What are the top edge AI startups by revenue today?

The ranking of top startups in the edge AI market by revenue

Below is a table ranking all the companies in this market by their current revenue scale. You can find our methodology at the end of this page.

If you want a deeper understanding of the market and its current dynamics, get our report covering the Edge AI Market.

Which edge AI startups make the most revenue today?

The biggest edge AI companies now generate billions of dollars a year, with Symbotic and Anduril sitting at the top of the market on the strongest available revenue figures.

Symbotic reported $2.25 billion of revenue in FY2025. Anduril disclosed $2.2 billion for 2025. Mobileye generated $1.89 billion, while Samsara has since crossed $2.1 billion of ARR as its connected-operations platform keeps growing.

The next group is already much smaller. Cognex generated about $994 million in 2025. Verkada has surpassed $1 billion in annualized bookings, which shows huge commercial scale even though bookings cannot be treated as recognized revenue. ECARX generated $848 million. Horizon Robotics reported RMB3.76 billion, and Geek+ generated RMB3.17 billion.

From there, the curve drops quickly. Ambarella generated $391 million in its latest completed fiscal year. Shield AI disclosed roughly $300 million for 2025. Several other companies cluster around $100 million to $250 million.

That steep drop is hard to miss. Edge AI already has several very large businesses, while most of the market is still far smaller.

Company	Best recent commercial figure	Metric	Main edge AI market
Symbotic	$2.25B	FY revenue	Warehouse robotics
Anduril	$2.2B	Annual revenue	Defense autonomy
Mobileye	$1.89B	FY revenue	Automotive AI
Samsara	$2.125B	ARR	Connected operations
Cognex	$994M	Annual revenue	Machine vision
Verkada	>$1B	Annualized bookings	AI physical security
ECARX	$848M	Annual revenue	Automotive compute
Horizon Robotics	RMB3.76B	Annual revenue	Automotive AI chips
Geek+	RMB3.17B	Annual revenue	Warehouse robotics
Ambarella	$391M	FY revenue	Edge AI semiconductors

What is the biggest private edge AI startup by revenue?

Anduril is the biggest private edge AI startup we can identify from credible current revenue disclosures, with $2.2 billion of revenue in 2025.

The company said revenue had more than doubled over the previous year. That growth is unusual at this scale: going from roughly $1 billion to $2.2 billion in a year puts Anduril well beyond the normal commercial range of venture-backed edge AI companies.

Verkada is the closest private company on a headline commercial metric after surpassing $1 billion in annualized bookings. The metric difference is important because signed business can be recognized as revenue over a later period.

Shield AI is further behind at roughly $300 million of 2025 revenue. Locus Robotics is estimated at around $180 million of ARR, and Skild AI has now crossed $100 million of ARR.

So Anduril's lead is substantial. Its reported annual revenue is more than seven times Shield AI's and roughly twenty times Skild AI's current ARR.

Is Symbotic actually bigger than Anduril?

Symbotic is still slightly ahead of Anduril on their latest completed annual revenue figures, although the gap is small enough to put both companies in the same commercial tier.

Symbotic generated $2.247 billion in FY2025. Anduril reported $2.2 billion during calendar 2025. The difference is only about $47 million, or roughly 2%.

Symbotic has also kept growing since that annual figure. The company recently reported $721 million of quarterly revenue, up 22% from the same quarter a year earlier. That is already an annualized pace approaching $2.9 billion if someone simply multiplied the quarter by four, although we do not use that calculation as reported annual revenue.

The important distinction is company status. Symbotic is publicly listed, whereas Anduril remains private.

For readers using "startup" in the strict private-company sense, Anduril is the answer. If we include companies that grew out of the startup ecosystem and later listed, Symbotic currently has the larger completed-year revenue figure.

How big is Mobileye's edge AI business now?

Mobileye remains one of the largest edge AI companies in the world, with $1.89 billion of 2025 revenue and current guidance putting annual revenue close to $2 billion again.

The company recently reported $508 million of quarterly revenue. It now expects roughly $1.97 billion to $2.02 billion for the full year.

Mobileye is especially useful in this ranking because the connection with edge AI is unusually direct. Its EyeQ processors and driving software run inside vehicles and handle perception and driving functions where local processing is essential.

That makes Mobileye cleaner to compare with edge inference companies than a large diversified technology business that happens to sell some edge products.

The growth rate is less explosive than Anduril's or some younger robotics companies. Commercial scale is a different question, though, and Mobileye already operates at a level that most private edge AI startups are nowhere near.

