{ "updated": "2026-11-03", "about": "工业 AI 图谱：每家公司的估值、收入、融资和关键数据，每个数字附出处（src）。layer 对应 layers.json 的 code。isa = ISA-95 层级（可多选）；stack = 平台 / AI 原生应用 / 服务；auto = 自治程度（副驾 / 队友 / 自治执行）；ind = 行业；player = AI 原生创业 / 专业老厂 / 大厂产品线；prod = 大厂产品线落在哪些环节。", "companies": [ { "name": "Cognite", "layer": "a1", "url": "https://www.cognite.com", "hq": "美国亚利桑那州坦佩（2025 年从挪威奥斯陆迁出）", "founded": 2016, "desc": "工业数据底座加 Atlas AI 智能体，已并入 Schneider/AVEVA", "valuation": { "v": "$3.1B", "date": "2026-06", "kind": "收购交易估值（Schneider 全现金），非融资估值", "src": "https://www.automation.com/article/schneider-electric-acquire-cognite-unlocking-strategic-intelligence-industrial-ai" }, "revenue": { "v": ">$170M", "date": "2025", "kind": "2025 年收入，经 multiples.vc 转述买方公告；ARR bookings 同比 +36%", "src": "https://multiples.vc/private-comps/cognite" }, "total_raised": "累计融资约 $225M（聚合站 multiples.vc 口径）", "key_data": [ { "k": "员工数", "v": "约 800", "date": "2026-07", "src": "https://www.finanzen.at/nachrichten/aktien/schneider-electric-aktie-unter-druck-cognite-uebernahme-erfolgreich-abgeschlossen-1036287387" } ], "owner": "2026-06-30 Schneider Electric（经 AVEVA）宣布全现金收购，约 $31 亿；待监管批准交割", "isa": [ "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "流程工业", "能源电力" ], "player": "专业老厂", "note": "初稿写总部凤凰城，AZ Big Media 报道为亚利桑那州坦佩、约 800 人。2022 年 Saudi Aramco 入股约 7.4%（估值约 $16 亿）在初稿里出现，本轮未单独核到一手稿。交割状态需到 2026-Q4 再看。" }, { "name": "Copia", "layer": "a1", "url": "https://copia.io/", "hq": "纽约", "founded": 2020, "desc": "PLC 与机器人控制代码的版本管理、备份和恢复，并加入 AI 编码辅助", "total_raised": "累计融资 $55M（公司口径）", "funding": [ { "date": "2026-06", "round": "B 轮（含股权与风险债）", "amount": "$26M", "lead": "AE Ventures、Squadra Ventures 联合领投（跟投：KAS Venture Partners、Construct、Lux、Ironspring、Renegade）", "src": "https://www.advfn.com/stock-market/stock-news/98751040/copia-raises-26m-in-funding-to-unify-ot-code-mana" } ], "isa": [ "L1", "L2" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "AI 原生创业", "note": "创始人兼 CEO Adam Gluck。AI 部分是 AI 辅助 PLC 编码，主体是 OT 代码管理，分组可议（a1 或 a3）。估值、收入未披露。" }, { "name": "Crosser", "layer": "a1", "url": "https://crosser.io", "hq": "瑞典松兹瓦尔 / 斯德哥尔摩", "founded": 2016, "desc": "边缘到云的实时流分析与 AI 数据管道，低代码", "revenue": { "v": "约 1,400 万瑞典克朗", "date": "2024 财年", "kind": "最近财年营收，Di/Placera 引述年报，亏损与营收相近", "src": "https://www.placera.se/telegram/schneider-electric-abb-rivalen-schneider-electric-koper-upp-svenska-crosser-di-20251211" }, "total_raised": "累计约 $8.6M（CB Insights）", "funding": [ { "date": "2019-04", "round": "A 轮", "amount": "€3M", "lead": "42CAP、Industrifonden", "src": "https://crosser.io/blog/crosser-technologies-ab-new-financing-round-to-expand-internationally" } ], "owner": "2025-12-16 被 AVEVA（Schneider Electric 全资）收购，价格未官方披露", "product_line_of": "AVEVA / Schneider Electric", "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "交易额报道口径冲突：Norrlandsfonden 稿援引 Di 约 5 亿瑞典克朗，Placera 摘要写至少 5 亿美元，疑为单位错误，故不填金额。公司稿 https://crosser.io/blog/crosser-has-been-acquired-by-aveva/ ，已并入 AVEVA CONNECT 称 flows。" }, { "name": "CVector", "layer": "a1", "url": "https://www.cvector.com", "hq": "美国纽约", "desc": "工业神经系统：统一多代设备数据并让 AI 直接调参，对接经济指标", "total_raised": "累计融资约 $5M 以上", "funding": [ { "date": "2025-07", "round": "Pre-seed", "amount": "未披露", "lead": "未披露", "src": "https://news.hamidun.com/en/news/4254/nervous-system-for-factories-cvector-seeks-to-breathe-life-i" }, { "date": "2026-01", "round": "种子轮", "amount": "$5M", "lead": "Powerhouse Ventures（Fusion Fund、Hitachi Ventures、Myriad Venture Partners、Schematic Ventures 跟投）", "src": "https://techcrunch.com/2026/01/26/ai-startup-cvector-raises-5m-for-its-industrial-nervous-system/" } ], "isa": [ "L3", "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "能源电力", "流程工业" ], "player": "AI 原生创业", "note": "成立月份未披露（Myriad 称种子轮距 pre-seed 不足一年）。可考虑改放 a2（偏 AI 调参）。" }, { "name": "Cybus", "layer": "a1", "url": "https://www.cybus.io", "hq": "德国汉堡", "founded": 2015, "desc": "Connectware 工业数据中枢，做统一命名空间与 AI 可用数据", "total_raised": "累计约 $8.8M–$19M（聚合站口径不一）", "funding": [ { "date": "2022-03", "round": "A 轮", "amount": "约 $8.8M（聚合站）", "lead": "未核", "src": "https://fundediq.co/cybus-cybus-io-funding/" } ], "customers": [ "Liebherr", "Krone", "Porsche", "Handtmann" ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "客户名来自公司十周年稿 https://www.cybus.io/en/a-decade-of-cybus-industrial-data-management-becomes-the-standard-for-smart-manufacturing/ 。CB Insights 提到 TeamViewer 投入低两位数百万，金额未核；2023 起转攻大企业。AI 含量偏数据层。" }, { "name": "HighByte", "layer": "a1", "url": "https://www.highbyte.com", "hq": "美国缅因州波特兰", "founded": 2018, "desc": "工业 DataOps（Intelligence Hub），内置 MCP 服务器给 AI 智能体用", "valuation": { "v": "$42M", "date": "2024-04", "kind": "投后估值，451 Research 引述 S&P Capital IQ（非公司公告）", "src": "https://www.highbyte.com/hubfs/marketing-assets/HighByte%20Aims%20to%20Grease%20the%20Gears%20of%20Industrial%20DataOps_451Research_July.18.2025.pdf" }, "total_raised": "累计约 $17.6M（S&P Capital IQ，经 451 Research）", "funding": [ { "date": "2024-04", "round": "A 轮", "amount": "未披露", "lead": "Standard Investments", "src": "https://siliconvalleyjournals.com/highbyte-raised-series-a-funding-to-propel-growth-in-industrial-dataops-market/" } ], "key_data": [ { "k": "2021–2024 收入增长", "v": "1,656%", "date": "2025-12", "src": "https://www.businesswirenews.com/news/home/20251216900981/en/HighByte-Announces-Exponential-Three-Year-Growth-Period-Projects-2026-Momentum" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "成立年份 2018 未核到官方稿。Intelligence Hub 4.2（2025）起带工业 MCP 服务器，4.3（2025-11）扩展智能体支持。" }, { "name": "Inductive Automation（Ignition）", "layer": "a1", "url": "https://inductiveautomation.com", "hq": "美国加州福尔松", "founded": 2003, "desc": "Ignition SCADA/UNS 平台，8.3 版开放 REST 与 Git 供 AI 接入", "total_raised": "未见公开融资记录", "key_data": [ { "k": "覆盖国家", "v": "100+，客户含多数财富 100 强", "date": "2026-10", "src": "https://aventure.vc/companies/inductive-automation-folsom-ca-us" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "AI 属性弱：官方定位为 Ignition 8.3 可借 REST API 与 Git 集成接 AI，CEO Colby Clegg 在 2026-05 播客谈工业 AI（https://podscan.fm/player/manufacturing-hub/ep-260-why-ignition-is-winning-colby-clegg-and-carl-gould-on-scada-open-access-amp-industrial-ai）。资料以第三方为主，未找到官方收入或客户数。可降级或删。" }, { "name": "Litmus", "layer": "a1", "url": "https://litmus.io", "hq": "美国加州圣克拉拉", "founded": 2014, "desc": "工厂边缘数据平台，把 OT 数据语境化后喂给 AI 智能体", "total_raised": "累计约 $41M 以上（聚合站口径，公司未披露）", "funding": [ { "date": "2025-11", "round": "战略融资", "amount": "未披露", "lead": "Insight Partners（Munich Re Ventures 经 HSB Fund II 跟投）", "src": "https://markets.businessinsider.com/news/stocks/litmus-secures-additional-investment-led-by-insight-partners-to-accelerate-industrial-ai-1035548197" } ], "key_data": [ { "k": "原生连接器", "v": "250+", "date": "2025-11", "src": "https://litmus.io/blog/litmus-raises-new-funding-to-expand-industrial-edge-data-and-ai" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "专业老厂", "note": "成立年份各聚合站 2013/2014 不一，取 2014。累计融资 4100 万来自 Coverager 转述，未找到公司口径。金额、估值、收入均未披露。" }, { "name": "Seeq", "layer": "a1", "url": "https://www.seeq.com", "hq": "美国西雅图", "founded": 2012, "desc": "流程工业时序分析，Seeq Intelligence 智能体 Agent Q", "revenue": { "v": "$25–50M", "date": "2025-09", "kind": "ARR 聚合站估算，公司未披露", "src": "https://www.ai-market-watch.com/company/seeq" }, "total_raised": "累计融资约 $165M（公司口径）", "funding": [ { "date": "2021-04", "round": "C 轮", "amount": "$50M", "lead": "Insight Partners", "src": "https://yespress.io/seeq-corporation" }, { "date": "2024-08", "round": "D 轮", "amount": "$50M", "lead": "Sixth Street Growth（Insight、Altira、Second Avenue、Saudi Aramco Energy Ventures 跟投）", "src": "https://www.seeq.com/resources/press-releases/seeq-announces-50-million-series-d-funding-round-led-by-sixth-street-growth/" } ], "key_data": [ { "k": "服务国家", "v": "36 个", "date": "2024-08", "src": "https://yespress.io/seeq-corporation" } ], "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "流程工业", "能源电力" ], "player": "专业老厂", "note": "PitchBook 写成立 2012，初稿写 2013。2026-03 发布 Seeq Intelligence（Agent Q 与 Agent Builder）。2026-10-13 与 Applied Computing 签商业协议。客户名未逐个核一手出处，故不列。" }, { "name": "Velotic（Kepware / ThingWorx / Proficy）", "layer": "a1", "url": "https://www.velotic.com", "hq": "美国波士顿", "founded": 2026, "founded_month": "2026-03", "desc": "TPG 合并 Kepware、ThingWorx 与 Proficy，做连接到 MES 的 AI 工业数据栈", "revenue": { "v": ">$300M", "date": "2026-03", "kind": "合并后收入基数，Drives&Controls 报道", "src": "https://drivesncontrols.com/300m-business-unites-proficy-kepware-and-thingworx-for-a-new-era/" }, "total_raised": "新公司，融资未披露（TPG 收购后自有）", "key_data": [ { "k": "三块业务合计收购价", "v": "约 $11 亿", "date": "2026-03", "src": "https://www.abiresearch.com/market-research/insight/7787630-major-ge-vernova-ptc-assets-threaten-incum" } ], "owner": "TPG 持有：2025-09 买 GE Vernova 的 Proficy，2025-11 买 PTC 的 Kepware 与 ThingWorx，2026-03 合并为 Velotic。三块合计约 $11 亿（ABI Research 估算）", "product_line_of": "TPG（Brian Shepherd 任 CEO，James Heppelmann 任执行主席）", "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "专业老厂", "note": "founded 填品牌成立年。Kepware 本身是老牌 OPC 连接器，AI 属性来自平台层。PTC 8-K 稿 https://content-archive.fast-edgar.com/20260316/A82LQ22DZ22RN2ZZ272K2WYKKS9AZZ22Z282/ptc-ex99_1.htm 确认 Kepware/ThingWorx 出售完成。" }, { "name": "Aitomatic", "layer": "a2", "url": "https://www.aitomatic.com", "hq": "美国加州", "founded": 2021, "desc": "把资深工程师经验做成领域专家智能体，开源 OpenSSA", "total_raised": "累计融资约 $3.7M（PitchBook）", "funding": [ { "date": "2021-12", "round": "种子轮", "amount": "$3.7M", "lead": "未披露（投资方含 Bloomberg Beta、Access Ventures）", "src": "https://pitchbook.com/profiles/company/482100-40" } ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "聚焦半导体行业，案例见 Meta Llama 案例页 https://developer.meta.com/static-resource/llama-case-study-aitomatic-maxlinear/ 。总部城市未核（初稿写帕洛阿尔托）。之后仅二级交易。" }, { "name": "Applied Computing（Orbital）", "layer": "a2", "url": "https://appliedcomputing.com", "hq": "英国伦敦", "founded": 2023, "desc": "油气炼化全厂基础模型：时序加物理加语言模型", "total_raised": "累计融资约 £9M 加 $20M（公司未给合计）", "funding": [ { "date": "2025", "round": "种子轮", "amount": "£9M", "lead": "未核", "src": "https://www.energyvoice.com/oilandgas/petroleum-refining/600842/applied-computing-kbr-ai-energy-sector-trust-jeavons/" }, { "date": "2026-07", "round": "A 轮", "amount": "$20M", "lead": "KBR（Databricks Ventures 跟投）", "src": "https://techcrunch.com/2026/07/15/applied-computing-wants-to-give-oil-and-gas-operators-an-ai-model-for-the-entire-plant/" } ], "key_data": [ { "k": "已签合同总额", "v": "近 $5000 万", "date": "2026-07", "src": "https://www.energyvoice.com/oilandgas/petroleum-refining/600842/applied-computing-kbr-ai-energy-sector-trust-jeavons/" } ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "流程工业", "能源电力" ], "player": "AI 原生创业", "note": "2026-10-13 与 Seeq 签商业协议。办公室：伦敦、班加罗尔、休斯顿。" }, { "name": "Archetype AI", "layer": "a2", "url": "https://www.archetypeai.io", "hq": "美国加州帕洛阿尔托", "founded": 2023, "desc": "物理世界传感器数据的基础模型 Newton 与物理智能体工具包", "total_raised": "累计融资未单独披露", "funding": [ { "date": "2025-11", "round": "A 轮", "amount": "$35M", "lead": "IAG Capital Partners、Hitachi Ventures（Bezos Expeditions、Venrock、Amazon Industrial Innovation Fund、Samsung 等跟投）", "src": "https://www.businesswirenews.com/news/home/20251120000333/en/Archetype-AI-Raises-%2435M-to-Scale-Deployment-of-Physical-Agents-to-Solve-Real-World-Problems" } ], "customers": [ "NTT DATA", "Kajima", "City of Bellevue" ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "通用", "离散制造" ], "player": "AI 原生创业", "note": "覆盖智能家居、市政、建筑，工业只是其中一块，边界偏宽。2026-06 发布 Newton Agents（工业运营即用智能体）。初稿写累计约 $4800 万，本轮未核到来源。成立月份未查到。" }, { "name": "Arrakis", "layer": "a2", "url": "https://www.arrakis.tech", "hq": "英国伦敦（另设巴黎）", "founded": 2026, "founded_month": "2026-01", "desc": "给工业企业部署 AI 智能体的「AI 操作系统」，派驻工程师接入现有系统", "valuation": { "v": "$140M", "date": "2026-07", "kind": "A 轮投后估值，Fortune 报道", "src": "https://fortune.com/2026/07/22/arrakis-a-startup-betting-ais-biggest-payoff-is-in-industrial-sectors-not-office-work-emerges-from-stealth-with-38-million-in-venture-funding/" }, "total_raised": "累计融资约 $38M", "funding": [ { "date": "2026-03", "round": "种子轮", "amount": "$7.5M", "lead": "Accel", "src": "https://thenextweb.com/news/arrakis-ai-startup-38-million-stealth-industrial" }, { "date": "2026-07", "round": "A 轮", "amount": "$30M", "lead": "Blossom Capital（Accel、GFC、MainObject、Rerail 跟投）", "post": "投后 $1.4 亿", "src": "https://thenextweb.com/news/arrakis-ai-startup-38-million-stealth-industrial" } ], "isa": [ "L3", "L4" ], "stack": "服务", "auto": "队友", "ind": [ "通用" ], "player": "AI 原生创业", "note": "覆盖航空、能源、物流、制造，行业宽，偏 e1（跨岗位 Agent）。中文转述称有 5 家客户、团队约 15 人（中财网，未核英文原文）。" }, { "name": "Avathon（原 SparkCognition）", "layer": "a2", "url": "https://avathon.com", "hq": "美国加州普莱森顿", "founded": 2013, "desc": "重资产行业的预测、安全与自主运营 AI 平台", "valuation": { "v": "$1.4B", "date": "2022-01", "kind": "D 轮估值，CB Insights 聚合站", "src": "https://www.cbinsights.com/company/sparkcognition/financials" }, "revenue": { "v": ">$5000 万", "date": "2026-09", "kind": "ARR，据报道援引知情人士（原文 Bloomberg，经 Moomoo 转载），去年约 $1500 万", "src": "https://www.moomoo.com/hans/news/post/1000090379?level=0&global_content=%7B%22promote_content%22%3A%22mm%3A1000090379%22%7D" }, "total_raised": "累计约 $2.9 亿（CB Insights 口径）", "funding": [ { "date": "2022-01", "round": "D 轮", "amount": "$1.23 亿", "lead": "未核", "post": "投后约 $14 亿", "src": "https://www.cbinsights.com/company/sparkcognition/financials" } ], "customers": [ "Aramco Digital", "Barrick Gold（北美）", "Boeing", "Airbus", "美国国防部" ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "能源电力", "采矿资源", "通用" ], "player": "专业老厂", "note": "2024-10 由 SparkCognition 更名。2026-09 报道正筹 >$1 亿新一轮（CB Insights 标 rumored），未确认。Barrick 五年合作、年贡献 $1000–2000 万来自同一报道。" }, { "name": "Beyond Limits（BeyondAI）", "layer": "a2", "url": "https://beyond.ai", "hq": "美国加州格伦代尔", "founded": 2014, "desc": "面向能源的神经符号工业 AI（源自 NASA JPL）", "total_raised": "累计融资约 $1.3 亿以上", "funding": [ { "date": "2020-09", "round": "C 轮", "amount": "$1.33 亿", "lead": "Group 42、bp ventures", "src": "https://www.invc.news/ja/beyond-limits%e3%80%811%e5%84%843300%e4%b8%87%e3%83%89%e3%83%ab%e3%81%ae%e3%82%b7%e3%83%aa%e3%83%bc%e3%82%bac%e3%83%95%e3%82%a1%e3%82%a4%e3%83%8a%e3%83%b3%e3%82%b9%e3%82%92%e7%a2%ba%e4%bf%9d/amp/" } ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "能源电力", "流程工业" ], "player": "专业老厂", "note": "官网已改 beyond.ai（品牌 BeyondAI），初稿的 beyondlimits.com 现在跳转无关站。2026-10-07 OpenWorld 8-K 披露与其签非约束性意向书，最高 $1.3 亿知识产权代币化融资，未成交。初稿 Forge 页面的 2026-05 D 轮条目仅二级平台，未采用。Valley 200 稿：https://valley.labusinessjournal.com/business-industry-2026/valley-200-2026-aj-abdallat-2/" }, { "name": "C3 AI", "layer": "a2", "url": "https://c3.ai", "hq": "美国加州雷德伍德城", "founded": 2009, "desc": "企业与工业 AI 应用平台（预测性维护等），转向智能体", "revenue": { "v": "$2.50 亿", "date": "FY2026（至 2026-04-30）", "kind": "财年收入，公司财报；上年 $3.89 亿", "src": "https://ir.c3.ai/news-releases/news-release-details/c3-ai-announces-fiscal-fourth-quarter-and-full-fiscal-year-2026" }, "public": true, "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用", "能源电力" ], "player": "专业老厂", "note": "上市公司 AI。2026-05-08 Tom Siebel 复任 CEO（初稿来源，本轮未再核）；FY2026 经营亏损约 $4.98 亿。上市公司市值随行情，未填。" }, { "name": "Kelvin", "layer": "a2", "url": "https://kelvin.ai", "hq": "美国休斯顿", "founded": 2013, "desc": "协作式控制软件：用 AI Copilot 与自主控制应用优化设备运行", "total_raised": "累计融资未披露（PitchBook 列各轮，非公司口径）", "funding": [ { "date": "2022-03", "round": "B1 轮", "amount": "$32.5M", "lead": "未核（投资方含 Energy Innovation Capital、Climate Investment）", "src": "https://pitchbook.com/profiles/company/120688-84" } ], "customers": [ "BP", "Halliburton", "Santos", "Schneider Electric" ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "自治执行", "ind": [ "能源电力", "流程工业" ], "player": "专业老厂", "note": "客户名来自 Himalayas 公司页 https://himalayas.app/companies/kelvin ，二手。2026-04 换 CTO 等高管（Gulf Industry）。B1 之后未查到新融资。" }, { "name": "Lumaril", "layer": "a2", "url": "https://lumaril.com", "hq": "美国纽约", "desc": "用现有控制系统数据学习操作员经验，自主调参，按增量产出收费", "valuation": { "v": "$400M", "date": "2026-10", "kind": "A 轮估值，公司公告及 WSJ 报道", "src": "https://www.wsj.com/pro/venture-capital/ai-startup-lumaril-wants-to-make-factories-the-best-version-of-themselves-b65ea83d" }, "total_raised": "累计融资约 $78M", "funding": [ { "date": "2026-10", "round": "A 轮", "amount": "$66M", "lead": "Elad Gil（Felicis、Koch Disruptive Technologies、Pax Ventures、Lux Capital、General Catalyst 跟投）", "post": "估值 $4 亿", "src": "https://www.implicator.ai/lumaril-which-develops-ai-software-optimizing-industrial/" } ], "key_data": [ { "k": "累计融资", "v": "$78M", "date": "2026-10", "src": "https://startuply.vc/article/lumaril-s-66-million-series-a-backs-ai-for-the-no-retrofits-factory-xapwbo" } ], "customers": [ "Ultra-Poly", "The Arthur Companies" ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造", "流程工业" ], "player": "AI 原生创业", "note": "成立年份与月份未披露，创始人为 Palantir 校友（Startuply 报道）。免费送工厂 AI PLC historian「Monocle」。累计融资 $78M 来自 Startuply（二手）。" }, { "name": "Noetive", "layer": "a2", "url": "https://noetive.ai", "hq": "美国旧金山", "founded": 2026, "desc": "工业世界模型加多模态传感盒，做制造与物流的运营大脑", "total_raised": "累计融资约 $41M", "funding": [ { "date": "2026-09", "round": "种子轮", "amount": "$41M", "lead": "Eclipse（Craft Ventures、Westly Group、Swish Ventures 等跟投）", "src": "https://siliconangle.com/2026/09/16/noetive-launches-with-41m-to-bring-self-improving-ai-to-factories-and-logistics/" } ], "customers": [ "Steuben Foods" ], "isa": [ "L3", "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造", "通用" ], "player": "AI 原生创业", "note": "2026-09-16 出隐身；成立月份未披露（报道称成立约 5 个月，不具体）。" }, { "name": "Palantir（AIP / Foundry）", "layer": "a2", "url": "https://www.palantir.com", "hq": "美国丹佛", "founded": 2003, "desc": "AIP 把本体与智能体接进企业和工厂运营", "valuation": { "v": "约 $4300 亿", "date": "2026-11-03", "kind": "总市值，东方财富行情页（随行情变动）", "src": "https://emweb.eastmoney.com/PC_USF10/pages/index.html?code=PLTR&type=web&color=w#/hxbd" }, "revenue": { "v": "$2.313B（单季）", "date": "2026-Q3", "kind": "季度收入，同比 +96%，公司财报", "src": "https://www.businesswire.com/news/home/20261101396214/en/Palantir-Reports-Q3-2026-U.S.-Comm-Revenue-Growth-of-148-YY-and-Revenue-Growth-of-96-YY-Raises-FY-2026-Revenue-Guidance-to-91-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-143-YY-Crushing-Consensus-Expectations" }, "key_data": [ { "k": "美国商业收入", "v": "$9.84 亿，同比 +148%，首次超过美国政府", "date": "2026-Q3", "src": "https://uk.finance.yahoo.com/news/palantir-technologies-inc-pltr-q3-050513873.html" }, { "k": "美国商业客户数", "v": "686", "date": "2026-Q3", "src": "https://uk.finance.yahoo.com/news/palantir-technologies-inc-pltr-q3-050513873.html" } ], "public": true, "isa": [ "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "通用" ], "player": "专业老厂", "note": "上市公司 PLTR，整体非纯工业，只取 AIP 工业部分。