What are the most valued startups in the edge AI market?

Last updated: 13 July 2026

Download our beautiful pitch about the edge AI market

market research pitch 2026 statistics edge AI market

In our edge AI market deck, you will find everything you need to understand the market

The edge AI market combines artificial intelligence with devices that process data close to where it is generated.

Our ranking covers edge AI chips, autonomous vehicles, defense systems, robotics, drones, physical security, industrial automation and other real-world applications.

We update this list every month to reflect new funding rounds, public-market movements, acquisitions and revised valuation estimates.

And if you want to better understand this new industry, you can download our pitch covering the edge AI market.

A quick summary table

Metric Value
Most valuable edge AI startup Anduril, $61.0B
Second most valuable edge AI startup Figure, $39.0B
Median edge AI startup valuation Approximately $465M
Edge AI valuation captured by the top 10 Approximately 67%
Top edge AI valuation vs. median Approximately 131 times
Median valuation-to-capital-raised ratio Approximately 3.2 times
Edge AI startups valued at $1B+ 35 startups
Market map chart showing top companies and startups in the edge AI market

This market map, featured in our edge AI market deck, highlights top companies and startups in the edge AI market

Top startups in the edge AI market ranked by valuation

Here is an updated table that ranks the top startups in the edge AI market based on their latest reported or estimated valuations.

If you want more detaild about their fundraising activity, you can check our list of the startups who have raised the most funding in the edge AI market.