How big is Samsara's edge AI business?

Samsara has become a huge physical-operations AI company, reaching $2.125 billion of ARR after growing that figure 30% year over year.

The company also recently reported $508.4 million of quarterly revenue, up 30%. More than $500 million of ARR now comes from customers spending over $1 million a year.

We should still be careful with the edge AI label here. Samsara sells a broad connected-operations platform covering cameras, vehicle telematics, equipment monitoring, safety, workflows and other operational software. AI is becoming increasingly important across that stack, especially in video and physical operations, but the entire $2.125 billion cannot reasonably be described as pure edge AI revenue.

Samsara therefore shows how large an edge-AI-enabled platform can become. It is less useful as a clean measure of the standalone edge AI market.

Once company revenue reaches this scale, a loose market definition can add billions of dollars to a ranking very quickly.

How much money are warehouse robotics companies making?

Warehouse robotics has already become one of the biggest commercial edge AI markets, led by Symbotic, Geek+ and Locus Robotics.

Symbotic generated $2.25 billion in its last completed fiscal year and has since posted $721 million in quarterly revenue. Geek+ generated RMB3.17 billion in 2025, up 31.6% year over year. Almost all of Geek+'s revenue came from robotics solutions.

Locus Robotics sits lower but still represents substantial scale. Sacra estimates the company reached roughly $180 million of ARR as its Robots-as-a-Service model expanded across fulfillment customers.

Smaller businesses fill out the market. Dexterity is estimated above $20 million, Gather AI has disclosed roughly $15 million, and Standard Bots is estimated around a $24 million annualized revenue pace.

The pattern is pretty clear: warehouse AI is producing both billion-dollar systems companies and recurring-revenue robotics businesses. Customers can tie the investment directly to picking speed, labor requirements and throughput, which makes the buying case easier than in more experimental edge AI categories.

Company	Latest useful figure	Metric
Symbotic	$2.25B	FY revenue
Geek+	RMB3.17B	Annual revenue
Locus Robotics	~$180M	Estimated ARR
Standard Bots	~$24M	Estimated run-rate
Dexterity	~$21M	Revenue estimate
Gather AI	~$15M	Revenue
Agility Robotics	~$1.8M	Annual net sales

Are automotive edge AI companies already billion-dollar businesses?

Automotive edge AI is already a multi-billion-dollar commercial market, with Mobileye alone operating close to $2 billion in annual revenue.

ECARX generated $847.9 million in 2025. Horizon Robotics reported RMB3.76 billion, up 57.7%, with automotive solutions accounting for the overwhelming majority of its business. Cerence AI generated around $252 million in its latest completed fiscal year, while indie Semiconductor generated roughly $217 million.

Black Sesame Technologies added another RMB822 million of annual revenue. Autonomous-driving companies are smaller but growing quickly: WeRide reached $97.9 million in 2025 after revenue jumped almost 90%, while Pony.ai generated $90 million.

These figures show how far automotive edge AI has moved beyond R&D. ADAS processors, cockpit systems, voice interfaces, autonomous-driving software and vehicle compute platforms are already generating hundreds of millions of dollars for individual vendors.

Among all the edge AI verticals we reviewed, automotive has one of the deepest groups of companies with measurable revenue.

Which edge AI chip companies make the most money?

Horizon Robotics and Ambarella currently sit near the top of the edge AI semiconductor market on reported commercial scale, followed by Black Sesame Technologies and CEVA.

Horizon generated roughly RMB3.76 billion in 2025. Its business includes both hardware and software for automotive intelligence, so it has a broader revenue perimeter than a pure chip supplier.

Ambarella provides a cleaner semiconductor datapoint. It generated $390.7 million in its latest completed fiscal year, up 37.2%. The company specifically attributed much of that growth to higher shipments and a richer mix of AI inference processors.

Black Sesame generated RMB822 million, mainly from automotive driving-assistance products. CEVA generated roughly $110 million across edge-oriented semiconductor IP and related markets.

After those companies, revenue falls sharply. Blaize generated $38.6 million. Quadric disclosed $15 million to $20 million of licensing revenue. DEEPX has reported more than $13 million of purchase orders, while BrainChip remained below $2 million in annual revenue.

Company	Latest useful figure	Metric
Horizon Robotics	RMB3.76B	Annual revenue
Ambarella	$390.7M	FY revenue
Black Sesame Technologies	RMB822M	Annual revenue
CEVA	~$110M	Annual revenue
Blaize	$38.6M	Annual revenue
Quadric	$15M–$20M	Licensing revenue
DEEPX	>$13M	Purchase orders
BrainChip	$1.89M	Annual revenue

Is Verkada really a billion-dollar edge AI startup?