FY2026 收入指引约 $85.3 亿。" }, { "name": "SymphonyAI Industrial（IRIS Foundry）", "layer": "a2", "url": "https://www.symphonyai.com/industrial/", "hq": "美国加州帕洛阿尔托（母公司）", "founded": 2017, "desc": "制造与能源 AI 平台 IRIS Foundry，带工业 Copilot，经 MCP 接入 Teams", "revenue": { "v": "约 $5 亿", "date": "2023", "kind": "母公司 SymphonyAI 整体收入，非工业板块；聚合站转述", "src": "https://www.mg21.com/symphonyai.html" }, "total_raised": "母公司由创始人 Romesh Wadhwani 自有资金出资，未走风投（QKS Group 口径）", "product_line_of": "SymphonyAI（SAIGroup）", "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "专业老厂", "note": "founded 填母公司成立年。工业板块单独收入、融资未披露。2025-09 IRIS Foundry 经 MCP 接入 Microsoft Teams 与 M365 Copilot（BusinessWire 稿 https://www.epicos.com/article/972636/symphonyai-brings-advanced-industrial-ai-microsoft-teams-and-microsoft-365-copilot ）。" }, { "name": "TwinThread", "layer": "a2", "url": "https://www.twinthread.com", "hq": "美国弗吉尼亚州夏洛茨维尔", "founded": 2018, "desc": "工业 AI 与数字孪生平台，预测分析和流程优化", "revenue": { "v": "约 $15M", "date": "2026-05", "kind": "ARR 第三方估算（ThreadMoat），公司未披露", "src": "https://threadmoat.com/insights/industrial-ai-acquisition-wave-2026" }, "total_raised": "累计约 $788 万（CB Insights）", "owner": "2026-05-19 AVEVA 宣布收购，价格未披露；交割待监管批准", "product_line_of": "AVEVA / Schneider Electric", "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "流程工业", "离散制造" ], "player": "专业老厂", "note": "官方声明 https://www.twinthread.com/announcement-aveva-enters-agreement-to-acquire-twinthread 。投资人含 AVEVA、Frazier VC 等（CB Insights）。" }, { "name": "基点起源 AlignBase", "layer": "a2", "url": "https://alignbase.cn", "hq": "北京", "founded": 2025, "founded_month": "2025-03", "desc": "全要素大模型：自动把人机料法环建成数字孪生，强化学习寻优", "total_raised": "累计融资数亿元人民币", "funding": [ { "date": "2025-09", "round": "天使轮", "amount": "超 1 亿元人民币", "lead": "创新工场、中科创星等", "src": "https://www.cyzone.cn/article/838244.html" }, { "date": "2026-06", "round": "天使++轮（半年内 3 轮合计）", "amount": "数亿元人民币", "lead": "国科投资、电控产投、上海半导体产投等联合", "src": "https://www.cyzone.cn/article/837970.html" } ], "key_data": [ { "k": "覆盖行业", "v": "金属冶金、石油化工、电子制造、纺织", "date": "2026-06", "src": "https://www.cyzone.cn/article/837970.html" } ], "isa": [ "L3", "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "流程工业", "离散制造" ], "player": "AI 原生创业", "note": "创始人戴宗宏曾任零一万物联合创始人、华为云 AI CTO。海外公开资料极少，来源为创业邦与投资方稿。官网 alignbase.com 是另一家同名公司，此处用 alignbase.cn。" }, { "name": "Armis", "layer": "a3", "url": "https://armis.com", "hq": "美国旧金山", "founded": 2016, "desc": "网络资产可见与暴露管理，覆盖 IT/OT/IoT", "valuation": { "v": "$6.1B", "date": "2025-11", "kind": "最后一轮估值，公司公告", "src": "https://am.gs.com/en-fi/advisors/news/press-release/2025/armis" }, "revenue": { "v": ">$3.4 亿", "date": "2025-12", "kind": "ARR，ServiceNow 披露", "src": "https://www.cnbc.com/2025/12/23/servicenow-armis-cybersecurity-acquisition.html" }, "funding": [ { "date": "2025-11", "round": "Pre-IPO 轮", "amount": "$435M", "lead": "Goldman Sachs Alternatives 增长股权（CapitalG 大额参与）", "post": "估值 $61 亿", "src": "https://am.gs.com/en-fi/advisors/news/press-release/2025/armis" } ], "key_data": [ { "k": "完成收购报道", "v": "2026-04-20", "date": "2026-04", "src": "https://itbrief.co.nz/story/servicenow-completes-usd-7-75-billion-armis-acquisition" } ], "owner": "2026-04 ServiceNow 完成收购，$77.5 亿现金（2025-12 宣布）", "product_line_of": "ServiceNow", "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "OT 只是其资产平台一块（含医疗、云）。曾收购 Otorio（OT）。成立年 Armis 稿写 2016，Multiples 写 2015。" }, { "name": "Claroty", "layer": "a3", "url": "https://claroty.com", "hq": "美国纽约", "founded": 2015, "desc": "工业与 CPS 安全平台，用 AI 做资产目录（CPS Library）", "valuation": { "v": ">$3B", "date": "2026-01", "kind": "F 轮估值，Globes 援引 PitchBook/Calcalist，公司未披露", "src": "https://en.globes.co.il/en/article-cybersecurity-co-claroty-raises-200m-at-over-3b-valuation-1001532712" }, "revenue": { "v": ">$2 亿", "date": "2026-01", "kind": "年化收入，Globes 估算，公司未披露", "src": "https://en.globes.co.il/en/article-cybersecurity-co-claroty-raises-200m-at-over-3b-valuation-1001532712" }, "total_raised": "累计融资约 $9 亿（Globes）", "funding": [ { "date": "2026-01", "round": "F 轮", "amount": "$150M（另含最高 $50M 二级）", "lead": "Golub Growth", "post": "估值超 $30 亿", "src": "https://en.globes.co.il/en/article-cybersecurity-co-claroty-raises-200m-at-over-3b-valuation-1001532712" } ], "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用", "流程工业" ], "player": "专业老厂", "note": "IPO 推迟一两年。各来源成立年 2014/2015 不一，取 2015。" }, { "name": "Dragos", "layer": "a3", "url": "https://www.dragos.com", "hq": "美国马里兰州哈诺佛", "founded": 2016, "desc": "ICS/OT 威胁检测与响应平台", "valuation": { "v": "$3.25B", "date": "2026-06", "kind": "Accenture 控股交易中 Dragos 估值，媒体报道", "src": "https://news.outsourceaccelerator.com/accenture-ot-cybersecurity-deal/" }, "revenue": { "v": "约 $2.08 亿", "date": "2026-06", "kind": "Dragos+runZero+NetRise 三家合计 ARR，同比 +53%，买方公告", "src": "https://www.nasdaq.com/articles/accenture-acquire-100-runzero-and-netrise-majority-stake-dragos" }, "funding": [ { "date": "2021-10", "round": "D 轮", "amount": "$200M", "lead": "Koch Disruptive Technologies、BlackRock", "post": "投后 $17 亿", "src": "https://www.dragos.com/resources/press-release/dragos-raises-200-million-in-series-d-funding" } ], "owner": "2026-06-17 Accenture 宣布控股 Dragos 并全资收购 runZero、NetRise，三者合计企业价值约 $41.75 亿；预计 2026-08/09 交割（交割结果未核）", "product_line_of": "Accenture（控股）", "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "能源电力", "通用" ], "player": "专业老厂", "note": "Dragos 仍由 Robert M. Lee 领导，独立运营。" }, { "name": "Nozomi Networks", "layer": "a3", "url": "https://www.nozominetworks.com", "hq": "美国旧金山（研发在瑞士门德里西奥）", "founded": 2013, "desc": "OT/IoT 网络监测与威胁检测，AI 异常识别", "revenue": { "v": "$7,469 万", "date": "2024", "kind": "2024 年总收入，MarketScreener 引述交易文件", "src": "https://hk.marketscreener.com/news/mitsubishi-electric-corporation-completed-the-acquisition-of-remaining-93-stake-in-nozomi-networks-ce7e5bded18ef023" }, "owner": "2026-01-28 Mitsubishi Electric 完成收购，约 $10 亿（含此前已持股；剩余 93% 现金约 $8.83 亿），保持独立子公司", "product_line_of": "Mitsubishi Electric", "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用", "能源电力" ], "player": "专业老厂", "note": "2025-09-09 签约。交易总额各媒体 $9.5 亿–$10 亿不一，取 IT Brief 的 $10 亿并列出现金部分（https://itbrief.com.au/story/mitsubishi-electric-seals-usd-1bn-nozomi-networks-deal ）。公司称 2026 年收入已破 $1 亿（LinkedIn 帖，未单独核）。" }, { "name": "TXOne Networks", "layer": "a3", "url": "https://www.txone.com", "hq": "台湾台北", "founded": 2019, "desc": "OT 网络与端点防护，面向工厂零信任", "total_raised": "累计融资约 $121M–$163M（Parsers VC / PitchBook 口径不一，聚合站）", "funding": [ { "date": "2022-08", "round": "B 轮", "amount": "$70M", "lead": "未核", "src": "https://parsers.vc/startup/txone.com/" }, { "date": "2024-05", "round": "B 轮（延续）", "amount": "$51M", "lead": "未核", "src": "https://parsers.vc/startup/txone.com/" } ], "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "专业老厂", "note": "两轮金额、领投方来自聚合站，未找到公司公告。2026-03 起与 Siemens WinCC OA、ServiceNow 做集成稿。" }, { "name": "Verve Industrial Protection", "layer": "a3", "url": "https://www.rockwellautomation.com/en-us/capabilities/industrial-cybersecurity.html", "desc": "OT 端点资产清单、漏洞管理与修复，已并入 Rockwell", "owner": "2023-11-06 Rockwell Automation 完成收购，条款未披露", "product_line_of": "Rockwell Automation", "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "verveindustrial.com 打开受限（403），url 填 Rockwell 工业网络安全页。成立年份、总部、融资未核到一手来源。公司稿：https://verveindustrial.com/resources/press-release/rockwell-automation-completes-acquisition-of-cybersecurity-software-and-services-company-verve-industrial-protection/ 。" }, { "name": "Adam", "layer": "b1", "url": "https://adam.new", "hq": "旧金山", "founded": 2024, "desc": "文生参数化 CAD，做接入主流 CAD 的工程副驾", "total_raised": "累计融资约 $4.6M（Crustdata 汇总）", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$4.1M", "lead": "TQ Ventures（跟投：Trevor Blackwell、Transpose Platform 等）", "src": "https://techcrunch.com/2025/10/31/yc-alum-adam-raises-4-1m-to-turn-viral-text-to-3d-tool-into-ai-copilot/" }, { "date": "2025-03", "round": "Pre-Seed", "amount": "$500K", "lead": "Y Combinator（跟投 Pioneer Fund）", "src": "https://profiles.crustdata.com/company/adam-yc-w25" } ], "key_data": [ { "k": "用户生成 3D 模型数", "v": "100 万+", "date": "2025-10", "src": "https://adam.new/blog/seed" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "YC W25；先做面向创客的文生 3D，计划年底推面向专业工程师的 CAD copilot。成立年份 2024 来自 Crustdata 聚合，月份未查。" }, { "name": "Backflip AI", "layer": "b1", "url": "https://www.backflip.ai", "hq": "旧金山", "founded": 2022, "desc": "3D 基础模型：文生 3D、扫描转参数化 CAD", "total_raised": "累计融资约 $30M（A 轮披露口径）", "funding": [ { "date": "2024-12", "round": "A 轮", "amount": "$30M", "lead": "a16z、NEA 联合领投", "src": "https://techcrunch.com/2024/12/19/backed-by-a16z-and-nea-backflip-raises-30m-series-a-to-turn-text-into-ai-generated-designs/" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "创始人为 Markforged 联合创始人 Greg Mark、David Benhaim；r1 写 2024 年末成立，AT Partners 写 2022 年设立，取后者。CAD Copilot 2026 年 GA（r1 记 2026-08，未二次核）；训练数据自称 1 亿+ 几何体（公司自报）。" }, { "name": "Leo AI", "layer": "b1", "url": "https://www.getleo.ai", "hq": "美国剑桥（马萨诸塞）", "founded": 2023, "desc": "机械工程专用大模型，检索零件并生成装配体", "total_raised": "累计融资约 $9.7M", "funding": [ { "date": "2025-09", "round": "种子轮", "amount": "$5M", "lead": "Flint Capital（跟投：TechAviv、Two Lanterns、OurCrowd 等）", "src": "https://seedtable.com/companies/leo-ai/funding-rounds/seed-2025-09" } ], "customers": [ "Scania", "HP", "Siemens", "Elbit Systems" ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "创始团队来自以色列，总部登记在剑桥/波士顿（聚合站说法不一）。客户名单来自 Business Insider 对其融资的报道 https://africa.businessinsider.com/news/this-startup-has-built-an-ai-copilot-for-mechanical-engineers-check-out-the-pitch/5nbt4t7" }, { "name": "nTop", "layer": "b1", "url": "https://www.ntop.com", "hq": "纽约", "founded": 2015, "desc": "隐式几何建模加仿真回路，做可被 AI 调用的计算设计平台", "total_raised": "累计融资约 $135-150M（公司官网写约 $150M）", "funding": [ { "date": "2021-11", "round": "D 轮", "amount": "$65M", "lead": "Tiger Global（跟投：Root Ventures、Insight、DCVC 等）", "src": "https://profiles.crustdata.com/company/ntopology" } ], "key_data": [ { "k": "客户数", "v": "400+", "date": "2026", "src": "https://www.ntop.com/about/" } ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "2025-02 收购 cloudfluid（CFD）；NVentures 入股。AI 属性偏弱（核心是计算设计），若图谱只留 AI 原生可删。" }, { "name": "Synera", "layer": "b1", "url": "https://www.synera.ai", "hq": "不来梅", "desc": "智能体编排 80+ 硬件工程工具的研发流程", "total_raised": "累计融资未披露", "funding": [ { "date": "2026-04", "round": "B 轮", "amount": "$40M（€35M）", "lead": "Revaia（跟投：UVC、BMW iVentures、Cherry、Spark、Capgemini 经 ISAI）", "src": "https://www.synera.ai/press/synera-raises-40m-series-b-to-scale-agentic-ai-engineering-for-global-manufacturers" } ], "customers": [ "NASA", "BMW", "Airbus", "Volvo Trucks", "Hyundai" ], "isa": [ "设计" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "跨 CAD/CAE 做工程工作流自动化，也可放 b2/b3；成立年份未查到。" }, { "name": "Vizcom", "layer": "b1", "url": "https://vizcom.com", "hq": "旧金山", "founded": 2021, "desc": "工业设计 AI：草图到逼真产品渲染与 3D", "total_raised": "累计融资约 $47M（CB Insights）", "funding": [ { "date": "2025-10", "round": "B 轮", "amount": "$27M", "lead": "Radical Ventures（跟投：Index Ventures、Unusual Ventures、Basis Set）", "src": "https://vizcom.com/blog/announcing-our-series-b" } ], "key_data": [ { "k": "设计师用户数", "v": "70 万+", "date": "2025-10", "src": "https://vizcom.com/blog/announcing-our-series-b" } ], "customers": [ "Ford", "Target", "Dell", "Omega", "New Balance", "Estee Lauder" ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "偏概念设计与可视化，对「工业」的相关度比 Zoo/Leo 低；客户名来自 Radical Ventures 文章 https://radical.vc/building-the-future-of-industrial-design/" }, { "name": "Zoo", "layer": "b1", "url": "https://zoo.dev", "hq": "洛杉矶", "founded": 2021, "desc": "自研 CAD 内核与文生 CAD，输出可编辑参数化模型", "total_raised": "累计融资未披露（PitchBook 记录 2025-02 一轮 $30M）", "funding": [ { "date": "2025-02", "round": "早期轮", "amount": "$30M", "lead": "领投未披露（投资方含 New Frontier Ventures、Embedded Ventures、Venrex）", "src": "https://castleplacement.com/top-10-cloudtech-capital-raises-in-the-u-s-february-16th-28th-2025/" } ], "key_data": [ { "k": "员工数", "v": "约 35", "date": "2026", "src": "https://pitchbook.com/profiles/company/495775-90" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "前身 KittyCAD，2024-01 改名 Zoo；创始人含 Relativity Space 联合创始人 Jordan Noone。$30M 的领投方和投后估值未查到公告，仅 PitchBook/Castle Placement 聚合；成立月份未查。" }, { "name": "BeyondMath", "layer": "b2", "url": "https://www.beyondmath.com", "hq": "伦敦", "founded": 2022, "desc": "生成式物理基础模型，工程仿真快约 1000 倍", "total_raised": "累计融资约 $18.5M（种子合计；Parsers 页写 $27M，口径不明）", "funding": [ { "date": "2026-02", "round": "种子轮延期", "amount": "$10M（种子合计 $18.5M）", "lead": "Cambridge Innovation Capital（跟投：UP.Partners、Insight Partners、InMotion）", "src": "https://simulationpulse.com/beyondmath-completes-18-5-million-seed-round-to-scale-worlds-largest-foundational-physics-ai-model/" }, { "date": "2024-08", "round": "种子轮", "amount": "$8.5M", "lead": "未披露", "src": "https://parsers.vc/startup/beyondmath.com/" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "剑桥起家，总部各来源写伦敦；官网域名未逐一打开确认，logo 抓取前请核。" }, { "name": "Emmi AI", "layer": "b2", "url": "https://www.emmi.ai", "hq": "林茨", "founded": 2024, "founded_month": "2024-12", "desc": "工业物理的神经仿真模型（气流、传热、应力）", "total_raised": "累计融资约 €15M", "funding": [ { "date": "2025", "round": "种子/早期轮", "amount": "€15M", "lead": "未核", "src": "https://investinaustria.at/en/blog/mistral-ai-acquires-austrian-ai-startup-emmi-ai/" } ], "owner": "2026-05 被 Mistral AI 收购（价格未披露）", "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "JKU 与 NXAI 衍生；沿用 r1，收购报道 https://www.investing.com/news/stock-market-news/mistral-ai-buys-austrian-physics-ai-startup-in-industrial-push-4697507" }, { "name": "Inductiva", "layer": "b2", "hq": "波尔图", "founded": 2021, "desc": "零配置 Python API 在云上跑开源仿真（OpenFOAM 等）", "total_raised": "累计融资约 €2.25M（CB Insights 记 $2.48M）", "funding": [ { "date": "2024-01", "round": "种子轮", "amount": "€2.25M", "lead": "Iberis Capital（跟投：Shilling 及 6 位天使）", "src": "https://investporto.pt/en/news/inductiva-receives-2-25-million-euros-to-support-engineers-and-scientists-in-forecasting/" } ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "更像仿真算力 API，AI 属性弱，建议复核是否保留。" }, { "name": "Luminary Cloud", "layer": "b2", "url": "https://www.luminarycloud.com", "hq": "美国加州", "desc": "云端 Physics AI，实时预测飞机、汽车、电子性能", "total_raised": "累计融资未汇总", "funding": [ { "date": "2025-09", "round": "B 轮", "amount": "$72M", "lead": "N47（跟投：Sutter Hill、NVentures）", "src": "https://www.airframer.com/news_story.html?release=97763" } ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "沿用 r1；成立年份、城市未查到。" }, { "name": "Monolith AI", "layer": "b2", "url": "https://www.monolithai.com", "hq": "伦敦", "founded": 2016, "desc": "用测试与仿真数据训练模型，工程师无代码预测性能", "total_raised": "累计融资约 €12M", "funding": [ { "date": "2021-08", "round": "A 轮", "amount": "未披露", "lead": "未披露", "src": "https://funding.tech.eu/companies/2032D6E7-54D6-4DBF-9B1B-5BD93D69C46C" } ], "customers": [ "BMW", "Mercedes-Benz", "Honda", "Nissan", "Siemens" ], "owner": "2025-10 被 CoreWeave 收购（价格未披露，11 月初完成）", "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "收购来源 https://seedtable.com/exits/monolith-ai ；原股东 IP Group 持约 12.3%（r1 引 IP Group 公告）。" }, { "name": "Navier AI", "layer": "b2", "url": "https://www.navier.ai", "hq": "旧金山", "founded": 2023, "desc": "智能体驱动工程：自动处理 CFD 的几何、网格、设置与后处理", "total_raised": "累计融资约 $6.1M（含 $500K 加速器，PitchBook）", "funding": [ { "date": "2025-12", "round": "种子轮", "amount": "$5.6M", "lead": "GV、HCVC、Y Combinator", "src": "https://www.finsmes.com/2025/12/navier-raises-5-6m-in-seed-funding.html" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2026-04 发布 Navier CFD。PitchBook 页面状态写「Acquired/Merged」，但未找到收购公告，不采信，建议复核。" }, { "name": "Neural Concept", "layer": "b2", "url": "https://www.neuralconcept.com", "hq": "洛桑", "founded": 2018, "desc": "CAD 原生的物理感知深度学习，仿真代理模型与生成式设计", "total_raised": "累计融资约 $138M", "funding": [ { "date": "2025-12", "round": "C 轮", "amount": "$100M", "lead": "Goldman Sachs Alternatives 成长股权（跟投：Forestay、Alven、HTGF、D. E. Shaw、Aster）", "src": "https://in.marketscreener.com/news/neural-concept-closes-100m-funding-round-led-by-growth-equity-at-goldman-sachs-alternatives-to-scal-ce7d50dcde88ff27" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "成立年份口径不一（2018 / 2019）；沿用 r1。" }, { "name": "Nominal", "layer": "b2", "url": "https://nominal.io/", "hq": "洛杉矶", "founded": 2022, "desc": "硬件测试数据平台：高速传感数据的管理、分析与测试自动化", "valuation": { "v": "$1B", "date": "2026-03", "kind": "B-2 轮估值，报道与公司公告", "src": "https://finance.yahoo.com/news/hardware-testing-startup-nominal-hits-185952738.html" }, "total_raised": "累计融资未披露口径（B 轮两笔合计 $155M，10 个月内）", "funding": [ { "date": "2025-06", "round": "B 轮", "amount": "$75M", "lead": "Sequoia Capital（跟投：Lightspeed、Lux、General Catalyst、Founders Fund）", "src": "https://www.verdict.co.uk/nominal-to-advance-real-time-hardware-testing/" }, { "date": "2026-03", "round": "B 轮扩展（B-2）", "amount": "$80M", "lead": "Founders Fund（跟投：Sequoia、General Catalyst、Lux、Red Glass、Lightspeed）", "post": "估值 $1B", "src": "https://finance.yahoo.com/news/hardware-testing-startup-nominal-hits-185952738.html" } ], "key_data": [ { "k": "收入增速", "v": "同比 7 倍（公司自报）", "date": "2026-03", "src": "https://www.tipranks.com/news/private-companies/nominal-hits-1b-valuation-with-80-million-acceleration-round-to-scale-industrial-software-platform" }, { "k": "客户", "v": "超 60 个关键项目；美国五大国防承包商中的 4 家", "date": "2026-03", "src": "https://www.tipranks.com/news/private-companies/nominal-hits-1b-valuation-with-series-b-extension-as-it-broadens-beyond-defense" } ], "customers": [ "Anduril", "Shield AI", "US Air Force", "Pratt Miller Motorsports" ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "B 轮日期：Verdict 报道 2025-06，公司博客页面日期 2025-09，两处不一致，按报道日期。AI 成分（异常检测等）没有单独披露，偏测试数据平台；分组可议（b2 或 a1）。" }, { "name": "Ohm", "layer": "b2", "url": "https://www.ycombinator.com/companies/ohm-2", "hq": "美国旧金山", "founded": 2023, "desc": "AI 智能体帮硬件团队分析测试数据、做验证决策", "total_raised": "累计融资未披露", "funding": [ { "date": "2023", "round": "YC Winter 2023 批次", "amount": "未披露", "lead": "Y Combinator", "src": "https://www.ycombinator.com/companies/ohm-2" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "在 YC 公司页核到(ohm-2)。做电池/汽车/消费电子研发测试与验证,不是跨岗位制造业 Agent,更接近研发设计(b2),建议移出 e1。