Stealth AI Lab Explorer

Six stealth AI labs, eight shipped products between them, and far more money than output. Compare who took the money and who actually built something.

Interactive companion to the inphronesys.com post on stealth AI labs · All figures as of 31 July 2026 · Sources: TechCrunch, Bloomberg, BusinessWire, IFR, Amazon, Meta AI, company sites

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Six labs chosen because they are placing unusual bets with real money, and most supply chain professionals have never heard of them.

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Frontier bets work in language and reasoning. Physical AI aims at machines that move things. Only one of these groups reaches a loading dock.

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Lifetime disclosed capital, in billions of US dollars.

Capital basis

Nvidia's July 2026 investment is tied to a compute partnership, and SSI never disclosed whether it repriced the company. Untick to see priced equity rounds only, which drops SSI to $3.00B and the six-lab total to $10.56B.

$15.56B
raised by six labs you may not know
Lifetime disclosed capital, all six combined
58.0%
went to labs that have shipped nothing
SSI $8.00B plus AMI Labs $1.03B = $9.03B of $15.56B
8
publicly released products or models
Across all six labs. Research previews excluded.
Lifetime disclosed capital
Billions of US dollars raised since founding. Blue means the lab has publicly released at least one product or model.
Thinking Machines Lab
Mira Murati, ex-OpenAI CTO

    Publicly released
      What this bet means on a loading dock
      Thinking Machines Lab

      How the money and the products arrived
      Fifteen milestones, June 2024 to July 2026. Blue dots are product or model releases. Grey dots are funding and people events. Click any dot.
      All six labs against one OpenAI round
      Billions of US dollars. The six stealth labs' entire lifetime capital, next to two single funding rounds closed in 2026.
      Physical AI that already exists
      None of the six labs put these robots in these buildings. This is the ground the Physical AI bets are aiming at, and it is worth knowing how far along it already is.
      1,000,000+
      Amazon robots deployed across 300+ fulfilment centres. Its DeepFleet routing model claims about a 10% travel-time improvement.
      Amazon newsroom, 1 July 2025
      542,000
      Industrial robots installed worldwide in 2024, the second-highest year on record. Amazon's own fleet is about 1.8x that annual figure.
      IFR, published 25 September 2025
      100,000 totes
      CommercialAgility Robotics' Digit passed 100,000 totes moved in a live GXO deployment, under an industry-first multi-year Robots-as-a-Service agreement.
      Robotics and Automation News, November 2025
      30,000+ X3
      PilotFigure 02 supported production of more than 30,000 BMW X3 over a ten-month pilot at Spartanburg. A Figure 03 logistics-sequencing role began 25 June 2026.
      BMW Group press
      Stated planSchaeffler signed with Agility in November 2024, and trade press reports Digit running supervised production shifts at Cheraw, South Carolina. The stated plan is to scale across roughly 100 plants by 2030. That is an intention, not a rollout, and it is worth holding to that standard when a vendor quotes it at you.
      Reading this as a supply chain professional
      Assessment updates with the lab you have selected.

      Sources and definitions

      Publicly released products or models means generally available products, plus models whose weights or technical paper have been publicly released. Limited research previews are excluded and listed separately in each lab profile.

      Valuation basis. All six valuations are charted post-money so the bars are comparable. AMI Labs is charted at $4.53B implied post-money ($3.50B pre-money plus $1.03B raised). World Labs' $5B is reported and the company declined to confirm it, so it is drawn hollow throughout.

      Valuation per product divides post-money valuation by publicly released products. For SSI and AMI Labs that divisor is zero, so the ratio is undefined. It is shown as "nothing shipped yet" rather than as a very large or infinite bar, because an undefined value is not a big value.

      SSI's date. Sources conflict on when the $32B round closed, and SSI never issued a press release, so it is written as early 2025. The timeline plots the TechCrunch report date of 12 April 2025.

      Primary sources: TechCrunch on Thinking Machines, TechCrunch on SSI and Nvidia, TechCrunch on AMI Labs, The Robot Report on Physical Intelligence, BusinessWire on Skild AI, TechCrunch on World Labs, OpenAI, Anthropic Series H, Amazon newsroom, IFR, GXO, Meta AI on V-JEPA 2.