Verkada has crossed the billion-dollar commercial threshold, but its disclosed figure is annualized bookings rather than revenue.

The company said annualized bookings had surpassed $1 billion when it announced its latest valuation. It also reported more than two million devices deployed across 171 countries and more than 30,000 customer organizations.

Those operating numbers make the scale credible. Verkada is selling cameras, access control, sensors, alarms and other physical-security products around a software platform that increasingly uses AI for monitoring and investigations.

Still, $1 billion of bookings cannot be dropped into a revenue table as though the accounting treatment were identical to Cognex's $994 million of annual revenue.

We keep Verkada near the top because its commercial footprint is enormous. The metric simply carries a little less weight than a comparable amount of recognized annual revenue.

How much revenue does Shield AI make compared with Anduril?

Shield AI generated roughly $300 million in 2025, leaving Anduril more than seven times larger by annual revenue.

That difference is striking because the two companies are often grouped together as leading private defense-AI businesses.

Shield AI is already substantial. A $300 million autonomous-systems company is bigger than most private edge AI startups we found. Its Hivemind autonomy software and aircraft programs also put AI at the core of the product rather than treating it as a feature added to a broader software platform.

Anduril has simply reached a different level. Its $2.2 billion of 2025 revenue reflects a much broader product range, much larger defense programs and unusually rapid scaling.

Defense edge AI is concentrated. Several startups are winning serious government business, but one company has pulled far ahead on revenue.

How fast is Skild AI growing?

Skild AI has become one of the fastest-growing commercial companies in physical AI, crossing $100 million of ARR only ten months after its first commercial deployment.

The company says it now has more than 60 paying customers across warehouses, factories, delivery, security, food preparation, construction and data centers.

The strongest detail is the recognized revenue behind the ARR. Skild said $50 million had already been recognized since commercial deployments began. That gives us more confidence than an ARR figure supported mostly by newly signed contracts or pilots.

Most of Skild's revenue also comes from manipulation tasks rather than mobility, according to the company. That suggests demand is spreading into actual industrial work rather than being concentrated in robot navigation.

Skild is still far smaller than Anduril, Symbotic or Mobileye. The speed of the ramp is what stands out. Going from first deployments to nine-figure ARR in less than a year is rare even in the current AI market.

Is Locus Robotics bigger than the new humanoid robot startups?

Locus Robotics currently has a much larger proven commercial business than most private humanoid robot companies.

Sacra estimates Locus at roughly $180 million of ARR. The company has had years to build recurring deployments in warehouses through its Robots-as-a-Service model, so it benefits from an installed fleet and customers expanding robot usage over time.

The humanoid category looks very different. Agility Robotics reported only about $1.8 million of 2025 net sales in recently filed financial information, despite having more than $300 million of multi-year orders.

Figure AI and Apptronik have announced major customers and factory deployments, but neither has disclosed a company-wide revenue figure strong enough for us to place confidently in the ranking.

This is a useful reminder when looking at robotics headlines. Humanoid startups may carry much larger valuations and fundraising totals, while an older warehouse robotics company can still have far more current revenue.

Are humanoid robot startups actually making much revenue yet?

Humanoid robotics is still much larger in funding, valuations and promised orders than it is in recognized revenue.

Agility Robotics gives us one of the rare audited datapoints. The company generated roughly $1.8 million in net sales during 2025, even though its multi-year order book has moved above $300 million.

That gap makes sense at this stage of the market. Large orders can cover future robot deliveries, software and services over several years. Revenue only appears as the company actually delivers what the customer bought.

Figure AI has shown production deployments with BMW. Apptronik has announced commercial programs with major companies. Those deployments matter because they move humanoids beyond demonstrations, but there is still no solid public company-wide revenue figure that lets us compare either business with Locus, Symbotic or Geek+.

For now, humanoid robotics remains an early commercial market. Skild AI is scaling much faster financially, although its robot intelligence is designed to work across multiple hardware types rather than one humanoid platform.

Which smaller edge AI startups have already crossed $10 million in revenue?

A surprisingly broad group of edge AI companies has moved beyond the $10 million commercial threshold, although several figures remain estimates or alternative metrics.

BrightAI disclosed $80 million of revenue when it emerged from stealth. Rekor Systems generated $48.5 million in 2025. Blaize generated $38.6 million. Standard Bots is estimated around a $24 million annualized pace, and Dexterity around $21 million.