团队约 6 人(第三方)。" }, { "name": "PhysicsX", "layer": "b2", "url": "https://www.physicsx.ai", "hq": "伦敦", "founded": 2019, "desc": "工程仿真「物理 AI」，把仿真从几天压到几秒", "valuation": { "v": "约 $2.4B", "date": "2026-06", "kind": "C 轮估值，媒体报道", "src": "https://thenextweb.com/news/physicsx-temasek-300m-series-c-ai-simulation" }, "total_raised": "累计融资未汇总", "funding": [ { "date": "2026-06", "round": "C 轮", "amount": "$300M", "lead": "Temasek 领投（跟投：M&G、Intrepid；NVIDIA、Applied Materials、Atomico、General Catalyst、Siemens 加码）", "src": "https://thenextweb.com/news/physicsx-temasek-300m-series-c-ai-simulation", "post": "估值约 $2.4B" }, { "date": "2025-06", "round": "B 轮", "amount": "未单独核", "lead": "Atomico", "src": "https://www.physicsx.ai/newsroom/physicsx-announces-extension-to-series-b-round" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "沿用 r1 数据，未二次核；Series B 金额未补。" }, { "name": "Rescale", "layer": "b2", "url": "https://rescale.com", "hq": "旧金山", "founded": 2011, "desc": "云端 HPC 仿真平台，叠加与 NVIDIA 合作的 AI Physics", "total_raised": "累计融资 $260M+", "funding": [ { "date": "2025-04", "round": "D 轮", "amount": "$115M", "lead": "公告未点名领投（NVIDIA、Applied Ventures、Foxconn、Hitachi Ventures、NEC、YC 等参与）", "src": "https://www.rescale.com/de/news/rescale-secures-115-million-to-accelerate-innovation-with-ai-driven-digital-engineering/" } ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "本质是仿真算力云，AI 属性来自 AI Physics 叠加层；沿用 r1。" }, { "name": "Siml.ai", "layer": "b2", "url": "https://siml.ai/", "hq": "科希策（斯洛伐克）", "founded": 2021, "founded_month": "2021-09", "desc": "基于物理信息神经网络的 AI 仿真平台，把数值仿真加速到小时或分钟级", "total_raised": "累计融资约 $1M（聚合站）", "funding": [ { "date": "2022-12", "round": "种子轮", "amount": "约 €0.95M", "lead": "CB Investment Management（跟投：Tiny Supercomputer Investment Company、Lemonade Stand）", "src": "https://profiles.crustdata.com/company/dimensionlab" } ], "key_data": [ { "k": "用户数", "v": "2,500+", "date": "2026", "src": "https://dimensionlab.org/products/simlai" } ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "运营主体是 DimensionLab，Siml.ai 是其平台产品。网站对脚本返回 429，已由搜索结果确认站点存在。融资口径仅聚合站，规模很小，资料少。" }, { "name": "SimScale", "layer": "b2", "url": "https://www.simscale.com", "hq": "慕尼黑", "founded": 2012, "desc": "云原生仿真平台，叠加 Physics AI 与工程 AI 智能体", "revenue": { "v": "约 $21.6M", "date": "2024", "kind": "聚合站估算", "src": "https://www.ampulse.online/company/simscale" }, "total_raised": "累计融资约 $59M（Crustdata；其他聚合站 $59-86M 不一）", "funding": [ { "date": "2021-10", "round": "C 轮", "amount": "$29.2M", "lead": "Molten Ventures（跟投：Insight、Vsquared、USV）", "src": "https://profiles.crustdata.com/company/simscale" } ], "key_data": [ { "k": "注册用户", "v": "90 万+", "date": "2026-07", "src": "https://www.ampulse.online/company/simscale" } ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "2021 年之后无新股权融资披露（最近记录为债务）；总融资额各聚合站不一致，以 Crustdata 为准。" }, { "name": "CADDi", "layer": "b3", "url": "https://caddi.com", "hq": "东京", "founded": 2017, "desc": "读图纸与 CAD，关联采购与不良数据，做制造业 AI 数据层与 Agent", "valuation": { "v": "$1.2B", "date": "2026-09", "kind": "D 轮估值，Fortune 报道", "src": "https://fortune.com/2026/09/15/caddi-manufacturing-startup-valuation-funding-round-series-d-exclusive/" }, "total_raised": "累计融资约 $234M", "funding": [ { "date": "2026-09", "round": "D 轮", "amount": "$114M", "lead": "Moore Strategic Ventures、Coreline 等（跟投：Woven Capital、Recruit HR Tech Fund、Atomico）", "src": "https://fortune.com/2026/09/15/caddi-manufacturing-startup-valuation-funding-round-series-d-exclusive/", "post": "估值 $1.2B" } ], "isa": [ "设计", "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "沿用 r1，领投方名称按 r1 摘要写，未二次核；员工约 900；美国办公室在芝加哥。" }, { "name": "CoLab Software", "layer": "b3", "url": "https://www.colabsoftware.com", "hq": "加拿大（待核）", "founded": 2015, "desc": "设计评审平台与 AutoReview 智能体，把工程经验变成 AI 知识", "total_raised": "累计融资约 $117M", "funding": [ { "date": "2025-11", "round": "C 轮", "amount": "$72M", "lead": "Intrepid Growth Partners（跟投：Insight、YC）", "src": "https://finbets.websol.barchart.com/?module=topNews&storyID=36027995&selected=news&symbol=" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "沿用 r1；总部城市（r1 写维多利亚）与成立年未二次核。" }, { "name": "Dirac", "layer": "b3", "url": "https://www.diracinc.com/", "hq": "纽约", "founded": 2023, "desc": "BuildOS：从 CAD 自动生成装配作业指导、MBOM 和工艺路线", "total_raised": "累计融资约 $10.7M", "funding": [ { "date": "2025-08", "round": "种子轮", "amount": "$10.7M", "lead": "Founders Fund、Coatue", "src": "https://www.alleywatch.com/2025/08/dirac-buildos-manufacturing-automation-software-work-instructions-ai-cad-documentation-platform-fil-aronshtein/" } ], "key_data": [ { "k": "Anduril 作业指导编写时间降幅", "v": "87.5%（公司自报）", "date": "2026-07", "src": "https://www.diracinc.com/" } ], "customers": [ "Anduril", "Ancra Aircraft", "Grimme" ], "isa": [ "设计", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "与 Siemens 有战略合作（见 AlleyWatch）。横跨 b3（CAD 到 MBOM/BOP）与 c1（车间执行），按设计到工艺的主线归 b3。估值、收入未披露。" }, { "name": "Duro", "layer": "b3", "url": "https://durolabs.co", "hq": "洛杉矶", "desc": "AI 原生云 PLM：自然语言搜索、变更单与 BOM 自动化", "total_raised": "累计融资约 $17M+（聚合站，未核）", "funding": [ { "date": "早期", "round": "累计", "amount": "约 $17M+", "lead": "未核", "src": "https://axomap.com/maps/ai-for-engineering-product-development-product-data-plm-digital-thread-ai" } ], "owner": "2025-12 被 Altium 收购（价格未披露；r1 记 2025-11）", "isa": [ "设计", "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2025-06 重发 Duro Design；官网域名未核。收购见 https://www.cbinsights.com/company/duro-1 ，Altium 播客称 Duro 仍作独立产品保留。" }, { "name": "OpenBOM", "layer": "b3", "url": "https://www.openbom.com", "hq": "波士顿（待核）", "desc": "云 BOM/PLM，与 Leo AI 联合做产品记忆与 AI 建议", "total_raised": "累计融资未披露", "isa": [ "设计", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "融资未披露；AI 属性靠合作 https://www.demystifyingplm.com/case-study-openbom-leo-ai-product-data-intelligence ，本身不强，可考虑删。" }, { "name": "Partium", "layer": "b3", "url": "https://www.partium.io", "hq": "费城（CB Insights 口径）", "founded": 2020, "desc": "用图像识别与 AI 识别、检索备件，服务维修与售后", "total_raised": "累计融资约 $15M+（PitchBook 另有更高口径，未核）", "funding": [ { "date": "2024-02", "round": "A 轮", "amount": "$15M", "lead": "Trestle Partners（跟投：TechNexus、Riverside Acceleration Capital、Bloomhaus 等）", "src": "https://profiles.crustdata.com/company/partium" } ], "isa": [ "设计", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "A 轮日期两处不一：Crustdata 2024-02，PitchBook 2024-09。偏售后/备件，也像 c1，建议考虑挪层；官网域名待核。" }, { "name": "Physna", "layer": "b3", "url": "https://www.physna.com", "hq": "哥伦布（俄亥俄）", "founded": 2015, "desc": "几何深度学习，按形状检索与比对 3D 零件（含 Thangs）", "total_raised": "累计融资约 $86M（聚合站）", "funding": [ { "date": "2021-01", "round": "B 轮", "amount": "$20M", "lead": "Sequoia Capital（跟投：Drive Capital）", "src": "https://yespress.io/physna" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "来源均为聚合/科普站，没找到一手公告；2021 年 $56M 增长轮（Tiger Global 领投）与另一页写的 2025-07 $56M 冲突，需复核。" }, { "name": "SPREAD AI", "layer": "b3", "url": "https://www.spread.ai", "hq": "慕尼黑（待核）", "desc": "产品数据知识图谱加智能体，做工程智能（产品孪生）", "total_raised": "累计融资约 $49M", "funding": [ { "date": "2026-04", "round": "B 轮", "amount": "$30M", "lead": "投资方含 DTCP、IQT、OTB Ventures、Salesforce Ventures、Thesiger；老股东 HV Capital、NAP 跟投（领投未核）", "src": "https://tech.eu/2026/04/29/spread-ai-raises-30m-series-b-for-industrial-ai/" } ], "isa": [ "设计", "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "沿用 r1，未二次核。" }, { "name": "Trace.Space", "layer": "b3", "url": "https://www.trace.space/", "hq": "里加", "founded": 2022, "desc": "AI 原生需求管理与追溯平台，把需求处理和供应商协作从几天缩到几分钟", "total_raised": "累计融资约 $4M", "funding": [ { "date": "2025-02", "round": "种子轮", "amount": "$4M", "lead": "Cherry Ventures（跟投：Outlast Fund、Nebular、Fiedler Capital、Change Ventures）", "src": "https://cherry.vc/news/rebuilding-western-manufacturings-edge-why-were-leading-tracespaces-4m-seed-round" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "创始人 Jānis Vāvere 等；目标客户汽车、航天、医疗器械。估值、收入、客户名未披露。" }, { "name": "Werk24", "layer": "b3", "url": "https://werk24.io", "hq": "慕尼黑", "founded": 2019, "desc": "AI 解析工程图纸，输出尺寸、公差等结构化 JSON", "total_raised": "累计融资未披露（Tracxn 显示未融资）", "isa": [ "设计", "L4" ], "stack": "服务", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "来源仅为聚合站（CB Insights 记 Plug and Play 加速器；https://cbi-www.lighthouse.ai/company/werk24）；资料很少。" }, { "name": "Allspice", "layer": "b4", "url": "https://allspice.io/", "hq": "旧金山", "desc": "电子硬件团队的协作与版本管理平台，并推出设计校验 AI 代理", "total_raised": "累计融资约 $25M（报道口径）", "funding": [ { "date": "2025-06", "round": "A 轮", "amount": "$15M", "lead": "Rethink Impact（跟投：L'ATTITUDE Ventures、GingerBread Capital、DNX Ventures、Root Ventures、Benchstrength、Flybridge）", "src": "https://www.finsmes.com/2025/06/allspice-io-raises-15m-in-series-a-funding.html" } ], "customers": [ "Blue Origin", "Bose", "Tools for Humanity" ], "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "成立年份未对上：产品 2022 年上线，聚合站写 2019，因此不填 founded。客户名来自 TechCrunch 报道的转述（https://www.indexbox.io/blog/allspice-secures-15m-series-a-for-electrical-engineering-collaboration-tools/）。AI 部分是 2025 年起的设计校验代理，核心仍是协作平台。估值、收入未披露。" }, { "name": "Celus", "layer": "b4", "url": "https://www.celus.io", "hq": "慕尼黑", "founded": 2018, "desc": "AI 智能体把需求转成器件选型、框图与原理图", "total_raised": "累计融资约 $27M（Seedtable）", "funding": [ { "date": "2022-07", "round": "A 轮", "amount": "€25M", "lead": "Earlybird Venture Capital（跟投：2xN、Speedinvest 等）", "src": "http://www.celus.io/hubfs/CELUS_Company_Overview.pdf" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2022 年后无新融资披露。" }, { "name": "Diode Computers", "layer": "b4", "url": "https://www.diode.computer", "hq": "纽约", "desc": "AI 加制造约束生成可量产 PCB，交付板子而非文件", "total_raised": "累计融资未披露（A 轮 $11.4M）", "funding": [ { "date": "2025-07", "round": "A 轮", "amount": "$11.4M", "lead": "Andreessen Horowitz", "src": "https://a16z.com/announcement/investing-in-diode/" } ], "isa": [ "设计", "L2" ], "stack": "服务", "auto": "自治执行", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "YC 孵化；成立月份未查到；官网域名待核。模式是「AI 设计加代工交付」，偏服务。" }, { "name": "Flux", "layer": "b4", "url": "https://www.flux.ai", "hq": "旧金山（待核）", "desc": "PCB 设计 AI 智能体，开放 MCP 供 Claude/Cursor 调用", "total_raised": "累计融资约 $37M", "funding": [ { "date": "2026-02", "round": "B 轮", "amount": "$37M（含 $10M 种子）", "lead": "8VC（跟投：Bain Capital Ventures 等）", "src": "https://www.digitaltoday.co.kr/en/view/14794/flux-raises-37-million-to-automate-pcb-development-with-ai" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "沿用 r1，$37M 是否为累计口径需复核（来源为韩国媒体转述）。" }, { "name": "JITX", "layer": "b4", "url": "https://www.jitx.com", "hq": "伯克利", "founded": 2017, "desc": "用代码描述电路，自动选件、布局、布线并校验", "total_raised": "累计融资约 $12.2M（Tracxn）", "funding": [ { "date": "2022-09", "round": "A 轮", "amount": "$12M", "lead": "Sequoia Capital", "src": "https://yespress.io/jitx" } ], "customers": [ "Honeywell", "Lockheed Martin", "Northrop Grumman", "OpenAI", "HP" ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "YC S18；客户名只见聚合站，未见一手出处；融资金额来自聚合站。" }, { "name": "Quilter", "layer": "b4", "url": "https://www.quilter.ai", "hq": "洛杉矶", "founded": 2019, "desc": "物理驱动强化学习，全自动 PCB 布局", "total_raised": "累计融资约 $40M", "funding": [ { "date": "2025-10", "round": "B 轮", "amount": "$25M", "lead": "Index Ventures", "src": "https://www.businesswire.com/news/home/20251007165399/en/Quilter-Secures-%2425M-Series-B-to-Eliminate-Manual-PCB-Design-with-Physics-Driven-AI" } ], "isa": [ "设计" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "沿用 r1。" }, { "name": "Augmented Industries", "layer": "c1", "url": "https://www.augmented-industries.com/", "hq": "慕尼黑", "founded": 2021, "desc": "Flow Tool：AI 生成作业指导、微培训和排障，面向一线技师", "total_raised": "累计融资约 €4.5M（欧盟 EIC 页另称已融约 €10M、正寻 A 轮，口径未对上）", "funding": [ { "date": "2025-09", "round": "Pre-seed", "amount": "€4.5M", "lead": "b2venture（跟投：1st Kind、xdeck、DnA Ventures；另有 EIC Accelerator 资助）", "src": "https://www.it-boltwise.de/augmented-industries-treibt-ki-entwicklung-mit-45-millionen-euro-voran.html" } ], "key_data": [ { "k": "员工数", "v": "约 15 人", "date": "2026-07", "src": "https://profiles.crustdata.com/company/augmented-industries" } ], "customers": [ "Siemens", "BMW Group", "Vestas", "ZF Group", "Ford Motor Company" ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "能源电力" ], "player": "AI 原生创业", "note": "官网 augmented-industries.com，产品站 flow-tool.com。客户名来自投资方 1st Kind 公告（https://www.linkedin.com/posts/1stkind_augmented-industries-raises-45m-pre-seed-activity-7378764311604703232-Ypwq）及 Crustdata，公司官网未逐一核。EIC 说明页：https://ec.europa.eu/newsroom/eic_community/items/946747/en" }, { "name": "Augmentir", "layer": "c1", "url": "https://www.augmentir.com", "hq": "美国宾州 Horsham", "founded": 2018, "desc": "连接工人平台：数字作业指导、技能分析加 Copilot", "total_raised": "累计融资约 $11M（CB Insights 聚合站）", "funding": [ { "date": "2021-11", "round": "A 轮", "amount": "$7.5M", "lead": "未查到", "src": "https://fundediq.co/augmentir-augmentir-com-funding/" }, { "date": "2023-04", "round": "B 轮", "amount": "未披露", "lead": "Pritzker Group Venture Capital", "src": "https://www.cbinsights.com/company/augmentir/financials" } ], "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "融资全部来自聚合站，累计数口径不一（$7.5M–$16.9M）；2023 轮次名称各站不一致。" }, { "name": "Drishti", "layer": "c1", "hq": "美国加州 Mountain View", "founded": 2016, "desc": "用视频 AI 理解装配线上的人工动作，做工时和质量分析", "total_raised": "累计融资约 $35M（Tracxn 聚合站；另有站点写约 $100M，口径冲突）", "funding": [ { "date": "2020-06", "round": "B 轮", "amount": "未披露", "lead": "未核", "src": "https://tracxn.com/d/companies/drishti/__kw4NWYYnWC0hRGe37bjRP31CSKpH-vY-E1Jg8OPUgN4" } ], "owner": "2023 年被收购，买方据 Tracxn 与 CB Insights 为 Apple（金额未披露，未见双方公告）", "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "收购买方只有聚合站说法，需官方或媒体稿核实；官网 drishti.com 本轮抓取不通（可能已下线），成立年各站 2016/2017 不一。建议列为已被收购展示。" }, { "name": "Fabrico", "layer": "c1", "url": "https://fabrico.io", "hq": "保加利亚索非亚", "founded": 2022, "desc": "制造业维修和设备管理软件，新增 OEE 模块用 IoT 加视觉 AI", "total_raised": "累计融资约 €680K（tech.eu 聚合站）", "funding": [ { "date": "2025-01", "round": "跟投轮", "amount": "未披露", "lead": "Sofia Angels Ventures、Ficosota", "src": "https://en.ain.ua/2025/01/22/fabrico-secures-funding-from-sofia-angels-ventures/" } ], "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "体量很小，AI 成分主要是新 OEE 模块的视觉分析；资料少，是否收录请定。" }, { "name": "Fiix", "layer": "c1", "url": "https://fiixsoftware.com", "hq": "加拿大多伦多", "founded": 2008, "desc": "云 CMMS 维修管理，嵌入 AI 预测和 Fiix MAX", "total_raised": "累计融资未披露", "owner": "2021-01 完成被 Rockwell Automation 收购（2020-11 宣布，金额未披露）", "product_line_of": "Rockwell Automation", "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "大厂产品线", "note": "Rockwell 完成公告 https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Completes-the-Acquisition-of-Fiix-Inc--Cloud-Software-Company-for-Leading-Edge-Maintenance-Solutions.html ；2026-07 与 Augury 宣布合作打通 Fiix MAX。收购后作为 Rockwell 产品线，player 按 Rockwell 归类。" }, { "name": "First Resonance", "layer": "c1", "url": "https://firstresonance.io/", "hq": "洛杉矶（El Segundo）", "founded": 2018, "desc": "ION Factory OS：面向先进硬件厂的制造执行系统，带制造 AI 代理", "total_raised": "累计融资约 $32M（洛杉矶商业周刊，2024-12）", "funding": [ { "date": "2024-11", "round": "扩展轮", "amount": "$12.5M", "lead": "Third Prime（跟投：Blue Bear Capital 等）", "src": "https://labusinessjournal.com/featured/first-resonance-raises-12-5m/" } ], "key_data": [ { "k": "客户数", "v": "50+ 家航天、能源、国防、机器人企业", "date": "2024-12", "src": "https://labusinessjournal.com/featured/first-resonance-raises-12-5m/" } ], "customers": [ "Radiant Nuclear", "Saronic", "K2 Space", "Phase Four" ], "isa": [ "L3" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2025-06 发布制造 AI 代理 ION Intelligence（见聚合站 FIRST CVC：https://www.firstcvc.jp/global/firstresonance.io ），客户名亦出自该页。成立年份各处 2018–2020 不一，取 2018。聚合站流传的 $130M B 轮无可靠来源，不采。估值、收入未披露。" }, { "name": "Fulcrum", "layer": "c1", "url": "https://fulcrumpro.com/", "hq": "明尼阿波利斯", "desc": "面向中小加工厂的云 ERP / MES，新增原生制造 AI Archie", "total_raised": "累计融资约 $39.9M（聚合站）", "funding": [ { "date": "2023-08", "round": "A 轮", "amount": "$18M", "lead": "Bessemer Venture Partners", "src": "https://fundediq.co/fulcrum-fulcrumpro-com-funding/" } ], "isa": [ "L3" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "专业老厂", "note": "指 Fulcrum Pro（Menlo 文章所提的 MES 云化代表），与同名保险 AI 公司 Fulcrum 无关。2026-10 官方介绍 Archie：问答与改数据已上线，建应用 beta，代理待上线（https://fulcrumpro.com/article/archie-fulcrums-native-manufacturing-ai-takes-action-on-your-shops-data）。A 轮日期聚合站有 2022-10 与 2023-08 两个口径，按最新；成立年份未核，不填。估值、收入未披露。" }, { "name": "Invisible AI", "layer": "c1", "url": "https://invisible.ai", "hq": "美国旧金山（South San Francisco）", "founded": 2018, "desc": "本地部署视觉 AI 捕捉装配动作，给出生产率和安全建议", "total_raised": "累计融资约 $21.6M（Crustdata 聚合站）", "funding": [ { "date": "2022-09", "round": "A 轮", "amount": "$15M", "lead": "Van Tuyl Companies", "src": "https://profiles.crustdata.com/company/invisible-ai" } ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "与做 AI 数据标注的 Invisible Technologies 无关，注意区分；2022 年后未查到新融资，A 轮来自聚合站。" }, { "name": "MachineMetrics", "layer": "c1", "url": "https://www.machinemetrics.com", "hq": "美国马萨诸塞州 Easthampton", "founded": 2015, "desc": "机床联网加边缘 AI，做加工产线监控与生产运营平台", "revenue": { "v": "$14.7M", "date": "2024-06", "kind": "聚合站估算", "src": "https://www.caplight.com/company/machinemetrics" }, "total_raised": "累计融资约 $37.7M（Crustdata 聚合站）", "funding": [ { "date": "2021-06", "round": "B 轮", "amount": "$20M", "lead": "Teradyne", "src": "https://parsers.vc/startup/machinemetrics.com/" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "成立年各站 2014/2015 不一；2025-11 发布 Max AI，2026-09 在 IMTS 发布 MaximaOS（Caplight 摘录，需公司稿核实）；2021 年后未查到新融资。" }, { "name": "MaintainX", "layer": "c1", "url": "https://www.getmaintainx.com", "hq": "美国旧金山", "founded": 2018, "desc": "移动优先维修工单与资产管理平台，带 AI 排障副驾", "revenue": { "v": "超 $135M", "date": "2026 日历年", "kind": "ARR，Autodesk 收购公告引述，预计同比增长超 50%", "src": "https://adsknews.autodesk.com/ja/news/acquire-maintainx/" }, "total_raised": "累计融资未汇总", "funding": [ { "date": "2025-07", "round": "D 轮", "amount": "$150M", "lead": "未核", "post": "估值 $2.5B", "src": "https://www.nasdaq.com/articles/ai-effect-maintainx-sees-valuation-jump-25b-150m-series-d-raise" } ], "owner": "2026-05-28 宣布、2026-08-02 完成被 Autodesk 收购（约 $3.6B 现金）", "product_line_of": "Autodesk", "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "收购价：Autodesk 日文稿写约 36 亿美元现金；r1 另引 SEC 披露写 35.3 亿，两者差异未核。完成公告见 https://adsknews.autodesk.com/en/news/welcoming-maintainx/ ，ARC 分析见 https://www.arcweb.com/blog/autodesk-completes-maintainx-acquisition-expand-connected-operations-strategy 。" }, { "name": "Poka", "layer": "c1", "url": "https://www.poka.io", "hq": "加拿大蒙特利尔", "founded": 2014, "desc": "连接工人平台，AI 生成作业指导和问题排查", "total_raised": "累计融资未披露", "customers": [ "Nestlé", "Tetra Pak", "Mars", "Rio Tinto", "Coty", "Alcoa", "Hitachi Energy", "Mahle" ], "owner": "2023-06 被 IFS 签约收购（金额未披露）", "product_line_of": "IFS", "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "专业老厂", "note": "IFS 公告写 2023-06-20 签约，预计 Q3 完成；融资历史本轮未查。" }, { "name": "Quartic.ai", "layer": "c1", "url": "https://www.quartic.ai", "hq": "加州", "founded": 2016, "desc": "受监管批生产的偏差监测、持续工艺验证与放行 AI", "total_raised": "累计融资约 $5M（聚合站，口径偏低）", "key_data": [ { "k": "客户成效", "v": "生物制品批次产率提高 15-20%（合并公告口径）", "date": "2026-10", "src": "https://www.sdcexec.com/software-technology/ai-ar/news/22975983/psc-parkoursc-parkoursc-acquires-quartic-endtoend-ai" } ], "owner": "2026-10-14 被 ParkourSC 收购（未披露）", "product_line_of": "ParkourSC", "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "流程工业" ], "player": "AI 原生创业", "note": "成立年份为凭已知（待核）；偏生命科学制造，建议 c1 或 c2。