# Startup Name What They Do Current Valuation ($) Valuation Confidence Level Valuation Type Evidence Status Total Funding ($) Funding Confidence Level
1 Anduril Autonomous defense systems and software $61.0B Full Confidence Announced Private Round Valuation Observed $11.3B Strong Confidence
2 Figure General-purpose humanoid robots $39.0B Full Confidence Announced Private Round Valuation Observed $1.8B Strong Confidence
3 Helsing AI defense software and drones $16.0B–$18.0B Strong Confidence Active Raise Valuation Estimated $1.5B Strong Confidence
4 Applied Intuition Vehicle intelligence and simulation software $15.0B–$18.0B Strong Confidence Announced Private Round Valuation Estimated $1.2B Partial Confidence
5 Shield AI Autonomous pilots for military aircraft $12.0B–$12.7B Strong Confidence Active Raise Valuation Implied $2.4B Partial Confidence
6 Aurora Autonomous trucking and ridehail platform $12.0B Full Confidence Public Market Cap Observed $4.1B Partial Confidence
7 Saronic Autonomous naval surface vessels $9.3B Full Confidence Announced Private Round Valuation Observed $2.6B Strong Confidence
8 Wayve Embodied autonomy driving AI $8.6B Full Confidence Announced Private Round Valuation Observed $2.5B Strong Confidence
9 Flock Safety Public-safety cameras and sensor network $8.4B Strong Confidence Announced Private Round Valuation Observed $658M Strong Confidence
10 Quantum-Systems AI-powered defense drone systems $8.0B Full Confidence Announced Private Round Valuation Observed $1.7B Partial Confidence
11 Zipline Autonomous drone delivery logistics $7.3B–$7.8B Strong Confidence Announced Private Round Valuation Implied $2.0B Partial Confidence
12 1X Humanoid robots for homes $5.0B–$10.0B Partial Confidence Active Raise Valuation Estimated $126M Strong Confidence
13 Waabi AI autonomous trucking $5.0B–$8.5B Strong Confidence Implied Valuation from Raise Implied $1.0B Strong Confidence
14 Nuro Autonomous delivery and robotaxi stack $6.0B Strong Confidence Announced Private Round Valuation Observed $2.3B Strong Confidence
15 Verkada Cloud-managed physical security systems $5.8B Strong Confidence Announced Private Round Valuation Observed $744M Strong Confidence
16 Stack AV Autonomous trucking technology $4.0B–$7.0B Partial Confidence Implied Valuation from Raise Implied $1.0B Full Confidence
17 Apptronik Humanoid robots for industrial work $5.3B Strong Confidence Announced Private Round Valuation Observed $935M Partial Confidence
18 Skydio Autonomous enterprise and defense drones $4.4B Full Confidence Announced Private Round Valuation Observed $825M Strong Confidence
19 Pony.ai Robotaxis and autonomous trucks $2.9B Full Confidence Public Market Cap Observed $1.5B Partial Confidence
20 Agility Robotics Warehouse bipedal humanoid robots $2.5B Strong Confidence IPO or Listing Range Valuation Observed $578M Partial Confidence
21 Axelera AI Edge AI inference chips $1.7B–$2.5B Partial Confidence Implied Valuation from Raise Implied $250M Strong Confidence
22 Exotec Warehouse robotics automation $1.8B–$2.2B Strong Confidence Comparables-Based Estimate Estimated $447M Full Confidence
23 Mach Industries Unmanned defense systems $1.8B Full Confidence Announced Private Round Valuation Observed $485M Full Confidence
24 WeRide Robotaxis and autonomous buses $1.8B Full Confidence Public Market Cap Observed $1.5B Partial Confidence
25 Locus Robotics Warehouse autonomous mobile robots $1.4B–$1.8B Partial Confidence Comparables-Based Estimate Estimated $438M Strong Confidence
26 Gatik Autonomous middle-mile trucks $1.2B–$1.8B Partial Confidence Revenue or ARR Multiple Estimate Estimated $115M Full Confidence
27 Netradyne AI fleet safety cameras $1.3B–$1.7B Strong Confidence Revenue or ARR Multiple Estimate Estimated $277M Full Confidence
28 Plus Autonomous trucking systems $1.3B–$1.7B Partial Confidence IPO or Listing Range Valuation Estimated $420M Partial Confidence
29 Gecko Robotics Infrastructure inspection robots and AI $1.1B–$1.4B Strong Confidence Announced Private Round Valuation Observed $347M Strong Confidence
30 Forterra Autonomous defense ground systems $1.0B–$1.3B Strong Confidence Announced Private Round Valuation Implied $303M Partial Confidence
31 Kodiak Robotics Autonomous trucking software $1.1B Full Confidence Public Market Cap Observed $440M Strong Confidence
32 Nimble Robotics Automated ecommerce fulfillment robots $900M–$1.2B Partial Confidence Announced Private Round Valuation Estimated $221M Full Confidence
33 Syntiant Ultra-low-power AI chips $800M–$1.3B Partial Confidence IPO or Listing Range Valuation Estimated $118M Strong Confidence
34 Oxbotica / Oxa Industrial autonomy software $700M–$1.3B Partial Confidence Implied Valuation from Raise Implied $308M Partial Confidence
35 Mythic Analog AI inference chips $850M–$1.4B Partial Confidence Implied Valuation from Raise Implied $165M Strong Confidence
36 SiMa.ai Edge AI ML accelerators $850M–$1.1B Partial Confidence Comparables-Based Estimate Estimated $363M Strong Confidence
37 EnCharge AI Analog AI accelerators $700M–$1.1B Partial Confidence Implied Valuation from Raise Implied $144M Strong Confidence
38 Standard AI AI-powered retail operations software $600M–$1.0B Low Confidence Comparables-Based Estimate Estimated $236M Strong Confidence
39 Recogni AI inference chips $550M–$900M Partial Confidence Revenue or ARR Multiple Estimate Estimated $176M Strong Confidence
40 EdgeCortix Edge AI processors $500M–$900M Partial Confidence Implied Valuation from Raise Implied $138M Partial Confidence
41 Outrider Autonomous logistics-yard trucks $450M–$700M Partial Confidence Implied Valuation from Raise Implied $253M Strong Confidence
42 Saildrone Autonomous maritime intelligence drones $450M–$700M Partial Confidence Revenue or ARR Multiple Estimate Estimated $325M Strong Confidence
43 Auterion Drone autonomy operating software $550M–$700M Strong Confidence Announced Private Round Valuation Observed $115M Strong Confidence
44 Bear Robotics Autonomous service delivery robots $600M Strong Confidence Acquisition Value Observed $173M Strong Confidence
45 Ambient.ai AI physical-security monitoring platform $420M–$620M Partial Confidence Implied Valuation from Raise Implied $146M Partial Confidence
46 ANYbotics Quadruped industrial inspection robots $450M–$600M Partial Confidence Revenue or ARR Multiple Estimate Estimated $152M Strong Confidence
47 Hailo Edge AI chip accelerators $450M–$500M Partial Confidence Active Raise Valuation Estimated $394M Strong Confidence
48 Serve Robotics Autonomous sidewalk delivery robots $455M Full Confidence Public Market Cap Observed $224M Partial Confidence
