Scrutica
The capital and vehicles behind the programs: US CHIPS Act awards, sovereign-wealth-fund deployable capital, company infrastructure pledges, and the grid pre-emption signal around each EuroHPC AI Factory — the money layer, kept separate from the government-execution reconciliation so a pledge cannot be misread as a budget.
Four capital surfaces, each on its own substrate and each provenance-footed separately. Government grants (CHIPS) and sovereign-wealth deployable capital sit apart from company pledges — and none of these is a disbursement. A pledge is realized only when it shows up as a primary-sourced facility row on the Map; the government-execution reconciliation is on Programs.
The money behind the programs, kept in four separate ledgers so nothing is double-counted: US CHIPS awards, sovereign-wealth-fund capital that could be deployed, company pledges, and the grid capacity around Europe’s AI factories. None of these figures is money already spent — that reconciliation is on Programs.
Direct grants and loans authorised under CHIPS for America (Public Law 117-167). The rollup excludes Section 48D investment tax credits, which are statutorily confidential at the per-recipient level — the largest single absence on this page, and unfixable without legislation. A further 16 preliminary-memorandum-of-terms (PMT) and letter-of-intent (LOI) entries are queued in chips_act_allocations_unresolved and not summed here.
subsequent_rescission_risk flag, totalling $7.40B. Per the CHIPS substrate audit: the Trump administration announced removal of Natcast as NSTC operator in August 2025 and rescission of $7.4B in previously-awarded CHIPS R&D funds. The substrate preserves the announced final award (DQP §6, temporal provenance) and the rescission as a subsequent event (DQP §7, contradiction surfacing); the rollup includes both unless a consumer chooses otherwise.Rollup of strict-SWF deployable private-equity capital across 30sovereign-state-owned actors (firm_type ∈ {Sovereign Wealth Fund, Government Agency}). Per-fund FUM and allocation detail is held under subscription and not redistributed; the figures below are derived aggregate rollups over that licensed substrate.
Company-announced, country-scoped AI and data-center infrastructure commitments of at least $10B or 1 GW, announced 2024 or later, each verified verbatim against the company’s own release. These are announcements, not deployments — realization is not tracked at this level, and a pledge becomes facility rows only when sites materialize with primary sourcing. Two of the six (Microsoft’s UAE program, SoftBank’s France build) also appear as components inside the UAE and France sovereign figures above; the headline below separates them out, and adding this strip to the dashboard totals would double-count exactly those two.
For each EuroHPC AI Factory program, the count and aggregate voltage of substations within a 50 km haversine radius of the named anchor facility. Not the same shape as the PJM signal: PJM is a generator queue (supply side), this is load-side topology between the AI Factory and the grid backbone. Substation count is a structural proxy for edge capacity and says nothing about available headroom or current load. Searched against 6,737 EU substations.
fac-epoch-gc-eurohpc-*) commonly lack lat/lng; the OSM-derived rows (fac-osm2-*) carry it.