收购来源：https://www.bio-itworld.com/news/2026/10/27/parkoursc-acquires-quartic--pacbio-partners-with-verily--cas-data-arrives-in-microsoft-copilot" }, { "name": "Retrocausal", "layer": "c1", "url": "https://retrocausal.ai", "hq": "美国西雅图 Redmond", "founded": 2019, "desc": "用视觉 AI 看装配工序，做防错、作业指导和自动工时", "total_raised": "累计融资约 $12.1M（Crustdata 聚合站）", "funding": [ { "date": "2023-11", "round": "种子轮", "amount": "$5.3M", "lead": "Glasswing Ventures、One Way Ventures、Indicator Ventures（联合领投）", "src": "https://www.differential.vc/news/tag/Retrocausal" }, { "date": "2025-10", "round": "Venture 轮", "amount": "约 $2.4M", "lead": "未披露", "src": "https://profiles.crustdata.com/company/retrocausal" } ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2025-10 一轮只有聚合站，需官方稿核实；有与 Honda Innovations、Siemens 的联合项目。" }, { "name": "Scope", "layer": "c1", "url": "https://www.getscope.ai/", "hq": "伦敦", "founded": 2024, "desc": "面向检验认证（TIC）行业，用 AI 把现场检验记录和报告自动化", "total_raised": "累计融资约 $20M（单轮）", "funding": [ { "date": "2026-05", "round": "A 轮", "amount": "$20M", "lead": "Index Ventures（跟投：Susa Ventures、Entrepreneurs First、Syndicate 1）", "src": "https://www.finsmes.com/2026/05/scope-raises-20m-in-funding.html" } ], "key_data": [ { "k": "前十大全球检验公司中使用其平台的家数", "v": "6 家", "date": "2026-05", "src": "https://www.indexventures.com/perspectives/building-the-first-intelligence-layer-for-industrial-assets-our-investment-in-scope/" }, { "k": "ARR 增速（自上线 2025-07 起）", "v": "9 倍，试点转化率 100%", "date": "2026-05", "src": "https://www.indexventures.com/perspectives/building-the-first-intelligence-layer-for-industrial-assets-our-investment-in-scope/" } ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "估值、收入绝对值未披露。服务对象是工业资产检验员（TIC），算现场运营类；分组可议（c1 或 c5）。VC 文章为 Index Ventures 2026-05。" }, { "name": "Sight Machine", "layer": "c1", "url": "https://sightmachine.com", "hq": "美国旧金山", "founded": 2011, "desc": "制造数据平台，推工业 AI Agent 让操作员直接问产线数据", "revenue": { "v": "约 $21M", "date": "2024-11", "kind": "二手站转述，非公司确认", "src": "https://yespress.io/jon-sobel" }, "total_raised": "累计融资口径不一（二手站 $80M–$148M），公司口径未查到", "funding": [ { "date": "2025-09", "round": "战略股权投资", "amount": "未披露", "lead": "NVIDIA NVentures", "src": "https://yespress.io/jon-sobel" } ], "key_data": [ { "k": "覆盖国家", "v": "20+", "date": "2026-05", "src": "https://yespress.io/jon-sobel" } ], "customers": [ "Nike", "Sony", "Nissan", "Google" ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "专业老厂", "note": "融资和收入数字全部来自聚合/二手站，需官方稿核实；2026 年 Hannover Messe 预览 AI Agent crews。" }, { "name": "Squint", "layer": "c1", "url": "https://squint.ai", "hq": "美国旧金山", "founded": 2021, "desc": "AR 加 AI 把老师傅的操作录成流程，让新人照做", "total_raised": "累计融资约 $59M（三轮公告合计）", "funding": [ { "date": "2023-05", "round": "种子轮", "amount": "$6M", "lead": "Sequoia Arc、Menlo Ventures", "src": "https://menlovc.com/perspective/squint-emerges-from-menlo-labs/" }, { "date": "2023-11", "round": "A 轮", "amount": "$13M", "lead": "Sequoia Capital（Menlo 跟投）", "src": "https://techcrunch.com/2023/11/29/squint-ai-ar/" }, { "date": "2025-08", "round": "B 轮", "amount": "$40M", "lead": "The Westly Group、TCV（Sequoia、Menlo 跟投）", "post": "投后约 $267M（Forge 二级市场站）", "src": "https://www.finsmes.com/2025/08/squint-raises-40m-in-series-b-funding.html" } ], "customers": [ "Volvo Group", "Michelin", "Schneider Electric", "PepsiCo", "Siemens", "Colgate-Palmolive" ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "能源电力" ], "player": "AI 原生创业", "note": "r1 写成立约 2023，已更正为 2021（TechCrunch、Menlo 均写 2021 创办，Menlo Labs 孵化）；投后估值来自 Forge Global。" }, { "name": "Tulip", "layer": "c1", "url": "https://tulip.co", "hq": "美国马萨诸塞州 Somerville", "founded": 2012, "desc": "一线运营无代码平台，内置 AI 助手做异常分析和应用生成", "valuation": { "v": "$1.3B", "date": "2026-01", "kind": "D 轮估值，据 r1 对 BusinessWire 公告的转述", "src": "https://www.businesswire.com/news/home/20260115237161/en/Tulip-Secures-%24120M-Series-D-to-Give-Frontline-Workers-AI-Superpowers" }, "total_raised": "累计融资未汇总（D 轮 $120M 见上）", "funding": [ { "date": "2026-01", "round": "D 轮", "amount": "$120M", "lead": "三菱电机", "post": "估值 $1.3B", "src": "https://www.businesswire.com/news/home/20260115237161/en/Tulip-Secures-%24120M-Series-D-to-Give-Frontline-Workers-AI-Superpowers" } ], "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "成立年 2012 为 r1 待核（svtr 写 2013）；累计融资、收入、客户本轮未补，留给后续核对。" }, { "name": "UpKeep", "layer": "c1", "url": "https://upkeep.com", "hq": "美国洛杉矶", "founded": 2016, "desc": "移动维修工单和资产管理，带 AI Agent 辅助现场技工", "total_raised": "累计融资未披露（早期投资方含 Emergence、Insight Partners、Battery，据创始人帖）", "funding": [ { "date": "2026-05", "round": "战略成长投资", "amount": "未披露", "lead": "Accel-KKR", "src": "https://www.accel-kkr.com/upkeep-announces-strategic-growth-investment-from-accel-kkr/" } ], "key_data": [ { "k": "用户数", "v": "40 万+，覆盖 60 国", "date": "2026-05", "src": "https://www.accel-kkr.com/upkeep-announces-strategic-growth-investment-from-accel-kkr/" } ], "customers": [ "McDonald's", "Caterpillar", "Chevron" ], "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "r1 写成立 2014（待核），创始人 2026-05 称公司创办十年前，按 2016（YC 同年）填；公告提到 Supernova AI Agent、UpKeep Safety、UpKeep Learn。" }, { "name": "Aera Technology", "layer": "c2", "url": "https://www.aeratechnology.com", "hq": "美国加州 Mountain View", "founded": 2017, "desc": "决策智能平台，Agent 自动做库存、供需决策并执行", "total_raised": "累计融资约 $130M–$168M（聚合站口径不一）", "funding": [ { "date": "2026-05", "round": "战略投资", "amount": "未披露", "lead": "Accenture Ventures", "src": "https://www.finsmes.com/2026/05/aera-technology-receives-investment-from-accenture.html" }, { "date": "2019-06", "round": "C 轮", "amount": "$80M", "lead": "DFJ Growth", "post": "估值约 $330M（聚合站）", "src": "https://multiples.vc/private-comps/aera-technology" } ], "isa": [ "L4" ], "stack": "平台", "auto": "自治执行", "ind": [ "通用" ], "player": "专业老厂", "note": "成立年冲突：多数站点写 2017，PitchBook 曾写 2001（r1 提示），按 2017 填；它的前身 FusionOps 更早。2026 年被 Gartner 决策智能指南收录（Caplight 摘录）。" }, { "name": "Altana", "layer": "c2", "url": "https://altana.ai/", "hq": "纽约", "founded": 2018, "desc": "全球供应链 AI 网络：多层供应商图谱，做合规、关税和供应商替代分析", "valuation": { "v": "$1B", "date": "2024-07", "kind": "C 轮估值，公司公告", "src": "https://altana.ai/resources/arkema-selects-altana" }, "total_raised": "累计融资约 $343–344M（聚合站）", "funding": [ { "date": "2022-10", "round": "B 轮", "amount": "$100M", "lead": "投资方含 Activate Capital、GV、OMERS Ventures（领投未核）", "src": "https://pitchbook.com/profiles/company/268224-31" }, { "date": "2024-07", "round": "C 轮", "amount": "$200M", "lead": "US Innovative Technology Fund", "post": "估值 $1B", "src": "https://altana.ai/resources/arkema-selects-altana" } ], "customers": [ "Arkema", "Boston Scientific", "Maersk", "US Customs and Border Protection" ], "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "更偏贸易/海关合规与供应链图谱，工业软件属性弱，分组可议。聚合站称 2026-02 有 D 轮、$1.2B 估值、2026-07 并购 Cervo AI（PitchBook 记录），均未找到公司公告，不采。" }, { "name": "Auger", "layer": "c2", "url": "https://auger.com/", "hq": "贝尔维尤（美国华盛顿州）", "founded": 2024, "founded_month": "2024-10", "desc": "架在 ERP/WMS/TMS 之上的供应链决策层，AI 自动处理常规决策和异常", "total_raised": "累计融资约 $150M（ERP Today 报道）", "funding": [ { "date": "2024-10", "round": "A 轮", "amount": "$100M", "lead": "Oak HC/FT", "src": "https://auger.com/about/newsroom/introducing-auger-backed-by-100m-from-oak-hc-ft-and-led-by-a-team-of-world-class-experts/" }, { "date": "2026-07", "round": "B 轮", "amount": "$50M", "lead": "Eclipse（跟投：Oak HC/FT）", "src": "https://erp.today/auger-series-b-ai-agents-supply-chain-stack/" } ], "isa": [ "L4" ], "stack": "平台", "auto": "自治执行", "ind": [ "通用" ], "player": "AI 原生创业", "note": "创始人 Dave Clark（前亚马逊消费者业务 CEO）。偏通用企业供应链（计划+物流+库存），工业占比未披露，分组可议。auto 依据官方称与现有系统双向写回；聚合站 Multiples 写累计 $350M 与报道口径不符，不采。估值、收入未披露。" }, { "name": "Cognitio Labs", "layer": "c2", "url": "https://www.ycombinator.com/companies/cognitio-labs", "hq": "美国旧金山", "founded": 2023, "desc": "传感器加 AI 自动生成食品可追溯与合规记录", "total_raised": "累计融资未披露", "funding": [ { "date": "2023", "round": "YC Summer 2023 批次", "amount": "未披露", "lead": "Y Combinator", "src": "https://www.ycombinator.com/companies/cognitio-labs" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "流程工业" ], "player": "AI 原生创业", "note": "资料很少。主打 FDA FSMA 204 食品追溯,更像供应链合规,不像制造业数智员工,建议移 c2 或不收。官网未单独核到,url 用 YC 页。" }, { "name": "Everstream Analytics", "layer": "c2", "url": "https://www.everstream.ai", "founded": 2021, "founded_month": "2021-03", "desc": "AI 预测供应链中断与供应商风险，覆盖多层供应商", "total_raised": "累计融资约 $74M", "funding": [ { "date": "2022-05", "round": "A 轮", "amount": "$24M", "lead": "Morgan Stanley Investment Management", "src": "https://www.zoominfo.com/financial/everstream-analytics/558106318" }, { "date": "2023-04", "round": "B 轮", "amount": "$50M", "lead": "StepStone Group、Morgan Stanley Investment Management（联合领投）", "src": "https://www.zoominfo.com/financial/everstream-analytics/558106318" } ], "customers": [ "Nissan", "Danone", "Siemens", "Google", "DuPont", "DHL", "Bayer", "Andritz" ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "2021-03-02 由 DHL 内部孵化的 Resilience360 与 Riskpulse 合并成立；融资来自聚合站，需官方稿核；总部城市各站不一致，未核；2026 年 Gartner 供应商风险管理魔力象限领导者（RefBase 摘录）。偏供应链风险而非工厂内部排产，若图谱只收工厂向可考虑删。" }, { "name": "Kinaxis", "layer": "c2", "url": "https://www.kinaxis.com", "hq": "加拿大渥太华", "founded": 1984, "desc": "供应链并发计划平台 Maestro，用 AI 编排需求与供应", "total_raised": "上市公司，不适用", "key_data": [ { "k": "2026 Q2 SaaS 收入", "v": "US$106.5M，同比 +20%", "date": "2026-08", "src": "https://www.cantechletter.com/2026/11/analyst-raises-his-price-target-on-kinaxis-to-225-00/" }, { "k": "ARR", "v": "US$465.6M，同比 +19%", "date": "2026-08", "src": "https://www.cantechletter.com/2026/11/analyst-raises-his-price-target-on-kinaxis-to-225-00/" } ], "public": true, "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "TSX: KXS 上市；2026 Q3 财报定于 2026-11-04，发布后数据会更新；市面上个别站（Boreal Markets）写 ARR 5.12 亿，与加拿大媒体引述的财报不符，未采用。成立年 1984 为 r1 待核。" }, { "name": "Lyric", "layer": "c2", "url": "https://lyric.tech", "hq": "美国加州 Sunnyvale", "founded": 2021, "desc": "供应链决策平台，算法目录加 Agentic AI 做网络与库存规划", "total_raised": "累计融资约 $67M（公司口径）", "funding": [ { "date": "2025-08", "round": "B 轮", "amount": "$43.5M", "lead": "Insight Partners", "src": "https://lyric.tech/blogs-and-whitepapers/built-for-builders-backed-to-scale-43-5m-to-grow-lyric-s-ai-platform" } ], "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "成立年各站 2021/2022 不一；跟投方含 Primary、Permanent Capital、NewBuild、VMG、PSP。" }, { "name": "o9 Solutions", "layer": "c2", "url": "https://o9solutions.com", "hq": "美国得州 Dallas", "founded": 2009, "desc": "AI 驱动的集成业务计划与需求、供应计划平台", "valuation": { "v": "$3.7B", "date": "2022-01", "kind": "聚合站估算", "src": "https://parsers.vc/startup/o9solutions.com/" }, "revenue": { "v": "约 $157.5M", "date": "2026", "kind": "GetLatka 聚合站估算，非公司口径", "src": "https://getlatka.com/companies/lyric.tech/vs/o9-solutions" }, "total_raised": "累计融资约 $511M–$536M（聚合站口径不一）", "funding": [ { "date": "2022-01", "round": "成长轮", "amount": "$295M", "lead": "KKR", "post": "估值约 $3.7B（聚合站）", "src": "https://parsers.vc/startup/o9solutions.com/" } ], "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "所有融资、估值、收入都是聚合站数字；PitchBook 最近一笔是二级交易。成立年多数站点写 2009，部分写 2010。" }, { "name": "Optessa", "layer": "c2", "hq": "加拿大埃德蒙顿", "founded": 2001, "desc": "装配线和车间的智能排产与重排产", "total_raised": "累计融资未披露", "owner": "2024-02 被 Eyelit Technologies 收购（Banneker Partners 旗下，金额未披露）", "product_line_of": "Eyelit Technologies", "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "r1 写总部美国密歇根，CB Insights 写埃德蒙顿（加拿大），按后者填；买方 r1 未查到，现已补上，来源 CB Insights 摘录的 Eyelit 稿 https://www.cbinsights.com/company/optessa 。汽车前十 OEM 中四家在用。" }, { "name": "Optilogic", "layer": "c2", "url": "https://www.optilogic.com", "hq": "美国密歇根 Ann Arbor", "desc": "供应链设计与优化平台 Cosmic Frog，加 Leapfrog AI", "total_raised": "累计融资约 $53M（聚合站）", "funding": [ { "date": "2025-04", "round": "B 轮", "amount": "$40M", "lead": "NewRoad Capital Partners（MK Capital、Moore Strategic Ventures 跟投）", "src": "http://www.advfn.com/stock-market/stock-news/95805720/optilogic-closes-40m-series-b-to-accelerate-devel" } ], "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "成立年未核（公开站点没给明确年份）；一个聚合站另列 2026-04 一笔 $40M，疑为重复条目，未采用。" }, { "name": "Pelico", "layer": "c2", "url": "https://www.pelico.ai/", "hq": "巴黎", "founded": 2019, "desc": "接 ERP/MES/TMS 的工厂供应链编排平台，实时发现断料并带仿真", "total_raised": "累计融资约 $72M（公司口径，2025-06）", "funding": [ { "date": "2022-11", "round": "A 轮", "amount": "$18.5M", "lead": "领投方未逐一核（投资方含 Serena、83North、La Famiglia、ISAI）", "src": "https://www.pelico.ai/resources/our-articles/why-weve-raised-18m-and-how-it-will-enable-manufacturers-to-deal-with-complex-volatile-supply-chains" }, { "date": "2025-06", "round": "战略融资", "amount": "$40M", "lead": "General Catalyst（跟投：83North、Serena）", "src": "https://www.pelico.ai/resources/our-articles/pelico-announces-40m-strategic-financing-round-manufacturing-orchestration-platform" } ], "key_data": [ { "k": "部署国家 / 覆盖工厂", "v": "15+ 国，客户运营 1,000+ 家工厂", "date": "2025-06", "src": "https://www.pymnts.com/news/investment-tracker/2025/pelico-raises-40-million-for-ai-powered-supply-chain-orchestration-platform" }, { "k": "收入增长", "v": "公司整体增长 300%；北美 6 个月内翻三倍", "date": "2025-06", "src": "https://tech.eu/2025/06/18/pelico-scores-40m-to-transform-fragmented-global-supply-chains/" } ], "customers": [ "Airbus", "Safran", "Eaton", "Daikin" ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "估值、ARR 绝对值未披露。聚合站 FundedIQ / tech.eu 显示 2026-07 另有一笔未披露金额的新轮，未找到公司公告，不采。" }, { "name": "Prewave", "layer": "c2", "url": "https://www.prewave.com/", "hq": "维也纳", "founded": 2017, "desc": "用 AI 监测供应商风险、合规与可持续，覆盖多层供应链", "total_raised": "累计融资约 $98–102M（聚合站估算）", "funding": [ { "date": "2024-06", "round": "B 轮", "amount": "€63M", "lead": "Hedosophia（跟投：Creandum、Ventech、KOMPAS、Speedinvest、Working Capital Fund）", "src": "https://www.teardown.ai/companies/prewave/" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "AI 原生创业", "note": "偏采购/合规的供应链风险，工业软件属性弱于 Pelico 类，分组可议。Series B 首发新闻稿未抓到，来源为聚合分析站。估值、收入未披露。" }, { "name": "Resilinc", "layer": "c2", "url": "https://resilinc.ai", "hq": "美国加州 Milpitas", "founded": 2010, "desc": "AI 监控全球事件，多层供应商映射和断供预警", "total_raised": "累计融资约 $23M–$32M（聚合站，Vista 之前）", "funding": [ { "date": "2023-05", "round": "战略成长投资", "amount": "未披露", "lead": "Vista Equity Partners", "src": "https://www.vistaequitypartners.com/news/resilinc-receives-strategic-growth-investment-from-vista-equity-partners/" } ], "customers": [ "Danaher", "Keysight Technologies", "Stellantis" ], "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "专业老厂", "note": "Vista 投资日期取 2023-05（Resilinc 自家新闻页），部分转载页面日期显示为 2026 是抓取日期；收入估算 $42.5M 仅 GetLatka，不采用。与 Everstream 同属供应链风险类。" }, { "name": "Verusen", "layer": "c2", "url": "https://verusen.com", "hq": "美国亚特兰大", "founded": 2015, "desc": "AI 优化工厂 MRO 备件库存和物料数据", "total_raised": "累计融资未披露（A 轮 $8M + B 轮 $25M 见公告）", "funding": [ { "date": "2022-01", "round": "B 轮", "amount": "$25M", "lead": "Scale Venture Partners", "src": "https://verusen.com/news/supply-chain-innovator-verusen-secures-25-million-in-series-b-funding/" } ], "customers": [ "Southern Company" ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "能源电力", "流程工业" ], "player": "AI 原生创业", "note": "r1 的 B 轮日期已核实为 2022-01-25（官方稿）；2024-06 与 Fluke Reliability 合作；边界在 c2 与维修备件之间，按 c2。" }, { "name": "Arzana", "layer": "c3", "url": "https://www.arzana.com", "hq": "美国旧金山", "founded": 2025, "desc": "训练工厂专属模型，Agent 在原 ERP 上自动报价、录单、开票", "total_raised": "累计融资约 $4.3M（种子轮，YC Spring 2026）", "funding": [ { "date": "2026-10", "round": "种子轮", "amount": "$4.3M", "lead": "Sunshine Lake VC", "src": "https://www.arzana.com/articles/arzana-raises-seed-round/" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "数字沿用 r1 对公司稿的摘录；总部 r1 记旧金山（稿中另有 New York 字样），未核。" }, { "name": "Avent", "layer": "c3", "url": "https://aventindustrial.com", "hq": "美国旧金山", "founded": 2025, "desc": "面向工业分销商的 AI 内勤销售：报价、录单、查货", "total_raised": "累计融资未披露（YC S25）", "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "通用" ], "player": "AI 原生创业", "note": "只有 YC 发布页 https://www.ycombinator.com/launches/OC1-avent-ai-agents-for-industrial-commerce ，融资和客户未披露；服务对象是工业分销商而非制造商。" }, { "name": "Comena", "layer": "c3", "url": "https://comena.ai", "founded": 2025, "desc": "AI 读邮件和 PDF 订单并录入 ERP", "total_raised": "累计融资未披露（YC S25）", "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "通用" ], "player": "AI 原生创业", "note": "只有 YC 发布页 https://www.ycombinator.com/launches/O3U-comena-ai-agents-that-automate-order-processing-for-distributors-and-manufacturers ；总部 r1 写德国（待核），本轮未核实，故省略；订单录入偏订单处理，与报价相邻。" }, { "name": "Didero", "layer": "c3", "url": "https://www.didero.ai", "desc": "Agent 层叠在 ERP 上，自动处理供应商沟通、订单跟踪和异常", "total_raised": "累计融资未汇总（A 轮 $30M 见上）", "funding": [ { "date": "2026-02", "round": "A 轮", "amount": "$30M", "lead": "Chemistry、Headline（联合领投；M12 参与）", "src": "https://techcrunch.com/2026/02/12/didero-lands-30m-to-put-manufacturing-procurement-on-agentic-autopilot/" } ], "customers": [ "Footprint" ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "TechCrunch 称有数十家客户但只点名 Footprint；总部和成立年本轮未查到。" }, { "name": "Forgepoint", "layer": "c3", "url": "https://forgepoint.ai", "hq": "美国纽约", "founded": 2025, "desc": "AI 内勤销售 Frank，处理从 RFQ 到 PO 的报价全流程", "revenue": { "v": "七位数美元", "date": "2026-10", "kind": "ARR，公司自报，上线六个月内", "src": "https://thenextweb.com/news/forgepoint-9-8m-seed-ai-quoting-manufacturers-frank" }, "total_raised": "累计融资约 $9.8M（种子轮）", "funding": [ { "date": "2026-10", "round": "种子轮", "amount": "$9.8M", "lead": "Primary Venture Partners、a16z speedrun（联合领投）；OpenAI、Brex、Vercel、SoFi 天使跟投", "src": "https://thenextweb.com/news/forgepoint-9-8m-seed-ai-quoting-manufacturers-frank" } ], "key_data": [ { "k": "报价时间缩短", "v": "超过 55%", "date": "2026-10", "src": "https://techfundingnews.com/forgepoint-raises-9-8m-from-primary-and-a16z-speedrun-to-put-ai-on-the-factory-quote-desk/" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "官网 forgepoint.ai 页面标题为“AI Inside Sales Rep for Manufacturers”，与融资稿产品一致；成立月份未查到，2025 年初起步（创始人巡访工厂）。" }, { "name": "Jiga", "layer": "c3", "url": "https://jiga.io", "hq": "美国旧金山（团队在以色列）", "founded": 2020, "desc": "AI 采购平台：读图纸提需求，匹配制造商，出报价并下单", "total_raised": "累计融资约 $16M（Caplight 聚合站）", "funding": [ { "date": "2025-11", "round": "A 轮", "amount": "$12M", "lead": "Aleph（Symbol、Y Combinator 参与）", "src": "https://www.advfn.com/stock-market/stock-news/97264913/jiga-secures-12m-series-a-to-eliminate-hardware-s" } ], "customers": [ "NASA", "Siemens" ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "自己充当订单的卖方（vendor of record），带市场撮合性质，不纯是软件；Caplight 的估值 $1.8M 明显有误，未采用。官网抓取返回 403（反爬）。" }, { "name": "Magentic", "layer": "c3", "url": "https://magentic.com", "hq": "英国伦敦 / 美国纽约", "founded": 2025, "founded_month": "2025-07", "desc": "大型制造商采购的多智能体数字员工,接 ERP 和 Teams", "total_raised": "累计融资未披露(此前种子轮金额未查到)", "funding": [ { "date": "2026-09", "round": "A 轮", "amount": "$18M", "lead": "Felicis(Sequoia、Westly Group 跟投)", "src": "https://www.valuespectrum.com/corporate_news/1491499-magentic-raises-18m-to-build-the-ai-workforce-for-the-physical-world" } ], "key_data": [ { "k": "客户效果", "v": "一家 Global 500 客户年经手 100 万+ 订单;平均 2–5% 支出节省(公司自报)", "date": "2026-09", "src": "https://www.tipranks.com/news/private-companies/magentic-secures-18-million-series-a-to-scale-ai-workforce-for-global-manufacturers" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造", "通用" ], "player": "AI 原生创业", "note": "创始团队来自 McKinsey 和 OpenAI,CEO Robin Van Aeken;2025-07 发布。