49 GreyOrange AI warehouse fulfillment robots $400M–$550M Partial Confidence Comparables-Based Estimate Estimated $424M Partial Confidence
50 Helm.ai Autonomous-driving AI software $400M–$650M Partial Confidence Comparables-Based Estimate Estimated $125M Partial Confidence
51 Carbon Robotics AI laser weeding robots $340M–$420M Partial Confidence Comparables-Based Estimate Estimated $178M Partial Confidence
52 Starship Technologies Autonomous last-mile delivery robots $330M–$550M Partial Confidence Implied Valuation from Raise Implied $247M Strong Confidence
53 MemryX Edge AI accelerator chips $300M–$500M Partial Confidence Implied Valuation from Raise Implied $30M Low Confidence
54 Pronto.ai Autonomous mining haulage systems $300M–$500M Low Confidence Acquisition Value Estimated Not provided Low Confidence
55 Path Robotics Autonomous robotic welding systems $300M–$400M Partial Confidence Comparables-Based Estimate Estimated $271M Full Confidence
56 Kneron Edge neural processors $250M–$450M Low Confidence Comparables-Based Estimate Estimated $174M Strong Confidence
57 Trigo Computer-vision grocery store platform $280M–$420M Partial Confidence Comparables-Based Estimate Estimated $189M Strong Confidence
58 Simbe Retail shelf-scanning robots $280M–$380M Partial Confidence Implied Valuation from Raise Implied $104M Partial Confidence
59 Apex.AI Safety-certified vehicle software $250M–$400M Partial Confidence Implied Valuation from Raise Implied $88M Partial Confidence
60 Brain Corp Autonomy software for robots $250M–$400M Low Confidence Revenue or ARR Multiple Estimate Estimated $193M Strong Confidence
61 Bright Machines Software-defined manufacturing automation $260M–$320M Strong Confidence Announced Private Round Valuation Implied $385M Full Confidence
62 Quadric General-purpose AI processors $180M–$300M Partial Confidence Revenue or ARR Multiple Estimate Estimated $90M Partial Confidence
63 Miso Robotics Robotic kitchen automation $240M–$300M Strong Confidence Active Raise Valuation Observed $65M Partial Confidence
64 Spot AI AI-powered video intelligence $230M–$330M Partial Confidence Implied Valuation from Raise Implied $93M Strong Confidence
65 Sanctuary AI General-purpose humanoid robots $220M–$300M Partial Confidence Comparables-Based Estimate Estimated $100M Partial Confidence
66 Vecna Robotics Autonomous material handling robots $200M–$300M Partial Confidence Implied Valuation from Raise Implied $183M Partial Confidence
67 Coram AI AI-native physical security platform $210M–$290M Strong Confidence Implied Valuation from Raise Implied $64M Strong Confidence
68 RightHand Robotics Robotic warehouse piece picking $220M–$280M Partial Confidence Comparables-Based Estimate Estimated $100M Strong Confidence
69 Percepto Autonomous industrial drone inspections $180M–$280M Partial Confidence Revenue or ARR Multiple Estimate Estimated $123M Partial Confidence
70 Veesion AI retail theft detection $180M–$260M Partial Confidence Revenue or ARR Multiple Estimate Estimated $54M Strong Confidence
71 Flytrex Drone delivery for suburbs $200M–$350M Partial Confidence Comparables-Based Estimate Estimated $60M Partial Confidence
72 Covariant AI robotic picking software $150M–$300M Low Confidence Proxy-Based Estimate Estimated $222M Full Confidence
73 Landing AI Visual AI development platform $140M–$210M Partial Confidence Revenue or ARR Multiple Estimate Estimated $57M Partial Confidence
74 Wingtra Surveying VTOL drones $130M–$200M Partial Confidence Implied Valuation from Raise Implied $66M Partial Confidence
75 Scythe Robotics Autonomous commercial mowing robots $130M–$220M Low Confidence Acquisition Value Estimated $95M Partial Confidence
76 Blaize AI edge computing chips $151M Full Confidence Public Market Cap Observed $222M Strong Confidence
77 Edge Impulse Edge ML platform $100M–$200M Low Confidence Acquisition Value Estimated $54M Full Confidence
78 Focal Systems AI retail shelf automation $110M–$160M Partial Confidence Revenue or ARR Multiple Estimate Estimated $37M Partial Confidence
79 Flex Logix Reconfigurable AI chip IP $90M–$180M Low Confidence Acquisition Value Estimated $82M Strong Confidence
80 AiFi Autonomous retail spatial intelligence $90M–$140M Partial Confidence Comparables-Based Estimate Estimated $91M Partial Confidence
81 GreenWaves Technologies Ultra-low-power AI processors $80M–$150M Low Confidence Comparables-Based Estimate Estimated $30M Partial Confidence
82 Oosto Facial recognition security analytics $125M Full Confidence Acquisition Value Observed $352M Strong Confidence
83 inVia Robotics Warehouse robotics subscription platform $100M–$170M Low Confidence Revenue or ARR Multiple Estimate Estimated $56M Strong Confidence
84 Monarch Tractor Autonomous electric agricultural tractors $80M–$150M Low Confidence Acquisition Value Estimated $220M Strong Confidence
85 FogHorn Industrial edge analytics software $80M–$130M Low Confidence Acquisition Value Estimated $70M Strong Confidence
86 Delair Professional industrial drone solutions $60M–$110M Low Confidence Comparables-Based Estimate Estimated $17M Low Confidence
87 Burro Autonomous outdoor work robots $60M–$100M Partial Confidence Comparables-Based Estimate Estimated $45M Partial Confidence
88 Exyn Technologies GPS-denied robotic autonomy $50M–$90M Low Confidence Implied Valuation from Raise Estimated $57M Partial Confidence
89 Relay Robotics Indoor delivery service robots $45M–$80M Low Confidence Proxy-Based Estimate Estimated $40M Partial Confidence
90 GrAI Matter Labs Neuromorphic edge processors $35M–$80M Low Confidence Acquisition Value Estimated $29M Full Confidence
91 Actuate AI camera threat detection $35M–$60M Low Confidence Revenue or ARR Multiple Estimate Estimated $24M Strong Confidence
92 DeGirum Edge AI acceleration platform $25M–$60M Low Confidence Proxy-Based Estimate Estimated $6M Low Confidence
93 Aspinity Analog edge AI chips $25M–$45M Partial Confidence Implied Valuation from Raise Implied $14M Partial Confidence
94 Diligent Robotics Hospital service delivery robots $29M–$34M Strong Confidence Acquisition Value Observed $100M Partial Confidence
95 FarmWise AI robotic farm weeding $25M–$40M Low Confidence Proxy-Based Estimate Estimated $79M Partial Confidence
96 AIZIP TinyML edge models $8M–$15M Low Confidence Implied Valuation from Raise Implied $2M Low Confidence
97 Untether AI Memory-based AI chips $0M–$20M Low Confidence Proxy-Based Estimate Estimated $125M Partial Confidence
98 SafeAI Autonomous heavy-equipment technology $3M–$9M Low Confidence Acquisition Value Estimated $64M Full Confidence
Chart comparing the 2026 size of the edge AI market with other markets of similar size

