We added a new report to our AIP tracker system this quarter: an announcements log. Over 105 companies have entered the AIP market and raised more than $31 billion in investment. The question follows directly: What have they built, shipped, or delivered with that capital?
The market now counts 153 suppliers, including publicly held companies. That count will not hold. Acquirers will buy some suppliers outright or through asset deals. Other companies will close and move into different ventures. Companies with no public activity make clear candidates for either outcome.
Our tracker now includes an announcements page, starting in Q1’26. This data extends our AIP Quarterly Update report and flags which companies are publishing product news, partnerships, or funding rounds.