Magentic 官网标题过短,未核到产品页,以 PR Newswire 稿为准。偏采购,与 c2/c3 有重叠。" }, { "name": "Mandel AI", "layer": "c3", "url": "https://www.mandel.ai", "hq": "美国旧金山（有报道称柏林）", "founded": 2023, "desc": "AI 供应链协调员，自动发 RFQ、比价并跟踪供应商订单", "total_raised": "累计融资约 $4.6M–$4.9M（聚合站，含 YC）", "funding": [ { "date": "2026-03", "round": "种子轮", "amount": "$3.9M", "lead": "Category Ventures（Ritual Capital、e2vc 参与）", "post": "估值约 $30M（聚合站估算）", "src": "https://inforcapital.com/news/y-combinator-backed-mandel-ai-raises-39m-to-automate-global-supply-chains/" } ], "key_data": [ { "k": "已处理物料支出", "v": "超 $10 亿", "date": "2026-03", "src": "https://inforcapital.com/news/y-combinator-backed-mandel-ai-raises-39m-to-automate-global-supply-chains/" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "来源是融资资讯站，未找到公司原稿；估值为聚合站估算；总部各站写法不一（旧金山/柏林）。" }, { "name": "Paperless Parts", "layer": "c3", "url": "https://www.paperlessparts.com", "hq": "美国波士顿", "founded": 2017, "desc": "车间报价平台，AI 读图纸和文件，自动算价与协同", "total_raised": "累计融资约 $51M（PitchBook）；另一站写 $33.5M，口径冲突", "funding": [ { "date": "2024-08", "round": "后期 VC", "amount": "未披露", "lead": "未披露", "src": "https://pitchbook.com/profiles/company/181087-30" } ], "key_data": [ { "k": "客户称报价周转", "v": "最快缩短 66%", "date": "2026", "src": "https://www.paperlessparts.com/llm-api/" } ], "customers": [ "TIGHITCO", "BTX Precision" ], "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "B 轮 2021-09，之后几轮金额未披露；2026-07 TIGHITCO 合作、2026-09 IMTS 发布多厂区功能；公司自称“工业供应链智能平台”。" }, { "name": "PromptLab", "layer": "c3", "url": "https://trypromptlab.com", "hq": "未查到(Stanbase 写乌兹别克斯坦塔什干)", "founded": 2025, "desc": "制造业与实验室的 BOM 寻源、询价与供应商沟通 Agent", "total_raised": "累计融资约 $0.35M(PitchBook 线索)", "funding": [ { "date": "2025", "round": "种子轮", "amount": "$350K", "lead": "未披露", "src": "https://pitchbook.com/profiles/company/1232078-05" } ], "key_data": [ { "k": "RFQ 周期", "v": "14 天缩到 4 天(公司自报案例)", "date": "2026", "src": "https://trypromptlab.com/" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "资料很少:融资只有 PitchBook 一条线索,总部来自 Stanbase(低可信)。偏采购,与 c3 重叠。" }, { "name": "Ranger AI", "layer": "c3", "url": "https://www.rangerx.ai", "hq": "美国旧金山(稿件署名纽约/温哥华)", "founded": 2023, "desc": "工业投标/RFP 的智能体营收运营平台", "total_raised": "累计融资约 $8.4M", "funding": [ { "date": "2026-05", "round": "种子轮", "amount": "$8.4M", "lead": "Bonfire Ventures(25madison、Inovia、Panache 跟投)", "src": "https://www.rangerx.ai/blog/ranger-emerges-from-stealth-8-4m-seed" } ], "key_data": [ { "k": "已部署项目", "v": "1,000+", "date": "2026-05", "src": "https://www.rangerx.ai/blog/ranger-emerges-from-stealth-8-4m-seed" } ], "customers": [ "Celeros Flow", "Farabi Petrochemical", "MRP Solutions", "Pace Solutions" ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "流程工业", "离散制造" ], "player": "AI 原生创业", "note": "成立年取自 Caplight(2023),公司稿未写。总部各稿不一:FinSMEs 写旧金山,公司稿署 New York / Vancouver。偏销售工程/投标,与 c3 边界重叠。" }, { "name": "Soff", "layer": "c3", "url": "https://soff.ai", "hq": "美国旧金山", "founded": 2024, "desc": "制造业供应链操作系统：自动录数据、发 RFQ、比价、下 PO", "total_raised": "累计融资约 $12.5M（单一聚合站，未见官方稿）", "funding": [ { "date": "2026-09", "round": "未披露轮次", "amount": "$12.5M", "lead": "未披露", "src": "https://latestrounds.com/companies/soff" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "$12.5M 只来自 latestrounds 一个站，无投资方，需官方稿核实；YC S24，创始人之一前 Tesla Autopilot 工程师。" }, { "name": "SOURCIX", "layer": "c3", "url": "https://sourcixai.com", "hq": "以色列", "founded": 2024, "desc": "定制零件采购与生产管理系统，AI 预测价格并匹配供应商", "total_raised": "累计融资约 $7.75M（CEO 本人 LinkedIn 帖）", "funding": [ { "date": "2026-02", "round": "种子轮", "amount": "累计 $7.75M", "lead": "Maverick Ventures Israel（Angular Ventures 持续支持，FJ Labs 跟投）", "src": "https://www.linkedin.com/posts/ben-halperin-6975421a4_building-a-startup-is-one-of-the-hardest-activity-7426642006187106304-POEH" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "来源是 CEO 个人帖，没有新闻稿；公司 18 个月内团队从 3 人到 11 人；PitchBook 把总部记在美国特拉华，具体以色列城市未核；官网抓取 403。" }, { "name": "Traza", "layer": "c3", "url": "https://traza.ai", "hq": "美国纽约", "founded": 2025, "desc": "大型制造与建筑企业的采购与供应链 AI 员工", "total_raised": "累计融资约 $2.1M", "funding": [ { "date": "2026-04", "round": "Pre-Seed", "amount": "$2.1M", "lead": "Base10 Partners(Kfund、a16z scouts 等跟投)", "src": "https://traza.ai/blog/pre-seed-announcement" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造", "通用" ], "player": "AI 原生创业", "note": "创始人为三位西班牙人(Silvestre Jara Montes 等)。成立年 2025 为推断,待核。偏采购,与 c3/c2 重叠。" }, { "name": "Uptool", "layer": "c3", "url": "https://uptool.com", "hq": "美国加州 San Mateo", "founded": 2024, "desc": "面向中小加工车间的 AI 报价软件，自动提取邮件和图纸", "total_raised": "累计融资约 $6M", "funding": [ { "date": "2026-02", "round": "种子轮", "amount": "$6M", "lead": "未披露领投（Khosla Ventures、Eclipse、Bessemer、Kleiner Perkins 参与）", "src": "https://uptool.com/resources/uptool-launches-from-stealth-with-ai-platform-to-accelerate-u.s.-manufacturing" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "创始人含前 Velo3D 创始人兼 CEO Benny Buller；公司称自动化 90% 的报价流程，r1 的 LinkedIn 转述已换成官网稿。" }, { "name": "Valdera", "layer": "c3", "url": "https://www.valdera.com/", "hq": "旧金山", "founded": 2020, "desc": "AI 原材料与化学品采购平台：供应商发现、资质审核与关系维护", "total_raised": "累计融资约 $15M（聚合站）", "funding": [ { "date": "2024-10", "round": "A 轮", "amount": "$15M", "lead": "Index Ventures（跟投：Susa Ventures、Lerer Hippeau、Box Group）", "src": "https://www.indexventures.com/perspectives/valdera-secures-15-million-to-help-manufacturers-make-the-next-generation-of-products-faster-safer-and-more-sustainably-than-ever-before/" } ], "customers": [ "Univar Solutions（合作）" ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "流程工业" ], "player": "AI 原生创业", "note": "面向化学品与消费品制造商的原料采购，偏采购而非工厂内部。宝洁、联合利华等高管是投资人 / 顾问，不是客户，不写进 customers。来源 C&EN：https://cen.acs.org/business/specialty-chemicals/Chemical-supply-chain-digitization-draws/102/i32 。估值、收入未披露。" }, { "name": "Ventura", "layer": "c3", "url": "https://ventura.ai", "hq": "美国旧金山", "founded": 2025, "desc": "工业分销与制造的 AI 员工,先做报价与订单录入", "total_raised": "累计融资未披露", "funding": [ { "date": "2026", "round": "YC Winter 2026 批次", "amount": "未披露", "lead": "Y Combinator", "src": "https://www.ycombinator.com/companies/ventura" } ], "key_data": [ { "k": "客户案例", "v": "New Castle Building Products:长报价从 30 分钟降到 5 分钟,60% 订单零人工录入", "date": "2026-05", "src": "https://www.linkedin.com/company/venturahq" } ], "customers": [ "New Castle Building Products" ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造", "通用" ], "player": "AI 原生创业", "note": "YC 招聘页称已盈利、客户年收入达数十亿美元(公司自述)。创始人 Swen Koller、Jack Collins。成立年未直接核到,按 YC W26 与 2025 年开发推断,待核。主业是报价/录单,与 c3 重叠,放 e1 按任务。" }, { "name": "Eigen Innovations", "layer": "c4", "url": "https://eigen.io", "hq": "弗雷德里克顿", "founded": 2012, "desc": "热成像加 AI 的在线质检（OneView）", "total_raised": "累计融资约 $10–12M（聚合站，口径不一）", "funding": [ { "date": "2024-10", "round": "B 轮", "amount": "$2.6M", "lead": "BDC Capital 等", "src": "https://cbi-www.lighthouse.ai/company/eigen-innovations/financials" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "聚合站 CB Insights 另记 2025-08/09 小额追加；估值 $12M 仅聚合站，不采信为公告。" }, { "name": "Elementary", "layer": "c4", "url": "https://www.elementaryml.com", "hq": "南帕萨迪纳", "founded": 2017, "desc": "检测站加云端 AI 的产线视觉质检（VisionStream）", "total_raised": "累计融资约 $47–51M（聚合站）", "funding": [ { "date": "2024-05", "round": "B 轮追加", "amount": "$18.7M", "lead": "未披露", "src": "https://pitchbook.com/profiles/company/231773-14" }, { "date": "2021-12", "round": "B 轮", "amount": "$30M", "lead": "Tiger Global", "src": "https://profiles.crustdata.com/company/elementary" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "原名 Elementary Robotics，现主打视觉质检不做机器人；官网域名来自 Korthos 条目，未直接打开核对。" }, { "name": "Inspekto", "layer": "c4", "url": "https://www.inspekto.com", "hq": "海尔布隆", "founded": 2017, "desc": "即插即检的自主机器视觉 AI（现属西门子）", "total_raised": "累计融资约 $10M（聚合站）", "key_data": [ { "k": "被收购", "v": "Siemens，2024-02", "date": "2024-02", "src": "https://metrology.news/siemens-factory-automation-acquires-inspekto-machine-vision/" } ], "owner": "2024-02 被 Siemens 收购（金额未披露）", "product_line_of": "Siemens", "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "收购公告：https://www.vision-systems.com/factory/manufacturing/article/14305479/siemens-acquires-automated-visual-inspection-startup ；官网域名未核，创办地为以色列。" }, { "name": "Instrumental", "layer": "c4", "url": "https://instrumental.com", "hq": "帕洛阿尔托", "founded": 2015, "desc": "电子装配视觉 AI 找缺陷、做良率根因分析", "total_raised": "累计融资约 $80M（聚合站 PitchBook/Caplight）", "funding": [ { "date": "2026-03", "round": "战略投资", "amount": "未披露", "lead": "NVentures（NVIDIA）、Root Ventures", "src": "https://instrumental.com/resources/company/instrumental-announces-new-investment-to-accelerate-server-and-rack-manufacturing-data-centers/" } ], "key_data": [ { "k": "累计融资", "v": "约 $80M", "date": "2026-11", "src": "https://circuitsassembly.com/ca/editorial/menu-features/43698-manufacturing-s-next-ai-wave-notes-from-the-frontier.html?tmpl=component&print=1" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2026-03 金额未披露；Circuits Assembly 报道称累计 $80M、Series C。" }, { "name": "Kitov.ai", "layer": "c4", "url": "https://www.kitov.ai", "hq": "以色列", "founded": 2015, "desc": "AI 驱动的 3D 自动视觉检测系统", "valuation": { "v": "$10.6M", "date": "2025-08", "kind": "投前估值，Sarine 公告", "src": "https://sarine.listedcompany.com/newsroom/20250818_223933_U77_D32HXEUE8AIIMNDM.1.pdf" }, "total_raised": "累计融资约 $16.7M（PitchBook）", "funding": [ { "date": "2025-08", "round": "战略投资", "amount": "$4.1M 现金 + $2.6M 可转债", "lead": "Sarine Technologies（占股约 33%）", "post": "投前 $10.6M", "src": "https://metrology.news/sarine-acquire-minority-stake-in-kitov-ai/" } ], "owner": "2025-08 Sarine 入股约 33%（可转债转股后达 51%）", "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "成立年份未核到，按 RTC Vision 分拆写约 2015，待核。" }, { "name": "Landing AI", "layer": "c4", "url": "https://landing.ai", "hq": "帕洛阿尔托", "founded": 2017, "desc": "吴恩达创办，LandingLens 低代码视觉检测平台", "total_raised": "累计融资约 $57M（聚合站）", "funding": [ { "date": "2021-11", "round": "A 轮", "amount": "$57M", "lead": "McRock Capital（Intel、Samsung 等跟投）", "src": "https://www.mfgrobots.com/Article/iiot/iot/10250.html" }, { "date": "2025-09", "round": "战略/未标明轮次", "amount": "未披露", "lead": "ABB Motion Ventures 等", "src": "https://www.cbinsights.com/company/landingai/financials" } ], "customers": [ "QuantumScape" ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2025-09 轮次金额未披露（聚合站）；另做文档抽取产品，图谱只写视觉检测。" }, { "name": "Matroid", "layer": "c4", "url": "https://www.matroid.com", "hq": "帕洛阿尔托", "founded": 2016, "desc": "斯坦福教授创办，无代码训练视觉检测器，拓展到制造", "total_raised": "累计融资约 $33.5M", "funding": [ { "date": "2020", "round": "B 轮", "amount": "$20M", "lead": "Energize Ventures（NEA、Intel Capital 跟投）", "src": "https://browse.library.kiwix.org/content/wikipedia_en_all_maxi/A/Matroid%2C_Inc." } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "2020 之后无新融资公告；B 轮月份未核，来源为维基镜像。" }, { "name": "Neurala", "layer": "c4", "url": "https://www.neurala.com", "hq": "波士顿", "founded": 2006, "desc": "轻量边缘 AI 视觉检测软件 VIA，现有相机即用", "total_raised": "累计融资约 $32M（聚合站）", "funding": [ { "date": "2021-06", "round": "战略轮", "amount": "$12M", "lead": "Zebra Ventures", "src": "https://profiles.crustdata.com/company/neurala" } ], "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "员工数 2020 年约 40 降至 2026-06 约 25（Crustdata）；PitchBook 另记 2022-04 B 轮，金额未披露。" }, { "name": "Overview.ai", "layer": "c4", "url": "https://overview.ai", "hq": "旧金山", "founded": 2018, "founded_month": "2018-12", "desc": "边缘 AI 视觉检测相机与软件", "total_raised": "累计融资约 $13–15M（聚合站）", "funding": [ { "date": "2022-02", "round": "A 轮", "amount": "$10M", "lead": "Momenta Ventures", "src": "https://profiles.crustdata.com/company/overview" } ], "key_data": [ { "k": "2026 营收预期", "v": "约 $30M（创始人受访）", "date": "2026-09", "src": "https://meet.bnext.com.tw/articles/view/53542?" }, { "k": "新品", "v": "2026-10-06 发布 OV Spark 系列相机", "date": "2026-10", "src": "https://www.caplight.com/company/overview-ai" } ], "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "2022 年终止定制项目转产品化；2026-08 研发团队迁台湾（台媒报道）。" }, { "name": "UnitX", "layer": "c4", "url": "https://www.unitxlabs.com", "hq": "米尔皮塔斯", "founded": 2018, "desc": "智能相机加 AI 的工业缺陷检测（OptiX/CorteX/DeteX）", "total_raised": "累计融资约 $62M（CB Insights）；另一聚合站称 $106M，口径不一", "funding": [ { "date": "2024-11", "round": "B 轮", "amount": "$46M", "lead": "UP Partners", "src": "https://multiples.vc/private-comps/unitx" } ], "key_data": [ { "k": "新品", "v": "2026-06 发布 DeteX 智能相机", "date": "2026-06", "src": "https://www.globenewswire.com/fr/news-release/2026/06/15/3311750/0/en/UnitX-Launches-The-World-s-Fastest-to-Deploy-AI-Smart-Camera-to-Bridge-the-Manufacturing-Vision-Gap.html" } ], "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "有深圳团队背景（36Kr Japan 报道 箇元科技）；硬件+软件，只写 AI 检测软件。" }, { "name": "Augury", "layer": "c5", "url": "https://www.augury.com", "hq": "纽约", "founded": 2011, "desc": "传感器加 AI 诊断旋转设备与工艺健康", "valuation": { "v": "$1B+", "date": "2025-02", "kind": "公司公告，保持 10 亿美元以上", "src": "https://www.augury.com/blog/augury-updates/it-takes-an-ecosystem-to-push-the-boundaries-of-human-productivity/" }, "total_raised": "累计融资超 $360M（公司口径）", "funding": [ { "date": "2025-02", "round": "F 轮", "amount": "$75M", "lead": "Lightrock", "post": "估值约 $1B+", "src": "https://www.augury.com/media-center/press/augury-announces-75-million-of-funding-and-maintains-1b-valuation-as-it-accelerates-leadership-in-industrial-ai-solutions/" } ], "key_data": [ { "k": "收入增长", "v": "2021 年以来增长 5 倍", "date": "2025-02", "src": "https://www.augury.com/media-center/press/augury-announces-75-million-of-funding-and-maintains-1b-valuation-as-it-accelerates-leadership-in-industrial-ai-solutions/" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "AI 原生创业", "note": "创办地以色列，总部纽约；Forge 记 $1.1B。" }, { "name": "Control Seat", "layer": "c5", "url": "https://www.ycombinator.com/companies/control-seat", "hq": "旧金山", "founded": 2025, "desc": "AI 原生工厂操作系统，含 SCADA 与预测性维护（FactoryOS）", "total_raised": "累计融资未披露", "funding": [ { "date": "2026", "round": "YC S26", "amount": "未披露", "lead": "Y Combinator", "src": "https://www.ycombinator.com/companies/control-seat" } ], "key_data": [ { "k": "团队规模", "v": "2 人", "date": "2026-08", "src": "https://www.founderland.ai/articles/yc-backed-control-seat-launches-ai-native-platform-for-indus-mslktpit" } ], "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "平台 2026-07-27 公开发布；官网独立域名未核，url 暂用 YC 页；产品跨 SCADA/PLC，预测维护只是其中一块，也可考虑 a1。" }, { "name": "Falkonry", "layer": "c5", "url": "https://falkonry.com", "hq": "库比蒂诺", "founded": 2012, "desc": "自学习时序 AI，异常检测免数据科学家（现属 IFS）", "total_raised": "累计融资约 $13M（聚合站）", "key_data": [ { "k": "被收购", "v": "IFS 2023-08-31 宣布，预计 2023 Q4 交割", "date": "2023-08", "src": "https://www.techtarget.com/enterprise-software/news/366550494/IFS-snaps-up-industrial-AI-provider-Falkonry" } ], "customers": [ "U.S. Navy", "U.S. Air Force", "Ternium", "SSAB", "Harbour Energy" ], "owner": "2023-08 被 IFS 收购（金额未披露）", "product_line_of": "IFS", "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "AI 原生创业", "note": "卖家含 Polaris、Zetta 等（S&P Global：https://www.spglobal.com/market-intelligence/en/news-insights/articles/2023/8/deal-wrap-bain-acquires-sunshine-leases-bridgepoint-buys-stake-in-ports-group-77306513 ）" }, { "name": "Gecko Robotics Cantilever", "layer": "c5", "url": "https://www.geckorobotics.com", "hq": "匹兹堡", "founded": 2013, "desc": "机器人采集数据后，Cantilever 平台预测资产健康", "valuation": { "v": "$1.25B", "date": "2025-06", "kind": "D 轮估值，CNBC 报道（转引）", "src": "https://roboticsregistry.net/companies/gecko-robotics" }, "total_raised": "累计融资约 $347M（CNBC 口径，转引）", "funding": [ { "date": "2025-06", "round": "D 轮", "amount": "$125M", "lead": "Cox Enterprises", "post": "估值 $1.25B", "src": "https://roboticsregistry.net/companies/gecko-robotics" } ], "key_data": [ { "k": "海军框架合同", "v": "上限 $71M", "date": "2026-03", "src": "https://axevil.com/company/gecko-robotics" } ], "customers": [ "U.S. Navy", "NAES" ], "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "能源电力", "流程工业" ], "player": "AI 原生创业", "note": "只写 Cantilever 软件平台，机器人硬件不收；founded 为公司成立年；公司官方稿 https://www.geckorobotics.com/news/gecko-reaches-unicorn-status（初稿给出，未再打开）。" }, { "name": "KCF Technologies", "layer": "c5", "url": "https://www.kcftech.com", "hq": "美国宾夕法尼亚州", "founded": 1985, "desc": "SmartDiagnostics 无线传感器与预测性维护软件", "total_raised": "累计融资未披露", "key_data": [ { "k": "SBIR/STTR 后续成功", "v": "约 $2 亿", "date": "2020", "src": "https://tibbettsawards.com/wp-content/uploads/2020/07/KCF-Technologies-Inc-FINAL-508.pdf" } ], "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "专业老厂", "note": "AI 含量较轻，偏传感器+诊断软件；成立年份与总部城市为凭已知，未在本轮搜到出处，待核；超 90% 收入来自商业（Tibbetts 材料）。" }, { "name": "Nanoprecise", "layer": "c5", "url": "https://nanoprecise.io", "hq": "埃德蒙顿", "founded": 2017, "desc": "一体传感器加 AI 预测性维护，发布智能体平台 ReliabilityOS", "total_raised": "累计融资未披露（本轮未核）", "funding": [ { "date": "2025-03", "round": "C 轮", "amount": "$38M", "lead": "Yaletown", "src": "https://profiles.crustdata.com/company/nanoprecise-sci-corp" } ], "key_data": [ { "k": "新品", "v": "2026-06-18 发布 ReliabilityOS（Agentic，支持 MCP）", "date": "2026-06", "src": "https://nanoprecise.io/blog/nanoprecise-sci-corp-launches-reliabilityos-an-agentic-ai-platform-that-turns-industrial-alerts-into-evidence-backed-decisions/" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "AI 原生创业", "note": "C 轮金额来自初稿聚合站（Crustdata 页），本轮未找到公司公告，按聚合站估算。" }, { "name": "Novity", "layer": "c5", "url": "https://novity.us", "hq": "旧金山", "founded": 2022, "desc": "物理加 AI 混合的流程工业设备预测（TruPrognostics）", "total_raised": "累计融资未披露", "funding": [ { "date": "2026-05", "round": "种子/战略", "amount": "$1M（PitchBook）", "lead": "Acario Innovation（东京燃气 CVC）", "src": "https://novity.us/novity-announces-acario-investment/" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "流程工业", "能源电力" ], "player": "AI 原生创业", "note": "技术源自 Xerox PARC；金额 $1M 仅 PitchBook，公司稿未披露；本质是预测性维护，建议改放 c5。" }, { "name": "Petasense", "layer": "c5", "url": "https://petasense.com", "hq": "米尔皮塔斯", "founded": 2014, "desc": "无线振动传感器加机器学习的设备健康评分", "total_raised": "累计融资约 $4.8–5M（聚合站）", "funding": [ { "date": "2018-02", "round": "种子轮", "amount": "$3M", "lead": "True Ventures", "src": "https://profiles.crustdata.com/company/petasense" } ], "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "AI 原生创业", "note": "PitchBook 标 Formerly VC-backed，2023 有二级交易；近年无新融资公告，官网域名未核。" }, { "name": "Samotics", "layer": "c5", "url": "https://samotics.com", "hq": "莱顿", "founded": 