Quadric disclosed $15 million to $20 million of licensing revenue. Gather AI has reached about $15 million according to its CEO. DEEPX has reported more than $13 million of purchase orders since moving into mass production.

The interesting break comes above $100 million. Plenty of edge AI businesses can now reach eight figures, but relatively few progress into nine-figure revenue or ARR.

There is no shortage of early commercial adoption. Building a large repeatable distribution engine is where the list gets much shorter.

Company	Latest useful figure	Evidence
BrightAI	$80M	CEO-disclosed revenue
Rekor Systems	$48.5M	Filed annual revenue
Blaize	$38.6M	Filed annual revenue
Standard Bots	~$24M	Estimated run-rate
Dexterity	~$21M	Revenue estimate
Quadric	$15M–$20M	CEO-disclosed licensing revenue
Gather AI	~$15M	CEO-disclosed revenue
DEEPX	>$13M	Purchase orders

Are edge AI software startups smaller than hardware companies?

Pure edge AI software businesses are generally smaller than the companies selling complete robots, vehicles, cameras or industrial systems.

Skild AI is the strongest recent exception. Its software has crossed $100 million of ARR while working across different robot platforms.

Most other software-focused edge AI companies remain much smaller. Nota AI disclosed annual revenue above KRW10 billion. Nexa AI and Edgify appear to remain in the low-single-digit millions based on third-party estimates. Edge Impulse built a very large developer ecosystem before Qualcomm acquired it, yet no clean revenue figure was publicly disclosed.

Compare that with Symbotic at $2.25 billion, Mobileye at $1.89 billion, ECARX at $848 million, Geek+ at RMB3.17 billion and Ambarella at $391 million.

Customers seem willing to spend far more when AI arrives inside a finished operational product. Software can eventually capture a large independent layer, and Skild may be starting to prove that. So far, the biggest pools of revenue still sit closer to the physical system.

Which edge AI sectors are making the most money right now?

Warehouse automation, automotive AI and defense autonomy currently stand out as the strongest revenue pools in edge AI.

Warehouse robotics has Symbotic above $2 billion, Geek+ in the hundreds of millions of dollars and Locus at an estimated $180 million of ARR.

Automotive is even broader. Mobileye operates close to $2 billion, ECARX approaches $850 million, Horizon Robotics has moved well beyond RMB3 billion, and a long tail of chip, software and autonomous-driving companies already generates meaningful revenue.

Defense has fewer large private companies, but Anduril alone generated $2.2 billion. Shield AI adds another roughly $300 million.

Physical security is also developing into a substantial category through Verkada, Cognex-adjacent machine vision use cases, Evolv and other vision platforms.

The biggest sectors share a practical advantage: customers can usually tie the technology to a costly real-world process. Warehouses can measure throughput. Automakers can spread a platform across hundreds of thousands of vehicles. Defense customers can fund large autonomous-system programs.

How concentrated is edge AI revenue?

Edge AI revenue is heavily concentrated in a small group of companies, even though the market contains dozens of funded startups.

At the top, Symbotic and Anduril each generate more than $2 billion. Mobileye is close behind. Samsara also operates above $2 billion of ARR, although its business perimeter is broader.

The next cluster is already around the $500 million to $1 billion range. Once we move below Ambarella and Shield AI, the list quickly enters the low hundreds of millions.

Then the company count explodes.

We found many businesses between $10 million and $100 million, plus another group with single-digit-million revenue or only deployment and customer metrics.

That shape tells us more than a market-size estimate would. Edge AI has clearly produced large companies, but commercial success is far from evenly distributed. A relatively small number of businesses have found a product and distribution model capable of reaching serious scale.

Which edge AI companies are growing fastest right now?

Anduril, Skild AI, Horizon Robotics, Geek+ and several large public edge AI companies are currently posting some of the strongest growth rates we found.

Anduril more than doubled revenue to $2.2 billion in 2025. Doubling at that size is much harder than doubling from a small base.

Horizon Robotics increased revenue 57.7% to RMB3.76 billion. Geek+ grew 31.6% to RMB3.17 billion. Ambarella's latest completed fiscal year grew 37.2% to $390.7 million.

Samsara has recently maintained 30% growth in ARR, reaching $2.125 billion. Symbotic's latest quarter grew 22% to $721 million.

Skild AI is harder to compare because it started from such a small commercial base, but its move beyond $100 million of ARR within ten months of first deployment makes it one of the fastest ramps in the entire group.

