Research

Nextomoro now tracks fourteen labs whose primary product is a robot or the software a robot runs on. The architecture they are converging on is recognisable: a VLA backbone, a diffusion policy head, an RL whole-body controller, and a generative world model.

Anthropic just announced it is running Claude inference on xAI's Colossus data center, a $5 billion-a-year rental from a competitor. The structural story behind that sentence is bigger than the deal.

Of 226 AI leaders tracked in the Atlas, 71 have moved between labs. Anthropic is the only net importer among the frontier four. The talent graph already shows the reorganisation the funding numbers are still catching up to.

Disclosed government AI funding across 14 countries totals $608 billion, exceeding the $475 billion in disclosed private AI funding.

Round count peaked in 2024 and has fallen every year since. Capital raised has tripled across the same window.

Cumulative disclosed AI capital across 22 China-tagged labs sits at $10 billion, roughly 5% of what OpenAI alone has raised.

A field guide to the dozen-plus AI labs founded by alumni of OpenAI, DeepMind, Meta AI, and Anthropic between mid-2024 and early 2026.