2015, "desc": "电气特征分析加 AI，无传感器监测电机设备", "total_raised": "累计融资约 $61M（CB Insights，聚合站）", "funding": [ { "date": "2025-01", "round": "EIB 债务融资", "amount": "€20M", "lead": "European Investment Bank", "src": "https://samotics.com/news/samotics-secures-20-million-eib-financing" } ], "key_data": [ { "k": "监测机器", "v": "10000+", "date": "2025-06", "src": "https://www.ivoox.com/en/simon-jagers-founder-of-samotics-80-million-raised-audios-mp3_rf_150661783_1.html" } ], "customers": [ "Welsh Water" ], "isa": [ "L2" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "流程工业", "通用" ], "player": "AI 原生创业", "note": "原名 Semiotic Labs；与 ABB 合作集成驱动器；EIB 为贷款非股权。" }, { "name": "Senseye", "layer": "c5", "url": "https://www.senseye.io", "hq": "南安普顿", "founded": 2014, "desc": "预测性维护 SaaS，自动预测机器剩余寿命（现 Siemens Senseye）", "total_raised": "累计融资未披露", "key_data": [ { "k": "客户成效", "v": "非计划停机最多减少 50%（西门子口径）", "date": "2022-06", "src": "https://press.siemens.com/global/en/pressrelease/siemens-acquires-senseye-predictive-maintenance-and-asset-intelligence-industrial?linkId=300000002669532" } ], "owner": "2022-06 被 Siemens 收购（金额未披露）", "product_line_of": "Siemens", "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "收购时约 50 人，西门子 Digital Industries 旗下；官网现多半跳转西门子。" }, { "name": "Tractian", "layer": "c5", "url": "https://tractian.com", "hq": "亚特兰大", "founded": 2019, "desc": "传感器加 AI 做设备健康监测并给出维修方案", "valuation": { "v": "$1.4B", "date": "2026-10", "kind": "D 轮估值，公司公告", "src": "https://tractian.com/en/tractian-happened-series-d" }, "total_raised": "累计融资未披露（本轮未核）", "funding": [ { "date": "2026-10", "round": "D 轮", "amount": "$130M", "lead": "Sapphire Ventures（M&G Catalyst 联合领投）", "post": "估值 $1.4B", "src": "https://uk.advfn.com/stock-market/share-news/Tractians-130M-Series-D-Values-the-Company-at-1/99544727" } ], "key_data": [ { "k": "在用设施", "v": "2000+", "date": "2026-10", "src": "https://uk.advfn.com/stock-market/share-news/Tractians-130M-Series-D-Values-the-Company-at-1/99544727" } ], "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "AI 原生创业", "note": "创于巴西，现总部亚特兰大；官方稿称 Physical AI；PR Newswire 稿经 ADVFN 转载。" }, { "name": "Uptake", "layer": "c5", "url": "https://uptake.com", "hq": "芝加哥", "founded": 2014, "desc": "车队与重型设备预测性维护 AI", "valuation": { "v": "$2.21B", "date": "2017", "kind": "D 轮估值，聚合站（Forge）", "src": "https://forgeglobal.com/search-companies/artificial-intelligence/industrial/?valuation=1b-5b&sort=price&sortDirection=asc" }, "total_raised": "累计融资未核", "funding": [ { "date": "2017", "round": "D 轮", "amount": "$117M", "lead": "未核", "post": "估值 $2.21B", "src": "https://forgeglobal.com/search-companies/artificial-intelligence/industrial/?valuation=1b-5b&sort=price&sortDirection=asc" } ], "key_data": [ { "k": "收购公告", "v": "Bosch 2026-03-18 宣布计划收购", "date": "2026-03", "src": "https://www.bosch-press.it/pressportal/us/en/press-release-30080.html" } ], "owner": "2026-03 Bosch 宣布收购（条款未披露）", "product_line_of": "Bosch", "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "通用" ], "player": "AI 原生创业", "note": "如今主要做车队维护，偏移动出行；交割完成日期本轮未查到。" }, { "name": "Waites", "layer": "c5", "url": "https://waites.net", "hq": "科温顿", "founded": 2006, "desc": "无线传感器加 AI 与分析师的状态监测", "total_raised": "累计融资未披露（聚合站称未融资）", "key_data": [ { "k": "传感器部署", "v": "50 万+", "date": "2026", "src": "https://aws.amazon.com/marketplace/pp/prodview-gf3qnr7w2gdba" } ], "isa": [ "L2" ], "stack": "服务", "auto": "副驾", "ind": [ "离散制造", "流程工业" ], "player": "专业老厂", "note": "Waites Wireless 更名；每日处理 100 亿+读数（公司口径）；气隙部署。成立年份来自 Tracxn。" }, { "name": "Basetwo", "layer": "d1", "url": "https://www.basetwo.ai", "hq": "多伦多", "founded": 2022, "desc": "物理 AI 平台，给制药化工做虚拟实验与 AutoPilot 控制", "total_raised": "累计融资未披露（A 轮 $11.5M 加早期种子）", "funding": [ { "date": "2025-01", "round": "A 轮", "amount": "$11.5M", "lead": "AXA Venture Partners（Glasswing、Deloitte Ventures、Global Brain、岛津、千代田化工建设跟投）", "src": "https://glasswing.vc/blog/basetwo-series-a-fundraise/" } ], "key_data": [ { "k": "客户成效", "v": "周期缩短 15-30%，批次失败减少 10-20%（投资方口径）", "date": "2025-01", "src": "https://glasswing.vc/blog/basetwo-series-a-fundraise/" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "流程工业" ], "player": "AI 原生创业", "note": "fm 未核到月份；AutoPilot 在研发中，尚不能认定自治执行。" }, { "name": "Canvass AI", "layer": "d1", "url": "https://canvass.io", "hq": "多伦多", "founded": 2016, "desc": "低代码工业 AI 平台，优化油气化工制造运营", "total_raised": "累计融资约 $19-21M（聚合站）", "funding": [ { "date": "2022-08", "round": "A 轮追加", "amount": "$14.2M（PitchBook）", "lead": "Yamaha Motor Ventures、BDC Capital 等", "src": "https://pitchbook.com/profiles/company/172567-72" } ], "isa": [ "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "流程工业", "离散制造" ], "player": "AI 原生创业", "note": "近年融资活动少，员工约 18（PitchBook）；A 轮金额与领投未见官方稿。" }, { "name": "Fero Labs", "layer": "d1", "url": "https://www.ferolabs.com", "hq": "纽约", "founded": 2016, "desc": "可解释白盒机器学习，优化钢铁化工配方与工艺", "total_raised": "累计融资约 $28-30M（聚合站）", "funding": [ { "date": "2023-06", "round": "B 轮", "amount": "$15M", "lead": "Climate Investment、Innovation Endeavors 等", "src": "https://i3connect.com/company/fero-labs--47137?refpro=profsimilar" } ], "customers": [ "Covestro", "Gerdau", "CELSA Nordic" ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "流程工业", "离散制造" ], "player": "AI 原生创业", "note": "投资方称累计为客户节省 $20M+（Blackhorn 稿 https://www.blackhornvc.com/news-and-posts/ai-driven-industrial-decarbonization-our-investment-in-fero-labs ）；B 轮金额来自聚合站，无官方稿原文。" }, { "name": "Imubit", "layer": "d1", "url": "https://imubit.com", "hq": "休斯顿", "founded": 2016, "desc": "闭环神经网络直接控制炼油与化工装置", "total_raised": "累计融资约 $32–50M（聚合站，口径不一）", "funding": [ { "date": "2021-08", "round": "B 轮", "amount": "$30M", "lead": "Insight Partners、Zeev Ventures 等", "src": "https://leadiq.com/c/imubit/5a1da78c23000053009b1e56" } ], "key_data": [ { "k": "合作", "v": "2026-05 与 Ketjen 推出炼厂催化剂智能", "date": "2026-05", "src": "https://www.cbinsights.com/company/imubit" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "自治执行", "ind": [ "流程工业" ], "player": "AI 原生创业", "note": "闭环写回控制系统，故标自治执行（公司称 closed-loop AIO）；CEO Gil Cohen；融资均来自聚合站，未找到官方稿。" }, { "name": "Laminar", "layer": "d1", "url": "https://runlaminar.com/", "hq": "波士顿（Somerville）", "founded": 2021, "desc": "管道内光谱传感器加 AI 模型，闭环优化食品饮料产线的清洗与换产", "total_raised": "累计融资未披露（A 轮 $12.4M；第三方称 A 轮累计 $19.8M，未核）", "funding": [ { "date": "2025-07", "round": "A 轮", "amount": "$12.42M", "lead": "Greycroft（跟投：2048 Ventures、Construct Capital）", "src": "https://runlaminar.com/press/h2ok-innovations-raises-12-4m-series-a-for-ai-powered-sensors-that-disrupt-and-transform-cpg-manufacturing" } ], "key_data": [ { "k": "客户", "v": "全球十大食品饮料公司中的 6 家，覆盖六大洲（公司自报）", "date": "2026-03", "src": "https://www.linkedin.com/posts/run-laminar_greentownat15-activity-7442269386888876032-z2SM" }, { "k": "客户效果", "v": "化学品用量降 40%，水耗最多降 25%（公司自报）", "date": "2026-03", "src": "https://www.linkedin.com/posts/run-laminar_greentownat15-activity-7442269386888876032-z2SM" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "自治执行", "ind": [ "流程工业" ], "player": "AI 原生创业", "note": "原名 H2Ok Innovations。硬件传感器加 AI 平台，只写 AI 平台部分；自治执行依据其闭环接入 PLC 的自述。成立年份创始人自述 2021（部分来源写 2019/2020）。估值、收入未披露。" }, { "name": "Phaidra", "layer": "d1", "url": "https://www.phaidra.ai", "hq": "西雅图", "founded": 2019, "desc": "AI 控制数据中心冷却与能耗（前 DeepMind 团队）", "total_raised": "累计融资约 $92.5M（聚合站）", "funding": [ { "date": "2025-10", "round": "B 轮", "amount": "$50M", "lead": "Collaborative Fund（Sony Innovation Fund、NVIDIA、Index Ventures 跟投）", "src": "https://profiles.crustdata.com/company/phaidra" } ], "key_data": [ { "k": "合作", "v": "2026-03 与 Nvidia、CoreWeave、Applied Digital 合作", "date": "2026-03", "src": "https://www.phaidra.ai/news?category=Geekwire" } ], "isa": [ "L2", "L3" ], "stack": "平台", "auto": "自治执行", "ind": [ "能源电力", "通用" ], "player": "AI 原生创业", "note": "如今聚焦 AI 数据中心，已不是通用流程工业；可考虑 d2；自治执行为控制回路写回（公司口径）。" }, { "name": "Proxima Technology", "layer": "d1", "url": "https://proxima-ai-tech.com", "hq": "日本东京", "founded": 2018, "founded_month": "2018-11", "desc": "模型预测控制加机器学习的控制 AI，自动优化产线设备动作", "total_raised": "累计融资约 5.4 亿日元（公司稿口径）", "funding": [ { "date": "2025-11", "round": "A 轮追加", "amount": "未披露（CB Insights 记约 $0.63M）", "lead": "丰田纺织（Toyota Boshoku）", "src": "https://ascii.jp/elem/000/004/353/4353371/" } ], "isa": [ "L1", "L2" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "任务里的 Proxima 指向不明，按东京的 Proxima Technology 收录（产品 Smart MPC、E-Smart MPC 控制器），如指别家请告知；它做的是设备控制优化，更像 d1 先进控制，建议复核归 c1 还是 d1。同名 Proxima（原 VantAI，药物发现）不是工业公司。" }, { "name": "AiDash", "layer": "d2", "url": "https://www.aidash.com", "hq": "美国帕洛阿尔托", "founded": 2019, "desc": "卫星加 AI 做电网植被管理、风险与资产巡检", "valuation": { "v": "$350M", "date": "2026-06", "kind": "Schneider 收购约 90% 股权的企业价值,公司公告", "src": "https://www.tdworld.com/wildfire/news/55396441/digital-solutions-portfolio-with-aidash-acquisition" }, "total_raised": "累计融资约 $83M–$101M(聚合站口径不一,公司未披露)", "funding": [ { "date": "2021-10", "round": "B 轮", "amount": "$27M", "lead": "G2 Venture Partners", "src": "https://pitchbook.com/profiles/company/442843-21" }, { "date": "2024-03", "round": "C 轮延伸", "amount": "未披露", "lead": "Duke Investments(Duke Energy 旗下)", "src": "https://www.aidash.com/news/aidash-extends-series-c-funding-with-duke-energy/" } ], "key_data": [ { "k": "客户数", "v": "185+", "date": "2026-08", "src": "https://switchgear-magazine.com/news/business/schneider-electric-acquires-aidash-for-350-m/" }, { "k": "员工数", "v": "约 335", "date": "2026-08", "src": "https://www.tdworld.com/wildfire/news/55396441/digital-solutions-portfolio-with-aidash-acquisition" } ], "owner": "2026-06 宣布被 Schneider Electric 收购约 90% 股权(企业价值 $350M 现金);2026-09 至 12 月预计交割", "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "能源电力" ], "player": "AI 原生创业", "note": "收购金额来自 Schneider 公告的转述(T&D World、Switchgear Magazine);Schneider 官网原稿本轮未直接打开。是否已交割以官方为准。" }, { "name": "Camus Energy", "layer": "d2", "url": "https://camus.energy", "hq": "美国旧金山", "founded": 2019, "desc": "电网编排软件,用灵活接入让数据中心更快并网", "total_raised": "累计融资约 $26M+(公司口径 A 轮合计;之后未见新轮)", "funding": [ { "date": "2021-07", "round": "A 轮", "amount": "$16M", "lead": "Park West Asset Management", "src": "https://www.camus.energy/blog/series-a-announcement" }, { "date": "2024-02", "round": "A 轮延伸", "amount": "$10M(A 轮合计 $26M)", "lead": "Congruent Ventures、Wave Capital 联合领投", "src": "https://www.camus.energy/blog?702565dc_page=3" } ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "能源电力" ], "player": "AI 原生创业", "note": "延伸轮日期取自 PitchBook 的 2024-02 Series A1 记录,公司页未写日期。2026-09 加入 AI Energy Management Alliance(Google、NVIDIA 同在),2026-10 与 Black & Veatch 合作。创始人来自 Google。" }, { "name": "Earth AI", "layer": "d2", "url": "https://www.deep-tech-week.com/organizations/earth-ai", "hq": "美国旧金山", "founded": 2017, "desc": "AI 矿产靶区预测加自有钻探验证关键金属", "total_raised": "累计融资约 $34M(聚合站 Crustdata);另有来源写超 $43M,口径不一", "funding": [ { "date": "2025-01", "round": "B 轮", "amount": "$20M", "lead": "Tamarack Global(Cantos 等跟投)", "src": "https://www.deep-tech-week.com/organizations/earth-ai" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "采矿资源" ], "player": "AI 原生创业", "note": "官网 earth.ai 本轮未能打开,url 暂用 Deep Tech Week 的公司页顶替,需人工补官网。起源于澳大利亚悉尼(AirTree 稿),现总部在旧金山。" }, { "name": "Enverus", "layer": "d2", "url": "https://www.enverus.com", "hq": "美国奥斯汀", "founded": 1999, "desc": "油气能源数据与分析平台,加 AI 辅助投资与运营决策", "valuation": { "v": "约 $6.1B–$6.4B", "date": "2025-08", "kind": "Reuters 报道的 Blackstone 收购对价(未官方披露,最高可至 $6.5B)", "src": "https://jpt.spe.org/energy-data-giant-enverus-sells-to-asset-management-giant-blackstone" }, "total_raised": "累计融资未披露(PE 持有)", "key_data": [ { "k": "客户数", "v": "8,000+ 家,覆盖 50 国", "date": "2025-08", "src": "https://jpt.spe.org/energy-data-giant-enverus-sells-to-asset-management-giant-blackstone" } ], "owner": "2025-08 宣布被 Blackstone 从 Hellman & Friedman 和 Genstar 手中收购,条款未披露(Reuters 报道约 $6.1B–$6.4B)", "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "能源电力", "采矿资源" ], "player": "专业老厂", "note": "前身 DrillingInfo,2019 年更名。老牌数据公司,AI 是其中一块;原计划 2025 年底交割,2026-03 Bloomberg 提到收购融资贷款追加,交割时间未单独核到。" }, { "name": "Exodigo", "layer": "d2", "url": "https://www.exodigo.com", "hq": "以色列特拉维夫 / 美国湾区", "founded": 2021, "desc": "多传感器加 AI 绘制地下管线与地层图,免开挖", "total_raised": "累计融资约 $214M(Fierce Sensors 口径)", "funding": [ { "date": "2024-02", "round": "A 轮", "amount": "$105M", "lead": "Greenfield Partners、Zeev Ventures", "src": "https://dealroom.co/news/148759-exodigo-raises-105m-series-a-a-top-percentile-ai-round-in-israel/" }, { "date": "2025-07", "round": "B 轮", "amount": "$96M", "lead": "Zeev Ventures、Greenfield Partners 联合领投", "src": "https://www.fiercesensors.com/sensors/underground-mapper-exodigo-digs-another-96m-funding" } ], "key_data": [ { "k": "项目客户数", "v": "50+ 家交通/市政/公用事业机构", "date": "2025-07", "src": "https://www.fiercesensors.com/sensors/underground-mapper-exodigo-digs-another-96m-funding" }, { "k": "员工数", "v": "约 400", "date": "2025-07", "src": "https://www.fiercesensors.com/sensors/underground-mapper-exodigo-digs-another-96m-funding" } ], "customers": [ "Amtrak", "LA Metro", "Sound Transit", "SEPTA", "Florida DOT", "Kansas DOT" ], "isa": [ "L0" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "能源电力", "通用" ], "player": "AI 原生创业", "note": "B 轮称估值较 A 轮翻倍,具体数字未披露。偏基础设施勘测,服务电力公司但不只电网,放 d2 边界;2026 年有 AI 工程服务部门。硬件传感器加 AI,只算它的 AI 平台。www.exodigo.com 抓取返回 429(限流),站点存在。" }, { "name": "GridCARE", "layer": "d2", "url": "https://www.gridcare.ai", "hq": "美国加州红木城", "founded": 2024, "founded_month": "2024", "desc": "物理 AI 找出电网闲置容量,让数据中心更快接入", "total_raised": "累计融资约 $77.5M(Bloomberg 报道)", "funding": [ { "date": "2025-05", "round": "种子轮", "amount": "$13.5M", "lead": "未查到", "src": "https://staging.latitudemedia.com/news/gridcare-raises-oversubscribed-64-million-series-a/" }, { "date": "2026-05", "round": "A 轮", "amount": "$64M", "lead": "Sutter Hill Ventures(John Doerr、National Grid Partners、Future Energy Ventures 跟投)", "src": "https://www.businesswire.com/news/home/20260514546216/en/GridCARE-Raises-%2464-Million-Series-A-from-Leading-AI-and-Energy-Investors-to-Create-a-New-Category-Power-Acceleration-for-AI" } ], "key_data": [ { "k": "在做项目", "v": "跨 12+ 个市场、2GW+ 新算力容量", "date": "2026-05", "src": "https://www.esgtoday.com/gridcare-raises-64-million-to-squeeze-more-power-out-of-grids/" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "能源电力" ], "player": "AI 原生创业", "note": "估值未披露(称较上轮明显上调)。总部城市取自 FEV 稿的 Redwood City 署名,ESG Today 写加州。" }, { "name": "Gridmatic", "layer": "d2", "url": "https://www.gridmatic.com", "hq": "美国加州库比蒂诺", "founded": 2017, "desc": "AI 预测电价、优化储能与电力批发交易的售电商", "total_raised": "累计融资未披露(聚合站写 $46M–$50M,口径含基金,仅作线索)", "funding": [ { "date": "2023-08", "round": "储能基金(非股权融资)", "amount": "$50M 基金,首期 $24.95M", "lead": "一家能源投资人(未点名)", "src": "https://www.enlit.world/library/smart-energy-finances-how-the-faltering-grid-drives-investment" } ], "key_data": [ { "k": "员工数", "v": "74", "date": "2026-08", "src": "https://profiles.crustdata.com/company/gridmatic" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "能源电力" ], "player": "AI 原生创业", "note": "本身是持牌电力营销商(power marketer),AI 用来交易和调度储能;自称是 ERCOT 批发市场最赚钱的参与者(公司自述,经 Simplify 转载)。股权融资轮次与估值本轮未查到官方稿。" }, { "name": "KoBold Metals", "layer": "d2", "url": "https://www.koboldmetals.com", "hq": "美国加州伯克利", "founded": 2018, "desc": "用 AI 找关键矿产,并自己持有勘探项目", "valuation": { "v": "$2.96B", "date": "2025-01", "kind": "C 轮投后估值,报道值", "src": "https://parsers.vc/startup/koboldmetals.com/" }, "total_raised": "累计融资约 $1.2B(聚合站)", "funding": [ { "date": "2025-01", "round": "C 轮", "amount": "$537M", "lead": "Durable Capital、T. Rowe Price 联合领投", "post": "投后 $2.96B", "src": "https://me.smenet.org/kobold-raises-537-million-to-expand-ai-powered-critical-mineral-exploration-worldwide/" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "采矿资源" ], "player": "AI 原生创业", "note": "自己持有并运营勘探项目(如赞比亚 Mingomba 铜矿),不是纯软件;PitchBook 页显示 2026-01 另有一笔 $280M 记录,金额与细节本轮未核到官方稿,先不采。估值来自聚合站转述。" }, { "name": "Rhizome", "layer": "d2", "url": "https://www.rhizomedata.com", "hq": "美国华盛顿特区", "founded": 2023, "founded_month": "2023", "desc": "AI 评估极端天气下的电网风险,排序韧性投资", "total_raised": "累计融资约 $7.5M–$10M(聚合站口径不一)", "funding": [ { "date": "2025-05", "round": "种子轮", "amount": "$6.5M", "lead": "Base10 Partners(MCJ、CLAI 等跟投)", "src": "https://www.rhizomedata.com/post/seed-raise-announcement" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "能源电力" ], "player": "AI 原生创业", "note": "创始人 Mishal Thadani;产品覆盖长期可靠性、野火缓解和资产风险规划。2025-05 之后未见新轮。" }, { "name": "Utilidata", "layer": "d2", "url": "https://utilidata.com", "hq": "美国普罗维登斯", "founded": 2012, "desc": "嵌入式边缘 AI 模块 Karman,做机架与电表级功率调度", "total_raised": "C 轮合计 $100M(公司口径)", "funding": [ { "date": "2025-04", "round": "C 轮首期", "amount": "$60.3M", "lead": "Renown Capital Partners(Keyframe、Quanta、NVIDIA 跟投)", "src": "https://utilidata.com/press-release/utilidata-raises-40-million-extension" }, { "date": "2026-05", "round": "C 轮延伸", "amount": "$40M", "lead": "Renown Capital Partners(Keyframe 跟投)", "src": "https://utilidata.com/press-release/utilidata-raises-40-million-extension" } ], "key_data": [ { "k": "首个商用部署", "v": "NexGen Cloud 蒙特利尔,目标多释放 50% 可用容量", "date": "2026-06", "src": "https://utilidata.com/press-release/utilidata-raises-40-million-extension" } ], "customers": [ "NexGen Cloud" ], "isa": [ "L1", "L2" ], "stack": "平台", "auto": "自治执行", "ind": [ "能源电力" ], "player": "AI 原生创业", "note": "Karman 与 NVIDIA 联合开发,基于 Jetson Orin Nano 模块;从电表边缘 AI 转向数据中心机架功率。含硬件模块,只写它的 AI 平台。" }, { "name": "VerAI Discoveries", "layer": "d2", "url": "https://ver-ai.com", "hq": "美国波士顿", "founded": 2020, "desc": "AI 找覆盖区隐伏矿床,做矿产资产组合", "total_raised": "累计融资约 $36M(聚合站 Caplight)", "funding": [ { "date": "2025-02", "round": "B 轮(首次交割)", "amount": "$24M", "lead": "Insight Partners", "src": "https://finbets.websol.barchart.com/?module=topNews&0=NEWS&storyID=31131977&selected=news&symbol=" } ], "key_data": [ { "k": "矿产项目数", "v": "60+", "date": "2025-02", "src": "https://finbets.websol.barchart.com/?module=topNews&0=NEWS&storyID=31131977&selected=news&symbol=" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "采矿资源" ], "player": "AI 原生创业", "note": "自己持有矿产项目并与勘探伙伴合作开发,偏矿产资产公司。" }, { "name": "Aerium", "layer": "e1", "url": "https://www.aeriumhq.com", "hq": "加拿大多伦多", "founded": 2025, "desc": "工业制造商与分销商的 AI 员工,统一数据并跑 Agent", "total_raised": "累计融资约 $2.5M", "funding": [ { "date": "2026-07", "round": "种子轮(SAFE,10 月公布)", "amount": "$2.5M", "lead": "Gutter Capital", "src": "https://betakit.com/mckinsey-alumni-raise-2-5-million-usd-to-build-ai-for-industrial-manufacturers/" } ], "isa": [ "L3", "L4" ], "stack": "AI 原生应用", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "资料很少。官网未能打开,url 暂用 BetaKit 报道页顶替,需人工补官网。创始人 Adam Trotman、Michael Dawes(前 McKinsey)。