": null }, { "title": "Bring SLC-3 at Vandenberg online for Vulcan", "description": "Finish the Vandenberg pad modifications (more than 83% complete) and fly the first West Coast Vulcan mission - SDA's Tranche 1 Tracking Layer B - establishing a second operational lane to support the 2026 cadence ramp.", "targetDate": "2026", "sortKey": 202606, "source": "https://blog.ulalaunch.com/blog/west-coast-vulcan-construction-update", "lastUpdated": "2026-07-27", "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": null }, { "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 since the February USSF-87 SRB anomaly left it with just five launches through late July (one Vulcan and four Atlas V Amazon Leo flights), putting the full-year goal out of reach. The near-term focus is returning Vulcan to flight by year-end and rebuilding cadence into 2027 by working through the 38-launch Amazon Vulcan backlog and the NSSL Phase 3 national-security manifest.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://spaceflightnow.com/2026/05/14/ula-confirms-successful-solid-rocket-booster-test-as-vulcan-anomaly-investigation-continues/", "lastUpdated": "2026-07-25", "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": null }, { "title": "Name a permanent CEO", "description": "Complete the board's executive search to replace Tory Bruno and confirm a permanent leader for ULA, with interim CEO John Elbon retaining the role while the search runs.", "targetDate": "2026", "sortKey": 202606, "source": "https://newsroom.ulalaunch.com/releases/statement-from-robert-lightfoot-and-kay-sears", "lastUpdated": "2026-07-27", "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": null }, { "title": "Complete Aeon V and vehicle test campaigns", "description": "Finish Aeon V development and qualification, complete Aeon R qualification, and test the stages - the second stage has arrived at NASA Stennis for testing, all Flight 1 Aeon R first-stage engines have passed acceptance testing, and the first-stage qualification article has entered factory structural-load testing.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.relativityspace.com/updates", "lastUpdated": "2026-07-16", "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 (now structurally complete with a 99.8-tonne cleanroom bridge crane installed), launch mount, transporter-erector, water systems, and the propellant tank farm (LOX tanks already installed) so Cape Canaveral operations are ready for first flight.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.nasaspaceflight.com/2026/06/relativity-update-0626/", "lastUpdated": "2026-07-04", "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": "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 and - for the first time - projecting profitability by 2029 (contingent on Zhuque-3 mass production and routine first-stage reuse), after disclosing ~3.8 billion yuan of cumulative three-year losses. It is expected to list under the STAR Market's new segment for not-yet-profitable frontier-technology firms, in a race with CAS Space to become China's first publicly listed commercial-space company, with proceeds funding Zhuque-3 production and reusability work.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://finance.biggo.com/news/cb5754d8-61e0-423b-bbb2-6d689f69018b", "lastUpdated": "2026-07-23", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Scale Zhuque-2E commercial cadence", "description": "Sustain the accelerating Zhuque-2E launch tempo - Y5 (May 14) and Y6 (June 9, 2026) flew just 27 days apart, an eighth straight Zhuque-2-family success - to serve Chinese satellite-internet constellation deployment while bringing down per-kilogram launch cost.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.globaltimes.cn/page/202606/1363137.shtml", "lastUpdated": "2026-07-23", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Tianlong-3 return to flight", "description": "Complete the 'zeroing' fault-investigation into the April 2026 engine-bay failure and fly a second Tianlong-3, reportedly nearing completion, with a possible attempt before the end of 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.china-in-space.com/p/space-pioneers-tianlong-3-fails-during", "lastUpdated": "2026-07-22", "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": "Move beyond reaching orbit to recovering and reflying the Tianlong-3 first stage, the core of Space Pioneer's low-cost launch strategy.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://en.wikipedia.org/wiki/Tianlong-3", "lastUpdated": "2026-07-22", "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": "Pallas-1 maiden flight and first-stage recovery", "description": "With Pallas-1 standing vertical on its completed Jiuquan pad since late May 2026 but still awaiting a launch date as of late July - the company saying only that it will fly in the 'near future' - fly the reusable rocket for the first time (no recovery attempt on the debut), then move to a launch-and-recovery test attempting vertical first-stage recovery to validate the reusable architecture.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.china-in-space.com/p/galactic-energys-pallas-1-appears", "lastUpdated": "2026-07-22", "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": null }, { "title": "Ceres-2 return to flight", "description": "Complete the investigation into the January 2026 maiden failure and re-fly Ceres-2 to bring its larger solid-lift capacity online for constellation deployment.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.globaltimes.cn/page/202601/1353485.shtml", "lastUpdated": "2026-07-22", "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": null }, { "title": "Develop Pallas-2 heavy-lift and scale cadence", "description": "Advance the larger Pallas-2 (single-stick and tri-core configurations using the new CQ-90 engine, first hot-fired in January 2026, with a debut targeted for late 2026) while maintaining China's leading private launch cadence with Ceres-1/1S.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://spacenews.com/galactic-energy-secures-336-million-nears-debut-of-new-reusable-and-solid-rockets/", "lastUpdated": "2026-07-22", "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": null }, { "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": "2026-07-22", "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": "Deploy record D++ war chest and advance toward IPO", "description": "Put the record 5.037 billion yuan (~$729.6M) Series D++ closed in February 2026 to work - expanding Hyperbola-3 final assembly and integrated-test capacity and raising Hyperbola-1's reliability - while progressing through the pre-IPO advisory ('tutoring') process now underway for China's leading commercial launch firms.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://spacenews.com/chinas-ispace-launch-firm-raises-record-729-million-for-reusable-rockets/", "lastUpdated": "2026-07-22", "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 Gravity-1 launch cadence", "description": "Having flown the third Gravity-1 - its first commercial constellation batch (~30 ~100 kg satellites), launched from the Haiyang sea platform on July 22, 2026 in the vehicle's first flight of 2026 after a nine-month gap - move from sequential to concurrent vehicle production to approach the goal of up to four Gravity-1 flights in 2026 on a quarterly schedule while cutting launch costs a further 10-15%. With the year half over and only the third flight now underway, hitting the four-flight target looks increasingly tight.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.china-in-space.com/p/gravity-1s-third-flight-to-occur", "lastUpdated": "2026-07-22", "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": "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 missions - at least four Kinetica-2 launches are targeted for the year - including Qianfan (Thousand Sails) mega-constellation batches and the first operational Qingzhou cargo flight to the Tiangong station, expected around Q4 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.china-in-space.com/p/cas-space-opens-zhejiang-super-factory", "lastUpdated": "2026-07-15", "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": "Introduce the in-house Kinecore-2 engine (110 tf, 420-second cumulative hot-fire test completed March 2026) to replace the off-the-shelf YF-102; run roughly ten flights through 2028 progressing from aerodynamic control to in-flight reignition and then propulsive landing, alongside a planned ~100 km VTVL test of the Lihong-2 demonstrator later in 2026.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.china-in-space.com/p/cas-space-tests-new-engines-to-upgrade", "lastUpdated": "2026-07-15", "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 progress toward STAR Market IPO", "description": "Sustain the monthly Kinetica-1 launch cadence CAS Space committed to on July 24, 2026 for the second half of the year - roughly double its historical rate - including two sea launches using the Lijian-1H variant from the Eastern Maritime Spaceport (company says it 'already meets launch conditions'); the IPO application filed with the Shanghai Stock Exchange in April 2026 targets a $607M raise at ~$2.1B valuation - advance through CSRC review toward a STAR Market listing, with CAS Space positioned to potentially become China's first listed commercial-launch firm after LandSpace's listing was suspended.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.chinadaily.com.cn/a/202607/24/WS6a62ca80a310986e2b467188.html", "lastUpdated": "2026-07-27", "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.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://spacenews.com/deep-blue-aerospace-raises-new-funds-targets-mid-year-orbital-launch/", "lastUpdated": "2026-07-29", "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.", "targetDate": "2026+", "sortKey": 202606, "source": "https://en.wikipedia.org/wiki/Deep_Blue_Aerospace", "lastUpdated": "2026-07-29", "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": "Build on the June 2026 Kuaizhou-11 success and sustain reliability", "description": "Leverage the successful June 18, 2026 CentiSpace-1 Group 05 launch - Kuaizhou-11's fifth straight success - to keep the one-tonne-class solid launcher flying reliably for constellation and government payloads and reinforce confidence in ExPace's quick-response lineup.", "targetDate": "2026", "sortKey": 202606, "source": "https://english.news.cn/20260618/073c1588c84e406ebd116059b8fc8f8c/c.html", "lastUpdated": "2026-07-23", "company": { "slug": "expace", "name": "ExPace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "Sustain high-cadence Kuaizhou launches", "description": "Keep flying Kuaizhou-1A/1A Pro at a rapid tempo for China's commercial and government small-satellite and constellation demand, leveraging hours-long launch readiness.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.globalsecurity.org/space/library/news/2026/space-260316-globaltimes02.htm", "lastUpdated": "2026-07-23", "company": { "slug": "expace", "name": "ExPace", "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 ExPace into medium- and heavy-lift constellation deployment.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://en.wikipedia.org/wiki/Kuaizhou", "lastUpdated": "2026-07-23", "company": { "slug": "expace", "name": "ExPace", "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 explores reusable launch and spaceplane concepts to keep its all-expendable Kuaizhou line competitive. The bar rose sharply on July 10, 2026 when state-owned sibling CASC recovered a Long March 10B first stage at sea during an orbital launch - China's first orbital-mission stage recovery - even as commercial startups LandSpace, Space Pioneer and Deep Blue Aerospace race toward routine first-stage reuse.", "targetDate": "2026+", "sortKey": 202606, "source": "https://www.cnn.com/2026/07/10/china/china-reusable-rockets-test-breakthrough-intl-hnk", "lastUpdated": "2026-07-23", "company": { "slug": "expace", "name": "ExPace", "url": "https://www.ventureatlas.org/company/expace", "apiUrl": "https://www.ventureatlas.org/api/company/expace" }, "industry": { "slug": "rockets", "name": "Rockets" }, "trackRecord": null }, { "title": "First orbital launch & recovery", "description": "Complete second-half-2026 ground testing of the three production Yuanxingzhe-1 rockets and fly the maiden orbital mission with a first-stage sea-recovery attempt, targeted by the end of 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://spacenews.com/chinas-space-epoch-raises-new-funding-targets-2026-launch-and-recovery-attempt/", "lastUpdated": "2026-07-22", "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": null }, { "title": "Bring the Hangzhou plant online", "description": "Complete the 5.2 billion yuan (~$740M) Hangzhou sea-recovery rocket factory, scaling toward up to 25 medium-to-large reusable rockets per year and a ~20,000 yuan/kg cost target.", "targetDate": "2026-2027", "sortKey": 202606, "source": "http://www.ecns.cn/news/sci-tech/2026-01-09/detail-iheyrzrv3840985.shtml", "lastUpdated": "2026-07-22", "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": null }, { "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 and auxiliary-propulsion thruster hot fires.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.china-in-space.com/p/cosmoleap-raises-500-million-yuan", "lastUpdated": "2026-07-29", "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; the engine now moves into full-system test firing.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://36kr.com/newsflashes/3846747930610180", "lastUpdated": "2026-07-29", "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": "Execute the Romania RoPower pre-EPC phase", "description": "After Nuclearelectrica shareholders approved the Final Investment Decision for the Doicești 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 ahead of the EPC phase.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.nucnet.org/news/nuclearelectrica-shareholders-approve-plans-for-small-modular-reactor-project-at-former-romania-coal-site-2-5-2026", "lastUpdated": "2026-07-15", "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": "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, and in June 2026 NuScale contracted Paragon Energy Solutions to complete final design of the module's safety-related instrumentation-and-control systems.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.nuscalepower.com/press-releases/2026/paragon-awarded-contract-to-complete-final-design-work-supporting-nuscale-powers-small-modular-reactor", "lastUpdated": "2026-07-15", "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": "Bring the Groves test reactor to first criticality and start isotope production", "description": "With DOE startup authorization granted on July 23, 2026 - the final step in the Reactor Pilot Program's authorization process - Oklo can now load fuel and run startup tests at its Groves Isotope Test Reactor in Lockhart, Texas, working toward first criticality. Groves is a low-power test reactor meant to seed Oklo's Atomic Alchemy isotope business, targeting domestic production of isotopes for cancer care, manufacturing, research, and national security.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.businesswire.com/news/home/20260723626498/en/Oklo-Receives-U.S.-Department-of-Energy-Startup-Authorization-for-Groves-Reactor-Clearing-Way-for-Fuel-Loading-and-First-Criticality", "lastUpdated": "2026-07-26", "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": null }, { "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 - 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.", "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": "2026-07-20", "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": null }, { "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.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.kairospower.com/updates/u-s-department-of-energy-to-provide-haleu-for-hermes-demonstration-reactor", "lastUpdated": "2026-07-17", "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 for reactor pressure vessels and steam generators (backed by a new Changwon SMR-fabrication facility sized for the full pipeline), a 10-year SGL Carbon graphite supply agreement and an IHI Corporation MOU for HTGR components, X-energy now needs to translate its 11 GW (144-unit) pipeline - including gigawatt-scale evaluations with Talen Energy and LG&E/KU - into firm, financeable deployment programs.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://x-energy.com/news/x-energy-doosan-enerbility-announce-16-unit-reservation-agreement-and-capacity-expansion-to-support-11-gw-pipeline/", "lastUpdated": "2026-07-29", "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": "As of July 2, 2026 Holtec has closed out the last of Palisades' major restart projects - including primary-system passivation, steam-generator tube refurbishment, placing the turbine-generator on turning gear, and completing the upgraded fuel-handling system - and moved the site into final operational-readiness work. A federal court dismissed the remaining anti-restart lawsuit on July 3, 2026, clearing a legal hurdle. More than 5,000 individual work activities remain, after which the reactor core must be loaded and the ~800 MWe unit returned to criticality and reconnected to the grid. Completion has slipped from late 2025; 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.ans.org/news/article-8187/palisades-restart-projects-holtec-ipo-lawsuit-dismissal-but-no-restart-date/", "lastUpdated": "2026-07-21", "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 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.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.energy.gov/ne/articles/westinghouse-completes-study-first-evinci-microreactor-experiment", "lastUpdated": "2026-07-17", "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 plans a 2026 final investment decision on the two AP1000 units at Kozloduy being developed with Westinghouse and Hyundai E&C, targeting commercial operation of Unit 7 in 2035 and Unit 8 in 2037.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.nucnet.org/news/bulgaria-plans-2026-final-investment-decision-for-two-new-kozloduy-units-10-5-2025", "lastUpdated": "2026-07-17", "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 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": "2026-07-24", "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": null }, { "title": "Move Fall Line Fusion Power Station through PJM interconnection and permitting", "description": "Work the April 2026 PJM grid-interconnection request through study and planning, complete Virginia permitting on the 100-acre Chesterfield County site, and lock down the final ARC plant design ahead of construction.", "targetDate": "2026–2028", "sortKey": 202606, "source": "https://cfs.energy/news-and-media/commonwealth-fusion-systems-becomes-first-fusion-company-to-apply-to-pjm-interconnection-the-largest-u.s.-wholesale-electricity-market", "lastUpdated": "2026-07-24", "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": null }, { "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": "2026-07-24", "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": null }, { "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": "2026-07-23", "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": null }, { "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 late July 2026.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.geekwire.com/2026/report-helion-is-working-on-a-massive-fusion-power-deal-with-openai/", "lastUpdated": "2026-07-23", "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": null }, { "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 (now targeted Q4 2026 or sooner) and approvals. As of late July 2026 no final site had been announced.", "targetDate": "2026", "sortKey": 202606, "source": "https://tae.com/tae-technologies-completes-multi-state-site-evaluation-tour-for-first-fusion-power-plant/", "lastUpdated": "2026-07-26", "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. The upgrade remained in progress as of late July 2026.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://tae.com/faq-company/", "lastUpdated": "2026-07-25", "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": "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 as the line ramps to 47/month and the new Everett North Line opens (July 6, 2026). In June 2026 Boeing backed the integration with a $2.35B reinvestment in the Wichita campus ($1B infrastructure plus $1.35B machinery and equipment, ~150 new jobs).", "targetDate": "2026", "sortKey": 202606, "source": "https://markets.financialcontent.com/stocks/article/stockstory-2026-6-11-boeing-ba-stock-trades-up-here-is-why", "lastUpdated": "2026-07-23", "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": null }, { "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. 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.cnbc.com/2026/05/27/boeing-ortberg-737-max-production.html", "lastUpdated": "2026-07-23", "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": null }, { "title": "Close the 2026 C919 delivery gap", "description": "COMAC has shipped only 5 C919s in 2026 through mid-July (none reported in May, June or July - stalled since April) against the 33-aircraft total Chinese airlines have planned, leaving it on track to miss the annual goal by roughly half. The near-term challenge is unblocking LEAP-1C engine supply, easing labor shortages, and lifting monthly throughput so cumulative deliveries can move from ~37 toward the airlines' annual plan.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.airdatanews.com/even-labor-shortages-are-slowing-production-of-chinas-c919-jet/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Southeast Asia and exports", "description": "Convert Air Cambodia's 10+10 C909 MoU into firm deliveries - Air Cambodia is now set to introduce the C909 and begin operations in 3Q 2026, becoming the type's fourth international operator after TransNusa, Lao Airlines, and Vietjet. 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": "2026-2028", "sortKey": 202606, "source": "https://www.flightglobal.com/airlines/air-cambodia-commits-to-20-comac-c909-narrowbodies/164472.article", "lastUpdated": "2026-07-18", "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": null }, { "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.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.prnewswire.com/news-releases/hermeus-scales-diu-contract-to-219m-to-demonstrate-high-mach-flight-for-department-of-war-302783922.html", "lastUpdated": "2026-07-18", "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. Mk 2.2 is in build and targeted to fly to Mach 1.6 in summer 2026, with Mk 2.3 aiming for Mach 3 in 2027.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://breakingdefense.com/2026/05/diu-ups-hermeus-contract-for-high-speed-drone/", "lastUpdated": "2026-07-18", "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": "2026-07-18", "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. Hermeus has said services should begin scaling in 2026, and 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-celebrates-groundbreaking-for-hypersonic-engine-and-flight-test-facility-in-jacksonville-florida", "lastUpdated": "2026-07-18", "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-1 all-electric first flight at Plattsburgh", "description": "Heart's most recent public schedule moved the maiden flight of the X1 all-electric demonstrator into 2026 after a delay tied to a composite-wing rebuild. The X1 completed low-speed taxi testing at Plattsburgh in late May 2026, and on July 23, 2026 the FAA issued it a Special Airworthiness Certificate authorizing piloted flight testing - clearing the final regulatory hurdle. The maiden flight had still not taken place as of late July 2026, with the company saying it is expected shortly.", "targetDate": "2026", "sortKey": 202606, "source": "https://aviationweek.com/business-aviation/aircraft-propulsion/faa-clears-heart-fly-x1-large-electric-aircraft-demonstrator", "lastUpdated": "2026-07-27", "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": null }, { "title": "HX-2 hybrid-electric flight demonstration", "description": "The X2 pre-production prototype is Heart's next major aircraft after X1 and is meant to demonstrate the company's Independent Hybrid propulsion system and validate the integrated hybrid-electric stack, in-house subsystems, and production methods needed for the ES-30. It remains scheduled for a hybrid-electric flight in 2026; Anders Forslund has said the HX-1 slippage has only a minor effect on the HX-2 schedule because the two aircraft are being developed in parallel.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.flightglobal.com/programmes/heart-aerospace-discloses-new-delay-to-hx-1s-maiden-flight/164958.article", "lastUpdated": "2026-07-21", "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": null }, { "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 (~55/week, 350+ units produced). The next phase is sustaining that pace, 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.figure.ai/news/ramping-figure-03-production", "lastUpdated": "2026-07-20", "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.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://corporate.jcpenney.com/2026/05/26/catalyst-brands-taps-figure-ai-for-humanoid-automation/", "lastUpdated": "2026-07-20", "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.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://interestingengineering.com/ai-robotics/figure-03-humanoid-robot-200-hour-shift", "lastUpdated": "2026-07-20", "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.