This chart, featured in our edge AI market deck, compares the 2026 size of the edge AI market with other markets of similar size

Key valuation trends in the edge AI market

Insights

  • Anduril and Figure are worth a combined $100 billion, which shows how much edge AI market value has concentrated around defense autonomy and humanoid robotics.
  • The ten largest edge AI startups represent approximately 67% of the total valuation in this ranking, making the market highly concentrated despite its broad range of applications.
  • Figure’s $39 billion valuation is almost 22 times its reported funding, one of the strongest capital-to-valuation outcomes among large physical AI and robotics companies.
  • Flock Safety and Verkada have a combined valuation of $14.2 billion after raising about $1.4 billion, highlighting the capital efficiency of recurring physical-security software and sensor networks.
  • Wayve and Nuro are valued at about $14.6 billion combined after raising $4.8 billion, which is materially less efficient than leading defense, security and humanoid robotics companies.
  • Netradyne’s estimated $1.5 billion midpoint is more than five times its funding, suggesting that fleet-safety software can generate stronger valuation efficiency than capital-intensive autonomous vehicle platforms.
  • Bright Machines has raised more capital than its estimated current valuation, showing that software-defined manufacturing has not maintained the valuation premiums awarded to defense and security platforms.
  • Oosto’s $125 million acquisition value equals only about 36% of its disclosed funding, illustrating the downside risk faced by heavily financed computer-vision companies during strategic exits.
  • Blaize’s $151 million public-market capitalization is below its $222 million funding total, showing how listed markets can sharply reset capital-intensive edge AI semiconductor valuations.
  • Recurring software and sensor-network businesses generally achieve the strongest valuation efficiency, while semiconductor companies and robotics manufacturers need more capital for each dollar of valuation.
Chart showing how Hailo is winning in the edge AI market

This chart, featured in our edge AI market deck, shows how Hailo is winning in edge AI

A few word about our methodology

As you can see, we built a database that ranks startups in the edge AI market based on their current valuation.