早期客户含一家全球变压器厂商(未点名)。" }, { "name": "AiSupervision", "layer": "e1", "url": "https://www.ycombinator.com/companies/aisupervision", "hq": "德国曼海姆", "founded": 2022, "desc": "工厂产线「AI 主管」,追踪与管理多工人产线", "total_raised": "累计融资未披露", "funding": [ { "date": "2022", "round": "YC Winter 2022 批次", "amount": "未披露", "lead": "Y Combinator", "src": "https://altss.com/companies/yc/aisupervision" } ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "已停业:Altss 标 Inactive,reforgers 标 shutdown/Company is closed。创始人 Sascha Lang。保留作已关停条目。" }, { "name": "Dartboard", "layer": "e1", "url": "https://dartboard.ai", "hq": "美国旧金山", "founded": 2024, "founded_month": "2024", "desc": "硬件机队远程运维中心,专家加 AI Agent 排障", "total_raised": "累计融资未披露", "funding": [ { "date": "2025", "round": "YC Winter 2025 批次", "amount": "未披露", "lead": "Y Combinator", "src": "https://www.ycombinator.com/companies/dartboard" } ], "isa": [ "L2", "L3" ], "stack": "服务", "auto": "队友", "ind": [ "能源电力", "通用" ], "player": "AI 原生创业", "note": "定位漂移:早期是电力市场 AI 分析师(电池储能),YC 页现写硬件机队远程运维,mentionfox 称官网 2026-09 已改成面向现场技师的语音 AI。边界公司,建议人工复核后决定是否收;可能更适合 c1/c5。创始人 Rohun Ati。" }, { "name": "GroundControl", "layer": "e1", "url": "https://gndctl.com", "hq": "美国加州圣何塞", "founded": 2024, "founded_month": "2024", "desc": "航空制造质量文件(首件检验报告)AI 自动生成", "total_raised": "累计融资约 $3M(AeroXplorer 报道)", "funding": [ { "date": "2025", "round": "种子轮", "amount": "约 $3M", "lead": "Y Combinator(X25 批次)", "src": "https://aeroxplorer.com/articles/how-groundcontrol-is-racing-to-untangle-aerospaces-paperwork-bottleneck" } ], "key_data": [ { "k": "客户设施数", "v": "70+", "date": "2026-07", "src": "https://www.ycombinator.com/launches/NWA-groundcontrol-vertical-ai-for-highly-regulated-manufacturing" }, { "k": "月生成检验报告", "v": "近 1000 份", "date": "2026-07", "src": "https://www.ycombinator.com/launches/NWA-groundcontrol-vertical-ai-for-highly-regulated-manufacturing" } ], "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "创始人 Mehul Shah、Nick Warren、Matthew Noseworthy(前作 InspectAR 被 Cadence 收购)。偏质量文件,与 c4 边界相近,放 e1 按任务。" }, { "name": "Korso", "layer": "e1", "url": "https://www.ycombinator.com/launches/QKn-korso-ai-agents-for-manufacturing", "hq": "美国加州欧文", "founded": 2026, "founded_month": "2026", "desc": "自然语言描述流程,Agent 在 ERP/CRM/MES 上跨系统执行", "total_raised": "累计融资未披露", "funding": [ { "date": "2026", "round": "YC Spring 2026 批次", "amount": "未披露", "lead": "Y Combinator", "src": "https://www.ycombinator.com/companies/korso" } ], "isa": [ "L3", "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "团队 3 人,创始人 Daichi Hiraoka、Alex Liu、Martin Pan。产品 Atlas 接 SAP、NetSuite、Oracle 等,做催供应商、RFQ 转报价、订单异常。YC 页写 Irvine,roundfunded 写旧金山,取 YC 页。korso.com 是另一家公司,官网未核到。偏报价/采购的部分与 c3 有重叠。" }, { "name": "Nexxa.ai", "layer": "e1", "url": "https://nexxa.ai", "hq": "美国加州桑尼维尔", "founded": 2024, "desc": "重工业专用 AI Agent 与多智能体编排平台 Nitro", "total_raised": "累计融资约 $14M(含此前 $4.4M pre-seed)", "funding": [ { "date": "2026-01", "round": "种子轮", "amount": "$9M", "lead": "Construct Capital(a16z speedrun 跟投)", "src": "https://www.finsmes.com/2026/01/nexxa-ai-raises-9m-in-seed-funding.html" } ], "key_data": [ { "k": "客户数", "v": "20+(CEO 自述,含财富 500 强)", "date": "2026-01", "src": "https://siliconangle.com/2026/01/21/nexxa-ai-raises-9m-streamline-worlds-industrial-backbone-ai/" } ], "customers": [ "Siemens", "Matikon" ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造", "通用" ], "player": "AI 原生创业", "note": "CEO Philipp Wehn;通过 Siemens Xcelerator Marketplace 销售。成立年为推断,待核。覆盖铁路、工厂、建筑等重工业。" }, { "name": "Walter", "layer": "e1", "url": "https://www.ycombinator.com/companies/walter", "hq": "美国旧金山", "founded": 2026, "desc": "制造业后台 AI 员工,像新人一样登录 ERP 录单下单", "total_raised": "累计融资约 $0.5M(Nordic9 线索,低可信)", "funding": [ { "date": "2026", "round": "YC Spring 2026 批次", "amount": "$500K(第三方线索)", "lead": "Y Combinator", "src": "https://nordic9.com/companies/walter/" } ], "key_data": [ { "k": "效果", "v": "一张采购订单从 15 分钟缩到几秒(公司自述)", "date": "2026-07", "src": "https://www.ycombinator.com/launches/Qdh-walter-ai-employee-for-the-manufacturing-back-office" } ], "isa": [ "L4" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "创始人 Nikolas Keller、Lukas Postulka;YC 稿称客户含多家 9 位数营收的包装行业厂商,未点名。官网未核到,url 用 YC 页。" }, { "name": "灵核数智 LinkCrux", "layer": "e1", "url": "https://www.linkcrux.com", "hq": "中国杭州", "founded": 2024, "founded_month": "2024-09", "desc": "面向制造业岗位的 AI 数智员工平台,无代码搭智能体", "total_raised": "累计融资约数千万元人民币(Pre-A 口径),Pre-A+ 金额未披露", "funding": [ { "date": "2026-02", "round": "Pre-A 轮", "amount": "数千万元人民币", "lead": "天际资本(独家)", "src": "https://m.pedaily.cn/news/560992" }, { "date": "2026-03", "round": "Pre-A+ 轮", "amount": "未披露", "lead": "未披露", "src": "https://vc.pedaily.cn/company/890635.html" } ], "key_data": [ { "k": "已覆盖场景", "v": "订单管理、设计辅助、智能排班、生产报工等(公司自述)", "date": "2026-02", "src": "https://m.pedaily.cn/news/560992" } ], "isa": [ "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "AI 原生创业", "note": "公司自述来源:linkcrux.com 与投资方天际资本稿(投资界)。创始人陈弘旋,与浙江大学金华研究院共建研发中心。Pre-A+ 条目来自投资界 VC 情报局聚合页,仅作线索。普通一家,不作主角。" }, { "name": "ABB Genix Copilot / Datalyzer", "layer": "f1", "url": "https://new.abb.com/industrial-software/genix", "hq": "苏黎世", "desc": "基于 Microsoft Foundry 的运维 Copilot，加 3D 数字孪生 Hub，从预测走向处方维护", "product_line_of": "ABB", "public": true, "isa": [ "L2", "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "流程工业", "能源电力", "采矿资源" ], "player": "大厂产品线", "prod": [ "c5", "a1", "d1" ], "note": "2026-04 Hannover Messe：My Measurement Assistant+ 接入 Genix Copilot，多语言，用动态二维码调设备诊断与备件信息（https://www.automationmag.com/abb-enhances-ai-capabilities-of-flagship-industrial-device-digital-solutions/ ）；同展发布 Genix 3D Digital Twin Hub，用 NVIDIA Omniverse 与 Azure（LinkedIn 行业分析师摘要 https://www.linkedin.com/posts/rashmidhondi_next-in-the-series-abb-and-where-it-is-placing-activity-7489955559564136448-nfDO ，二手）。Genix 客户数、AI 产品营收、发布年份本轮未查到一手数字，data 与 founded 留空，customers 未查到公开点名。" }, { "name": "Emerson AspenTech AVA", "layer": "f1", "url": "https://www.aspentech.com", "hq": "休斯敦（AspenTech 在马萨诸塞州贝德福德）", "founded": 2026, "desc": "智能体式工业 AI 平台，把一阶原理模型嵌进 AI 工作流，建议直接进运营", "key_data": [ { "k": "Emerson 软件与控制板块销售额", "v": "56.91 亿美元（上年 53.99 亿）", "date": "FY2025", "src": "https://www.barchart.com/press-releases/35916027/emerson-reports-fourth-quarter-and-full-year-2025-results-provides-initial-2026-outlook" }, { "k": "AspenTech 年化合同价值 ACV", "v": "9.649 亿美元，同比 +9.2%", "date": "2024-12", "src": "https://ir.aspentech.com/node/23231/pdf" } ], "product_line_of": "Emerson", "public": true, "isa": [ "L2", "L3" ], "stack": "平台", "auto": "队友", "ind": [ "流程工业", "能源电力" ], "player": "大厂产品线", "prod": [ "d1", "c5", "a1" ], "note": "2026-05-11 发布 AspenTech AVA，跑在 AspenTech Inmation 数据平台上（https://hk.marketscreener.com/news/new-emerson-industrial-ai-platform-delivers-enterprise-scale-ai-ce7f5bd9d98af727 ）；同月与 L&T Technology Services 签全球合作、升级 Inmation（https://finance.yahoo.com/markets/stocks/articles/emerson-expands-ai-software-partnership-161530516.html ）。2026-07 发布 Aspen Unified Scheduling 新模块（https://simplywall.st/stocks/us/capital-goods/nyse-emr/emerson-electric/news/cambia-el-nuevo-software-de-optimizacion-de-refinerias-el-pa ）。2025-03-12 Emerson 收齐 AspenTech 剩余股份，AspenTech 并入控制系统与软件板块（SEC 10-Q https://ir.emerson.com/sec-filings/all-sec-filings/content/0000032604-25-000076/0000032604-25-000076.pdf ），交易金额本轮未在一手页核到。「软件与控制」板块含控制硬件，不等于纯软件营收。Aramco 战略合作见 Emerson Q3 财报摘要，但未核细节。AVA 公开客户未查到。" }, { "name": "GE Vernova GridOS / APM", "layer": "f1", "url": "https://www.gevernova.com/software", "hq": "马萨诸塞州剑桥", "desc": "GridOS 企业软件与 AI 平台做电网协调；APM 做设备异常与预测维护", "key_data": [ { "k": "已出售的 Proficy 制造软件营收", "v": "近 2 亿美元，约占电气化软件营收 20%", "date": "2025-09", "src": "https://www.tdworld.com/utility-business/news/55316043/ge-vernova-selling-manufacturing-software-business-for-600m" }, { "k": "Proficy 客户数", "v": "2 万+", "date": "2025-09", "src": "https://finance.yahoo.com/news/ge-vernova-divest-proficy-software-091245719.html" } ], "product_line_of": "GE Vernova", "public": true, "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "能源电力" ], "player": "大厂产品线", "prod": [ "d2", "c5" ], "note": "关键修正：初稿把 Proficy 列为 GE Vernova 工业 AI 线，但 2025-09-11 GE Vernova 已与 TPG 签约以 $6 亿出售 Proficy 制造软件业务（预计 2026 上半年交割；本轮未核到交割公告），GE Vernova 只保留电气化软件，重心是 GridOS 电网 AI 平台（https://www.controlglobal.com/industry-news/news/55322811/tpg-acquires-ge-vernovas-proficy-to-establish-it-as-a-standalone-business ）。APM 的产品细节、GridOS 发布年份、客户案例本轮未核到一手页，founded 与 customers 留空。建议：此卡移到 d2（能源）为主，Proficy 若要收，可另建「TPG 持有的 Proficy」。" }, { "name": "Hitachi HMAX / Lumada 3.0", "layer": "f1", "url": "https://www.hitachi.com/en/", "hq": "东京", "desc": "HMAX 把设备数据加 AI 做成行业服务，2026 年起用 Gemini Enterprise 增强", "key_data": [ { "k": "Lumada 占集团营收比", "v": "40%（目标 2027 财年 50%）", "date": "FY2025", "src": "https://www.hitachi.com/content/dam/hitachi/global/ja_jp/ir/media/library/integrated/2026/ar2026j.pdf" }, { "k": "Lumada Adj. EBITA 率", "v": "16%（目标 2027 财年 18%）", "date": "FY2025", "src": "https://www.hitachi.com/content/dam/hitachi/global/ja_jp/ir/media/library/integrated/2026/ar2026j.pdf" } ], "product_line_of": "Hitachi", "public": true, "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "能源电力", "通用" ], "player": "大厂产品线", "prod": [ "c5", "d2", "a2" ], "note": "2026-06-09 与 Google Cloud 扩大联盟：加强 FDE（前线部署工程）、用 Gemini Enterprise 增强 HMAX（https://www.hitachi.com/content/dam/hitachi/global/en/press/files/2026/06/260609a.pdf ）。2026 年报称正用新的基础设施智能基础模型把物理 AI 用于数据中心、能源、出行、制造与物流（https://docs.publicnow.com/viewDoc.aspx?filename=22205\\EXT\\4A7202FB62FF902CE699A9D7DEC6FF019138AD2A_52DEA0322530D3C2A969306FCA518F415E646861.PDF ）。HMAX 发布年份与单独营收本轮未核到，founded 留空；Lumada 营收比含数字服务全线，不等于 AI 产品营收。Hitachi Ventures 投 Archetype AI 取自初稿，本轮未单独核。" }, { "name": "Honeywell Forge Cognition", "layer": "f1", "url": "https://www.honeywell.com", "hq": "夏洛特", "founded": 2026, "desc": "智能体加数字孪生管楼宇与工厂运营，Plant Cognition 面向炼化和 LNG", "key_data": [ { "k": "Dangote 炼厂预估年化总收益", "v": "6000 万美元以上（每桶 0.29 美元以上）", "date": "2026-10", "src": "https://www.honeywell.com/us/en/news/press-releases/2026/10/honeywell-technologies-launches-forge-plant-cognition-with-dangote-built-with-ndivia-ai-dell-technologies" } ], "customers": [ "Dangote（Lekki 炼厂）", "NVIDIA Voyager 园区（试点）" ], "product_line_of": "Honeywell Technologies", "public": true, "isa": [ "L2", "L3" ], "stack": "平台", "auto": "队友", "ind": [ "流程工业", "通用" ], "player": "大厂产品线", "prod": [ "d1", "c5" ], "note": "2026-10-14 发布 Forge Cognition（与 NVIDIA、Dell 合作），三种模式手动、半自治、自治；CTO 称自治模式暂未开放，未来 2–3 年先人在回路（Fortune https://fortune.com/2026/10/14/honeywell-technologies-brain-behind-the-bulding-forge-cognition-dell-nvidia/ ）。2026-10-26 发布面向炼化/石化/LNG 的 Forge Plant Cognition，首站 Dangote；6000 万美元为 Honeywell 初步预估，非实测。Honeywell 近一年拆出材料与航空业务，现称 Honeywell Technologies（Fortune 同上）。" }, { "name": "Mitsubishi Electric Serendie / Maisart", "layer": "f1", "url": "https://www.mitsubishielectric.com/en/", "hq": "东京", "founded": 2024, "desc": "Serendie 数据基座加 Maisart AI，靠收购 Nozomi 与入股燈补安全和物理 AI", "key_data": [ { "k": "Nozomi Networks 营收（被收购前）", "v": "$7500 万，2022–24 年复合增速 33%", "date": "2025-09", "src": "https://www.mitsubishielectric.com/en/pr/2025/pdf/0909-2.pdf" }, { "k": "对 AI 初创「燈」出资", "v": "50 亿日元", "date": "2026-01", "src": "https://aidiver.jp/news/detail/462" } ], "product_line_of": "Mitsubishi Electric", "public": true, "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "大厂产品线", "prod": [ "a1", "a3", "c5" ], "note": "2024-05 发布 Serendie 数据基座；2025-09 宣布收购 Nozomi Networks（OT 安全，旧金山，员工 315 人，见上 PDF）；2026-01-28 与燈（Akari）资本业务合作，2026-03-17 开战略发布会，称最迟半年内推进物理 AI 事业化（https://www.mitsubishielectric.co.jp/ai/products-tech/akari/ ）。Nozomi 收购价与交割状态本轮未在上页核到。Serendie 客户数、营收未披露，customers 未查到。" }, { "name": "Rockwell Automation FactoryTalk Conductor", "layer": "f1", "url": "https://www.rockwellautomation.com/en-us/products/software/factorytalk/conductor.html", "hq": "密尔沃基", "founded": 2026, "desc": "AI 原生编排平台，用自然语言串联 Logix Designer、Emulate3D 等里的智能体", "key_data": [ { "k": "受 Gartner Hype Cycle 点名", "v": "21 份报告", "date": "2026-10", "src": "https://www.ainvest.com/news/rockwell-automation-software-price-factory-cycle-2610/" }, { "k": "AI 增强的制造运营占比（Rockwell 年度调研）", "v": "34%，2030 年预计 54%", "date": "2026", "src": "https://www.autodcstech.com/rockwell-automation-launches-factorytalk-conductor-ai-orchestration-platform-with-nvidia-nemotron-support/" }, { "k": "经常性收入（ARR）FY2026 指引", "v": "高个位数增长", "date": "2025-11", "src": "https://www.rockwellautomation.com.cn/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2025/ROK-Prepared-Remarks-Q4-FY25.pdf" } ], "product_line_of": "Rockwell Automation", "public": true, "isa": [ "L1", "L2", "L3" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造", "流程工业" ], "player": "大厂产品线", "prod": [ "c1", "c5", "a1" ], "note": "2026-10-21 发布 FactoryTalk Conductor，Automation Fair 2026（波士顿）首次公开演示，计划 2027 Q1 商用；首批集成 Studio 5000 Logix Designer、Logix Echo、Emulate3D、FactoryTalk Optix；定价与授权模式未披露（https://en.yna.co.kr/view/RPR20261021009600353 ）。2026-06 另发 FactoryTalk Orchestration Software（Supaterminal 转述 https://supaterminal.com/news/nyse%3Arok/rockwell-automation-unveils-factorytalk-conductor-ai-orchestration ）。Rockwell 软件与控制板块的可靠营收数字本轮未核准，未写。公开客户案例未查到。" }, { "name": "Schneider Electric / AVEVA Industrial AI", "layer": "f1", "url": "https://www.aveva.com", "hq": "吕埃-马迈松", "desc": "AVEVA 工业软件加 Cognite 数据层，并签约收购 PTC，补齐设计到运营的 AI 链", "key_data": [ { "k": "集团营收", "v": "401.5 亿欧元", "date": "2025", "src": "https://www.marketscreener.com/news/schneider-electric-full-year-results-release-ce7e5cd8dd8ef22d" }, { "k": "软件与服务占集团营收", "v": "19%（目标 2030 年约 25%）", "date": "2025", "src": "https://www.marketscreener.com/news/schneider-electric-full-year-results-release-ce7e5cd8dd8ef22d" }, { "k": "AVEVA 经常性收入占比", "v": "近 85%", "date": "2025", "src": "https://www.marketscreener.com/news/schneider-electric-full-year-results-release-ce7e5cd8dd8ef22d" }, { "k": "Cognite 交易额", "v": "$31 亿，全现金", "date": "2026-06-30", "src": "https://lesechos-comfi.lesechos.fr/press-release/schneider-electric-epa-su-schneider-electric-announces-agreement-to-acquire-cognite-unlocking-a-new-level-of-strategic-intelligence-for-industrial-ai-Acc27CzEHw9" } ], "product_line_of": "Schneider Electric", "public": true, "isa": [ "L2", "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "流程工业", "能源电力" ], "player": "大厂产品线", "prod": [ "a1", "a2", "b3", "c1", "c5", "d1" ], "note": "2026-06-30 宣布以 $31 亿全现金收购 Cognite，并入 AVEVA，交割预计未来几个季度（https://thenextweb.com/news/schneider-electric-cognite-3-1bn-industrial-ai ）。2026-10-05 宣布以每股 $205 全现金收购 PTC，股权估值约 $226 亿、EV 约 $237 亿，预计 2027 Q3 前交割（https://www.mdm.com/news/top-distributor-sectors/electrical/schneider-electric-to-acquire-ptc-in-22-6b-industrial-software-deal/ ）。初稿提到的 TwinThread 收购本轮未核到来源，不写。AVEVA 单独 AI 产品的客户数、发布年份未披露，founded 与 customers 留空。" }, { "name": "Siemens Industrial Copilot / Eigen Engineering Agent", "layer": "f1", "url": "https://www.siemens.com/industrial-copilot", "hq": "慕尼黑", "founded": 2023, "desc": "Eigen 智能体连 TIA Portal，自动写 PLC 逻辑并自检；Copilot 覆盖工程与产线", "key_data": [ { "k": "Eigen 使用企业数", "v": "100+ 家、19 国", "date": "2026-06", "src": "http://w1.siemens.com.cn/news_en/news_articles_en/21971.aspx" }, { "k": "可用 Eigen 的 TIA Portal 用户", "v": "60 万+", "date": "2026-04", "src": "https://manufacturingdigital.com/articles/how-siemens-ai-engineering-agent-eigen-works" }, { "k": "工业 AI 投入", "v": "10 亿欧元", "date": "2026-04", "src": "https://manufacturingdigital.com/articles/how-siemens-ai-engineering-agent-eigen-works" }, { "k": "数字工业软件 ARR 年均增速（SaaS 转型期）", "v": "13%，云占 ARR 近 50%", "date": "2025-11", "src": "https://www.investing.com/news/transcripts/earnings-call-transcript-siemens-q4-2025-earnings-miss-sends-stock-down-53-93CH-4354691" } ], "customers": [ "ANDRITZ Metals", "CASMT", "Prism Systems" ], "product_line_of": "Siemens", "public": true, "isa": [ "L1", "L2", "设计" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "离散制造", "流程工业" ], "player": "大厂产品线", "prod": [ "a2", "b1", "b2", "b4", "c1" ], "note": "2026-04-20 Hannover Messe 发布 Eigen Engineering Agent（出处 https://manufacturingdigital.com/articles/how-siemens-ai-engineering-agent-eigen-works ）；2026-06-25 VivaTech 加 ECAD 集成与合规项目生成，含在标准订阅内（http://w1.siemens.com.cn/news_en/news_articles_en/21971.aspx ）。2025-03 收购 Altair 完成（Siemens 2025 Q2 发言稿 https://assets.new.siemens.com/siemens/assets/api/uuid:73cbe11d-0253-48de-81d6-e417b9415617/Presserede_Q2_2025_Presseformat_EN.pdf ；金额约 $10.6B 见 https://clarqo.com/de/2026/04/30/siemens-industrial-copilot-nach-hannover-messe-2026-wie-roland-busch-die-altair-bernahme-zur-engineering-ki-wende-umm-nzt/ ，二手）。2026-01-06 与 NVIDIA 扩大合作做「工业 AI 操作系统」（https://assets.new.siemens.com/siemens/assets/api/uuid:ae55b566-f2ee-4e63-b2d1-b208086f1c6e/HQCOPR202512317319EN.pdf ）。founded 2023 取自 Industrial Copilot 与 Microsoft 共同开发的首发年，本轮未核到原始首发页。Siemens 未披露工业软件单独营收。" }, { "name": "Yokogawa AI Control (FKDPP) / Industrial Autonomy", "layer": "f1", "url": "https://www.yokogawa.com/solutions/products-and-services/control/", "hq": "东京", "desc": "强化学习算法 FKDPP 做自治控制，直接回写控制器，走向工业自治", "key_data": [ { "k": "现场试验蒸汽消耗与 CO2 较人工操作降幅", "v": "40%", "date": "2023", "src": "https://companiesmarketcap.com/annual-reports/126273.ar.en.2023.pdf" } ], "customers": [ "Aramco Fadhili 气体处理厂（多个自治控制 AI 智能体已投运）" ], "product_line_of": "Yokogawa", "public": true, "isa": [ "L1", "L2" ], "stack": "AI 原生应用", "auto": "自治执行", "ind": [ "流程工业", "能源电力" ], "player": "大厂产品线", "prod": [ "d1" ], "note": "2023-01 与 NTT 通信推出自治控制 AI 服务「Autopilot」（Yokogawa 2023 年报，见上）。FKDPP 获日本产业技术大奖首相奖；2026-04 公司官号称与 Aramco 在 Fadhili 厂投运多个自治控制 AI 智能体（LinkedIn 公司帖 https://www.linkedin.com/posts/yokogawa_yokogawamiddleeastandafrica-ai-autonomouscontrol-activity-7454061955729948672-dXO2 ；案例帖二手 https://www.linkedin.com/posts/matthew-ross-9258a2165_autonomousoperations-ai-energyefficiency-activity-7454819240571990016-AN22 ）。AI 产品营收、客户总数未披露，founded 留空。" }, { "name": "Autodesk Neural CAD / Autodesk Assistant (+ MaintainX)", "layer": "f2", "url": "https://www.autodesk.com", "hq": "旧金山", "desc": "Neural CAD 生成几何、Assistant 做智能体工作流，收 MaintainX 把维修接回设计闭环", "key_data": [ { "k": "FY2027 营收指引（已含 MaintainX）", "v": "82.95–83.45 亿美元", "date": "2026-08-26", "src": "https://www.nasdaq.com/articles/autodesk-q2-earnings-call-highlights" }, { "k": "Q2 FY2027 营收同比", "v": "+16%（固定汇率 +14%）", "date": "2026-08-26", "src": "https://www.nasdaq.com/articles/autodesk-q2-earnings-call-highlights" }, { "k": "MaintainX 下半年预计贡献", "v": "营收约 6000 万美元、账单约 7000 万美元", "date": "2026-08-26", "src": "https://www.nasdaq.com/articles/autodesk-q2-earnings-call-highlights" } ], "product_line_of": "Autodesk", "public": true, "isa": [ "设计", "L3" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造", "通用" ], "player": "大厂产品线", "prod": [ "b1", "c1", "c5" ], "note": "2026-08-03 完成收购 MaintainX（移动 CMMS，亏损，会稀释 FY2027 利润率）；收购价口径不一：Simply Wall St 称 $36 亿（https://simplywall.st/community/narratives/us/software/nasdaq-adsk/autodesk/3vnvpju9-analysts-raise-price-targets-on-autodesk-following-strong-results-and-improved-margin-guidance/updates/29-the-autodesk-thesis-has-been-reviewed-and-reaffirmed-with-t ），初稿另见 $26 亿说法，一手公告金额本轮未核到，两个口径并存。