Sovereign AI Program Index

Scrutica Sovereign AI Program Index — v2026.4

Release date: 2026-09-25 Documentation revised: 2026-09-25 License: CC-BY-4.0 Suggested citation: see CITATION block at the bottom.

Version history

• v2026.4, released 2026-09-25. tsmc_dependency and bis_jurisdiction_reach are empty on every row: neither rating had a published rubric or a cited source, and the TSMC rating read high on 35 of 36 programmes. nvidia_dependency is empty for China, the Czech Republic, Poland and Ireland, whose records name no NVIDIA hardware and list no source about NVIDIA. Spain's announced_govt_only_usd is filled (EUR 1.5B at the record's own rate).
• v2026.3, dated 2026-07-17. Its CSV was rewritten in place three times after release, so four different files were served under that one version: SHA-256 19a19e3f91fad40a2978b5b733f338eaa13f774f40906be003bf8133868dec56 (17 July, 34 programmes), 38c2dbda0a3acc41e571eab2fdd1a56c6b45faaa59dea982d3ae9ed230a81f13 (14 August, 36), 6be7b5ddc8b04ae01aaf36aabf9961045e051391a657f3488dcc9c5ca698a68f (14 August, 36) and cd296f9b045355c44b4696817e45fe61dd7af396c9f1c3dc456a2e4f8225304b (8 September, 36). A citation of v2026.3 identifies one of these only with its checksum. From v2026.4 the packager refuses to rewrite a released CSV.

Coverage

36 national and regional AI programme records. Funding is recorded separately as announced, committed and disbursed. announced_usd can include private investment in a program announcement; announced_govt_only_usd records government funding, which can cover a different period or set of initiatives.

Funding-stage definitions

• Announced: funding publicly announced for the program, including private investment counted in that announcement.
• Committed: funding recorded as approved through government or corporate processes.
• Disbursed: reported funding transfers or payments. The source identifies the recipient and date; a transfer to an administering body can precede programme expenditure.

Amounts can refer to different dates and scopes. Some programs have missing stages or a commitment larger than the announcement field. Check the program disclosures before treating these amounts as successive portions of one budget.

A true *_is_estimated flag marks an estimated funding value, including source-published approximations and documented currency conversions. A null flag means the amount is absent or its estimate status has not been classified.

Supplier dependence

• nvidia_dependency: reliance on NVIDIA accelerators
• us_dependency: reliance on US-jurisdiction inputs, including chips, tools and intellectual property
• tsmc_dependency and bis_jurisdiction_reach: empty on every row from v2026.4 (see Version history). The columns stay so that files keep one layout across versions.

The rated fields permit none, low, medium or high. Null in JSON (blank in CSV) means the assessment is unavailable; none is a recorded classification. These are qualitative assessments of the programme’s chips, partners and supplier relationships. The file provides no numeric mapping for the categories.

Currency handling

Where recorded, currency_of_record gives the original announcement currency; fx_rate_used, fx_rate_date and fx_rate_source document the exchange rate used for USD conversion. Check the rate’s quoted units in its source. The funding_fx JSON column records conversions for individual funding fields; rates can differ between stages. Funding columns ending in _usd remain in US dollars.

The packager copies the stored funding values without further currency or inflation adjustment.

Refresh path

scripts/package-datasets.ts packages the curated program records in data/processed/sovereign_programs.json. It copies the funding figures, expands the dependency assessments into separate columns, joins chip and partner names with semicolons, and counts the entries in each program’s source list.

The CSV has no dedicated columns for hardware quantities, partner allocation counts or their evidence; those details remain in the programme records. Counts may also appear within the exported notes.

Known limitations

• Funding stages have different levels of coverage. A blank amount is unknown in this file.
• key_notes describes qualifications to the funding figures, including announcements that combine several initiatives or private investment.
• structural_non_disclosure marks programs assessed as having limits on disclosure of material capacity or spending; structural_non_disclosure_reason gives the recorded explanation where available.