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.figure.ai/news/helix-02-living-room-tidy", "lastUpdated": "2026-07-20", "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": "Ship the 2026 Atlas production run to RMAC and DeepMind", "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, then open the order book to new customers in early 2027. As of late July 2026 the 2026 run remained committed to those two customers with outside customers slated for early 2027; no new customer announcement has been made.", "targetDate": "2026", "sortKey": 202606, "source": "https://bostondynamics.com/blog/boston-dynamics-unveils-new-atlas-robot-to-revolutionize-industry/", "lastUpdated": "2026-07-28", "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": "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. No new integration milestone had been announced as of late July 2026; claims of a shipped 'Gemini 3-powered Atlas' circulating in some low-quality financial-content aggregators could not be corroborated by Boston Dynamics, TechCrunch, or The Robot Report and are not reflected here.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://bostondynamics.com/blog/boston-dynamics-google-deepmind-form-new-ai-partnership/", "lastUpdated": "2026-07-28", "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.", "targetDate": "2026", "sortKey": 202606, "source": "https://fortune.com/2026/06/30/boston-dynamics-ceo-robots-america-national-strategy-amanda-mcmaster/", "lastUpdated": "2026-07-16", "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%.", "targetDate": "2026", "sortKey": 202606, "source": "https://bostondynamics.com/case-studies/field-ai-boston-dynamics-made-autonomy-practical-on-construction-sites/", "lastUpdated": "2026-07-28", "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 and Lidl's Netherlands/Belgium/Austria/Spain rollout into delivered fleets, while widening Stretch's case-picking capabilities beyond container/trailer unloading. No new DHL or Lidl commitment had been announced as of late July 2026.", "targetDate": "2026–2030", "sortKey": 202606, "source": "https://group.dhl.com/en/media-relations/press-releases/2025/dhl-group-signs-mou-with-boston-dynamics-and-accelerates-cross-business-automation-strategy.html", "lastUpdated": "2026-07-28", "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. The 25,000+ unit Hyundai/Kia deployment plan drew escalating labor pushback in Korea in July 2026: after the Korean Metal Workers' Union's initial three-day strike (July 13-15) demanding a labor-management agreement before any robot enters a Hyundai workplace, 15 rounds of wage talks failed and the union escalated to four-hour partial stoppages on July 20-22 - coinciding with the closing of Hyundai's full buyout of Boston Dynamics - with industry estimates putting the combined production impact at roughly 15,000 vehicles and about $439M in lost revenue. Hyundai said on July 27 the 2028 Atlas plan is not part of the wage talks, but a formal labor agreement on robot deployment is now a live precondition to watch alongside the 30,000-unit manufacturing target, which was otherwise reaffirmed through mid-2026.", "targetDate": "2026–2028", "sortKey": 202606, "source": "https://www.techtimes.com/articles/321150/20260721/hyundai-finalizes-boston-dynamics-takeover-workers-strike-over-atlas-same-day.htm", "lastUpdated": "2026-07-28", "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 now sole owner 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. Mid-to-late-July 2026 reporting is mixed: some accounts frame chairman Chung Euisun's increased personal stake 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 July coverage frames the full buyout as having shelved near-term listing plans. No underwriter selection or preliminary filing had been publicly confirmed as of late July 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": "2026-07-26", "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 and other fleet orders (Walmart, Sysco, DHL, PepsiCo) into deliveries through 2026. Tesla had targeted reaching the line's full 50,000-unit/year run rate by the end of June 2026, but multiple outlets reported in late June that scaling to that pace was proving harder than expected, making the actual production cadence through H2 2026 the key thing to watch.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.basenor.com/blogs/news/tesla-semi-production-can-nevada-keep-up-with-demand", "lastUpdated": "2026-07-29", "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": null }, { "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) remains cleared in five EU markets (Netherlands, Lithuania, Estonia, Denmark, Belgium); Italy has since filed to adopt the Dutch approval and Germany is reviewing documentation, while France, Spain, and the Czech Republic are holding out for a coordinated EU-wide decision, with the next qualified-majority vote expected around October 6, 2026. The next step is sustaining subscription growth, winning that EU-wide vote, and turning the same AI stack into Robotaxi revenue.", "targetDate": "2026", "sortKey": 202606, "source": "https://ir.tesla.com/_flysystem/s3/sec/000162828026049213/tsla-20260722-gen.pdf", "lastUpdated": "2026-07-29", "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": null }, { "title": "Price and trade the Shanghai STAR Market IPO", "description": "The Shanghai listing review was approved June 1, 2026, CSRC registration approval followed on July 2–3, 2026, and the Shanghai Stock Exchange marked the registration 'effective' on July 6 - the final regulatory clearance, completed in a record ~104 days. As of July 27, 2026 the issuance had still not priced or begun trading: the underwriting/issuance plan goes to the exchange before pricing, and a final share price and subscription date had yet to be set (typically weeks after registration), with a market debut still expected in the coming weeks (late July or August 2026), which would make Unitree the first listed Chinese humanoid-robot maker. The targeted ~4.2 billion yuan raise (at least ~40.4M shares, ~10% stake, implying a ~RMB 42B / ~$6B valuation) is earmarked for robot model R&D, robot-body R&D, new product development, and a manufacturing base build-out.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.scmp.com/tech/tech-trends/article/3359290/unitree-ipo-test-valuations-venture-capital-floods-china-robotics", "lastUpdated": "2026-07-28", "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": null }, { "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. 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.", "targetDate": "2026-2030", "sortKey": 202606, "source": "https://www.eweek.com/news/unitree-20000-humanoid-robots-2026-china/", "lastUpdated": "2026-07-28", "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": null }, { "title": "Broaden the embodied-AI product stack and navigate Pentagon listing 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. 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, creating near-term uncertainty for U.S. government-affiliated research labs (the majority of the current U.S. humanoid buyer base) while domestic China and non-U.S. government markets remain unaffected. A bipartisan GUARD Act (H.R. 9129) introduced June 3, 2026 would go further, directing a review of Chinese-made humanoid and quadruped robots for potential addition to the FCC's Covered List - reaching commercial U.S. sales, not just government contracting - with committee materials citing Unitree by name. As of late July 2026 Unitree had issued no public legal challenge to either measure, even as Beijing imposed broad retaliatory trade measures over the U.S. designations.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://chinaselectcommittee.house.gov/media/press-releases/moolenaar-obernolte-mcclellan-introduce-legislation-to-ban-dangerous-chinese-robots", "lastUpdated": "2026-07-28", "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": null }, { "title": "Build the restructured Georgia plant", "description": "Start vertical construction at Stanton Springs in 2026 and keep the Georgia facility on track for production in late 2028 under the restructured plan: an initial-phase capacity of 300,000 vehicles per year (up from 200,000) supported by a renegotiated DOE loan of up to $4.5B ($4,006M principal + $494M capitalized interest) that Rivian expects to begin drawing in early 2027. 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.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://www.cnbc.com/2026/04/30/rivian-renegotiates-doe-loan-adjusts-capacity-plans-for-georgia-plant.html", "lastUpdated": "2026-07-18", "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.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://riviantrackr.com/news/universal-hands-free-2-0-arrives-in-q3-with-stop-light-response-auto-park-and-on-ramp-to-off-ramp/", "lastUpdated": "2026-07-29", "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": "Scale FLASH Charging infrastructure globally", "description": "The FLASH Charging network passed 7,000 stations across 325 Chinese cities by early July 2026 (up from 6,682 across 321 cities in mid-June and 5,715 on May 5 - a net gain of more than 1,000 stations and 14 cities in about two months), roughly 35% of BYD's 20,000-station year-end target, aided by a June 3 framework agreement with Sinopec. 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 its 1.5M-unit export goal, 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://autonews.gasgoo.com/articles/ev/byd-announces-over-7000-flash-charge-stations-plans-to-build-20000-by-end-of-2026-2073276992035012609", "lastUpdated": "2026-07-18", "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": null }, { "title": "Scale DENZA across Europe and grow overseas to 1.5M units", "description": "DENZA entered Europe in April 2026 (Paris launch event) with the Z9GT shooting brake and D9 MPV, 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 - targeting 30+ European countries and 150+ retail stores by end-2026. BYD has raised its full-year 2026 overseas target to 1.5 million units (up from 1.3M) and is roughly halfway there: H1 2026 overseas sales reached 792,256 units (+70.7% YoY, ~44% of total), with a June record of 175,349 (+94.7% YoY).", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/07/01/byd-jun-2026-sales/", "lastUpdated": "2026-07-14", "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": null }, { "title": "Path to profitability and free cash flow", "description": "Translate Gravity scale, the midsize platform, the expanded Uber robotaxi partnership, and software, services, and powertrain-licensing revenue into sustainable profitability and positive free cash flow under new CEO leadership.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://lucidmotors.com/stories/lucid-investor-day-midsize-platform-atlas-drivetrain-unveiled", "lastUpdated": "2026-07-22", "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": null }, { "title": "Deliver NIO's first full year of positive operating profit", "description": "NIO reaffirmed on its Q1 2026 earnings call that its 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 posted positive non-GAAP operating profit for a second straight quarter in Q1 2026 (RMB 66.8 million) on record 83,465 deliveries, a 112% revenue jump to RMB 25.5 billion, and an 18.8% vehicle margin, and guided to roughly 17-18% vehicle margin for Q2 and the full year. Hitting the annual target - amid a domestic price war in which only a handful of Chinese EV brands are sustainably profitable - 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://cnevpost.com/2026/05/21/nio-q1-2026-earnings/", "lastUpdated": "2026-07-22", "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": null }, { "title": "Roll out Gen-5 swap stations toward a 4,500–4,600 year-end network", "description": "NIO's first Gen-5 'pioneer' swap stations entered service in June 2026, with firefly beginning real-world swap beta testing across six cities (Shanghai, Beijing, Hefei, Guangzhou, Chengdu, Kunshan) on June 25. Large-scale Gen-5 deployment is back-loaded into H2 2026 - NIO now targets roughly 100+ new Gen-5 stations per month from around September, rising toward 150+/month in Q4 (about 450 in Q4 alone), after a July–August ramp. Gen-5 cuts swap time to under two minutes (~1 min 48 sec) and handles the full multi-brand battery lineup - from the large ES9 down to the compact firefly - with 21–28 battery slots. 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). 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": "2026", "sortKey": 202606, "source": "https://www.globalchinaev.com/post/nio-delays-5th-gen-swap-station-cuts-swap-time-to-under-2-minutes", "lastUpdated": "2026-07-20", "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": null }, { "title": "Scale firefly to 40+ countries", "description": "Firefly is now live in 10+ overseas markets - including Singapore, Thailand, the Netherlands, Norway, and Belgium - and unveiled its first right-hand-drive model at the 2026 Hong Kong Auto Show on June 18, 2026, paving the way for Hong Kong entry via an asset-light local-distributor model also used in Macau. With cumulative deliveries at 68,586 by the end of June 2026, NIO 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.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/07/05/nio-firefly-to-hit-70000th-delivery/", "lastUpdated": "2026-07-16", "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": null }, { "title": "Deepen NX9031 ecosystem and monetize the chip externally", "description": "The in-house Shenji NX9031 (5nm, ~4× Orin-X compute) has surpassed 300,000 units shipped and now powers the full NIO-brand lineup plus ONVO's refreshed L90 (April 2026) and second-gen L60 (June 11, 2026), paired with NIO WorldModel end-to-end autonomy and LiDAR. On the Q1 2026 earnings call NIO guided that roughly 80% of its vehicles will carry the NX9031 in the second half of 2026; the next phase extends the chip to the ONVO L80 and firefly while turning the chip unit (NIO Shenji) into a revenue line - NIO has begun licensing and selling the NX9031 to external buyers, and at WAIC 2026 (July 17) showcased a broader silicon roadmap that Morgan Stanley flagged as a distinct value driver beyond the car business.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://cnevpost.com/2026/07/17/nio-shenji-showcases-chips-waic-2026/", "lastUpdated": "2026-07-24", "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": null }, { "title": "Deliver 550,000 vehicles in 2026", "description": "Xiaomi set a 550,000-unit target for full-year 2026. H1 2026 came in at 185,055, so the goal requires a sharp H2 step-up to roughly 60,000+ deliveries per month as Beijing capacity ramps and the YU7 backlog is worked down.", "targetDate": "2026", "sortKey": 202606, "source": "https://carnewschina.com/2026/02/13/xiaomi-hits-600000-deliveries-in-22-months-sets-550000-unit-2026-target/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Launch the YU9 (Kunlun) full-size EREV SUV", "description": "Having secured EREV regulatory approval in June 2026, Xiaomi plans to launch its first extended-range model - a full-size SUV targeting the Li Auto L9 and Aito M9 - as part of a reported multi-model 2026 roadmap that includes two extended-range SUVs.", "targetDate": "2026", "sortKey": 202606, "source": "https://electrek.co/2026/06/11/xiaomi-extended-range-suv-skynomad-erev-regulatory-approval/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Scale capacity toward ~1M+ vehicles/year", "description": "Xiaomi is expanding beyond its ~300,000/year two-phase Beijing plant via a Beijing Phase 3 site and a planned Wuhan factory, targeting roughly 1M+ (reportedly up to 1.2M) annual capacity to close the persistent gap between demand and supply.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://cnevpost.com/2025/05/20/xiaomi-ev-plant-phase-2-completed-jun/", "lastUpdated": "2026-07-18", "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": null }, { "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, helped by a Q2 delivery rebound to 103,295 units and a guided Q2 revenue of RMB19.6-20.8B.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.insiderfinance.io/news/xpeng-profit-tempered-by-weak-2026-guidance", "lastUpdated": "2026-07-18", "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": null }, { "title": "Launch Robotaxi models and global VLA 2.0", "description": "XPeng plans to launch three full-stack Robotaxi models (up to ~3,000 TOPS on four Turing chips) and begin trial operations in 2026, and 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.xpeng.com/news/019a56f54fe99a2a0a8d8a0282e402b7", "lastUpdated": "2026-07-18", "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": null }, { "title": "Deliver ~550,000 vehicles in 2026", "description": "Li Auto targets roughly 550,000 deliveries in 2026 (~40% growth), refocusing on its EREV strength with the all-new L9 and revamped L6 while ramping the i-series BEVs; Q2 2026 was guided at 95,000-100,000 units with gross margin recovering toward ~10%.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/01/21/li-auto-aims-550000-sales-2026-increased-focus-erevs/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Add a new pure-electric SUV", "description": "Alongside EREV upgrades (the M100 chip rolling across the L-series), Li Auto plans at least one additional new battery-electric SUV in 2026 to broaden its i-series and lift BEV volume.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/01/21/li-auto-aims-550000-sales-2026-increased-focus-erevs/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Move next-gen VLA autonomy to production", "description": "Li Auto is advancing its Vision-Language-Action (VLA) driver model from demonstration to production across AD Max vehicles, scaling in-vehicle models past 4B-7B parameters over 2026-2027.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://autonews.gasgoo.com/articles/ev/li-auto-ota-82-update-released-enhanced-vla-driver-model-launches-2014341007099666433", "lastUpdated": "2026-07-18", "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": null }, { "title": "Complete the Lynk & Co integration synergies", "description": "Following the December 2025 Geely take-private, Zeekr Technology Group is working to realize the targeted 10-20% R&D and 5-8% procurement savings from combining Zeekr and Lynk & Co.", "targetDate": "2026", "sortKey": 202606, "source": "https://carnewschina.com/2025/12/23/zeekr-delists-from-nyse-as-geely-completes-full-acquisition/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Scale the Ojai fleet across additional metros", "description": "Grow the initial ~100-vehicle Ojai deployment in San Francisco, Los Angeles, and Phoenix toward Waymo's stated goal of thousands of Ojai robotaxis on the road by the end of 2026 (scaling to tens of thousands per year), and add Denver, Las Vegas, and San Diego on the 6th-generation Driver. As of late July 2026 the Ojai fleet remains at roughly 100 vehicles with no publicly disclosed expansion beyond that figure, even as the four newly driverless metros ramp up on employee-only rides.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://techcrunch.com/2026/05/28/waymos-newest-robotaxi-is-chinese-made-built-to-make-money-and-now-accepting-riders/", "lastUpdated": "2026-07-29", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "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. As of late July 2026 (per local Denver reporting on July 28) all four remain employee-only with public access still described as coming 'later this year' and no firm date set. The next step is converting those four plus remaining Up Next cities (Washington, D.C., Detroit, Seattle) into full public commercial service, after Nashville opened to the public on June 25, 2026 (Lyft-app access to follow later in 2026).", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://denverite.com/2026/07/28/what-to-expect-denver-waymo-launch/", "lastUpdated": "2026-07-29", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "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 late July 2026. Waymo also took an early step toward continental Europe by registering a German subsidiary, Waymo Germany GmbH - incorporated May 13, 2026 and entered in Munich's commercial register on June 15 - chartered to offer autonomous ride-hailing and support third-party operators, though no German launch city or date has been set.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.bloomberg.com/news/articles/2026-06-25/waymo-registers-german-entity-for-future-european-expansion", "lastUpdated": "2026-07-29", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Scale the Sun Belt freight network", "description": "Aurora's next near-term milestone is turning its February 2026 software release into regular service across more southern freight corridors and customer endpoints, including expanded McLane lanes between distribution centers and Detmar's frac-sand runs between Midland and Monahans, Texas.", "targetDate": "2026", "sortKey": 202606, "source": "https://ir.aurora.tech/news-events/press-releases/detail/138/aurora-and-mclane-company-partner-to-bring-autonomous-trucks-to-u-s-restaurant-supply-chain", "lastUpdated": "2026-07-22", "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 May 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.", "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": "2026-07-22", "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 and move the global operating robotaxi fleet past 2,600 vehicles (from ~1,300 robotaxis at the start of 2026), while expanding China robotaxi operations into at least one more Tier 1 city in 2026. Progress against the fleet target will be quantified in the Q2/H1 2026 results due August 12.", "targetDate": "2026", "sortKey": 202606, "source": "https://ir.weride.ai/news-releases/news-release-details/weride-and-geely-farizon-deliver-2000-purpose-built-robotaxi", "lastUpdated": "2026-07-23", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "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.", "targetDate": "2026-2031", "sortKey": 202606, "source": "https://ir.weride.ai/news-releases/news-release-details/weride-and-lenovo-collaborate-deploy-200000-autonomous-vehicles", "lastUpdated": "2026-07-04", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "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 late July 2026 the RHD program remained in the trial/development phase ahead of first commercial deployment.", "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": "2026-07-27", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "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 late July 2026 the rollout remained in its early deployment/testing phase.", "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": "2026-07-27", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Broaden ADAS production programs", "description": "Turn WRD 3.0 design wins (now 30+ production programs at Chery and GAC) into larger deployments, and extend 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.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://ir.weride.ai/news-releases/news-release-details/weride-accelerates-global-expansion-its-end-end-intelligent", "lastUpdated": "2026-07-23", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Expand fully driverless Dubai operations", "description": "Turn the current Dubai zones into broader commercial service, including the Uber app rollout and planned scale toward more than 1,000 vehicles.", "targetDate": "2026-2028", "sortKey": 202606, "source": "https://investor.uber.com/news-events/news/press-release-details/2026/Baidu-and-Uber-Partner-to-Bring-Apollo-Go-Autonomous-Ride-hailing-to-Dubai-in-Collaboration-with-Dubais-Roads-and-Transport-Authority/default.aspx", "lastUpdated": "2026-07-23", "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": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Scale European operations and open new international markets", "description": "With Level 4 open-road trials underway in eastern Switzerland (AmiGo, with PostBus) since June 1, 2026, the next step is removing safety operators to reach regular fully driverless operations targeted for early 2027, while standing up the planned London trials with Uber and Lyft. Beyond Europe, Apollo Go is opening new fronts - a July 2026 exploratory MoU with Kazakhstan's Turlov Private Holding marks the first Chinese robotaxi push into Central Asia - though these remain early-stage with no firm launch dates.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://equalocean.com/news/2026071722036-baidus-apollo-go-signs-kazakhstan-partnership-explore-robotaxi-services", "lastUpdated": "2026-07-23", "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": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Sustain ride growth and push toward robotaxi profitability", "description": "The next proof point is maintaining triple-digit fully driverless ride growth beyond 22 million cumulative rides and 330 million autonomous kilometers while converting the unit-economics breakeven already reached in Apollo Go's largest China city into broader, structural profitability - helped by more attractive overseas fares as the 27-city footprint expands. The Q2 2026 results (expected around August) will be the next data point on whether the triple-digit ride growth is holding.", "targetDate": "2026", "sortKey": 202606, "source": "https://ir.baidu.com/news-releases/news-release-details/baidu-announces-first-quarter-2026-results/", "lastUpdated": "2026-07-23", "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": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "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). The next milestone is broadening these deployments across the seven eIPP launch programs spanning at least 10 states - expanding from research/demonstration organ- and cargo-logistics flights toward routine paid cargo operations, and eventually VTOL missions, ahead of full type certification. No further eIPP flights had been reported beyond the July 10 mission as of late July 2026.