The strongest growth is happening at both ends of the market: some billion-dollar companies are still compounding quickly, while a handful of young physical AI startups are jumping into the nine-figure range.

Company	Recent growth marker	Current scale
Anduril	Revenue more than doubled	$2.2B revenue
Skild AI	>$100M ARR within 10 months	>$100M ARR
Horizon Robotics	+57.7% annual revenue	RMB3.76B
Ambarella	+37.2% annual revenue	$390.7M
Geek+	+31.6% annual revenue	RMB3.17B
Samsara	+30% ARR	$2.125B ARR
Symbotic	+22% latest-quarter revenue	$721M quarterly revenue
WeRide	+89.6% annual revenue	$97.9M

Which famous edge AI startups still do not disclose revenue?

Several well-known edge AI companies still cannot be ranked responsibly by revenue because the strongest public numbers describe customers, deployments or usage instead.

Axelera AI says it has more than 600 customers. Hailo previously disclosed more than 300. RealSense said it served more than 3,000 customers when it became independent.

Waymo has disclosed hundreds of thousands of paid rides per week, which is powerful evidence of real commercial activity. Brain Corp has tens of thousands of robots deployed. Figure AI and Apptronik have announced high-profile industrial deployments.

These numbers tell us that the companies have moved beyond pure R&D. They still do not tell us annual company revenue.

Trying to fill the gap with assumptions would make the ranking look cleaner while making it less reliable. A customer count cannot tell us average contract value, a robot deployment cannot tell us pricing, and paid rides cannot tell us how much revenue remains after incentives or other operating arrangements.

Company	Strongest public scale evidence	Why there is no revenue rank
Axelera AI	600+ customers	Revenue undisclosed
Waymo	Hundreds of thousands of paid rides weekly	No clean standalone revenue figure
Brain Corp	50,000+ robots deployed	Deployment count only
RealSense	3,000+ customers	Standalone revenue undisclosed
Spot AI	1,000+ customers	Customer count only
Hailo	300+ customers	Revenue undisclosed
AiFi	370+ deployments	Deployment count only
Figure AI	Major factory deployments	Company-wide revenue undisclosed
Apptronik	Multiple commercial deployments	Company-wide revenue undisclosed

So what is the best current ranking of private edge AI startups by revenue?

Anduril is the clear private edge AI revenue leader, while Verkada, Shield AI, Saronic, Locus Robotics and Skild AI form the next commercial tier on a mix of bookings, revenue, estimates and ARR.

Anduril has the strongest combination of scale and a direct company disclosure at $2.2 billion of annual revenue.

Verkada's >$1 billion figure is annualized bookings, so we place it below Anduril despite its huge commercial footprint. Shield AI's roughly $300 million is a cleaner annual-revenue datapoint. Saronic is estimated around $200 million, but the source quality is weaker. Locus Robotics sits around $180 million of estimated ARR.

Skild AI has now crossed $100 million of ARR, with $50 million already recognized since deployments began. That gives the company one of the strongest fresh commercial stories among young physical AI businesses.

BrightAI follows at $80 million based on an older direct disclosure. Below that level, the ranking becomes much more sensitive to whether we trust recognized revenue, run-rate estimates or company-specific operating metrics.

Rank	Private company	Best available commercial figure	What the figure actually is
1	Anduril	$2.2B	Annual revenue
2	Verkada	>$1B	Annualized bookings
3	Shield AI	~$300M	Annual revenue
4	Saronic	~$200M	Revenue estimate
5	Locus Robotics	~$180M	Estimated ARR
6	Skild AI	>$100M	ARR
7	BrightAI	$80M	Revenue, older disclosure
8	Standard Bots	~$24M	Estimated revenue run-rate
9	Dexterity	~$21M	Revenue estimate
10	Quadric	$15M–$20M	Licensing revenue

The wider market is much larger than this private-company table suggests. Symbotic, Mobileye, Samsara, Cognex, ECARX, Horizon Robotics, Geek+ and Ambarella show what happens once successful edge AI businesses reach public-market scale.

The main conclusion is straightforward. Edge AI already supports several billion-dollar businesses, but only a small group has made that jump. Most companies remain below $100 million, rely on weaker estimates, or disclose commercial deployments without telling us revenue.

The money is clustering around very practical applications. Warehouses, vehicles, defense systems, industrial vision and physical security account for most of the largest companies we found. These are environments where local AI can change an expensive real-world process immediately, and customers are already paying accordingly.