Neural CAD 发布年份本轮未核，founded 留空。公开客户案例未查到。" }, { "name": "Bentley Systems iTwin / Asset Analytics AI", "layer": "f2", "url": "https://www.bentley.com", "hq": "宾夕法尼亚州埃克斯顿", "desc": "基础设施数字孪生 iTwin 加 AI 资产分析，设计自动化代理按 API 调用付费", "key_data": [ { "k": "2026 年营收指引", "v": "16.85–17.15 亿美元", "date": "2026-02", "src": "https://ayondo.com/en/bwr/US08265T2087/bentley-systems/bentley-systems-announces-fourth-quarter-and-full-year-2025-results-and-2026-financial-outlook-20260226052761r1" }, { "k": "2026 年 ARR 增速指引（固定汇率）", "v": "10.5–12.5%", "date": "2026-02", "src": "https://ayondo.com/en/bwr/US08265T2087/bentley-systems/bentley-systems-announces-fourth-quarter-and-full-year-2025-results-and-2026-financial-outlook-20260226052761r1" }, { "k": "资产分析消费型收入运行率", "v": "5000 万美元", "date": "2025", "src": "https://investors.bentley.com/static-files/6d23ace4-3fef-419a-aa6a-1920dd631174" } ], "product_line_of": "Bentley Systems", "public": true, "isa": [ "设计", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "大厂产品线", "prod": [ "b1", "b2", "c5" ], "note": "2025 年底收购 Talon Aerolytics 与 Pointivo 技术及团队，2026-01-05 公告（同上业绩稿）；OpenTower IQ ARR 达八位数；管理层称将对 AI 代理的 API 调用量计费（Q4 2025 电话会 https://investors.bentley.com/static-files/6d23ace4-3fef-419a-aa6a-1920dd631174 ）。偏基础设施而非工厂，建议确认是否保留在工业 AI 图谱。发布年份与客户案例（Hawaii、Alabama 交通部门用 Blyncsy）见电话会，其余未核。" }, { "name": "Cadence Millennium / Hexagon D&E Physical AI Simulation", "layer": "f2", "url": "https://www.cadence.com", "hq": "加州圣何塞", "desc": "Millennium 多物理仿真平台加 AI 设计探索，收购 MSC 补结构分析，主打物理 AI", "key_data": [ { "k": "收购 Hexagon 设计与工程业务对价", "v": "约 27 亿欧元（约 31.6 亿美元），70% 现金加 30% 股票", "date": "2026-02", "src": "https://www.engineering.com/cadence-completes-acquisition-of-hexagons-de-business/" }, { "k": "预计 2026 年新增营收", "v": "约 1.6 亿美元", "date": "2026-02", "src": "https://www.engineering.com/cadence-completes-acquisition-of-hexagons-de-business/" }, { "k": "被收业务 2024 年营收", "v": "2.65 亿欧元", "date": "2025-09", "src": "http://wap.seccw.com/Document/detail/id/35988.html" } ], "customers": [ "大众", "宝马", "丰田", "洛克希德·马丁（均为被收购的 MSC 业务客户）" ], "product_line_of": "Cadence", "public": true, "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "大厂产品线", "prod": [ "b2", "b4" ], "note": "2025-09-04 宣布、2026-02 完成收购 Hexagon D&E（含 MSC Nastran、Adams、Marc、Cradle CFD）；此前收 BETA CAE（2024，$12.4 亿，Seccw 同上）。Cadence 称此举布局 Physical AI（engineering.com 同页）。Q1 2026 电话会提到 Millennium 与 NVIDIA 合作（Motley Fool 转录 https://www.fool.com/earnings/call-transcripts/2026/04/27/cadence-cdns-q1-2026-earnings-transcript/ ）。Millennium 发布年份本轮未核，founded 留空。Cadence 主业是芯片 EDA，工业部分是 System Design & Analysis 线。" }, { "name": "Dassault Systèmes 3D UNIV+RSES / Virtual Companions", "layer": "f2", "url": "https://www.3ds.com", "hq": "韦利济-维拉库布莱", "founded": 2025, "desc": "3DEXPERIENCE 加 AI 原生虚拟伙伴、生成式体验，与 NVIDIA 做工业世界模型", "key_data": [ { "k": "集团营收", "v": "62.40 亿欧元，同比 +4%（固定汇率）", "date": "2025", "src": "https://investor.3ds.com/highlights-q4-2025" }, { "k": "年化经常性收入 ARR", "v": "近 45 亿欧元", "date": "2025-Q4", "src": "https://www.gurufocus.com/news/8607595/dassault-systemes-se-dastf-q4-2025-earnings-call-highlights-navigating-challenges-and-embracing-aidriven-growth" }, { "k": "2026 年营收增长指引", "v": "3–5%", "date": "2026-02", "src": "https://investor.3ds.com/news-releases/news-release-details/dassault-systemes-q4-revenue-growth-1-solid-operating-margin-and/" } ], "product_line_of": "Dassault Systèmes", "public": true, "isa": [ "设计", "L3" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "大厂产品线", "prod": [ "b1", "b2", "b3" ], "note": "CEO Pascal Daloz 称一年内推出三类 AI 原生产品：Virtual Companions、Generative Experiences、Virtual Twins as a Service，2026 转向变现（https://investor.3ds.com/highlights-q4-2025 ）；与 NVIDIA 合作做 Industry World Models（同页）。初稿称 R2026x 起 3DEXPERIENCE 转智能体平台并引用 usine-digitale 一文，本轮未核该文全文。founded 2025 为发布第一年的推断，原始发布日期未核。公开客户案例本轮未查到。" }, { "name": "Octave (ex-Hexagon) Asset-Lifecycle AI", "layer": "f2", "url": "https://octave.com", "hq": "斯德哥尔摩", "founded": 2026, "desc": "资产密集行业软件公司，Build/Operate/Protect 三环境做智能体工作流", "key_data": [ { "k": "ARR", "v": "11.43 亿美元，同比 +7%", "date": "2026-06", "src": "http://www.research-tree.com/newsfeed/article/octave-announces-second-quarter-2026-financial-results-3402722/nid/3402722" }, { "k": "总营收", "v": "约 16 亿美元", "date": "2025", "src": "https://www.di.se/bors/pressmeddelande/3410905e-dc42-5e43-857d-eaceb7858fc8/" }, { "k": "客户数", "v": "约 4500 家、140 国", "date": "2026-03", "src": "https://www.di.se/bors/pressmeddelande/3410905e-dc42-5e43-857d-eaceb7858fc8/" }, { "k": "SaaS 营收增速", "v": "+21%", "date": "2026-Q2", "src": "https://www.cimdata.com/zh/industry-summary-articles/item/30607-octave-announces-second-quarter-2026-financial-results" } ], "customers": [ "Bechtel（CoLabs 参与方）", "Fluor（CoLabs 参与方）" ], "product_line_of": "Hexagon", "public": true, "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "流程工业", "能源电力", "通用" ], "player": "专业老厂", "prod": [ "c5", "c1", "a2" ], "note": "关键修正：初稿写 Octave「拟分拆」，实际 2026-05 已完成与 Hexagon 分离，纳斯达克代码 OCTV，斯德哥尔摩 SDR 同名（见 research-tree 稿）。2026-05 收购 VXG（视频管理）；2026-07 推 Octave CoLabs 让客户在自有运营数据上搭智能体工作流。Hexagon 剩余业务（含 AEON 人形机器人）属机器人，不收。Hexagon 设计与工程（MSC）已于 2026-02 卖给 Cadence。建议 plat 改记「Octave（原 Hexagon）」，player 视 Will 口径定为专业老厂或大厂产品线。founded 2026 为独立上市年份，非产品首发年。" }, { "name": "PTC AI Platform (Creo / Windchill / Codebeamer / ServiceMax)", "layer": "f2", "url": "https://www.ptc.com/en/about/artificial-intelligence", "hq": "波士顿", "founded": 2026, "desc": "跨 CAD、PLM、ALM、服务的 AI 平台加 12 个智能体，Orbit 汇总资产全生命周期数据", "key_data": [ { "k": "客户数", "v": "3 万+", "date": "2026-10", "src": "https://www.mdm.com/news/top-distributor-sectors/electrical/schneider-electric-to-acquire-ptc-in-22-6b-industrial-software-deal/" }, { "k": "员工数", "v": "7000+", "date": "2026-10", "src": "https://www.mdm.com/news/top-distributor-sectors/electrical/schneider-electric-to-acquire-ptc-in-22-6b-industrial-software-deal/" }, { "k": "2025 年营收", "v": "约 24 亿欧元（27 亿美元）", "date": "2025", "src": "https://www.indexbox.io/ru/blog/schneider-electric-to-acquire-ptc-in-industrial-software-push/" }, { "k": "Schneider 收购对价", "v": "每股 $205，股权 $226 亿、EV $237 亿", "date": "2026-10-05", "src": "https://www.mdm.com/news/top-distributor-sectors/electrical/schneider-electric-to-acquire-ptc-in-22-6b-industrial-software-deal/" } ], "owner": "2026-10-05 Schneider Electric 宣布全现金收购（EV 约 $237 亿，溢价 42.3%），预计 2027 Q3 前交割，待股东与监管批准", "product_line_of": "PTC", "public": true, "isa": [ "设计", "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "大厂产品线", "prod": [ "b1", "b3", "c1", "c5" ], "note": "2026-06-09/10 PTC NEXT Chicago 发布 AI 平台（统一「Intelligence Layer」，12 个智能体，Advise/Assist/Automate 三类）、PTC Orbit、PTC Jetstream、10 个新集成、100+ 产品更新（https://www.streetinsider.com/Corporate+News/PTC+introduces+AI+platform+and+product+updates+at+Chicago+event/26628241.html ）。Schneider 称预计 3 年内成本协同 2.5 亿欧元、收入协同约 8 亿欧元（https://www.investments.scottishwidows.co.uk/research-centre/market-news/article/?id=23752696&type=bsm ）。客户案例本轮未查到。" }, { "name": "Synopsys Ansys SimAI / Multiphysics Fusion", "layer": "f2", "url": "https://www.ansys.com", "hq": "加州桑尼维尔（Ansys 在宾夕法尼亚州加农斯堡）", "desc": "Ansys 仿真加 SimAI 代理模型，与 Synopsys 合并「芯片到系统」，并推 Agentic EDA", "key_data": [ { "k": "Ansys 对 Synopsys FY2025 的营收贡献", "v": "约 8 亿美元（Q4 约 7 亿）", "date": "FY2025", "src": "https://futurumgroup.com/insights/synopsys-q4-fy-2025-earnings-highlight-resilient-demand-ansys-integration/" }, { "k": "Ansys FY2026 预计贡献", "v": "约 29 亿美元，两位数增长", "date": "FY2026", "src": "https://futurumgroup.com/insights/synopsys-q4-fy-2025-earnings-highlight-resilient-demand-ansys-integration/" }, { "k": "Synopsys FY2026 营收指引", "v": "95.6–96.6 亿美元", "date": "2025-12", "src": "https://investingnews.com/synopsys-posts-financial-results-for-fourth-quarter-and-fiscal-year-2025/" }, { "k": "synopsys.ai 活跃用户（Tier-1 芯片客户）", "v": "近 5000", "date": "FY2025", "src": "https://futurumgroup.com/insights/synopsys-q4-fy-2025-earnings-highlight-resilient-demand-ansys-integration/" } ], "customers": [ "Krones（Azure + Omniverse 数字孪生，用 Ansys 加速求解器）" ], "product_line_of": "Synopsys", "public": true, "isa": [ "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "大厂产品线", "prod": [ "b2", "b4" ], "note": "Ansys 已并入 Synopsys（初稿口径），Synopsys 目标四年内 4 亿美元协同；10% 裁员（Futurum 同上）。SimAI 具体发布年份、单独客户数本轮未核，founded 留空。该卡的工业部分以 Ansys 仿真为主，EDA 部分属 b4。" }, { "name": "AWS Industrial AI (Bedrock / SageMaker / IoT SiteWise)", "layer": "f3", "url": "https://aws.amazon.com/industrial/", "hq": "西雅图", "desc": "以 Bedrock、SageMaker、IoT SiteWise 做工业数据与智能体底座，靠伙伴交付行业方案", "key_data": [ { "k": "Siemens 与 AWS 联合方案客户的上市提速", "v": "快 30–50%", "date": "2026-06", "src": "https://blog.siemens.com/2026/07/siemens-and-aws-see-4x-growth-as-ai-agents-autonomously-handle-enterprise-procurement/" }, { "k": "Siemens 软件经 AWS Marketplace 采购增速", "v": "同比 4 倍", "date": "2026-06", "src": "https://blog.siemens.com/2026/07/siemens-and-aws-see-4x-growth-as-ai-agents-autonomously-handle-enterprise-procurement/" } ], "customers": [ "Siemens Energy（战略云供应商）", "Siemens" ], "product_line_of": "Amazon", "public": true, "isa": [ "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "通用" ], "player": "大厂产品线", "prod": [ "a1", "a2", "c5" ], "note": "2026-04-02 AWS 与 Siemens Energy 扩大合作，成为其战略云提供商，用 Bedrock、SageMaker、IoT SiteWise 做智能制造与自主电厂运营（https://hk.marketscreener.com/news/amazon-com-aws-and-siemens-energy-team-up-to-advance-energy-sector-digital-transformation-ce7e51dcd08ff723 ）。Hannover Messe 2026 展示与 Siemens 的 Industrial Edge、Mendix、SageMaker、Bedrock 联合（LinkedIn 二手 https://www.linkedin.com/posts/uni-network-group_siemens-amazonwebservices-industrialai-activity-7458055611339939841-zpvo ）。AWS 工业专属营收未披露；Industrial Innovation Fund 投 Archetype AI 见 https://www.archetypeai.io/blog/archetype-ai-series-a ，Fund 规模与最新动作本轮未核。founded 留空。" }, { "name": "Google Cloud Manufacturing (Gemini Enterprise / Manufacturing Data Engine)", "layer": "f3", "url": "https://cloud.google.com/solutions/manufacturing", "hq": "加州山景城", "desc": "Manufacturing Data Engine 统一 OT/IT 数据，Gemini Enterprise 智能体做工厂决策", "key_data": [ { "k": "GE Appliances 在制造、物流、供应链部署的 AI 智能体", "v": "800+", "date": "2026-04-22", "src": "https://www.googlecloudpresscorner.com/2026-04-22-GE-Appliances-Reinvents-Manufacturing-Operations-at-Scale-with-Google-Clouds-Gemini-Enterprise" } ], "customers": [ "GE Appliances（Haier 旗下）", "Briggs & Stratton", "Hitachi（HMAX 联盟）", "Augury（伙伴）" ], "product_line_of": "Alphabet", "public": true, "isa": [ "L3", "L4" ], "stack": "平台", "auto": "队友", "ind": [ "离散制造" ], "player": "大厂产品线", "prod": [ "a1", "a2", "c2" ], "note": "2026-04-22 GE Appliances 在 Cloud Next '26 发布用 Gemini Enterprise 部署 800+ 智能体；2026-09-10 Briggs & Stratton 扩大合作，把 Gemini Enterprise 用于全球供应链（https://www.briggsandstratton.com/en-us/news-room/briggs-stratton-expands-google-cloud-partnership-with-gemini ）；2026-06-08/09 Hitachi 扩大物理 AI 联盟（https://www.hitachi.com/content/dam/hitachi/global/en/press/files/2026/06/260609a.pdf ）。MDE 与 Cortex 组合见 Evalueserve 帖（二手 https://www.linkedin.com/posts/evalueserve_the-factory-of-the-future-powered-by-google-activity-7475578523164848128-NNeD ）。Google Cloud 工业专属营收未披露，founded 留空。" }, { "name": "IBM Maximo Application Suite 9.2 / watsonx", "layer": "f3", "url": "https://www.ibm.com/products/maximo", "hq": "纽约阿蒙克", "founded": 2026, "desc": "资产管理 Maximo 把 AI 嵌进可靠性、现场作业与安全，并带智能体加速跨系统工作", "key_data": [ { "k": "Maximo 7.6 与 MAS 双授权支持截止", "v": "2027-04-30", "date": "2026-07", "src": "https://www.troia.eu/en/company/news/ibm-maximo-application-suite-9-2-the-age-of-ai-driven-asset-management" } ], "customers": [ "King County 设施管理处（Maximo 用户，伙伴稿）" ], "product_line_of": "IBM", "public": true, "isa": [ "L3" ], "stack": "AI 原生应用", "auto": "副驾", "ind": [ "通用", "能源电力" ], "player": "大厂产品线", "prod": [ "c1", "c5" ], "note": "2026-06-24/25 发布 Maximo Application Suite 9.2，主打资产优先的 AI、智能体与文档转运营智能（https://www.ibm.com/new/announcements/introducing-maximo-application-suite-9-2 ）。2026-05 IBM 与 Oracle 发布 Oracle Fusion ERP 到 Maximo 的连接器（https://procurementmag.com/news/ibm-and-oracle-expand-40-year-pact-with-ai-and-cloud-tools ）。founded 2026 为 9.2 发布年，非 Maximo 首发。Maximo 客户总数、营收未披露，King County 案例来自 2025 年伙伴 Interloc 稿（https://www.interlocsolutions.com/company/news ），规模弱。" }, { "name": "Microsoft Industrial AI (Fabric IQ / Azure IoT Operations / Agentic Factory)", "layer": "f3", "url": "https://www.microsoft.com/industry/manufacturing", "hq": "雷德蒙德", "desc": "Azure、Fabric、Foundry 作工业数据与智能体底座；与 Accenture 做「Agentic Factory」", "customers": [ "Kruger", "Nissha Metallizing Solutions", "Siemens（联合开发 Industrial Copilot）", "ABB（Genix Copilot 基于 Microsoft Foundry）" ], "product_line_of": "Microsoft", "public": true, "isa": [ "L2", "L3", "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "大厂产品线", "prod": [ "a1", "a2", "c1", "c5" ], "note": "上面两个数字是第三方站转载的 Microsoft FY2026 Q3 财报电话会原文，非微软官网页，属二手；Fabric 与 AI 业务为全公司口径，不是工业专属。2026-04-20 Accenture、Avanade 与 Microsoft 在 Hannover Messe 发布 Agentic Factory，Kruger 与 Nissha 为早期用户，计划 2026 下半年商用（Business Wire https://www.nasdaq.com/press-release/accenture-and-avanade-collaborate-microsoft-develop-agentic-factory-help-reduce）。微软 Hannover 展台围绕产品生命周期、工厂运营、人机信任、供应链四块，伙伴含 Siemens、ABB、NVIDIA、Hexagon、KUKA（LinkedIn 分析师摘要，二手 https://www.linkedin.com/posts/rashmidhondi_industrial-ai-series-microsoft-and-the-activity-7493368718551347200-sij0 ）。founded 留空，工业专属营收未披露。" }, { "name": "Mistral AI for Industrial Engineering", "layer": "f3", "url": "https://mistral.ai", "hq": "巴黎", "founded": 2026, "founded_month": "2026-05", "desc": "物理模型加工程智能体，帮设计、仿真、质检；收 Emmi AI 补物理 AI", "valuation": { "v": "€11.7B", "date": "2025-09", "kind": "Series C 投后估值，媒体报道", "src": "https://www.mobileworldlive.com/ai-cloud/mistral-eyes-e3b-funding-round/" }, "key_data": [ { "k": "最近一轮估值", "v": "117 亿欧元（Series C，ASML 领投 17 亿欧元，持股 11%）", "date": "2025-09", "src": "https://www.mobileworldlive.com/ai-cloud/mistral-eyes-e3b-funding-round/" }, { "k": "2026 年营收目标", "v": "10 亿欧元以上", "date": "2026-05", "src": "https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/mistral-signs-airbus-and-bmw-it-brings-ai-manufacturing" }, { "k": "员工数", "v": "约 1000", "date": "2026-05", "src": "https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/mistral-signs-airbus-and-bmw-it-brings-ai-manufacturing" } ], "customers": [ "Airbus（五年合同）", "BMW", "ASML" ], "product_line_of": "Mistral AI", "isa": [ "设计", "L3" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造" ], "player": "AI 原生创业", "prod": [ "b2", "c4" ], "note": "非上市公司，pub 设为 false（与任务写的 pub true 不同，请 Will 确认是否仍放 F 组）。2026-05-22 宣布收购奥地利 Emmi AI（物理仿真；Emmi 2025 年融资 1500 万欧元），见 https://mistral.ai/news/accelerate-ai-native-industry/ ；2026-05-28 AI Now Summit 发布 Mistral for Industrial Engineering，与 Airbus、BMW、ASML 合作（https://mistral.ai/news/ai-now-summit-2026/ ）；Airbus 五年合同、BMW 用于汽车制造与碰撞研究（Business Times 与 Yahoo/AFP https://finance.yahoo.com/sectors/technology/articles/french-ai-firm-mistral-announces-093333506.html ）。2026-06 Bloomberg 转述早期洽谈融资约 30 亿欧元、估值约 200 亿欧元，未成交（Mobile World Live 同上，传闻）。ASML 持股 11%、17 亿欧元一轮与「13 亿欧元」说法在两家媒体间不一致，以 Mobile World Live 的 17 亿欧元 Series C 为准。" }, { "name": "NVIDIA Omniverse / Industrial AI Cloud", "layer": "f3", "url": "https://www.nvidia.com/en-us/industries/manufacturing/", "hq": "加州圣克拉拉", "desc": "Omniverse 做工厂数字孪生和物理 AI 仿真底座，被 Siemens、Dassault、Cadence 等嵌入", "key_data": [ { "k": "季度营收", "v": "962.2 亿美元，同比 +106%", "date": "FY2027 Q2（2026-08）", "src": "https://www.stheadline.com/stock-market/3608675/Nvidia%E6%A5%AD%E7%B8%BE%E8%B6%85%E9%A0%90%E6%9C%9F-%E6%96%99%E7%AC%AC%E4%B8%89%E5%AD%A3%E6%94%B6%E5%85%A5%E9%A6%96%E7%A0%B4%E5%8D%83%E5%84%84-%E6%98%8E%E5%B9%B4%E6%8C%87%E5%BC%95%E9%80%B2%E5%8F%96-%E7%9B%A4%E5%BE%8C%E8%82%A1%E5%83%B9%E5%8D%87%E8%BF%913" }, { "k": "ACIE（AI 云、工业与企业）板块季度营收", "v": "403.1 亿美元，同比 +138%", "date": "FY2027 Q2（2026-08）", "src": "https://www.stheadline.com/stock-market/3608675/Nvidia%E6%A5%AD%E7%B8%BE%E8%B6%85%E9%A0%90%E6%9C%9F-%E6%96%99%E7%AC%AC%E4%B8%89%E5%AD%A3%E6%94%B6%E5%85%A5%E9%A6%96%E7%A0%B4%E5%8D%83%E5%84%84-%E6%98%8E%E5%B9%B4%E6%8C%87%E5%BC%95%E9%80%B2%E5%8F%96-%E7%9B%A4%E5%BE%8C%E8%82%A1%E5%83%B9%E5%8D%87%E8%BF%913" } ], "customers": [ "Siemens", "Dassault Systèmes", "Cadence", "Synopsys", "SAP", "ABB", "Honeywell", "Hitachi", "PhysicsX", "Wandelbots", "Agile Robots" ], "product_line_of": "NVIDIA", "public": true, "isa": [ "L3", "设计" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "大厂产品线", "prod": [ "a2", "b2", "c4" ], "note": "ACIE 含 AI 云与新云厂商，不等于工业软件营收，上面两个数字只说明公司整体规模。2026-04-20 Hannover Messe：Deutsche Telekom 在德国用 NVIDIA 基建建成 Industrial AI Cloud，SAP、Siemens、PhysicsX、Wandelbots、Agile Robots 等使用；Cadence、Dassault、Siemens、Synopsys 把 CUDA-X、AI 物理与 Omniverse 库集成进各自工程软件（https://www.mbtmag.com/cloud-computing/news/22965108/nvidia-shows-aidriven-manufacturing-in-action-at-hannover-messe-2026 ）。2026-01-06 与 Siemens 扩大合作（https://assets.new.siemens.com/siemens/assets/api/uuid:ae55b566-f2ee-4e63-b2d1-b208086f1c6e/HQCOPR202512317319EN.pdf ）。NVentures 投 PhysicsX、Luminary 取自初稿，本轮未单独核。Omniverse 发布年份未核，founded 留空；机器人部分（人形、AMR）不收。" }, { "name": "SAP Business AI for Manufacturing (Joule / Digital Manufacturing)", "layer": "f3", "url": "https://www.sap.com/products/scm/manufacturing.html", "hq": "瓦尔多夫", "desc": "Joule 助手与专用智能体接 ERP 与制造执行，工厂侧智能体多数仍在路线图", "key_data": [ { "k": "当期云订单积压", "v": "241 亿欧元，同比 +28%", "date": "2026-Q3", "src": "https://www.sap.com/investors/en/financial-documents-and-events/recent-results.html" }, { "k": "云收入", "v": "2025 年 210.2 亿欧元，2026 指引 258–262 亿欧元（固定汇率）", "date": "2026-10-21", "src": "https://in.marketscreener.com/news/sap-quarterly-statement-q3-2026-ce785cd9dd8cf121" }, { "k": "Joule 助手与专用智能体", "v": "50+ 助手、200+ 智能体", "date": "2026", "src": "http://dam.sap.com/x/8syCAjT/SAP-Sapphire-Post_Event_Prysmian_stg2_MU.pdf" } ], "customers": [ "Prysmian", "Siemens（SAP 客户，Joule for Consultants 案例）" ], "product_line_of": "SAP", "public": true, "isa": [ "L4" ], "stack": "平台", "auto": "副驾", "ind": [ "离散制造", "通用" ], "player": "大厂产品线", "prod": [ "c2", "c3", "e1" ], "note": "上列为全公司口径，非制造专属。SAP Digital Manufacturing 的车间主管、维修计划、现场服务调度智能体处于路线图/开发中（ARC 白皮书 https://www.arcweb.com/sites/default/files/Documents/client-sponsored/Orchestrating-the-Collaborative-Autonomous-Enterprise-Aligning-SAP-Digital-Manufacturing-with-the-Trusted-OT-Ecosystem.pdf ）；收购 Prior Labs、Retio、Dremio 补数据层（SAP 活动稿，同 Prysmian PDF）；Hannover Messe 2026 在 NVIDIA/Deutsche Telekom 的 Industrial AI Cloud 上运行工作负载（https://www.mbtmag.com/cloud-computing/news/22965108/nvidia-shows-aidriven-manufacturing-in-action-at-hannover-messe-2026 ）。founded 与制造专属营收未披露，留空。" } ] }