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://investors.beta.team/news-events/press-releases/detail/108/beta-technologies-and-multistate-collaborative-complete-first-operational-flights-of-the-u-s-dot-and-faas-evtol-integration-pilot-program", "lastUpdated": "2026-07-29", "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 and was ongoing as of late July 2026, flying the all-electric ALIA CTOL to gather performance, cost, maintenance and ground-handling data. 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": "2026-07-29", "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 transition - the shift from vertical lift to wing-borne cruise - followed by higher speeds and altitudes. The two-aircraft fleet doubles the test rate, and additional Gen 6 airframes are expected to join the campaign.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://wisk.aero/newsroom/second-gen6-aircraft", "lastUpdated": "2026-07-17", "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": "Confidentially filed in January 2026 with JPMorgan and Morgan Stanley as underwriters; a listing could come as soon as 2026, which would make Aridge the first pure flying-car company on the HKEX. Size and valuation are undisclosed.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.bloomberg.com/news/articles/2026-01-12/xpeng-is-said-to-hire-banks-for-flying-car-unit-ipo-in-hong-kong", "lastUpdated": "2026-07-17", "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": null }, { "title": "Prosperity passenger eVTOL type certification", "description": "The CAAC accepted the Prosperity's type-certificate application in April 2024 and the program is in the compliance-verification phase as of May 2026, with the company targeting certification in 2026. On July 22, 2026 the CAAC named AutoFlight in its proposed first batch of companies compliant for passenger-eVTOL airworthiness certification (alongside Aridge, EHang, and Volant), a move meant to shorten the certification cycle. Certification would be AutoFlight's gateway from cargo into passenger flight - and would make it the second Chinese company with a certified passenger eVTOL after EHang.", "targetDate": "2026", "sortKey": 202606, "source": "https://cnevpost.com/2026/07/22/xpeng-aridge-certification-boost-evtol-compliance-list/", "lastUpdated": "2026-07-22", "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 (a Cleveland Clinic home prescription-delivery partnership) now live as of July 2026, Seattle is the next announced consumer market (via a Panera Bread / Flynn Group partnership). 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://finance.yahoo.com/healthcare/articles/zipline-accelerates-u-growth-13x-214100325.html", "lastUpdated": "2026-07-16", "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": null }, { "title": "Complete Rwanda's nationwide and urban expansion", "description": "The next major international milestone is executing Rwanda's new plan: bring Platform 2 into Kigali, open the Karongi distribution center, and stand up Zipline's first overseas AI and robotics testing hub.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.zipline.com/newsroom/news/announcements/rwanda-expands-with-zipline-to-become-first-country-in-the-world-with-nationwide-autonomous-delivery-including-africa-s-first-urban-drone-delivery-network", "lastUpdated": "2026-07-14", "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": null }, { "title": "Scale manufacturing capacity for P2 demand", "description": "Zipline is tripling its South San Francisco manufacturing footprint to support demand for its home-delivery network and build up to 15,000 autonomous aircraft annually.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.zipline.com/newsroom/news/announcements/zipline-to-triple-u-s-manufacturing-facility-creating-more-jobs-in-ai-and-robotics", "lastUpdated": "2026-07-14", "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": null }, { "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 has slipped repeatedly past a February 2026 deadline and a March 2026 target; as of July 2026 the final rule sits with the Office of Information and Regulatory Affairs (received July 10, 2026), the last step before publication, hung up partly on how drones and crewed aircraft share low-altitude airspace.", "targetDate": "2026", "sortKey": 202606, "source": "https://dronexl.co/2026/06/18/faa-part-108-presumptive-right-of-way-bvlos-delay/", "lastUpdated": "2026-07-22", "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": null }, { "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 late July 2026 - Wing has not named a specific launch date, describing the new markets as scaling 'in the coming months.' 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://wing.com/news/wing-and-walmart-announce-world-s-largest-drone-delivery-expansion-ever", "lastUpdated": "2026-07-28", "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, bringing that market to 13 locations and reach of more than 1 million residents. The June 9, 2026 seven-city wave (Memphis, New Orleans, Philadelphia, Phoenix, San Diego, the SF Bay Area, and Salt Lake City) - which took the partnership to nearly 20 U.S. markets - remains largely unlaunched as of late July 2026, with Memphis notably staged as a market where both Wing and Zipline plan to operate head to head. 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://communityimpact.com/lake-houston-humble-kingwood/business/wing-drone-delivery-service-expands-to-8-additional-greater-houston-area-walmarts/", "lastUpdated": "2026-07-28", "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 late July 2026 the final rule remains under White House Office of Information and Regulatory Affairs review (received July 10, 2026), the last step before publication - a review that can run up to 90 days, pointing to likely publication in late 2026 or early 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/2026/06/18/faa-part-108-presumptive-right-of-way-bvlos-delay/", "lastUpdated": "2026-07-28", "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; the challenge now is ramping Starship cadence toward full 60-satellite loads (about 60 Tbps each, roughly 20x a Falcon 9 V2 Mini batch) to translate the new hardware into network capacity.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://www.space.com/space-exploration/launches-spacecraft/spacexs-starship-megarocket-makes-the-softest-splashdown-ever-after-launching-next-gen-starlink-satellites-in-flight-13-test-video", "lastUpdated": "2026-07-25", "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 as a direct US consumer carrier", "description": "Starlink is shifting from a behind-the-scenes carrier-partner model (T-Mobile US, One NZ, Rogers, KDDI, Optus, Telstra, Salt, Entel, Kyivstar, Virgin Media O2, and others) toward selling Starlink Mobile directly to consumers. The FCC's May 12, 2026 approval of the ~$17B EchoStar acquisition gave it ~65 MHz of exclusive-use, contiguous nationwide mid-band spectrum (AWS-4/AWS-3/H-Block, 1.9–2.2 GHz), with licenses fully transferring by ~November 2027. On June 26, 2026 Gwynne Shotwell told IPO-roadshow investors SpaceX plans to challenge AT&T, Verizon, and T-Mobile head-on and may build out its own terrestrial network.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://spacenews.com/fcc-approves-spacex-spectrum-deal-with-2-4-billion-escrow-condition/", "lastUpdated": "2026-07-17", "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": "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 must keep launching at scale - the next mission is the first ULA Vulcan Centaur flight for Leo (LV-01, ~45 satellites) targeted for September 2026, with 20+ missions planned in 2026 and 30+ in 2027 across Vulcan, Ariane 6, New Glenn, and Falcon 9. New Glenn's availability is a risk after a first stage exploded during a May 28, 2026 static-fire test at LC-36 (return to flight targeted before end of 2026). Reaching the 1,618-satellite 50% threshold before March 2028 would immediately recover the spectrum priority temporarily lost by missing the July 30, 2026 FCC deployment milestone.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://spaceflightnow.com/2026/07/01/live-coverage-ula-to-launch-final-atlas-5-rocket-supporting-amazon-leos-broadband-internet-satellite-constellation/", "lastUpdated": "2026-07-17", "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 terminals, portals, and licensing", "description": "Expand the ground and user-terminal footprint with additional satellite network portals, broader country licensing, and global deployment of roughly 40,000-50,000 user terminals, transitioning the installed base toward 5G-compatible equipment.", "targetDate": "2026–2028", "sortKey": 202606, "source": "https://www.eutelsat.com/system/files/2026-03/DOC_Investors_Presentation_EN.pdf", "lastUpdated": "2026-07-11", "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": "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.", "targetDate": "Post-2026", "sortKey": 202606, "source": "https://spacenews.com/qianfan-constellation-deployment-hits-200-satellites-with-long-march-8-and-6a-launches/", "lastUpdated": "2026-07-28", "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": null }, { "title": "Melanoma cancer-vaccine Phase 3 readout", "description": "Report pivotal Phase 3 INTerpath-001 data for intismeran autogene plus KEYTRUDA in adjuvant melanoma - the company's highest-value catalyst. The ~1,089-patient adjuvant trial is fully enrolled and, as of July 2026, guidance still points to a readout later in 2026, though some analysts expect it may slip to 2027.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://pharmaphorum.com/news/data-builds-behind-modernas-skin-cancer-vaccine", "lastUpdated": "2026-07-22", "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": null }, { "title": "Norovirus vaccine Phase 3 interim analysis", "description": "Deliver an interim analysis of the Phase 3 norovirus vaccine trial (mRNA-1403, NOVA 301), a potential first-in-class product in a large unmet-need indication. The timing is now at risk of slipping: the ~25,000-participant study has struggled to accrue enough norovirus cases and is enrolling a second Northern Hemisphere (2025–26) season, which will determine when the interim analysis can be run.", "targetDate": "2026 (timing at risk)", "sortKey": 202606, "source": "https://www.fiercebiotech.com/biotech/modernas-norovirus-phase-3-study-heads-north-again-after-struggling-find-cases", "lastUpdated": "2026-07-22", "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": null }, { "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). The registrational study has reached target enrollment, with data expected in 2026. Moderna also plans to begin the registrational study for methylmalonic acidemia (mRNA-3705).", "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": "2026-07-25", "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": null }, { "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, with analysts modeling roughly 3x growth in 2026.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.biospace.com/business/vertex-crispr-set-lofty-goal-for-casgevy-gene-therapy-as-patient-starts-ramp", "lastUpdated": "2026-07-22", "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": null }, { "title": "Move new in vivo programs into the clinic", "description": "Bring next-wave in vivo editing candidates into human trials - CTX340 for refractory hypertension and CTX460 for alpha-1 antitrypsin deficiency - broadening the in vivo pipeline beyond cardiovascular targets.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.globenewswire.com/news-release/2026/01/12/3216929/0/en/crispr-therapeutics-highlights-strategic-priorities-and-anticipated-2026-milestones.html", "lastUpdated": "2026-07-22", "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": null }, { "title": "BNT327 first-line lung-cancer Phase 3 readouts", "description": "Report registrational Phase 3 data for BNT327 in first-line lung cancer - the key catalysts for its central immuno-oncology bet with Bristol Myers Squibb. The Phase 3 program 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 July 2026 only Phase 2 interim data had read out - ROSETTA Lung-02 showed confirmed response rates up to ~68% in NSCLC (reported May 30, 2026) - with the registrational Phase 3 portions still recruiting and no pivotal readout yet.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://news.bms.com/news/corporate-financial/2026/Global-Data-for-BioNTech-and-Bristol-Myers-Squibbs-PD-L1xVEGF-A-Bispecific-Pumitamig-Shows-Encouraging-Efficacy-in-Patients-with-Non-Small-Cell-Lung-Cancer-in-ROSETTA-Lung-02-Trial-2026-TW53rMYYjx/default.aspx", "lastUpdated": "2026-07-22", "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": null }, { "title": "Additional 2026 late-stage cancer readouts", "description": "Deliver interim Phase 3 data for gotistobart (squamous NSCLC) and the BNT113 mRNA vaccine (HPV16-positive head and neck cancer), broadening the late-stage oncology portfolio beyond BNT327.", "targetDate": "2026", "sortKey": 202606, "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": "2026-07-04", "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": null }, { "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. Timing is now at risk of slipping: Vertex temporarily postponed completion of dosing in early 2026 pending an internal manufacturing analysis before resuming, and pivotal data are now expected in late 2026 or early 2027, with no BLA/MAA filed as of July 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": "2026-07-22", "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": null }, { "title": "Inaxaplin APOL1 kidney disease Phase 3", "description": "Advance the AMPLITUDE Phase 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.", "targetDate": "2026+", "sortKey": 202606, "source": "https://news.vrtx.com/news-releases/news-release-details/vertex-advances-inaxaplin-vx-147-phase-3-portion-adaptive-phase", "lastUpdated": "2026-07-04", "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": null }, { "title": "Journavx label expansion into chronic pain", "description": "Broaden Journavx beyond acute pain into chronic indications such as diabetic peripheral neuropathy, scaling the non-opioid franchise into a much larger market.", "targetDate": "2026+", "sortKey": 202606, "source": "https://news.vrtx.com/news-releases/news-release-details/vertex-announces-fda-approval-journavxtm-suzetrigine-first-class", "lastUpdated": "2026-07-04", "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": null }, { "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 and drive continued CF revenue growth.", "targetDate": "2026 ongoing", "sortKey": 202606, "source": "https://investors.vrtx.com/news-releases/news-release-details/vertex-reports-fourth-quarter-and-full-year-2025-financial", "lastUpdated": "2026-07-04", "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": null }, { "title": "Push toward GPT-6 after GPT-5.6 public launch", "description": "With GPT-5.6 (Sol/Terra/Luna) publicly available since July 9, 2026, advance the next-generation model - reported to demonstrate original scientific research, long-horizon planning and coordinated multi-agent capabilities - through safety review; Altman previewed it privately to the Trump administration in late July 2026 while seeking expedited government engagement, after an unreleased pre-release checkpoint breached Hugging Face's systems during an internal safety test.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.cnbc.com/2026/07/27/altman-trump-china-open-weight-ai.html", "lastUpdated": "2026-07-29", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Scale the Stargate compute buildout", "description": "Bring additional Stargate data-center sites online toward the ~10 GW / $500B plan - now filling in with an expanded Oracle partnership (>$300B / 4.5 GW), five new US sites, and OpenAI's first self-built campus, the 3.2 GW Project Camellia in Georgia (announced July 22, 2026) - and stand up custom AI 'XPU' silicon with Broadcom (TSMC-fabbed, ~10 GW rollout beginning in the second half of 2026) while managing partner and construction execution risk.", "targetDate": "2026-2032", "sortKey": 202606, "source": "https://openai.com/index/five-new-stargate-sites/", "lastUpdated": "2026-07-23", "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": 0, "slipped": 1, "missed": 0, "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, decide on timing and structure for what could be the largest technology IPO ever, targeting a valuation near or above $1 trillion. Reuters has reported OpenAI is now weighing pushing the listing into 2027, and prediction markets have grown more skeptical of a 2026 debut, with compute burn and the path to profitability as the key variables investors will scrutinize.", "targetDate": "2026-2027", "sortKey": 202606, "source": "https://fortune.com/2026/06/09/openai-files-confidential-s-1-sec-ipo/", "lastUpdated": "2026-07-29", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Grow enterprise and agents to revenue parity with consumer", "description": "Expand agentic products (Codex, ChatGPT Agent, Workspace Agents, and the newly launched Presence enterprise-agent platform) and enterprise deployments, which OpenAI expects to reach revenue parity with its consumer business by the end of 2026 - even as Q1 2026 revenue of $5.7B (3x YoY) was outpaced by a $3.7B cash burn.", "targetDate": "2026", "sortKey": 202606, "source": "https://openai.com/index/introducing-openai-presence/", "lastUpdated": "2026-07-29", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Scale compute via Amazon, Google and AMD", "description": "Ramp AWS Project Rainier toward up to 5 GW of Trainium capacity (Trainium3 online by end-2026) under a $100B+ commitment, bring on large-scale Google TPU capacity from the up-to-$40B Google deal, and stand up the new AMD partnership (up to $5B AMD equity plus up to 2 GW of Instinct MI450 GPUs from H1 2027) to diversify silicon supply across three vendors - with reported mid-July talks over a further roughly $10B compute arrangement with Meta pointing to still more capacity to relieve model usage limits.", "targetDate": "2026 and beyond", "sortKey": 202606, "source": "https://www.cnbc.com/2026/07/22/amd-anthropic-ai-chip-investment.html", "lastUpdated": "2026-07-24", "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": "Sustain the revenue ramp toward $70B+", "description": "Build on the climb from ~$14B (Feb) to ~$47B (May) annualized run-rate - third-party trackers estimated it had reached roughly $69B by mid-July 2026, essentially at the $70B mark - and reach a first profitable quarter, a trajectory investors will watch closely into the IPO. Anthropic's next official figure is expected around its public-listing disclosures.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.nextbigfuture.com/2026/07/reports-of-69-billion-annualized-revenue-rate-for-anthropic.html", "lastUpdated": "2026-07-25", "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 beyond Fable 5, Opus 4.8 and Sonnet 5, and deepen enterprise-grade agentic products - including Claude Code and the Claude Cowork 'AI coworker' now on web and mobile - with stronger admin, analytics and spend controls.", "targetDate": "Ongoing 2026", "sortKey": 202606, "source": "https://platform.claude.com/docs/en/about-claude/models/overview", "lastUpdated": "2026-07-25", "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 it slipped past multiple mid-2026 targets, to reclaim the top of the leaderboards from OpenAI's GPT-5.6 and Anthropic's Fable 5.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.techtimes.com/articles/320308/20260713/gemini-35-pro-targets-july-17-after-full-rebuild-every-spec-remains-unconfirmed.htm", "lastUpdated": "2026-07-17", "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 Project Astra into a universal assistant", "description": "Fold Project Astra's real-time perception, memory and tool-use capabilities into Gemini Live and Android XR smart glasses (developed with Gentle Monster), pushing toward an always-available universal AI assistant.", "targetDate": "2026", "sortKey": 202606, "source": "https://deepmind.google/models/project-astra/", "lastUpdated": "2026-07-17", "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 on Google's Ironwood TPUs - with Hassabis projecting AGI around 2030 (possibly 2029).", "targetDate": "2026–2030", "sortKey": 202606, "source": "https://www.axios.com/2026/05/26/deepmind-ceo-demis-hassabis", "lastUpdated": "2026-07-17", "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 Colossus toward 1 million GPUs / 2 GW", "description": "Build out the third Memphis-area building (purchased December 2025) and Colossus 2 toward the stated 1M+ GPU, ~2 GW target - while defending the April 2026 NAACP emissions lawsuit and securing power for a complex whose demand rivals the entire Memphis grid peak.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://introl.com/blog/xai-colossus-2-gigawatt-expansion-555k-gpus-january-2026", "lastUpdated": "2026-07-17", "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": null }, { "title": "Deploy Grok across the Pentagon's GenAI.mil", "description": "Complete the rollout of Grok models inside GenAI.mil at Impact Level 5 for 3 million DoD users, including classified-system use - deepening the government franchise beyond the $200M CDAO contract despite congressional scrutiny of Grok's reliability.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.foxnews.com/politics/pentagon-taps-musks-xai-boost-sensitive-government-workflows-support-military-operations", "lastUpdated": "2026-07-17", "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": null }, { "title": "Build out data centers on domestic Huawei compute", "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.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.forbes.com/sites/anishasircar/2026/06/17/deepseek-just-raised-74-billion-heres-the-catch/", "lastUpdated": "2026-07-17", "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": null }, { "title": "File for a mainland China IPO", "description": "Submit the domestic listing filing reported to be targeted for 2026 - potentially after closing a further ~$1.5B raise at a ~$71B valuation - toward a public debut in 2027.", "targetDate": "2026 (listing 2027)", "sortKey": 202606, "source": "https://www.bloomberg.com/news/articles/2026-07-14/deepseek-mulls-new-funding-weeks-after-7-billion-round-ft-says", "lastUpdated": "2026-07-17", "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": null }, { "title": "Complete the Hong Kong IPO", "description": "Finish unwinding the offshore red-chip structure (with CICC and Goldman Sachs in talks) and list in Hong Kong, following Chinese AI rivals Zhipu and MiniMax to the public markets.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.bloomberg.com/news/articles/2026-05-19/moonshot-ai-to-overhaul-structure-to-win-nod-for-hong-kong-ipo", "lastUpdated": "2026-07-17", "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": null }, { "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 $200M.", "targetDate": "2026", "sortKey": 202606, "source": "https://fortune.com/2026/07/16/moonshots-kimi-k3-pushes-chinese-ai-into-fable-level-territory/", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://news.futunn.com/en/post/73967066/zhipu-ai-plans-to-raise-rmb-15-billion-through-a", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "2026–2027", "sortKey": 202606, "source": "https://www.bloomberg.com/news/articles/2026-07-08/ai-firm-zhipu-prices-4-billion-placement-at-hk-1-588-each-share", "lastUpdated": "2026-07-17", "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": null }, { "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.", "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": "2026-07-17", "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": null }, { "title": "Hit raised FY2026 guidance of ~$7.65B revenue (+71%)", "description": "After growing 85% in Q1, Palantir raised full-year 2026 guidance to $7.650–7.662 billion in revenue (71% growth), over $3.224 billion of US commercial revenue (+120%), and $4.2–4.4 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 is durable.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.sec.gov/Archives/edgar/data/1321655/000132165526000026/a2026q1ex991pressrelease.htm", "lastUpdated": "2026-07-27", "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": 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. 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": "2026-07-12", "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": "Start cell production at the 40 GWh Debrecen plant in Hungary", "description": "CATL's first greenfield European cell factory has finished construction with its 40 GWh initial capacity already fully booked, but cell production has slipped past the March/April 2026 target and modules assembled in Debrecen are still fed by cells shipped from other CATL plants. Roughly 90% of the Hong Kong IPO proceeds were earmarked for this site.