Data 2026-07

Sovereign AI

Announced commitments against government budgets and reported disbursements, by country.

Sovereign programme record · China · 2022–2025

China: National AI Programs / Big Fund III / Eastern Data Western Computing: $55.7B announced · disbursement not on record

Every figure below derives from the same record the dashboard reads — this page is the programme as a citable object: the reconciliation with its denominator stated, the decomposition with its residual, and the dated evidence behind each claim.

Announced~$55.7B
Government-only floor$55.7B
Committed~$55.7B
Disbursed—
No disbursement figure on record.

The reconciliation. Four figures on one dollar scale, each bar a share of the largest. The reality ratio above divides disbursed by the government-only floor ($55.7B), and the field it divides by is stated so the division is reproducible. A hatched track is an absent figure carried with its reason — a government that does not publish disbursement is a finding, not a zero. Tildes mark estimated figures.

Pipeline stage: Signed (medium confidence) — 100% of announced committed; no disbursement recorded. The stage is a Scrutica derivation (tier 4), computed from the figures above, never asserted by the source.

What the announced figure is made of

Component	Kind	Amount
Big Fund III (National IC Industry Investment Fund Phase III, 344B yuan)	Government	$47.4B
National AI Industry Fund (60B yuan)	Government	$8.30B

The residualThe amount-bearing components sum to $55.7B against the $55.7B headline — they reconcile.

Hardware on record

Model	Count	Status	Owner
Huawei Ascend 910C	—	operational	Multiple state and private operators
Huawei Ascend 910B	—	operational	Multiple state and private operators

Empanelled partners · 11

Partner	GPUs	Model	Stage	Award
Alibaba Cloud (Aliyun)	—	—	commissioned	Press or analyst · 2024-05-01
Tencent Cloud	—	—	commissioned	Press or analyst · 2024-05-01
Apple Inc.	—	—	commissioned	Press or analyst · 2024-05-01
Huawei Cloud	—	—	commissioned	Press or analyst · 2024-05-01
China Mobile	—	—	commissioned	Press or analyst · 2024-05-01
China Telecom	—	—	commissioned	Press or analyst · 2024-05-01
Piotech Jianke (科益晟 — via Guotou Jixin)	—	—	commissioned	Research database · 2025-09-26
SMIC (Semiconductor Manufacturing International Corporation)	—	—	commissioned	Press or analyst · 2024-05-27
Yangtze Memory Technologies Co. (YMTC)	—	—	commissioned	Press or analyst · 2024-05-27
ChangXin Memory Technologies (CXMT)	—	—	commissioned	Press or analyst · 2024-05-27
Hua Hong Semiconductor	—	—	commissioned	Press or analyst · 2024-05-27

External dependence

NVIDIA hardware: high · TSMC fabrication: high · US technology: high · BIS jurisdiction reach: high. Dependence levels are Scrutica classifications (tier 4) from the programme’s own disclosures — which hardware it buys, where it fabricates, and whose export jurisdiction its supply chain crosses.

Named partners: Huawei, Biren Technology, Alibaba, ByteDance, Tencent, Baidu, MIIT.

The most BIS-exposed program on record. Capacity was 246 EFLOP/s at the June 2024 baseline, targeting 300 EFLOP/s by 2025. Big Fund III (344B yuan) and the National AI Industry Fund (60B yuan) are the key vehicles. Huawei Ascend is the domestic accelerator alternative, fabricated at SMIC 7nm at approximately 30K wafers per month in Q2 2025 and targeting 60K by end-2026 (TrendForce, tier 3). SMIC recorded $9.3B in revenue in 2025. Many AI data centers stand unused. A further approximately $295B (2 trillion yuan) nationwide AI data-center grid plan was reported by Bloomberg on 2026-06-09 as still in NDRC drafting stage as of 2026-07-14: not enacted, and not counted in the announced total.

What this record flags about itself · 7

The $55.7B announced and committed figure is estimated, derived from Big Fund III (344B yuan at 7.25 CNY/USD) and the National AI Industry Fund (60B yuan). These are the two largest disclosed government vehicles; actual total spending across provincial and municipal programs is substantially higher but not comprehensively disclosed.
Verified: Big Fund III's 344B yuan registered capital, the National AI Industry Fund's 60B yuan, the 246 EFLOP/s June 2024 baseline, and the 300 EFLOP/s 2025 target.
Disbursement is unknown: fund-level disbursement data is not publicly available. Big Fund III completed fundraising in May 2024.
Overcapacity is on record: many AI data centers were built but stand unused, per MIT Technology Review, March 2025.
This is the most BIS-exposed sovereign AI program in the corpus, and a chokepoint on that axis.
The accelerator count is a gap: Chinese state procurement volumes are not publicly disclosed. The Ascend 910C runs at approximately 780 BF16 TFLOPS per DeepSeek research (authority tier 2), against a 2026 production target of approximately 600K units (authority tier 3, TrendForce). The Ascend 910B runs at approximately 256 FP16 TFLOPS and is being superseded by the 910C.
Update, 2026-07-14, reported and in drafting stage — not enacted, and not added to the announced or committed totals: Bloomberg reported on 2026-06-09 that China is preparing an approximately 2 trillion yuan (approximately $295B) plan to build a nationwide interconnected AI data-center grid over five years, mandating approximately 80% domestic chip content (Huawei and others) to reduce Nvidia and AMD exposure, operated chiefly by China Mobile and China Telecom, and targeting grid linkage by 2028; folding in power-grid upgrades could push the total capital requirement above 5 trillion yuan. This is drafting-stage per Bloomberg's own framing — the NDRC is preparing a blueprint, not a promulgated policy — and is corroborated by multiple re-reporting outlets (Tom's Hardware, Capacity, TechRadar, Spokesman-Review) with consistent figures, but the authority tier is secondary press throughout: no PRC primary source (NDRC, State Council, gov.cn) has been located. It is explicitly not enacted, and must not be restated as committed government spending until a primary PRC source is found.

The evidence trail

7 cited sources

Big Fund III 344B yuan announcement (gov.cn) — Primary source · accessed 2026-04-07
Bloomberg: China preps ~$295B nationwide AI data-center grid plan, NDRC drafting stage, 80% domestic-chip mandate (2026-06-09) — secondary press; no PRC primary located — Press or analyst · accessed 2026-07-14
Big Fund III ¥344B registered capital, establishment date — Press or analyst · accessed 2026-03-28
Goldman Sachs: $70B data center AI capex estimate — the research file records this source as estimated (analyst projection) — Press or analyst · accessed 2026-03-28
MIT Technology Review: Unused Chinese AI data centers — Press or analyst · accessed 2026-03-28
Strider/SCSP: China AI Infrastructure Surge report — Research database · accessed 2026-03-28
RAND: China's evolving industrial policy for AI — Research database · accessed 2026-03-28

Machine surfacesThis record is one object under one id: the evidence-trail feed and the derivation-chain export serialize the same programme this page renders.