Estimating edge AI startup valuations is not always straightforward. Many companies do not publicly disclose their valuation, and the available information can vary widely depending on the company and its stage.

The edge AI market also covers several distinct business models. These include semiconductor companies, autonomous vehicle developers, defense platforms, robotics manufacturers, drone companies, physical-security systems and industrial software businesses.

To build this ranking, we applied a structured valuation methodology and cross-checked information across multiple reliable sources.

Whenever possible, we relied on direct disclosures. These include announced valuations from completed funding rounds, public filings for listed companies, or official acquisition prices.

When an edge AI company is publicly listed, we use its current market capitalization as the reference valuation.

If a company was acquired and no independent valuation can reasonably be estimated today, we use the acquisition price as the main reference point.

When an edge AI startup recently raised capital but the valuation was not disclosed, we estimate the implied valuation using typical dilution levels for that stage of fundraising.

In some cases, we also estimate valuations using operating metrics such as revenue, ARR, customer traction, commercial deployments or signed contracts. We combine these indicators with valuation multiples from comparable companies in the same edge AI segment.

Hardware-heavy edge AI companies often require more capital than software businesses. We account for this difference when comparing chip developers, autonomous systems, robotics companies and recurring software platforms.

When direct financial data is not available, we may rely on carefully selected comparable startups and other signals such as hiring growth, investor quality, product traction, commercial partnerships or deployment activity.

All estimates follow a strict evidence hierarchy. Recent funding rounds with announced valuations carry the most weight, followed by strong operating metrics and comparable company analysis.

We also carefully evaluate the age of every data point. Recent information carries more weight, while older data is treated cautiously and adjusted conservatively when necessary.

Whenever information is uncertain or incomplete, we clearly distinguish between confirmed facts and reasonable inferences.

Because edge AI valuation data is not always fully public, each startup in the ranking is assigned a confidence level based on the reliability, recency, and consistency of the available evidence.

Full confidence means the valuation is supported by strong and recent evidence. Strong confidence means the estimate is well supported but includes minor inference. Partial confidence means the estimate relies more heavily on indirect signals. Low confidence means available information is limited or inconsistent.

When confidence is lower, we take a more conservative approach by widening the valuation range. This helps reflect the uncertainty and increases the probability that the true valuation falls within the estimated range.

This reflects how we conduct all our research, including the work behind our report covering the edge AI market.

In a world where LLMs hallucinate and unreliable information is everywhere, our goal is simple: provide data you can trust.

If you want the full detail on a specific valuation estimate, feel free to contact us and we will gladly explain.

Finally, know that we update the dataset once per month, so come back here if you need fresh information.

Chart showing the projected CAGR of the edge AI market

This chart, featured in our edge AI market deck, illustrates yearly funding for edge AI startups

Who is the author of this content?

NEW MARKET PITCH TEAM

We track new markets so founders and investors can move faster

We build living “market pitch” documents for emerging markets: from AI to synthetic biology and new proteins. Instead of digging through outdated PDFs, random blog posts, and hallucinated LLM answers, our clients get a clean, visual, always-updated view of what’s really happening. We map the key players, deals, regulations, metrics and signals that matter so you can decide faster whether a market is worth your time. Want to know more? Check out our about page. You can also follow us on Instagram or on Facebook.

How we created this content 🔎📝

At New Market Pitch, we kept seeing the same problem: when you look at a new market, the data is either missing, paywalled, or buried in 300-page reports that feel like they were written in the 80s. On the other side, LLMs and random blog posts give you confident answers with no sources, and sometimes they just make things up. That’s not good enough when you’re about to invest real money or launch a company.

So we decided to fix the experience. For each market we cover, we build a structured database and update it on a regular basis. We track funding rounds, fund memos, M&A moves, partnerships, new products, policy changes, and the real activity of startups and incumbents. Then we turn all of that into a clear “market pitch” that shows where the opportunities are and how people actually win in that space.

Every key data point is checked, sourced, and put back into context by our team. That’s how we can give you both speed and reliability: fast coverage of new markets, without the usual guesswork.

Back to blog