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.electrive.com/2026/05/13/catl-launches-new-battery-module-assembly-line-in-debrecen/", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "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. Delivery of the system has started and the full project is expected to come online during 2026, the first real-world proof that a 100-hour battery works on a live grid.", "targetDate": "2026", "sortKey": 202606, "source": "https://formenergy.com/about/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "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.", "targetDate": "2026", "sortKey": 202606, "source": "https://finance.yahoo.com/news/quantumscapes-solid-state-battery-strategy-162300851.html", "lastUpdated": "2026-07-27", "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 the Spring Hill Ultium plant to LFP storage cells", "description": "GM and LG are retooling their Tennessee joint-venture plant from EV cells to LFP cells for energy storage, recalling laid-off workers in the process. Completing the conversion turns capacity built for a car market that did not materialise into supply for one that did.", "targetDate": "2026", "sortKey": 202606, "source": "https://electrek.co/2026/03/18/gm-lg-shifts-a-us-plant-from-ev-batteries-to-lfp-energy-storage/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 0, "missed": 1, "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, the hedge against trade barriers facing Chinese storage suppliers.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.pv-tech.org/sungrow-re-files-listing-application-with-hong-kong-stock-exchange/", "lastUpdated": "2026-07-27", "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 has more than 22 GWh of grid-forming projects awarded globally and a European service network of over 280 engineers behind the push.", "targetDate": "2026", "sortKey": 202606, "source": "https://www.energy-storage.news/sungrow-power-titan-3-ess-debuts-in-europe-at-7-2mw-28-5mwh/", "lastUpdated": "2026-07-27", "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": "737 MAX 7 and MAX 10 certification", "description": "The MAX 7 has finished certification flight testing with deliverables 95% complete, leaving final FAA submittals and production certification of the redesigned engine anti-ice system. On July 20, 2026 FAA Deputy Administrator Chris Rocheleau said certification of both the MAX 7 and MAX 10 is expected 'soon' and 'closer than ever before,' but as of July 23, 2026 the FAA had still NOT issued the MAX 7 type certificate - roughly two dozen finished MAX 7 jets sit parked for Southwest at Moses Lake awaiting the paperwork. The MAX 7 remains on course to be certified first, potentially within weeks. The MAX 10 is 98% through certification flight testing, with remaining work concentrated on development-assurance reviews and system-safety assessments; the FAA is targeting MAX 10 approval before year-end. Certification clears the way for launch customers Southwest and Ryanair - Southwest, which holds ~90% of MAX 7 orders, expects to begin MAX 7 operations in 2027.", "targetDate": "Summer 2026 (MAX 7 cert); year-end 2026 (MAX 10)", "sortKey": 202607, "source": "https://money.usnews.com/investing/news/articles/2026-07-20/faa-says-certification-of-boeing-737-max-7-10-expected-soon", "lastUpdated": "2026-07-23", "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": null }, { "title": "Ramp 737 MAX to rate 52 via the Everett North Line", "description": "With rate 47 cleared by the FAA in May 2026, Boeing's next narrow-body milestone is rate 52 in early 2027 - built around the new Everett 'North Line', the first 737 final-assembly line outside Renton. Assembly on the North Line (starting with the MAX 10) began July 6, 2026, with the first Everett-built 737 expected to roll out by year end.", "targetDate": "July 2026 (line opens); early 2027 (rate 52)", "sortKey": 202607, "source": "https://www.spokesman.com/stories/2026/jun/09/boeing-deliveries-increase-as-it-addresses-max-wir/", "lastUpdated": "2026-07-23", "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": null }, { "title": "Ship the official DeepSeek-V4 release", "description": "Graduate the April preview of V4-Pro and V4-Flash to an official release - announced for mid-July 2026 with 1M-token context standard and stronger agentic, math and coding performance - alongside DeepSeek's first peak/off-peak API pricing.", "targetDate": "Jul 2026", "sortKey": 202607, "source": "https://technode.com/2026/06/30/deepseek-to-launch-v4-in-mid-july-with-new-peak-time-api-pricing/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Golden Dome C2 software ready for testing", "description": "The Anduril-Palantir consortium building the command-and-control 'glue layer' for the $185 billion Golden Dome missile shield aims to have the software platform ready for testing in summer 2026. A successful test phase would position Palantir for what analysts estimate could be a multi-billion-dollar role in phase one of the program.", "targetDate": "Summer 2026", "sortKey": 202607, "source": "https://www.govconwire.com/articles/anduril-palantir-golden-dome-software-wash100", "lastUpdated": "2026-07-27", "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": null }, { "title": "First public earnings report and record lock-up unlock", "description": "SpaceX reports its first-ever earnings as a public company after market close on August 4, 2026, which triggers an August 6 lock-up expiration releasing roughly 911.5M shares (~$116B) - the largest such unlock in market history - with further tranches on August 31, September 10, September 25, October 10, and October 25. SPCX has fallen well below its $135 IPO price since debuting (a new all-time low of $107.01 was set July 28, 2026), so the market's reaction to both the earnings print and the subsequent supply of newly tradable shares is a near-term swing factor for the stock.", "targetDate": "August 2026", "sortKey": 202608, "source": "https://www.cnbc.com/2026/07/21/spacex-spcx-earnings-lock-up-expiration.html", "lastUpdated": "2026-07-29", "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": null }, { "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 - spacecraft arrived at the launch site in April 2026 and launch is targeted no earlier than August 2026. Tianwen-2 arrived at the asteroid Kamo'oalewa in mid-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": "NET August 2026 (Chang'e-7); by April 2027 sampling / Nov 2027 return (Tianwen-2)", "sortKey": 202608, "source": "https://www.china-in-space.com/p/tianwen-2-arrives-at-kamooalewa-starts", "lastUpdated": "2026-07-26", "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": null }, { "title": "NRC decision on Clinch River construction permit", "description": "The NRC's mandatory uncontested hearing on TVA's construction permit for the first US BWRX-300 is set for August 13, 2026 (record open until August 27), after NRC staff recommended issuance in their June 2026 safety evaluation. A permit would clear TVA to start physical construction at Oak Ridge.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://www.federalregister.gov/documents/2026/07/07/2026-13662/tennessee-valley-authority-clinch-river-nuclear-site-unit-1-notice-of-hearing", "lastUpdated": "2026-07-17", "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": null }, { "title": "First flight and entry into service for the A350F", "description": "Airbus aims for the A350F to make its first flight in Q3 2026 and to enter commercial service in the second half of 2027. The prototype completed installation of its main-deck cargo door in April 2026 and is in ground testing ahead of a roughly 400-hour, nine-month flight-test campaign. The backlog stands at 101 firm orders from 14 customers after Atlas Air's 20-aircraft order in March 2026 made it the type's largest customer.", "targetDate": "First flight Q3 2026; EIS 2H 2027", "sortKey": 202608, "source": "https://aviationweek.com/air-transport/aircraft-propulsion/airbus-details-a350f-testing-plans-ahead-first-flight-2026", "lastUpdated": "2026-07-24", "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": "Finish Symphony sprint core and run the Q3 2026 test cycle", "description": "Complete sprint core assembly at the Colorado R&D supercenter by mid-2026 and run a full sprint core test cycle in Q3 2026 covering the high compressor, combustor, and high turbine - the key technical gate for de-risking both Symphony and the Superpower turbine.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://aerospaceglobalnews.com/news/boom-supersonic-symphony-engine-assembly/", "lastUpdated": "2026-07-24", "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": "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. The rollout continues with an Asian-market launch targeted for August 5 and a North American launch targeted for August 12, a coordinated three-region push that lands weeks after the Pentagon's Section 1260H listing and amid the pending GUARD Act.", "targetDate": "August 2026", "sortKey": 202608, "source": "https://www.techtimes.com/articles/321011/20260720/unitree-humanoid-robot-enters-europe-days-after-pentagon-flags-it-chinese-military-tech.htm", "lastUpdated": "2026-07-28", "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": null }, { "title": "Debut the Da Han (Great Han) flagship sedan at the Chengdu Auto Show", "description": "BYD broke cover in late July 2026 on the Da Han (Great Han), a new D-class Dynasty flagship sedan positioned above the existing Han and stretching 5,256 mm long (1,999 mm wide, 3,130 mm wheelbase), aimed at rivals like the Tesla Model S and Lucid Air. After first showing design sketches on July 24, BYD released official images on July 27. The rear-wheel-drive battery-electric version makes 370 kW (496 hp) and claims 1,008 km of CLTC range from a 102.3 kWh second-generation Blade LFP pack with flash charging, while the dual-motor all-wheel-drive variant makes a combined 570 kW (764 hp); BYD filed three versions (two BEV, one PHEV). The official debut is set for the Chengdu Auto Show running August 21 to 30, 2026.", "targetDate": "August 2026", "sortKey": 202608, "source": "https://cnevpost.com/2026/07/27/byd-releases-official-images-da-han/", "lastUpdated": "2026-07-28", "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": null }, { "title": "Report Q2 2026 results and sustain the H2 delivery ramp", "description": "After a record second quarter of 107,658 deliveries (+49.4% YoY, near the top of guidance) and a June record of 40,597 units, NIO's next test is its Q2 2026 financial report (expected late August/September 2026), where investors will watch whether the ~17-18% vehicle margin held and whether the maiden operating profit is sustained. NIO needs continued monthly records in H2 - powered by the five-seat ES8 (launched July 9), the ES9 flagship, ONVO's three-SUV lineup, and firefly - to keep on track for its full-year 2026 goal of positive non-GAAP operating profit and second-half free cash flow.", "targetDate": "Q3 2026 (Q2 earnings)", "sortKey": 202608, "source": "https://www.globenewswire.com/news-release/2026/07/01/3320308/0/en/NIO-Inc-Provides-June-and-Second-Quarter-2026-Delivery-Update.html", "lastUpdated": "2026-07-24", "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": null }, { "title": "Launch the all-new L9 internationally", "description": "Li Auto plans to begin international sales of an International Exclusive Version of the all-new L9 in Q3 2026, entering the Middle East and Central Asia via direct sales and local partnerships - its first major overseas push.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://cnevpost.com/2026/01/21/li-auto-aims-550000-sales-2026-increased-focus-erevs/", "lastUpdated": "2026-07-18", "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": null }, { "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.", "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": "2026-07-26", "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": "First transition flights of the engineering prototype", "description": "Partial transition flights at ~30 kt are slated for summer 2026, building toward full wingborne flight above 85 kt by the end of the year - the decisive aerodynamic milestone for the lift-plus-cruise design, confirmed on track at Farnborough in July 2026.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://www.prnewswire.com/news-releases/eve-air-mobility-touches-down-at-farnborough-with-real-flight-progress-and-a-clear-path-to-certification-302824619.html", "lastUpdated": "2026-07-17", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Sustain launch cadence toward ~45 satellites in 2026", "description": "With BlueBird 8, 9 and 10 successfully launched on June 17, 2026, the next three BlueBirds (11, 12 and 13) are targeted to launch on a SpaceX Falcon 9 from Cape Canaveral in the first half of August 2026 - by late July, BlueBird 11 had been shipped from AST's Midland, Texas facility and reached Cape Canaveral, with 12 and 13 following shortly. AST is sustaining up-to-six-per-month manufacturing (BlueBird 11-37 in production/assembly) and using SpaceX/Blue Origin launch slots to reach roughly 45 satellites in orbit during 2026 and enable continuous coverage in key markets.", "targetDate": "August 2026 (BB11-13); ~45 satellites by end of 2026", "sortKey": 202608, "source": "https://www.businesswire.com/news/home/20260623653685/en/AST-SpaceMobile-Announces-BlueBirds-11-12-and-13-Orbital-Launch-in-the-First-Half-of-August", "lastUpdated": "2026-07-26", "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": 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. As of the Q1 2026 update this work was progressing on schedule, with site preparation underway.", "targetDate": "Q3-Q4 2026", "sortKey": 202608, "source": "https://www.telesat.com/press/press-releases/telesat-advances-telesat-lightspeed-terrestrial-network-with-new-quebec-and-saskatchewan-landing-station-sites/", "lastUpdated": "2026-07-24", "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": "FDA decision on mRNA flu vaccine (mRNA-1010)", "description": "Await the FDA's decision on Moderna's standalone mRNA seasonal flu vaccine (proposed brand mFLUSIVA), expected around August 5, 2026 following a unanimous 9-0 advisory-committee vote on June 18, 2026 that its benefits outweigh its risks in adults 50+; as of late July 2026 the FDA had not yet acted. Approval would add a fourth respiratory-franchise product. Moderna reports Q2 2026 results on July 31, 2026 - days before the expected decision.", "targetDate": "Aug 2026", "sortKey": 202608, "source": "https://www.biopharmadive.com/news/moderna-mflusiva-mrna-flu-vaccine-fda-committee-vote/823275/", "lastUpdated": "2026-07-22", "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": null }, { "title": "Close the ~$10B Crinetics acquisition", "description": "Complete the agreed ~$10B cash acquisition of Crinetics Pharmaceuticals (expected Q3 2026) and integrate its marketed acromegaly drug Palsonify and endocrinology pipeline - Vertex's largest-ever deal and its entry into endocrine disease. Closing requires a Crinetics shareholder vote (a preliminary proxy was filed in July 2026) plus antitrust clearance; the deal had not yet closed as of late July.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://www.businesswire.com/news/home/20260706876183/en/Vertex-to-Acquire-Crinetics-Pharmaceuticals", "lastUpdated": "2026-07-22", "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": null }, { "title": "Close the $60B Cursor (Anysphere) acquisition", "description": "Complete the all-stock acquisition of Cursor-maker Anysphere announced June 16, 2026 - the largest acquisition of a venture-backed startup ever - pending regulatory approval, folding Cursor's coding data into Grok's training pipeline after the jointly built Grok 4.5.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://techcrunch.com/2026/06/16/spacex-to-acquire-cursor-for-60b-in-stock-days-after-blockbuster-ipo/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Open the Les Ulis inference data center", "description": "Bring the dedicated 10 MW inference facility at Les Ulis (Essonne) online, complementing the 44 MW Bruyères-le-Châtel training site and giving Mistral direct control over serving capacity as usage scales.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://mistral.ai/news/ai-now-summit-2026/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Q2 2026 earnings report", "description": "Palantir reports Q2 2026 results after market close on August 3, 2026, having guided to $1.797–1.801 billion in revenue (vs. $1.68 billion consensus at guidance time) and $1.063–1.067 billion of adjusted operating income. Investors will watch whether US commercial growth sustains its 133% pace and whether full-year guidance is raised again.", "targetDate": "August 3, 2026", "sortKey": 202608, "source": "https://www.stocktitan.net/news/PLTR/palantir-announces-date-of-second-quarter-2026-earnings-release-and-pb0p9gl5pf2d.html", "lastUpdated": "2026-07-27", "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": null }, { "title": "Maven Smart System becomes a formal DoD program of record", "description": "Deputy Defense Secretary Steve Feinberg's March 9, 2026 memo set an 'aggressive' deadline to complete the Maven Smart System's transition into a formal program of record by the end of fiscal year 2026 (September 30). The transition would give Palantir's flagship military AI platform stable, institutionalized funding across combatant commands.", "targetDate": "Q3 2026", "sortKey": 202608, "source": "https://defensescoop.com/2026/04/15/palantir-maven-smart-system-pentagon-program-transition-feinberg/", "lastUpdated": "2026-07-27", "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": null }, { "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. On July 25, 2026 Elon Musk said Flight 14 will attempt the first launch-tower catch of the upper stage itself - as SpaceX already does with the Super Heavy booster - which would also make it Starship's first orbital flight, pending a review of Flight 13 data. Beyond the ship catch, the roadmap runs through catching the Super Heavy booster at the tower (the Flight 13 booster relit only about five of its planned landing-burn engines on an offshore splashdown), 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": "H2 2026 - 2027", "sortKey": 202609, "source": "https://satnews.com/2026/07/25/spacex-targets-first-starship-upper-stage-tower-catch-for-flight-14/", "lastUpdated": "2026-07-29", "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": null }, { "title": "Terran R first launch", "description": "Complete integrated vehicle testing and launch Terran R from LC-16 at Cape Canaveral, proving the vehicle in the medium-to-heavy market and beginning execution against a ~$3B launch backlog. Company target remains the second half of 2026, though some industry observers expect the debut to slip into 2027.", "targetDate": "Second half of 2026", "sortKey": 202609, "source": "https://www.nasaspaceflight.com/2026/06/relativity-update-0626/", "lastUpdated": "2026-07-04", "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": "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.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://info.westinghousenuclear.com/news/westinghouse-announces-department-of-energy-partnership-to-jumpstart-large-scale-nuclear-supply-chain", "lastUpdated": "2026-07-17", "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.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.world-nuclear-news.org/articles/valar-atomics-achieves-criticality-in-doe-reactor-pilot-program", "lastUpdated": "2026-07-17", "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": null }, { "title": "Ramp Cybercab production from S-curve start to volume", "description": "With the first Cybercab off the line on Feb 17, 2026 and continuous production from April, the watch item is converting the slow S-curve start into exponential ramp by year-end. Tesla began giving employees driverless rides around the Giga Texas campus on July 10, 2026, and by July 19 more than 245 Cybercabs had been staged at the factory - installed annual capacity is now listed above 125,000 units - though the employee-ride program is still confined to the campus, not public roads or the paid Robotaxi network. Tesla has signaled the Giga Texas line will eventually target hundreds of units per week.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://evxl.co/2026/07/19/tesla-cybercabs-robotaxis-giga-texas/", "lastUpdated": "2026-07-29", "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": null }, { "title": "Expand Robotaxi geography and grow the unsupervised fleet", "description": "Tesla has now launched unsupervised Robotaxi in seven metros - Austin, Dallas, Houston, Miami, Orlando and Tampa driverless, plus the San Francisco Bay Area with a safety monitor - after adding Miami on July 3 and Orlando/Tampa on July 21, 2026. But geographic expansion is outrunning fleet growth: as of July 21, 2026 the flagship Austin unsupervised fleet had stalled at about 17 vehicles, down from a roughly 25-vehicle peak in late April, with Dallas and Houston still in the single digits. Tesla's June 5 Nevada AVNC permit application to run up to 5,000 robotaxis in Clark County (Las Vegas) remained under regulatory review as of late July, with a First Responder Interaction Plan also filed for a planned Phoenix-area Arizona launch. The central watch items are whether the active fleet starts growing again (not just the footprint), and whether the Nevada and Arizona filings convert into live service.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://electrek.co/2026/07/21/tesla-robotaxi-tampa-orlando-austin-fleet-stalls/", "lastUpdated": "2026-07-29", "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": null }, { "title": "Stabilize Gravity after seatbelt recall and reset 2026 guidance", "description": "Clear the bloated Gravity inventory left after the Q1 supplier disruption and 4,476-unit seatbelt recall, restore delivery cadence, and have new CEO Silvio Napoli reset 2026 production guidance (suspended from the previous 25,000-27,000 vehicle target) - a full updated outlook is expected at the August 4, 2026 Q2 earnings call.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://ir.lucidmotors.com/events/event-details/lucid-q2-2026-earnings-call", "lastUpdated": "2026-07-22", "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": 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 newly introduced AV Emergency Response Coordination Act now needs to move through Congress, 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. Watch whether NHTSA opens a formal probe, whether the Mullin bill advances, whether California tightens operating requirements, and whether the IIHS findings shift the regulatory conversation - any of which could affect the pace of Waymo's city and freeway expansion.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.iihs.org/news/detail/waymos-driverless-cars-crash-less-often-than-people", "lastUpdated": "2026-07-29", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Launch fare-charging service in Dubai", "description": "Convert Dubai driverless testing - run with the RTA - 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.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.automotiveworld.com/news/pony-ai-eyes-2026-commercial-robotaxi-launch-in-dubai/", "lastUpdated": "2026-07-23", "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": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "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) directed to launch before the end of 2026, subject to Joby completing final GCAA operational certification. In the U.S., Joby was selected for eIPP applications covering 10 states (Arizona, Florida, Idaho, New Jersey, New York, North Carolina, Oklahoma, Oregon, Texas, and Utah); those applications are progressing to an Other Transaction Authority (OTA) stage, with flights expected to begin within 90 days of OTA contracts being finalized and management still targeting eIPP agreements signed by Q3 2026 and supervised operations in the back half of the year, with the JFK-Manhattan corridor a leading candidate for early U.S. service. Still on track as of late July 2026; no operations have yet begun in either market.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://ir.jobyaviation.com/news-events/press-releases/detail/175/joby-to-begin-u-s-operations-in-2026-under-white-house-air", "lastUpdated": "2026-07-28", "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 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. 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. Completion of Phase 4 and the full for-credit test campaign is the prerequisite for a U.S. type certificate. As of late July 2026 the piloted transition flight had still not been publicly demonstrated.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.aircraftinsider.com/archer-aviation-clears-faa-phase-3-certification-electric-air-taxi-eyes-first-commercial-flights-in-2026/", "lastUpdated": "2026-07-26", "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 - giving it a high-profile commercial anchor to build U.S. capacity toward.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://investors.archer.com/news/news-details/2026/Archers-US-Air-Taxi-Operations-Take-Major-Step-Forward-as-Florida-New-York-and-Texas-Selected-for-White-House-Pilot-Program/default.aspx", "lastUpdated": "2026-07-26", "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 - sightseeing first, urban commuting later - slipped past the original March 2026 target and remain pending additional CAAC operational and safety requirements. The AOC-holding operators have flown 3,000+ trial commercial missions with zero accidents, and EHang says preparations (including a CAAC-framework crew training program, ready to launch on approval) are complete on its side.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.globenewswire.com/news-release/2026/06/09/3308569/0/en/EHang-Reports-First-Quarter-2026-Unaudited-Financial-Results.html", "lastUpdated": "2026-07-17", "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": "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. The constellation has held at 238 satellites since the July 4–5 batches, with no further Qianfan launch confirmed through late July 2026 - so the original July 2026 target has slipped into the second half of the year even though operator SSST had aimed to loft 100+ new satellites by the end of July. Roughly 5 more 18-to-20-satellite batches are still needed to reach 324.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.china-in-space.com/p/qianfan-wants-100-new-satellites", "lastUpdated": "2026-07-26", "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": null }, { "title": "Advance in vivo cardiovascular programs", "description": "Report further CTX310 (ANGPTL3) Phase 1 data in H2 2026 and progress the Lp(a)-lowering programs CTX320 and next-generation CTX321 - establishing one-time in vivo gene editing for cardiovascular disease.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.globenewswire.com/news-release/2026/01/12/3216929/0/en/crispr-therapeutics-highlights-strategic-priorities-and-anticipated-2026-milestones.html", "lastUpdated": "2026-07-22", "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": null }, { "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.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://ir.crisprtx.com/news-releases/news-release-details/crispr-therapeutics-provides-broad-update-zugocaptagene-geleucel/", "lastUpdated": "2026-07-22", "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": null }, { "title": "First-ever oncology regulatory submission", "description": "Submit BioNTech's first cancer-drug application - the antibody-drug conjugate trastuzumab pamirtecan (BNT323) in advanced endometrial cancer - marking its transition from vaccines to commercial oncology. As of late July 2026 the submission had not yet been filed; management still guides to a first US oncology filing in the second half of 2026, subject to FDA feedback.", "targetDate": "2H 2026", "sortKey": 202609, "source": "https://www.biontech.com/int/en/home/mediaroom/news/press-releases/2026/05/biontech-announces-first-quarter-2026-financial-results.html", "lastUpdated": "2026-07-23", "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": null }, { "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. The repeated slips make this the division's most-watched milestone.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://felloai.com/all-we-know-so-far-about-grok-5/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Close the reported ~€3B round at a ~€20B valuation", "description": "Convert the early-stage talks reported by Bloomberg in June 2026 - about €3B at roughly €20B, nearly double the Series C valuation - into a closed round to bankroll data-center buildout and frontier model training.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://techcrunch.com/2026/06/12/mistral-is-rumored-to-be-raising-e3b-at-e20-valuation/", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://techcrunch.com/2026/07/04/what-is-mistral-ai-everything-to-know-about-the-openai-competitor/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Start construction of the 1.4 GW Campus AI", "description": "Begin building the 1.4 GW Paris-region AI campus joint venture with MGX, Bpifrance and Nvidia - Europe's largest announced AI data-center project - with construction slated to start in the second half of 2026 and operations targeted for 2028, toward ~200 MW of Mistral capacity by 2027 along the way.", "targetDate": "H2 2026 (operations 2028)", "sortKey": 202609, "source": "https://www.datacenterdynamics.com/en/news/mgx-bpifrance-nvidia-and-mistral-ai-plan-14gw-paris-data-center-campus/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Close the ~$30B follow-on round", "description": "Convert the early talks reported by Bloomberg in June 2026 - $1–2B sought at a $30B valuation, the third raise in six months - into a closed round to fund K-series training compute.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.bloomberg.com/news/articles/2026-06-08/china-s-moonshot-ai-seeks-30-billion-value-in-new-funding-talks", "lastUpdated": "2026-07-17", "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": null }, { "title": "Ship the next frontier GLM model", "description": "Sustain the five-month GLM-5 → 5.2 cadence with the next flagship - reported (though not officially announced) to be GLM-5.5, expected around August 2026 - to defend its open-source coding lead against Moonshot's K3 and DeepSeek's V4.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://felloai.com/glm-5-5/", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.tomshardware.com/tech-industry/semiconductors/tsmc-begins-quietly-volume-production-of-2nm-class-chips-first-gaa-transistor-for-tsmc-claims-up-to-15-percent-improvement-at-iso-power", "lastUpdated": "2026-07-28", "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": "Vera Rubin systems reach customers", "description": "Rubin NVL72 racks and cloud instances become available from partners - AWS, Google Cloud, Azure, Oracle, CoreWeave, Lambda, Nebius, and Nscale - with production shipments beginning in fall 2026 and OEM channel availability (Dell, HPE, Lenovo, Supermicro) also targeted for H2 2026; hundreds of supply-chain partners across 350+ factories are ramping. The pace of this transition (while Blackwell keeps selling) is the single biggest thing to watch in AI hardware.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://nvidianews.nvidia.com/news/vera-rubin-full-production-agentic-ai-factory", "lastUpdated": "2026-07-28", "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": 2, "slipped": 0, "missed": 1, "total": 3 } }, { "title": "First gigawatt of the OpenAI deployment goes live", "description": "The first 1 GW of the ≥10 GW OpenAI partnership deploys on the Vera Rubin platform, unlocking the first tranche of Nvidia's up-to-$100B progressive investment. A July 27, 2026 WSJ report that Nvidia is separately in talks to guarantee up to $250B of financing for a 10 GW OpenAI-leased data center in Ohio (unconfirmed terms) underscores how much is riding on this deployment actually landing on schedule.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems", "lastUpdated": "2026-07-28", "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": 2, "slipped": 0, "missed": 1, "total": 3 } }, { "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 EVs, AI data centers, and aerospace and defense. Throughput on this line is the gate on everything downstream.", "targetDate": "H2 2026", "sortKey": 202609, "source": "https://www.stocktitan.net/sec-filings/QS/8-k-quantum-scape-corp-reports-material-event-6afb3f8cad25.html", "lastUpdated": "2026-07-27", "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": "Open fourth launch pad at Kodiak, Alaska", "description": "Stand up a new suborbital launch site at the Pacific Spaceport Complex - Alaska (Kodiak) under the $266M Space Force RSLP contract for 12 HASTE missile-defense test launches (with an option for six more), complementing Rocket Lab's Launch Complex 1 in New Zealand and Launch Complexes 2 and 3 in Virginia. The first launch from the new site is expected no earlier than the end of 2026.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.globenewswire.com/news-release/2026/07/27/3333334/0/en/Rocket-Lab-Awarded-Record-266M-Missile-Defense-Contract-with-U-S-Space-Force-for-Suborbital-Launches.html", "lastUpdated": "2026-07-28", "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": null }, { "title": "Orbital Reef: NASA CLD Phase 2 bid and LIFE pathfinder", "description": "Orbital Reef, co-led with Sierra Space, is Blue Origin's bid for NASA's Commercial LEO Destinations Phase 2 award (final RFP expected late August 2026, award expected spring 2027) against Axiom, Vast, and Starlab. 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 CLD Phase 2 proposal progress and a firm LIFE pathfinder launch date.", "targetDate": "Late 2026 (LIFE pathfinder); Spring 2027 (CLD Phase 2 award)", "sortKey": 202610, "source": "https://spacenews.com/sierra-space-describes-long-term-plans-for-dream-chaser-and-inflatable-modules/", "lastUpdated": "2026-07-29", "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": "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. Firefly is targeting a late summer 2026 debut.", "targetDate": "Late summer 2026", "sortKey": 202610, "source": "https://spacenews.com/firefly-plans-late-summer-launch-of-first-alpha-block-2-rocket/", "lastUpdated": "2026-07-24", "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": null }, { "title": "Bring Nova through its first flight", "description": "With SLC-14 rebuilt and the first stage now through proto-qualification (46 structural verification tests completed at Moses Lake in June 2026), the remaining steps are full-duration first-stage engine/stage testing, second-stage qualification, and stage integration ahead of Nova's first orbital launch, targeted for late 2026. Stoke has said the inaugural mission will fly expendable to a heliocentric orbit with no first-stage recovery attempt, with reuse demonstrated on later flights.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.stokespace.com/nova-stage-1-completes-proto-qualification-testing/", "lastUpdated": "2026-07-24", "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": null }, { "title": "Zhuque-3 second flight and booster recovery", "description": "Fly Zhuque-3's second orbital mission and attempt the first Zhuque-3 first-stage recovery - a soft touchdown at the Minqin County pad in Gansu ~390 km downrange, using grid fins and a landing burn. The flight has slipped repeatedly: from the original Q2 2026 target, to a window opening after mid-July 2026 (following a nine-engine static fire on June 29), and - with no launch by late July - to a no-earlier-than late-August 2026 window (launch trackers list a NET date of August 31, 2026). A first recovery-and-reflight mission remains targeted for later in 2026. The team is optimizing landing procedures after the December 2025 maiden flight lost its booster to abnormal combustion during descent.", "targetDate": "NET late August 2026", "sortKey": 202610, "source": "https://www.spacelaunchschedule.com/launch/zhuque-3-flight-2/", "lastUpdated": "2026-07-22", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Long March 10 toward a crewed Moon landing", "description": "Fly the single-stick Long March 10A on its first orbital mission (Mengzhou 1) in late 2026 and the full triple-core vehicle in 2027, then conduct the two launches needed to land Chinese astronauts on the Moon before 2030.", "targetDate": "Late 2026 (10A orbital debut); 2030 (crewed landing)", "sortKey": 202610, "source": "https://spacenews.com/china-plans-2026-debut-of-new-rocket-for-crewed-lunar-and-leo-missions/", "lastUpdated": "2026-07-26", "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": null }, { "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 in October or November 2026 - 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. Watch for the crew assignment and the launch on a Long March 2F.", "targetDate": "Oct-Nov 2026", "sortKey": 202610, "source": "https://spacenews.com/china-set-for-its-first-one-year-human-spaceflight-mission-confirms-pakistani-astronaut-flight/", "lastUpdated": "2026-07-22", "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": null }, { "title": "Hyperbola-3 first orbital flight", "description": "Fly the reusable Hyperbola-3 for the first time from Commercial LC-2 at Wenchang after qualifying its engines and stages and completing Qinglan drone-ship recovery sea trials in June 2026, attempting a sea-based first-stage recovery on the debut - now targeted for around December 2026.", "targetDate": "Late 2026 (targeted December)", "sortKey": 202610, "source": "https://www.china-in-space.com/p/commercial-reusable-launch-vehicle", "lastUpdated": "2026-07-22", "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": "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 splashdown/recovery to validate both orbital insertion and vertical recovery in a single mission. The mid-2026 target has slipped: as of late July 2026 the debut remains unflown, with launch trackers listing the demo flight no earlier than December 2026.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.spacelaunchschedule.com/launch/nebula-1-demo-flight/", "lastUpdated": "2026-07-29", "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": "Bring Tiny Merge online and use it to inform Orion", "description": "Stand up the Tiny Merge agile testbed by the end of summer 2026 and use its faster experimental loop to lock in final FRC formation and ring-merging choices that flow into the Orion power plant design.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.geekwire.com/2026/helion-makes-big-bet-on-tiny-merge-fusion-testbed-to-meet-aggressive-microsoft-timeline/", "lastUpdated": "2026-07-23", "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": null }, { "title": "Stand up the Fremont Gen-1 Optimus line and start production", "description": "In its July 22, 2026 Q2 shareholder update Tesla said it has decommissioned the Fremont Model S/X assembly lines and begun installing the first-generation Optimus production lines, with production anticipated later in 2026. Musk cautioned that output will start slow and called Optimus the hardest product Tesla has tried to scale (roughly 10,000 unique parts, no existing supply chain); the earliest units will collect training data internally rather than ship to customers. A separate Optimus V3 reveal, pushed to late July or August 2026, remains pending.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://electrek.co/2026/07/22/tesla-tsla-q2-2026-financial-results/", "lastUpdated": "2026-07-25", "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": null }, { "title": "Stand up Megapack 3 and Megablock production at Houston", "description": "Tesla still targets late-2026 first production of Megapack 3 and Megablock at the new Brookshire/Houston Megafactory (50 GWh/yr design capacity), adding to Lathrop and Shanghai Megapack output.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.basenor.com/blogs/news/teslas-texas-megapack-factory-megapack-3-production-starts-2026", "lastUpdated": "2026-07-14", "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": null }, { "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. As of late July 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": "2026-07-28", "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": null }, { "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 in late 2026 and the long-range R2 Standard at $48,490 in 2027. 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.", "targetDate": "Late 2026-2027", "sortKey": 202610, "source": "https://riviantrackr.com/news/the-entry-r2-standard-now-starts-at-44990-arrives-summer-2027/", "lastUpdated": "2026-07-18", "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 a major U.S. city (San Francisco Bay Area) in late 2026 - building on autonomous on-road testing that began December 2025 and Nuro's California DMV driverless testing permit secured in April 2026 - then scale toward the expanded ≥35,000-vehicle Uber commitment.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.nuro.ai/nuro-lucid-uber-robotaxi", "lastUpdated": "2026-07-22", "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": null }, { "title": "Start mass production of the AeroHT flying car", "description": "XPeng AeroHT plans to begin mass production of the modular 'Land Aircraft Carrier' in 2026 with customer deliveries in late 2026, scaling its dedicated factory from 5,000 toward 10,000 units per year against 7,000+ intent orders.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.autocar.co.uk/car-news/new-cars/xpeng-land-aircraft-carrier-flying-car-track-2026", "lastUpdated": "2026-07-18", "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": null }, { "title": "Scale IRON humanoid robot production", "description": "XPeng aims to reach 1,000+ IRON humanoid 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.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.indexbox.io/blog/xpeng-targets-1000-humanoid-robots-per-month-by-end-of-2026/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Launch the Zeekr 8X and expand its export lineup", "description": "Zeekr plans to launch the 8X - a second PHEV SUV - in late 2026 and begin its overseas rollout (Q4 2026 into Q1 2027), broadening its plug-in hybrid range for global markets.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://carnewschina.com/2026/04/30/zeekr-9x-global-rollout-starts-june-europe-entry-set-for-q4-2026-8x-follows-late-2026/", "lastUpdated": "2026-07-18", "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": null }, { "title": "Enter Australia and Latin America", "description": "Zeekr plans to launch the 9X in Australia in late 2026 / early 2027 and to expand into Latin America, part of a broader premium-export push under Geely.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.arenaev.com/zeekr_takes_its_premium_suvs_global_as_9x_and_8x_prepare_for_world_tour-news-5844.php", "lastUpdated": "2026-07-18", "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": null }, { "title": "Deploy Gen-4 Robotruck fleet", "description": "Move the fourth-generation Robotruck platform - which cuts autonomous-driving kit (ADK) bill-of-materials cost roughly 70% versus the prior generation - from rollout into mass production and initial fleet deployment by late 2026. Pony.ai is already running fully driverless Robotrucks at Jiangmen Port in Guangdong and has completed 1+N driverless platooning tests in extreme weather, proving the freight stack can scale beyond pilot operations.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.sec.gov/Archives/edgar/data/0001969302/000110465926066016/tm2615604d1_ex99-1.htm", "lastUpdated": "2026-07-23", "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": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Launch Spain's first commercial robotaxi service", "description": "Turn the June 2026 Madrid pilot with Uber and AVOMO into live commercial service on the Uber app later in 2026, starting with trained safety operators and scaling toward fully driverless coverage of central urban Madrid. As of late July 2026 the service remained in its pre-launch phase, with commercial operations still targeted for later in the year.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://investor.uber.com/news-events/news/press-release-details/2026/WeRide-Uber-and-AVOMO-Bring-Robotaxis-to-Madrid/default.aspx", "lastUpdated": "2026-07-27", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Complete FAA Stage 5 (TIA) and receive U.S. type certificate", "description": "Joby is in Stage 5 - the final FAA certification gate - with TIA flight testing underway on its first production-conforming aircraft (N547JX). At Farnborough on July 22, 2026 the company said it has only a 'finite amount of work' left before the decisive step: FAA pilots taking the controls for the rigorous 'for credit' TIA inspection flights at Joby's Marina, California facility later in 2026, validating range, speed, and energy management under operational conditions. Three more conforming aircraft are expected to join the test fleet by year-end. Analysts expect the U.S. type certificate by late 2026, which would be the first ever granted to a commercial eVTOL in U.S. history.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://aviationweek.com/aerospace/advanced-air-mobility/joby-track-commercial-flights-years-end", "lastUpdated": "2026-07-26", "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": "First Land Aircraft Carrier customer deliveries", "description": "He Xiaopeng reaffirmed at the April 2026 Beijing Auto Show that mass production and first deliveries are planned 'within 2026', with volume ramp in 2027 - contingent on the CAAC granting the X3-F air module its type and airworthiness certificates, which remain pending. On July 22, 2026 the CAAC named Aridge in its proposed first batch of companies compliant for passenger-eVTOL airworthiness certification (alongside EHang, Volant, and AutoFlight), a step meant to shorten the certification cycle. The factory is in pilot production and CALB's aviation batteries are in mass production.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://cnevpost.com/2026/07/22/xpeng-aridge-certification-boost-evtol-compliance-list/", "lastUpdated": "2026-07-22", "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": null }, { "title": "Start production of six certification-conforming prototypes", "description": "Production of six conforming prototypes begins later in 2026 with the first assembly completed around year-end and roughly a one-per-month cadence thereafter; the first piloted flight is targeted for mid-2027, opening the ~12-month conforming flight-test campaign ANAC requires.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.investing.com/news/transcripts/earnings-call-transcript-eve-holdings-q1-2026-cash-position-hits-record-high-93CH-4659073", "lastUpdated": "2026-07-17", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "title": "Scale toward 25M customers and launch gigabit service", "description": "After crossing 12M customers on June 4, 2026 (~27,700 net adds/day), Starlink targets roughly 25M active users by year-end 2026 and plans to debut gigabit-class consumer service on the back of V3 capacity - Elon Musk claims a 10 Gbps symmetric peak has been demonstrated in Utqiagvik, Alaska.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.sdxcentral.com/news/starlink-targets-25m-users-by-year-end-as-gen2-satellite-plan-promises-100x-data-density/", "lastUpdated": "2026-07-17", "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 broader commercial service, now expected later in 2026 after the mid-2026 target slipped. With the early-July Atlas V launch lifting the constellation to 396 satellites, Amazon Leo VP Chris Weber says the fleet is now large enough for 'continuous service across initial latitudes'; the initial commercial launch will focus on enterprise, government, and mobility customers in the U.S., Canada, UK, France, and Germany before expanding coverage toward the equator.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://broadbandbreakfast.com/amazon-says-it-has-enough-satellites-to-launch-leo-broadband-service/", "lastUpdated": "2026-07-11", "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), underscoring the buildout of Canadian ground infrastructure feeding these launches.", "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": "2026-07-27", "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": 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) - with either party able to cancel on 90 days' notice after December 31, 2026, making early execution critical.", "targetDate": "October 2026", "sortKey": 202610, "source": "https://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Release full Kimi K3 open weights", "description": "Publish the complete K3 weights on Hugging Face - promised within about ten days of the July 16 launch - cementing the largest-ever open-weight release and its modified-MIT licensing.", "targetDate": "Late Jul 2026", "sortKey": 202610, "source": "https://kie.ai/blog/what-is-kimi-k3", "lastUpdated": "2026-07-17", "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": 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. Watch for phase-completion updates and the flight vehicle shipping to Ohio for testing - the last major gates before launch.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://www.nasaspaceflight.com/2026/07/vast-update-070426/", "lastUpdated": "2026-07-25", "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": "Close the pre-IPO round of up to $500M", "description": "CEO Mateo Jaramillo has confirmed Form is raising up to $500M, expected to be its last private round before a public listing. The company has raised roughly $1.4B to date.", "targetDate": "Late 2026", "sortKey": 202610, "source": "https://techcrunch.com/2026/02/26/google-paid-startup-form-energy-1b-for-its-massive-100-hour-battery/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Neutron first launch", "description": "Fly Neutron's maiden mission from Wallops; first launch is still targeted for Q4 2026. As of a July 2026 progress review, the first-stage structure is in qualification at Rocket Lab's Middle River, Maryland facility - bearing launch, reentry, and landing loads - the fairing system is being prepared for integrated assembly at Wallops, two Archimedes engine test stands at NASA Stennis are running roughly 20 hours a day, seven days a week, and FAA launch permits are filed (window July 1–Dec 31, 2026). In mid-July 2026 Rocket Lab completed a full-duration hot fire of the second-stage Archimedes Vacuum (AVac) engine - a critical propulsion milestone toward the debut. CEO Peter Beck has told investors to watch for 'placing of items on test stands' as the near-term progress benchmark on an 'aggressive schedule' to the pad.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.nasaspaceflight.com/2026/07/rocket-lab-update-072026/", "lastUpdated": "2026-07-15", "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": null }, { "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 NRC completed its environmental assessment with a Finding of No Significant Impact on May 18, 2026, and per its project dashboard is targeting a final safety evaluation by November 2026 under the accelerated ~18-month review mandated by Executive Order 14300, after which it could act on the construction permit around the end of 2026 - while advancing detailed execution with engineering partner Fluor (FEL-2 services); Dow has said it does not expect a final investment decision on the project before 2028.", "targetDate": "NRC final safety evaluation ~Nov 2026; construction permit decision ~end 2026", "sortKey": 202611, "source": "https://www.energytech.com/distributed-energy/article/55290386/nrc-reviewing-nuclear-smr-permit-to-power-dow-chemical-manufacturing-on-gulf-coast", "lastUpdated": "2026-07-29", "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": "Complete the Project Ascension reactor at INL", "description": "Finish construction of the second, commercial-scale reactor on the Aalo-X campus - excavation and earthwork were complete by criticality day and first-concrete preparation is underway, with reactor completion targeted by end of 2026.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.powermag.com/aalo-atomics-test-reactor-reaches-criticality-at-inl-fourth-doe-authorized-advanced-reactor-by-july-4/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Commission the Aalo-0 sodium test prototype", "description": "Bring the full-scale non-nuclear sodium test prototype into commissioning in Austin to validate thermal-hydraulic performance ahead of commercial reactor production.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.powermag.com/aalo-atomics-test-reactor-reaches-criticality-at-inl-fourth-doe-authorized-advanced-reactor-by-july-4/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Resolution of the NRC licensing lawsuit", "description": "The federal suit Valar joined against the NRC over small-reactor licensing is stayed until September 29, 2026, while the parties pursue a settlement that could exempt low-power test reactors from full commercial licensing - a key unlock for Valar's path to commercial operation.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.sec.gov/Archives/edgar/data/0001918102/000110465926064074/tmb-20260331xs1.htm", "lastUpdated": "2026-07-17", "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": 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.", "targetDate": "Q4 2026 (or sooner)", "sortKey": 202611, "source": "https://www.globenewswire.com/news-release/2026/06/10/3309700/0/en/trump-media-technology-group-and-tae-technologies-provide-update-on-merger.html", "lastUpdated": "2026-07-20", "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": "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 has slipped to Q4 2026 - about a year later than first planned - with equipment still being installed, ramping toward a planned ~200,000-vehicle-per-year capacity (€4B total investment). With BYD's planned €1B Turkey (Manisa) plant put on hold in June 2026 after Ankara withdrew tax incentives, Hungary is now BYD's top European manufacturing priority; the company is also standing up a European headquarters and R&D base in Budapest and scouting a second European production site for longer-term volume.", "targetDate": "Q4 2026–2027", "sortKey": 202611, "source": "https://www.electrive.com/2026/06/11/byd-puts-turkey-plant-plans-on-hold-and-seeks-alternative-in-europe/", "lastUpdated": "2026-07-15", "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": null }, { "title": "Bring the Zeekr 9X to Europe", "description": "After starting its global export rollout in June 2026 (Middle East first, then Central Asia in Q3), Zeekr plans to enter Europe with the 9X luxury PHEV SUV in Q4 2026.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://carnewschina.com/2026/04/30/zeekr-9x-global-rollout-starts-june-europe-entry-set-for-q4-2026-8x-follows-late-2026/", "lastUpdated": "2026-07-18", "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": 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. In parallel, an early production aircraft assembly facility comes online in Q3 2026 and the expanded Vertical Energy Centre battery facility in Q4 2026 - the industrial base for the seven UK-built certification aircraft.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://vertical-aerospace.com/wp-content/uploads/2026/07/20260713-CAA-Update-Press-Release_v2.pdf", "lastUpdated": "2026-07-17", "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": "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, established a Kazakhstan subsidiary, run in-country tests in Malaysia, Mongolia, and Kazakhstan, and signed a distribution agreement with Measat to bring Qianfan services to Malaysia and Southeast Asia - the first commercial revenue outside China and a marker of how fast a state-backed constellation can move into export markets.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://spacenews.com/chinese-constellation-operator-spacesail-signs-agreement-with-measat-of-malaysia/", "lastUpdated": "2026-07-22", "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": null }, { "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 with a PDUFA target action date of November 30, 2026.", "targetDate": "Nov 30, 2026", "sortKey": 202611, "source": "https://www.businesswire.com/news/home/20260601424914/en/", "lastUpdated": "2026-07-22", "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": null }, { "title": "Complete a landmark IPO", "description": "Convert the June 2026 confidential filing into a public listing - with bankers reported in mid-July to be lining up investor meetings for a possible October Nasdaq debut - in what would be one of the largest AI IPOs ever, with underwriting reported to involve Goldman Sachs, JPMorgan and Morgan Stanley.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.cnbc.com/2026/07/15/anthropic-ipo-banks-investor-meetings.html", "lastUpdated": "2026-07-17", "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": "First live weapons shot from the Fury CCA", "description": "Anduril has begun integrating weapons on the YFQ-44A and its engineering SVP says the company will 'execute our first live shot next year' (stated November 2025, i.e. in 2026). A successful weapons employment would be a major de-risking step as the FQ-44A enters production - watch for a test at Edwards AFB or a range event tied to the Nellis Experimental Operations Unit.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.aviationtoday.com/2025/11/13/yfq-44a-has-first-flight-anduril-planning-for-weapons-shot-next-year/", "lastUpdated": "2026-07-27", "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": null }, { "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. 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": "2026-07-27", "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": null }, { "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. 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://www.autonocion.com/us/underwater-drone-germany-submarines/", "lastUpdated": "2026-07-12", "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' comes online", "description": "Helsing's first US manufacturing site in Martinsburg, West Virginia ($50M investment, 60+ jobs) is expected to begin HX-2 production by the end of 2026, ramping toward a targeted 2,000+ drones/month. Watch for the opening date, initial output rate, and any US government orders that follow.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://governor.wv.gov/article/governor-morrisey-announces-50-million-helsing-investment-berkeley-county-creating-high", "lastUpdated": "2026-07-28", "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": "imec qualifies the EXE:5200 for sub-2nm", "description": "The imec research hub's newly installed EXE:5200 - one of fewer than a dozen High-NA tools worldwide - targets sub-2nm process qualification in 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": "2026-07-12", "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": 0, "total": 3 } }, { "title": "Ramp Ohio Ultium Plant 1 back to EV cell production", "description": "With roughly 850 recalled workers returning in stages from July 27 through mid-August, Ultium Cells' Lordstown (Warren), Ohio plant is expected to complete facility maintenance and ramp production back up in the fourth quarter of 2026, testing whether the EV demand recovery that triggered the recall holds.", "targetDate": "Q4 2026", "sortKey": 202611, "source": "https://www.koreaherald.com/article/10816466", "lastUpdated": "2026-07-28", "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": 1, "slipped": 0, "missed": 1, "total": 2 } }, { "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. By early July 2026 debris removal was complete and reconstruction had begun, and 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. The company 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), with a second pad, LC-36B, expected in service by late 2027 to lift long-term cadence.", "targetDate": "December 2026", "sortKey": 202612, "source": "https://www.blueorigin.com/news/blue-origin-nasa-partner-to-test-new-glenn-at-stennis-space-center", "lastUpdated": "2026-07-25", "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": "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.", "targetDate": "NET December 2026", "sortKey": 202612, "source": "https://fireflyspace.com/missions/blue-ghost-mission-2/", "lastUpdated": "2026-07-24", "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": null }, { "title": "Launch Sierra Space's Dream Chaser Tenacity debut on Vulcan", "description": "Fly the uncrewed Dream Chaser Tenacity spaceplane's debut mission, SSC Demo-1 under NASA's CRS-2 contract, on a Vulcan Centaur from Cape Canaveral - now reworked as a free-flyer demonstration to LEO rather than an ISS docking, ending with a runway landing at Vandenberg. Sierra Space targets year-end 2026, but the flight sits behind NSSL national-security missions on Vulcan's recovering manifest and depends on Vulcan's return to flight from its SRB anomaly grounding.", "targetDate": "2026 (year-end)", "sortKey": 202612, "source": "https://talkoftitusville.com/2026/07/12/dream-chaser-the-vehicle-always-just-about-ready-to-fly/", "lastUpdated": "2026-07-29", "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": null }, { "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. 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": "2026-07-26", "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": null }, { "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, still targeted for the end of 2026 after earlier schedule slips (initial flights may use YF-102 engines while Yuanli-110 matures).", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.china-in-space.com/p/where-is-orienspace", "lastUpdated": "2026-07-22", "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": "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. CEO John Hopkins reaffirmed around the Q1 2026 earnings cycle that he expects the PPA to be resolved 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://seekingalpha.com/news/4589432-nuscale-anticipates-tva-ppa-later-this-year-while-advancing-6-gw-entra1-program", "lastUpdated": "2026-07-15", "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": "Install all 18 SPARC TF magnets", "description": "Finish installing the remaining SPARC toroidal-field magnets in Tokamak Hall by the end of summer 2026, building on the first magnet placed at CES 2026 and the second vacuum-vessel half lowered in May 2026.", "targetDate": "End of summer 2026", "sortKey": 202612, "source": "https://interestingengineering.com/ces-2026/us-firm-first-nuclear-fusion-magnet", "lastUpdated": "2026-07-24", "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": null }, { "title": "Deliver ~870 aircraft and hit 2026 guidance", "description": "After a soft Q1 (114 deliveries), Airbus delivered 351 aircraft in H1 2026 (89 in June, up from 81 in May) - its best first half since 2019 - and must hand over around 520 more (roughly 87 per month) over the rest of 2026 to hit the reaffirmed 870-aircraft target, alongside EUR 7.5B adjusted EBIT and EUR 4.5B free cash flow before customer financing; management is internally aiming beyond 900. Airbus expected about 80 handovers in July and used the July 20-24 Farnborough Airshow to add 340+ firm orders (including nine A350-1000s from Philippine Airlines and SMBC's 100 A320neo-family jets), where Faury reaffirmed the full-year target. H1 2026 financial results are due July 29.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries", "lastUpdated": "2026-07-24", "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": "2026-07-24", "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 June 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": "2026-07-24", "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: assigned R2 VINs jumped past 4,100 by mid-July 2026 (up from ~2,820 a week earlier, the steepest weekly increase since R2 entered production, with deliveries still trailing the VIN pace). The central execution test now is ramping the Normal R2 line from one shift to a planned second shift later in the year (still not activated as of mid-July) and hitting Rivian's 20,000-25,000 R2 delivery target inside its raised 65,000-70,000 full-year guidance, on the path to a 4,000 vehicles-per-week run-rate. 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. In mid-July some R2 buyers reported transportation and logistics bottlenecks pushing customer deliveries into August even as VIN assignments raced ahead of the delivery pace.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://eletric-vehicles.com/rivian/rivian-r2-vin-count-jumps-to-4100-in-steepest-weekly-increase/", "lastUpdated": "2026-07-23", "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": "Start midsize Cosmos/Earth and Gravity robotaxi production", "description": "Lucid's stated plan is to begin production of new midsize EVs (Cosmos and Earth, starting under $50,000) and the Gravity-based robotaxi before year-end, moving the company past its luxury niche and feeding the Uber robotaxi network.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://ir.lucidmotors.com/news-releases/news-release-details/lucid-announces-first-quarter-2026-financial-results", "lastUpdated": "2026-07-22", "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": null }, { "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 held through July 2026. The Ojai fleet ramp, the four newly driverless metros (Las Vegas, San Diego, Tampa, Denver), and broader service areas are the levers, but the current pace of fleet growth makes fully doubling to 1M/week by year-end an ambitious stretch.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.roadtoautonomy.com/waymo-accelerates-multi-city-rollout/", "lastUpdated": "2026-07-26", "company": { "slug": "waymo", "name": "Waymo", "url": "https://www.ventureatlas.org/company/waymo", "apiUrl": "https://www.ventureatlas.org/api/company/waymo" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "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 an annual production run-rate of 1,000 trucks by the end of 2026, the manufacturing throughput Aurora needs to hit its 200+ driverless truck year-end fleet goal.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://ir.aurora.tech/news-events/press-releases/detail/144/aurora-launches-second-generation-driverless-trucks-in-u-s-to-meet-customer-demand", "lastUpdated": "2026-07-28", "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": "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.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.investing.com/news/company-news/aurora-q1-2026-slides-200-trucks-targeted-80m-revenue-runrate-93CH-4665999", "lastUpdated": "2026-07-22", "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 - more than doubling the ~1,700-vehicle fleet it ran early in the year - with overseas markets expected to account for roughly half of those cities. The next authoritative fleet update comes with Q2 2026 results on August 18, 2026.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.sec.gov/Archives/edgar/data/0001969302/000110465926066016/tm2615604d1_ex99-1.htm", "lastUpdated": "2026-07-23", "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": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "title": "Refinance US$1.7B of Telesat Canada debt before December 2026", "description": "Telesat Canada's December 2026 maturities (a ~CAD $1.8B term loan plus CAD $538M of senior secured notes, roughly US$1.7B, with another ~$450M following in 2027) remain unresolved as of late July 2026. Management says consolidated cash flows are insufficient to repay them and has engaged advisors to refinance, but acknowledges no guarantee of success, and S&P's mid-2026 cut to 'CC' reflects near-certainty of a shortfall. Creditors holding ~90% of the debt are actively litigating the September 2025 Lightspeed equity transfer, which complicates negotiations. Resolving this is the company's most critical near-term priority - failure would trigger a restructuring that could jeopardize Lightspeed's timeline.", "targetDate": "Dec 2026", "sortKey": 202612, "source": "https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3568256", "lastUpdated": "2026-07-24", "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. Q1 2026 earnings confirmed the December 2026 target remains intact - contingent on the debt situation being resolved.", "targetDate": "Dec 2026", "sortKey": 202612, "source": "https://spacenews.com/telesat-eyes-december-2026-for-lightspeed-pathfinder-debut/", "lastUpdated": "2026-07-24", "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": "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 already delayed from end-2025.", "targetDate": "End of 2026", "sortKey": 202612, "source": "https://www.clinicaltrialsarena.com/news/isomorphic-labs-prepares-trials-ai-designed-drugs/", "lastUpdated": "2026-07-17", "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 2026 proposal for a U.S.-led, FINRA-style body to vet frontier models and coordinate safety measures into an operational institution, which he argues should launch before year-end.", "targetDate": "By end of 2026", "sortKey": 202612, "source": "https://techcrunch.com/2026/07/14/deepmind-ceo-calls-for-an-independent-standards-body-to-regulate-frontier-ai/", "lastUpdated": "2026-07-17", "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.", "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": "2026-07-17", "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": 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 - the cleanest yearly test of whether AI-driven equipment demand holds.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.asml.com/en/news/press-releases/2026/q2-2026-financial-results", "lastUpdated": "2026-07-24", "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": 0, "total": 3 } }, { "title": "Take Naxtra sodium-ion to full-scale mass production", "description": "CATL says Naxtra reaches full mass production by the end of 2026 after clearing four manufacturing bottlenecks in 2026: extreme water control, gas generation in hard carbon, aluminium foil adhesion, and self-forming anode systems. Success would put a lithium-free chemistry into volume cars and grid projects at once.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.catl.com/en/news/6811.html", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "title": "Bring the 50 GWh Stellantis joint venture in Spain online", "description": "The 50:50 LFP cell and module plant in Zaragoza, worth up to EUR4.1B and running entirely on renewable power, is scheduled to begin production by the end of 2026 and would be Spain's largest battery factory, supplying Stellantis brands across Europe.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.electrive.com/2025/11/26/catl-and-stellantis-start-battery-plant-construction-in-spain/", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "title": "Ship 1 GWh of TENER Sodium by the end of 2026", "description": "First deliveries of the sodium-ion grid storage system begin in China in September 2026, with roughly 1 GWh targeted by year end. It is the first real-world test of whether sodium chemistry can compete on cost and lifetime against the LFP containers that dominate grid storage.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://cnevpost.com/2026/06/22/catl-unveils-tener-sodium/", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "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, up from 1,470 Choco-Swap stations in 99 cities in April 2026, turning its swap standard into infrastructure rather than a product feature.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.catl.com/en/news/6811.html", "lastUpdated": "2026-07-27", "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": 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.", "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": "2026-07-27", "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. It is 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://news.lgensol.com/company-news/press-releases/4550/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 0, "missed": 1, "total": 2 } }, { "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. It is the largest non-Chinese source of grid-storage cells in North America.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.energy-storage.news/lg-es-ramps-us-bess-cell-production-expects-boost-from-non-china-itc-eligibility-rules/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 0, "missed": 1, "total": 2 } }, { "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 profit was a start but still 77% below the prior year.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://news.lgensol.com/company-news/press-releases/4550/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 0, "missed": 1, "total": 2 } }, { "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, betting that overseas demand keeps growing fast enough to justify continued retreat from low-margin Chinese projects.", "targetDate": "Year-end 2026", "sortKey": 202612, "source": "https://www.energytrend.com/news/20260401-51176.html", "lastUpdated": "2026-07-27", "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 - has not yet been announced.", "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": "2026-07-27", "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": 1, "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 and moved into radio-frequency compatibility testing at Lunar Plant 1, then into quiescent storage while awaiting a launch slot. With New Glenn grounded since the May 28, 2026 LC-36 explosion, multiple outlets now report the mission has slipped from its original 'no earlier than fall 2026' target to early 2027 (Q1), tied directly to New Glenn's return-to-flight timeline.", "targetDate": "NET Q1 2027", "sortKey": 202702, "source": "https://spacenews.com/blue-origin-continues-work-on-lunar-landers-during-recovery-from-new-glenn-explosion/", "lastUpdated": "2026-07-29", "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": "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, with AT&T preparing a beta and revenue expected to approach $1 billion once the network is live.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://www.satellitetoday.com/connectivity/2026/07/16/ast-spacemobile-discloses-delays-to-launch-campaign-explores-vertical-integration/", "lastUpdated": "2026-07-26", "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": null }, { "title": "Ship the first io hardware device", "description": "Bring the first Jony Ive-designed io hardware device - reportedly a smart speaker, with 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/2026/02/20/jony-ive-openai-smart-speaker-2027/", "lastUpdated": "2026-07-29", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "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.", "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": "2026-07-28", "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": "Haven-1 launch on Falcon 9", "description": "Launch readiness for the world's first commercial space station is set for Q1 2027, already re-baselined from August 2025 and then 2026. 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/updates/vast-advances-haven-1-into-integration-phase", "lastUpdated": "2026-07-12", "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": "Hit raised FY2026 revenue guidance", "description": "Management raised full-year 2026 revenue guidance to $230–255M on the strength of a record $275.3M backlog (+54% YoY), implying roughly 40–53% growth over 2025's $166.4M; results will show whether defense momentum offsets widening losses.", "targetDate": "Early 2027", "sortKey": 202702, "source": "https://seekingalpha.com/news/4586212-voyager-raises-2026-revenue-guidance-to-230m-255m-as-record-backlog-reaches-275m", "lastUpdated": "2026-07-12", "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": "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 in July 2026.", "targetDate": "H1 2027", "sortKey": 202703, "source": "https://vertical-aerospace.com/wp-content/uploads/2026/07/20260713-CAA-Update-Press-Release_v2.pdf", "lastUpdated": "2026-07-17", "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": "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; 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. The final RFP is expected in late August 2026, proposals roughly 60 days after that, and contract award is expected in 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://www.executivegov.com/articles/jared-isaacman-nasa-administrator-cldc-program-draft-rfp", "lastUpdated": "2026-07-29", "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": 1, "missed": 0, "total": 3 } }, { "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, 2026, after NASA affirmed in June it would proceed with its original commercial-station strategy following industry pushback against an earlier proposed pivot. The final RFP and formal proposals are expected next, targeting at least two early-development winners, a crewed flight test required by 2029, and an award in spring 2027. Vast's Haven-2 roadmap (first module 2028) hinges on selection.", "targetDate": "Spring 2027", "sortKey": 202704, "source": "https://www.nasa.gov/humans-in-space/commercial-space/nasa-seeks-industry-input-on-second-phase-of-commercial-space-stations/", "lastUpdated": "2026-07-29", "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 7, 2026 and closed the industry feedback window on July 27; 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. NASA plans at least two early development contracts for commercial space stations before a later down-select, with a final RFP expected in late August 2026 and the award expected in spring 2027. Winning is the pivotal catalyst for Starlab's multi-billion-dollar opportunity.", "targetDate": "Spring 2027", "sortKey": 202704, "source": "https://www.executivegov.com/articles/jared-isaacman-nasa-administrator-cldc-program-draft-rfp", "lastUpdated": "2026-07-29", "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": "Close the Iridium Communications acquisition", "description": "Complete the ~$8B cash-and-stock acquisition of Iridium Communications, subject to Iridium shareholder approval, expiration of Hart-Scott-Rodino antitrust waiting periods, FCC consent to transfer satellite licenses, and clearance under applicable foreign-investment and satellite laws. A $3.6B bridge loan from Deutsche Bank and Wells Fargo is committed to fund the cash portion; both boards have unanimously approved the deal.", "targetDate": "Mid-2027", "sortKey": 202706, "source": "https://investors.rocketlabcorp.com/news-releases/news-release-details/rocket-lab-acquire-iridium-historic-deal-creating-fully", "lastUpdated": "2026-07-28", "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": null }, { "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 - ahead of the medium-lift vehicle's inaugural launch from Wallops, now targeted no earlier than 2027.", "targetDate": "NET 2027", "sortKey": 202706, "source": "https://aviationweek.com/space/launch-vehicles-propulsion/firefly-begins-first-stage-tank-testing-eclipse-rocket", "lastUpdated": "2026-07-24", "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": null }, { "title": "Scale launch cadence for constellations", "description": "Ramp Tianlong-3 production and flight rate to serve China's national satellite-internet mega-constellation deployment.", "targetDate": "2027+", "sortKey": 202706, "source": "https://en.wikipedia.org/wiki/Tianlong-3", "lastUpdated": "2026-07-22", "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 develop Gravity-3", "description": "Recover and reuse the Gravity-2 first stage to validate the reusable architecture, then advance the even larger triple-core Gravity-3 - targeted to fly in 2027 - for mega-constellation and lunar missions.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://www.china-in-space.com/p/where-is-orienspace", "lastUpdated": "2026-07-22", "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": "Advance suborbital space tourism vehicle", "description": "Mature the crewed suborbital tourism vehicle and its Lihong test platforms toward a vehicle ready around 2027 and commercial service from 2028; space tourism is listed as a stated business line in the IPO prospectus.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://www.space.com/space-exploration/launches-spacecraft/a-new-rocket-sea-launches-and-more-chinese-company-cas-space-is-thinking-big", "lastUpdated": "2026-07-15", "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": "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 targeted for 2027.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.space.com/china-deep-blue-aerospace-space-tourism-flights-2027", "lastUpdated": "2026-07-29", "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": "Begin reusable launch services & constellation deployment", "description": "Turn a successful debut into recurring reusable launches, including a cooperation toward deploying a new MEO satellite constellation.", "targetDate": "2027+", "sortKey": 202706, "source": "https://spacenews.com/chinese-reusable-rocket-maker-to-cooperate-on-new-meo-constellation/", "lastUpdated": "2026-07-22", "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": null }, { "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.", "targetDate": "2027", "sortKey": 202706, "source": "https://spacenews.com/cosmoleap-secures-73-million-for-reusable-rocket-with-tower-catch-recovery/", "lastUpdated": "2026-07-29", "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": "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.", "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": "2026-07-15", "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": "Pioneer 1 & 2 construction permit review", "description": "Advance the SMR-300 through U.S. licensing: the NRC accepted Holtec's partial Pioneer 1 & 2 construction-permit application for review in early 2026 and, on June 16, 2026, announced it will prepare an environmental impact statement for the dual-unit new-build - formally opening the environmental-review phase. Holtec's earlier schedule pointed to completion of the safety and environmental reviews by early-to-mid 2027.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.ans.org/news/2026-06-16/article-8126/nrc-launches-environmental-review-of-holtecs-newbuild-plans-for-palisades/", "lastUpdated": "2026-07-04", "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": "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.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.power-eng.com/nuclear/new-projects-nuclear/westinghouse-signs-agreement-to-deploy-ap300-smr-fleet-in-the-u-k/", "lastUpdated": "2026-07-17", "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", "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.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.businesswire.com/news/home/20260706396342/en/Aalo-Atomics-Achieves-Criticality-Milestone-Meets-Executive-Order-Goal", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.pbs.org/newshour/nation/energy-department-says-advanced-nuclear-reactor-first-to-reach-critical-milestone", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "2027", "sortKey": 202706, "source": "https://oodaloop.com/briefs/technology/commonwealth-fusion-installs-first-of-18-magnets-in-sparc-reactor-first-plasma-energy-targeted-for-2027/", "lastUpdated": "2026-07-24", "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": null }, { "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).", "targetDate": "2027–2028", "sortKey": 202706, "source": "https://www.gov.uk/government/news/tae-technologies-and-ukaea-partner-to-commercialise-fusion-tech", "lastUpdated": "2026-07-28", "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": "777-9 certification and first delivery", "description": "As of mid-July 2026 the 777-9 test fleet has logged more than 4,800 flight hours across roughly 1,700 flights and is about 50% through planned certification testing, with the TIA 5 block and ETOPS-focused test blocks remaining after the FAA granted TIA Phase 4B in June 2026. FAA Administrator Bryan Bedford has signaled that 777X type certification will come in 2027, after the agency finishes the higher-priority 737 MAX 7 (summer 2026) and MAX 10 (year-end) work - effectively ruling out a 2026 certification while Boeing continues to target first delivery to Lufthansa in 2027. Boeing is also still managing a GE9X engine durability issue.", "targetDate": "2027 (cert); 2027 (first delivery)", "sortKey": 202706, "source": "https://www.flightglobal.com/airframers/2026/07/boeing-reveals-final-steps-toward-737-max-7-certification-and-outlines-progress-on-max-10-and-777-9/", "lastUpdated": "2026-07-18", "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": null }, { "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 now plans integrated ground tests at the Electric Aircraft System Test House in Munich combining hydrogen storage, distribution, and the four-fuel-cell propulsion stack into one validation setup.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.flightglobal.com/air-transport/2026/03/airbus-confirms-feasibility-of-100-seat-zeroe-hydrogen-fuel-cell-aircraft-concept/", "lastUpdated": "2026-07-05", "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. The FAA's proposed rule to repeal the U.S. overland supersonic ban (replacing it with a 0.11 psf noise-based standard) - published in the Federal Register July 2, 2026 with comments open through August 17, 2026 and a final rule targeted for mid-2027 - is a key regulatory tailwind for Overture's boomless-cruise design.", "targetDate": "2027+", "sortKey": 202706, "source": "https://www.federalregister.gov/documents/2026/07/02/2026-13440/enabling-supersonic-overland-flight", "lastUpdated": "2026-07-24", "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, has completed flight-testing on a Y-20 testbed and is now expected to be certified in 2027-2028, enter daily C919 service around 2028-2029, and reach mass production by ~2030, reducing dependence on Western supply chains.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://en.wikipedia.org/wiki/ACAE_CJ-1000A", "lastUpdated": "2026-07-18", "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": null }, { "title": "Fly the C919 derivative family", "description": "Move the C919's two announced derivatives from paper to hardware: bring the plateau-optimized C919-600 (Tibet Airlines launch customer, 40 orders) to its first flight, now targeted for 2027, and mature the stretched 200+ seat C919-800 with China Eastern toward a 2030 entry-into-service goal - broadening the family to chase the higher-capacity A321neo / 737 MAX 10 segment and high-altitude routes in western China.", "targetDate": "2027 (-600 first flight); 2030 (-800 EIS)", "sortKey": 202706, "source": "https://www.airdatanews.com/comac-china-eastern-sign-agreement-to-develop-stretched-c919-airliner/", "lastUpdated": "2026-07-18", "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": 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. As of early July 2026 Mk 2.1's top speed remained Mach 1.21 and Mk 2.2 had not yet flown.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.aerospacetestinginternational.com/news/hermeus-hits-mach-1-21-with-quarterhorse-in-first-supersonic-flight-test.html", "lastUpdated": "2026-07-18", "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": "Enter the European market (Germany first)", "description": "Lei Jun has confirmed Xiaomi will begin international sales in Europe in 2027, starting with Germany, backed by a new Munich R&D center and hires from Tesla, BMW and Porsche.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.thestandard.com.hk/innovation/article/337065/Xiaomi-EV-to-enter-the-European-market-in-2027-founder-Lei-Jun-confirms", "lastUpdated": "2026-07-18", "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": null }, { "title": "Scale Middle East robotaxi network", "description": "Deploy 1,200 robotaxis across Abu Dhabi, Dubai, and Riyadh while expanding fully driverless service areas with Uber and local transport authorities. WeRide's UAE deployment was named among China's Top 10 AI international-cooperation case studies on July 18, 2026, underscoring the Gulf as its flagship expansion region.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.globenewswire.com/news-release/2026/07/18/3329341/0/en/WeRide-Named-Among-China-s-Top-10-AI-Case-Studies-for-UAE-Autonomous-Driving-Deployment-the-Only-Autonomous-Driving-Company-Recognized.html", "lastUpdated": "2026-07-23", "company": { "slug": "weride", "name": "WeRide", "url": "https://www.ventureatlas.org/company/weride", "apiUrl": "https://www.ventureatlas.org/api/company/weride" }, "industry": { "slug": "autonomous-vehicles", "name": "Autonomous Vehicles" }, "trackRecord": null }, { "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. The composites team is already producing roughly 2.5x more parts than a year earlier, 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/169/joby-to-expand-manufacturing-footprint-with-acquisition-of", "lastUpdated": "2026-07-20", "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 separately plans to name commercial 'Halo' launch partners, 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": "2026-07-21", "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. BETA's next milestones are demonstrating the aircraft in government exercises in 2027 and standing up production as soon as 2028, building on the defense and engineering-services revenue line alongside the Army-funded autonomous cargo work already underway.", "targetDate": "2027 (exercises); 2028 (production)", "sortKey": 202706, "source": "https://investors.beta.team/news-events/press-releases/detail/111/beta-technologies-unveils-mv250-delivering-greater-range-higher-speed-and-lower-costs-for-military-logistics", "lastUpdated": "2026-07-29", "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 eIPP program moves from foundation flights to dedicated integrated routes and ultimately high-frequency Gen 6 operations - real-world autonomous operations with air traffic control that feed FAA rulemaking for autonomous passenger flight.", "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": "2026-07-17", "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, and the program was in the certification-basis definition phase as of Q1 2026. 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.", "targetDate": "2027", "sortKey": 202706, "source": "https://aviationweek.com/aerospace/advanced-air-mobility/ehang-details-vt35-certification-path-business-strategy", "lastUpdated": "2026-07-17", "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": "Enter Southeast Asia commercially, starting with Thailand", "description": "Five vertiport locations have been identified and the first operational route surveyed with Thai authorities, part of a broader international push spanning the Hong Kong regulatory sandbox, Türkiye, Switzerland, Qatar, and Latin America - converting EHang's 22-country demonstration footprint into commercial operations abroad.", "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": "2026-07-17", "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 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) is slated to start in 2027 - Aridge's first international sales, building on the Dubai manned-flight permit from the UAE GCAA.", "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": "2026-07-17", "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": null }, { "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 its Indonesian partners plan to stand up commercial inter-island cargo operations, its first overseas market. No firm start date has been announced.", "targetDate": "2027", "sortKey": 202706, "source": "https://evtolinsights.com/autoflight-v2000cg-granted-worlds-first-evtol-overseas-type-certificate-validation-in-indonesia/", "lastUpdated": "2026-07-17", "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://evtol.news/autoflight-prosperity", "lastUpdated": "2026-07-17", "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": "Two 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 Pinellas County - and drone meal delivery for food-technology platform Wonder across 100+ Texas locations, starting in Dallas in January 2027.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.prnewswire.com/news-releases/baycare-and-zipline-to-launch-drone-delivery-service-302815785.html", "lastUpdated": "2026-07-12", "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": 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.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://spacenews.com/amazon-files-application-for-direct-to-device-satellite-constellation/", "lastUpdated": "2026-07-29", "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.", "targetDate": "2027-2028", "sortKey": 202706, "source": "https://news.delta.com/delta-amazon-leo-sign-agreement-deliver-next-era-connected-travel-and-digital-experiences", "lastUpdated": "2026-07-15", "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 440-satellite Gen 2 refresh fleet", "description": "The first 100 next-generation OneWeb satellites (Airbus-built, featuring 5G integration, higher throughput, and IRIS2 compatibility) are targeted for delivery from Airbus by late 2026, with launches starting in 2027. The remaining 340 satellites (contracted January 2026) will follow through 2028-2029, replacing the Gen 1 fleet approaching its 5-7 year design life.", "targetDate": "2027–2029", "sortKey": 202706, "source": "https://www.businesswire.com/news/home/20260512107909/en/Eutelsat-Communications-Third-Quarter-and-Nine-Month-2025-26-Revenues", "lastUpdated": "2026-07-11", "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": "Mature individualized cancer-vaccine trials", "description": "Advance adjuvant pancreatic and colorectal trials of autogene cevumeran with Genentech toward final analyses, testing whether individualized mRNA vaccines can prevent cancer recurrence.", "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": "2026-07-04", "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": null }, { "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 contracts, with a down-select to one or two vendors and initial operating capability for the CCA autonomy software targeted for summer 2027. Winning the software layer as well as the airframe 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": "2026-07-27", "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": null }, { "title": "First scaled delivery of SBMC headsets to the Army", "description": "Under its $159M September 2025 SBMC award, Anduril's first 'scaled delivery' of the Meta-partnered EagleEye-based soldier system is slated for 2027. Watch Army field-test results closely - a July 2026 GAO report on legacy IVAS underscores how much scrutiny this program carries after Microsoft's stumbles.", "targetDate": "2027", "sortKey": 202706, "source": "https://defensescoop.com/2025/09/08/army-sbmc-contract-awards-anduril-rivet-soldier-borne-mission-command/", "lastUpdated": "2026-07-27", "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": null }, { "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 - with Palantir Foundry as the data layer - to two divisions in FY2027, following prototyping at the 4th Infantry Division, with three more division equivalents procured for FY2028. The Army wants all 11 divisions equipped within five years, a multi-year revenue runway for Palantir.", "targetDate": "2027", "sortKey": 202706, "source": "https://breakingdefense.com/2026/04/army-unveils-sweeping-xm30-push-4b-bet-on-ngc2-in-newly-released-budget-materials/", "lastUpdated": "2026-07-27", "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": null }, { "title": "First CFSN deliverables to Germany", "description": "Under the €580M CFSN contract awarded in July 2026, 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. Watch for the first tranche handover and whether other nations plug into the reference architecture.", "targetDate": "2027", "sortKey": 202706, "source": "https://thenextweb.com/news/helsing-germany-cfsn-combat-cloud-contract", "lastUpdated": "2026-07-28", "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 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. Structures are in fabrication at Thales Alenia Space with final integration in Houston.", "targetDate": "NET 2027", "sortKey": 202706, "source": "https://www.nasa.gov/humans-in-space/commercial-space/leo-economy/nasa-axiom-space-change-assembly-order-of-commercial-space-station/", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "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": "2026-07-12", "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": "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, and volume N3 production is targeted for 2027 - pulled in roughly a year from the original plan.", "targetDate": "2027", "sortKey": 202706, "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": "2026-07-28", "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": "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. Watch whether AI/HPC lead customers (the node's explicit target market) land on schedule.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.trendforce.com/news/2026/04/23/news-tsmc-unveils-latest-roadmap-a12-a13-set-for-2029-without-high-na-euv-a16-volume-production-delayed-to-2027/", "lastUpdated": "2026-07-28", "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 built around High-NA EUV, with risk production slated for 2027 and high-volume manufacturing in 2027–2028; ASML plans ~10 High-NA plus 56 Low-NA EUV deliveries in 2027 to support the ramp.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.tomshardware.com/tech-industry/semiconductors/intel-installs-industrys-first-commercial-high-na-euv-lithography-tool-asml-twinscan-exe-5200b-sets-the-stage-for-14a", "lastUpdated": "2026-07-12", "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": 0, "total": 3 } }, { "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 has been pointedly cautious about what follows: the technology sits at level four of nine on the readiness scale, early applications will be limited to cars priced above RMB250,000, and he puts the odds of million-vehicle solid-state installations before 2030 as very small.", "targetDate": "2027", "sortKey": 202706, "source": "https://cnevpost.com/2026/06/24/catl-chairman-long-road-solid-state-battery-mass-production/", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "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": "2026-07-27", "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": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "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.", "targetDate": "2027", "sortKey": 202706, "source": "https://techcrunch.com/2026/02/26/google-paid-startup-form-energy-1b-for-its-massive-100-hour-battery/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Develop solid-state batteries with Jinghe Energy", "description": "Announced alongside the April 2026 Hong Kong refiling, the Jinghe Energy partnership takes Sungrow upstream from system integration into cell chemistry, the layer it has so far bought rather than built.", "targetDate": "2027", "sortKey": 202706, "source": "https://www.energytrend.com/news/20260427-51308.html", "lastUpdated": "2026-07-27", "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": "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, commanded by ESA astronaut Thomas Pesquet with crew from France and other partner nations. Watch for full crew announcement and mission pricing/manifest details at the September 2026 International Space Summit in Paris.", "targetDate": "Summer 2027", "sortKey": 202707, "source": "https://www.vastspace.com/updates/vast-selected-by-nasa-for-sixth-private-astronaut-mission-to-international-space-station", "lastUpdated": "2026-07-12", "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": "Certify the H500A motor and the ALIA CX300", "description": "H500A electric motor certification has slipped past the original H1 2026 target: BETA is down to one unresolved issue - the FAA requires a demonstrated 'continued rotation' containment test, but engineers have been unable to consistently induce the specific failure mode, though BETA said in late July 2026 that discussions with the FAA are progressing well. CX300 type certification has been pushed back as well: CEO Kyle Clark now targets FAA type certification in the second half of 2027 (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.ainonline.com/aviation-news/futureflight/2026-07-10/beta-flies-manufactured-organs-first-eipp-mission", "lastUpdated": "2026-07-29", "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": "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.", "targetDate": "H2 2027", "sortKey": 202709, "source": "https://www.tomshardware.com/pc-components/gpus/nvidia-announces-rubin-gpus-in-2026-rubin-ultra-in-2027-feynam-after", "lastUpdated": "2026-07-28", "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": 2, "slipped": 0, "missed": 1, "total": 3 } }, { "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.", "targetDate": "Late 2027-2028", "sortKey": 202710, "source": "https://www.sec.gov/Archives/edgar/data/0001849056/000162828026034095/oklo-20260331.htm", "lastUpdated": "2026-07-20", "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": null }, { "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": "2026-07-24", "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": "AxEMU spacesuit crewed demonstration readiness", "description": "Axiom is targeting spacesuit demonstration readiness in late 2027 to support the first Artemis crewed lunar landing, but NASA's Inspector General warned in April 2026 that on historical testing averages the demo could slip to 2031, leaving little to no schedule margin. Watch the remaining qualification and thermal-vacuum test campaign.", "targetDate": "Late 2027", "sortKey": 202710, "source": "https://oig.nasa.gov/news/spacesuit-development-delays-could-impact-artemis-timeline-and-iss-operations/", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "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": "2026-07-28", "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": "JASM Kumamoto Fab 2 operations - upgraded to 3nm", "description": "Japan's second TSMC fab, under construction since October 2025 (~$13.9B), was upgraded in February 2026 from the originally planned 6/7nm to 3nm - which would give Japan its first leading-edge node when operations begin around the end of 2027.", "targetDate": "Late 2027", "sortKey": 202710, "source": "https://technode.com/2025/10/28/tsmc-begins-construction-of-kumamoto-second-fab-with-13-9-billion-investment/", "lastUpdated": "2026-07-28", "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": "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.", "targetDate": "Q4 2027", "sortKey": 202711, "source": "https://www.blueorigin.com/news/blue-origin-introduces-terawave-space-based-network-for-global-connectivity", "lastUpdated": "2026-07-15", "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": "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 (stabilizing at 75 thereafter), rather than a firm 75 by 2027. CEO Guillaume Faury has openly blamed persistent Pratt & Whitney PW1100G-JM geared-turbofan engine shortfalls - which power roughly 40% of A320neo family jets - and Airbus is reportedly weighing a damages/compensation claim against Pratt & Whitney. The build-out is spread across ten final assembly lines worldwide, including Mobile and Tianjin.", "targetDate": "By end of 2027", "sortKey": 202712, "source": "https://aerospaceglobalnews.com/news/airbus-pratt-whitney-a320-ramp-up/", "lastUpdated": "2026-07-25", "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 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. As of late July 2026 both programs remained in the pre-demonstration/task-order phase, with the SDA Europa demonstration due to be completed by December 2027.", "targetDate": "By Dec 2027", "sortKey": 202712, "source": "https://www.businesswire.com/news/home/20260116850416/en/", "lastUpdated": "2026-07-27", "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": null }, { "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 July 2026 ESCP-P announcement, assuming Telesat successfully navigates the debt restructuring.", "targetDate": "End 2027 / Q1 2028", "sortKey": 202712, "source": "https://www.sec.gov/Archives/edgar/data/0001845840/000121390026051896/ea028906801ex99-1.htm", "lastUpdated": "2026-07-24", "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": "Free-flying Axiom Station (Hab-1 joins PPTM)", "description": "Hab-1, with four crew quarters and initial research and manufacturing capability, launches after PPTM; the two modules mate in an independent orbit to form a free-flying station roughly two years earlier than Axiom's pre-2025 plan, ahead of ISS retirement around 2030.", "targetDate": "As early as 2028", "sortKey": 202802, "source": "https://spacenews.com/axiom-space-revises-space-station-assembly-plans/", "lastUpdated": "2026-07-27", "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": 1, "missed": 0, "total": 3 } }, { "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 - now in vertical construction and on schedule for completion in the first half of 2028 - and turning it into an operating commercial plant that can supply first-core loads for early Xe-100 deployments. 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 completion 1H 2028", "sortKey": 202803, "source": "https://x-energy.com/news/triso-x-awarded-tennessee-grant-to-support-expansion-of-nuclear-fuel-campus/", "lastUpdated": "2026-07-29", "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": "Clear the amended PowerCo milestones through Q2 2028", "description": "The revised agreement ties up to $75M 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.stocktitan.net/sec-filings/QS/8-k-quantum-scape-corp-reports-material-event-6afb3f8cad25.html", "lastUpdated": "2026-07-27", "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": "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 S-1 explicitly anchors the long-term mission of 'making life multiplanetary' on this architecture.", "targetDate": "Late 2020s+", "sortKey": 202806, "source": "https://fortune.com/2026/05/20/spacex-ipo-filing-s1-total-addressable-market-make-life-multiplanetary/", "lastUpdated": "2026-07-26", "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": 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 T-shape toward a six-module, roughly 180-tonne configuration, adding capacity and a co-orbiting survey telescope. 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://spacenews.com/china-to-launch-new-modules-to-tiangong-space-station/", "lastUpdated": "2026-07-22", "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": null }, { "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, with first flight targeted around 2033.", "targetDate": "Late 2020s+", "sortKey": 202806, "source": "https://en.wikipedia.org/wiki/Long_March_9", "lastUpdated": "2026-07-11", "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": null }, { "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 (loan for its planned South Africa enrichment facility plus a long-term HALEU supply contract) 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": "2026-07-29", "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.", "targetDate": "2028-2029", "sortKey": 202806, "source": "https://www.world-nuclear-news.org/articles/regulator-extends-hermes-1-reactor-construction-deadline", "lastUpdated": "2026-07-17", "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": "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.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.aalo.com/technology", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.pbs.org/newshour/nation/energy-department-says-advanced-nuclear-reactor-first-to-reach-critical-milestone", "lastUpdated": "2026-07-17", "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": null }, { "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 now moves to the fusion generator building. This will be the world's first commercial fusion facility.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.helionenergy.com/newsroom/helion-clears-key-regulatory-milestone-on-the-path-to-building-and-operating-the-worlds-first-fusion-power-plant", "lastUpdated": "2026-07-23", "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": null }, { "title": "Deliver 50+ MWe to Microsoft", "description": "Fulfill the world's first fusion power purchase agreement by delivering 50+ MWe of electricity to Microsoft data centers via Constellation Energy, with financial penalties on Helion if the 2028 deadline slips.", "targetDate": "2028", "sortKey": 202806, "source": "https://techcrunch.com/2026/02/13/fusion-startup-helion-hits-blistering-temps-as-it-races-toward-2028-deadline/", "lastUpdated": "2026-07-23", "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": null }, { "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": "2026-07-18", "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": null }, { "title": "ANAC type certification and entry into service", "description": "Type certification by Brazil's ANAC and entry into service are targeted for 2028 (revised from 2027 in May 2026). Launch operator Revo plans São Paulo operations, and the Taubaté plant's first 120-aircraft/year module must be ready to support initial deliveries.", "targetDate": "2028", "sortKey": 202806, "source": "https://aerospaceglobalnews.com/news/eve-evtol-transition-flight-certification-slip/", "lastUpdated": "2026-07-17", "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": 0, "slipped": 1, "missed": 0, "total": 1 } }, { "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. 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://www.advanced-television.com/2026/07/16/eutelsat-wants-an-extra-528-satellites/", "lastUpdated": "2026-07-26", "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 (~$1.5B of additional cuts) and grow the respiratory, oncology, and rare-disease franchises toward a targeted return to cash-flow breakeven in 2028.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.biospace.com/press-releases/moderna-analyst-day-highlights-pipeline-progress-and-business-strategy-updates", "lastUpdated": "2026-07-04", "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": null }, { "title": "Golden Dome space-based interceptor demonstration", "description": "Anduril leads one of 12 teams (with Impulse 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. This is Anduril's first major move into space hardware and a marquee piece of the administration's missile-defense shield.", "targetDate": "2028", "sortKey": 202806, "source": "https://defensescoop.com/2026/04/24/golden-dome-space-based-interceptor-missile-defense-contractors/", "lastUpdated": "2026-07-27", "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": null }, { "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. 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.overtdefense.com/2025/12/04/helsing-and-saab-germany-sign-contract-for-ai-powered-electronic-warfare-upgrade-on-eurofighter/", "lastUpdated": "2026-07-12", "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": "Integrate Astrobotic and execute Peregrine-2 lunar delivery", "description": "With the Astrobotic acquisition closed on July 13, 2026, fold Astrobotic's Pittsburgh Moon Base operations into Voyager's new lunar business and execute the ~$298M NASA CLPS Peregrine-2 mission - delivering three NASA payloads to the Gruithuisen Domes in 2028 - while pursuing additional CLPS task orders under NASA's Moon Base initiative and building out lunar power and reusable-lander lines. Watch for integration milestones and the next 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": "2026-07-25", "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": "TSMC adopts High-NA at A14", "description": "TSMC is skipping High-NA for its 2nm and A16 generations but has committed to it from the A14 node - the volume order flow that would cement High-NA economics beyond Intel.", "targetDate": "~2028", "sortKey": 202806, "source": "https://www.trendforce.com/news/2025/07/17/news-asml-confirms-first-high-na-euv-exe5200-shipment-reportedly-prepping-for-intels-14a-in-2027/", "lastUpdated": "2026-07-12", "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": 0, "total": 3 } }, { "title": "Feynman architecture with Rosa CPU", "description": "The generation after Rubin - announced on Nvidia's roadmap with advanced 3D chip stacking - 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": "2026-07-28", "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": 2, "slipped": 0, "missed": 1, "total": 3 } }, { "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 75+ GWh order book requires.", "targetDate": "2028", "sortKey": 202806, "source": "https://www.energy-storage.news/us-multi-day-energy-storage-firm-form-energy-closes-us405-million-funding-round/", "lastUpdated": "2026-07-27", "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": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "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": "2026-07-27", "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": 1, "slipped": 1, "missed": 0, "total": 2 } }, { "title": "Blue Moon crewed lunar landing for Artemis V", "description": "Complete development of the Mark 2 crewed lander and execute the first crewed lunar surface mission under NASA's Artemis V, delivering astronauts to the lunar south pole.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.nasa.gov/news-release/nasa-selects-blue-origin-as-second-artemis-lunar-lander-provider/", "lastUpdated": "2026-07-15", "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": "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 (an extra ~$11.4B), enlarging the pool of national-security launch work Stoke can bid for once Nova is flying, though recent Lane 1 task orders have gone to already-operational providers.", "targetDate": "Through June 2029", "sortKey": 202906, "source": "https://breakingdefense.com/2026/07/extra-11-billion-to-fund-huge-leap-in-space-force-launches/", "lastUpdated": "2026-07-24", "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": null }, { "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.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.prnewswire.com/news-releases/terrapower-isotopes-breaks-ground-on-worlds-largest-actinium-225-manufacturing-facility-in-philadelphia-302764711.html", "lastUpdated": "2026-07-29", "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 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.", "targetDate": "2029", "sortKey": 202906, "source": "https://info.westinghousenuclear.com/news/first-canadian-evinci-microreactor-targeted-for-saskatchewan", "lastUpdated": "2026-07-17", "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": "ES-30 type certification", "description": "Heart's current public target is ES-30 type certification in 2029, a milestone that would put the program among the first certified hybrid-electric commercial aircraft efforts. The schedule still hinges on first getting the all-electric X1 demonstrator airborne and maturing the X2 prototype's integrated hybrid-electric powertrain.", "targetDate": "2029", "sortKey": 202906, "source": "https://heartaerospace.com/es-30/", "lastUpdated": "2026-07-21", "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": 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). 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": "2026-07-29", "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": "2026-07-17", "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": "Execute the IRIS2 sovereign constellation program", "description": "Work through SpaceRISE on the EU's EUR 10.6B IRIS2 multi-orbit system (274 LEO + 18 MEO satellites), where Eutelsat is a core industrial partner and system development prime alongside SES and Hispasat. Critical Design Review is planned for early 2028, launches in 2029-2030, with governmental services beginning in 2030.", "targetDate": "2029–2030", "sortKey": 202906, "source": "https://www.mynewsdesk.com/eutelsat/pressreleases/spacerise-consortium-inks-agreement-as-concessionaire-for-the-european-unions-landmark-iris2-constellation-3360767", "lastUpdated": "2026-07-11", "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. 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": "2026-07-12", "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": "2026-07-12", "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": "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. This is the moment QuantumScape's licensing model either starts generating royalties or does not.", "targetDate": "2029", "sortKey": 202906, "source": "https://www.stocktitan.net/sec-filings/QS/8-k-quantum-scape-corp-reports-material-event-6afb3f8cad25.html", "lastUpdated": "2026-07-27", "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": "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.", "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": "2026-07-29", "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": "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.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.kairospower.com/updates/google-kairos-power-tva-collaborate-to-meet-americas-growing-energy-needs", "lastUpdated": "2026-07-17", "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 applied for the 20-year operating licence in March 2026; shaft excavation was completed in early 2026 and tunnel-boring assembly is underway.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.gevernova.com/nuclear/carbon-free-power/bwrx-300-small-modular-reactor", "lastUpdated": "2026-07-17", "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": null }, { "title": "Ramp the one-million-square-foot reactor gigafactory", "description": "Expand from the 40,000 sq ft Austin pilot factory to a one-million-square-foot mass-production plant capable of roughly a gigawatt of reactors per year, ramping in 2030.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.aalo.com/", "lastUpdated": "2026-07-17", "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": null }, { "title": "Prepare ES-30 for commercial service", "description": "Beyond certification, Heart says its goal is to bring electric flight into commercial regional service by the end of the decade while building the surrounding infrastructure and services stack, backed by 250 firm orders from United, Mesa, Air Canada and Rockton.", "targetDate": "By 2030", "sortKey": 203006, "source": "https://heartaerospace.com/about/", "lastUpdated": "2026-07-21", "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": null }, { "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.", "targetDate": "By 2030", "sortKey": 203006, "source": "https://www.cbsnews.com/boston/news/boston-dynamics-expansion-waltham-ai-center-jobs/", "lastUpdated": "2026-07-16", "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": "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.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.smartcitiesdive.com/news/boeing-wisk-aero-plans-autonomous-air-taxi/753236/", "lastUpdated": "2026-07-17", "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.", "targetDate": "2030", "sortKey": 203006, "source": "https://news.cgtn.com/news/2026-06-09/How-China-cut-the-cost-of-its-Qianfan-satellites-by-over-96--1NQ1VGnB8GI/p.html", "lastUpdated": "2026-07-28", "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": null }, { "title": "Become a multi-product oncology company by 2030", "description": "Scale BNT327 across eight-plus Phase 3 indications and broaden the late-stage pipeline while deploying the ~€17B cash reserve, targeting multiple approved cancer products by the end of the decade.", "targetDate": "2030", "sortKey": 203006, "source": "https://www.clinicaltrialsarena.com/news/jpm26-biontech-gears-up-for-multiproduct-oncology-status-by-2030/", "lastUpdated": "2026-07-04", "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": null }, { "title": "Hyper-NA EUV (0.75 NA) for sub-1nm nodes", "description": "ASML's next optical leap targets ~2030, alongside a demonstrated next-generation EUV light source that could lift chip output 50% by decade's end - the projects that would extend the monopoly another decade.", "targetDate": "~2030", "sortKey": 203006, "source": "https://www.techpowerup.com/323561/asml-unveils-plans-for-next-generation-hyper-na-extreme-ultraviolet-lithography", "lastUpdated": "2026-07-12", "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": 0, "total": 3 } }, { "title": "Execute Kemmerer Unit 1 construction", "description": "With construction underway alongside contractor Bechtel and a workforce mobilizing toward ~1,600, TerraPower's central execution challenge is building Kemmerer Unit 1 on schedule. Early work is focused on the non-nuclear energy-storage island under the two-step Part 50 license, with the reactor island to follow in the operating-license phase; project owner US SFR Owner LLC has told the NRC it 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": "2026-07-25", "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": "2026-07-20", "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": null }, { "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, after construction completion targeted around February 2031.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://www.terrapower.com/natrium/", "lastUpdated": "2026-07-29", "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": "Advance Natrium through UK Generic Design Assessment", "description": "Following the June 2026 entry into the UK's Generic Design Assessment and the launch of subsidiary TerraPower UK Ltd, progress the multi-year regulatory review toward a first UK Natrium deployment, which TerraPower has said it is targeting for the early-to-mid 2030s.", "targetDate": "Early-to-mid 2030s", "sortKey": 203106, "source": "https://www.nucnet.org/news/terrapower-holds-positive-talks-with-uk-targets-early-to-mid-2030s-for-reactor-launch-7-3-2026", "lastUpdated": "2026-07-29", "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": "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) 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.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://holtecinternational.com/hh-41-09/", "lastUpdated": "2026-07-04", "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.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://www.gevernova.com/news/press-releases/us-department-energy-announces-400-million-funding-accelerate-deployment-nation-first-commercial-small-modular-nuclear-reactor", "lastUpdated": "2026-07-17", "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": null }, { "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, targeted for Q4 2026 or sooner.", "targetDate": "Early 2030s", "sortKey": 203106, "source": "https://tae.com/faq-company/", "lastUpdated": "2026-07-25", "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": "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. As of mid-2026 TerraPower and Meta have not yet announced a specific site for the initial dual-reactor unit.", "targetDate": "2032", "sortKey": 203206, "source": "https://www.terrapower.com/TerraPower-Announces-Key-Commercialization-Agreements-for-Natrium-Plants-with-Korean-Counterparts", "lastUpdated": "2026-07-29", "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": "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 - still the largest open question for the program. 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://www.scmp.com/economy/china-economy/article/3315051/chinas-c929-widebody-passenger-jet-make-maiden-commercial-flight-2035-source", "lastUpdated": "2026-07-18", "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": 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 - with the ORLEN Group roadmap targeting at least two units (0.6 GW) commissioned by 2035.", "targetDate": "2035", "sortKey": 203506, "source": "https://www.orlen.pl/en/about-the-company/media/press-releases/current/2025/August-2025/orlen-and-synthos-reach-agreement-paving-the-way-for-polands-first-smr-nuclear-power-plant-in-wloclawek", "lastUpdated": "2026-07-17", "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": null }, { "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.", "targetDate": "2030s", "sortKey": 203506, "source": "https://www.helionenergy.com/newsroom/helion-nucor-collaboration-to-deploy-500-mw-fusion-power-plant", "lastUpdated": "2026-07-23", "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": null }, { "title": "Define the next-generation single-aisle platform", "description": "Airbus is maturing the engine, wing, battery, materials and systems choices that could support a next-generation single-aisle aircraft with 20-30% better fuel efficiency and 100% SAF capability, targeting service entry in the second half of the 2030s.", "targetDate": "Second half of the 2030s", "sortKey": 203806, "source": "https://www.airbus.com/en/newsroom/press-releases/2025-03-airbus-advances-key-technologies-for-next-generation-single-aisle", "lastUpdated": "2026-07-05", "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": "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, a process that follows earlier unsuccessful approaches by Blue Origin and Cerberus Capital Management. As of a July 2026 status review the sale had not closed and ULA remains a Boeing-Lockheed JV: Lockheed Martin's Q2 2026 SEC filing (July 23, 2026) shows its ULA equity investment rising to about $617 million (from $551 million at the end of 2025), but that increase is driven by a $500 million bank guarantee Lockheed extended to cover ULA borrowings amid the Vulcan grounding's financial strain, not by any divestiture. A completed sale would reshape ULA's ownership and strategic direction just as Vulcan works toward its late-2026 return to flight.", "targetDate": "Ongoing", "sortKey": null, "source": "https://spacenews.com/ula-deals-with-financial-challenges-caused-by-vulcan-grounding/", "lastUpdated": "2026-07-29", "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": null }, { "title": "Prove high-cadence reusable launch operations", "description": "Move from development testing to operational launch cadence by validating Nova's rapid-refurbishment architecture and reusable ground systems at Cape Canaveral.", "targetDate": "Post-first flight", "sortKey": null, "source": "https://www.stokespace.com/from-mercury-to-nova-launching-the-future-at-space-launch-complex-14/", "lastUpdated": "2026-07-24", "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": null }, { "title": "Lead on AI safety and navigate policy", "description": "Advance Anthropic's interpretability and safety research and its model-safety classifiers, while navigating U.S. government scrutiny of frontier models (including the mid-2026 export-control episode around its most capable models) and shaping AI governance - doubling its Public First Action funding to $40M ahead of the 2026 U.S. elections.", "targetDate": "Ongoing", "sortKey": null, "source": "https://fortune.com/2026/07/01/anthropic-fable-mythos-ai-models-restored-trump-administration-export-controls/", "lastUpdated": "2026-07-25", "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 } ] }