The Center for a New American Security's Sovereign AI Index (data current January 2026, published April 2026) tracks 139 government-backed AI projects across infrastructure, models, and data layers worldwide, finding that roughly 70% involve at least one foreign partner and four-fifths of those involve a U.S. company. NVIDIA alone supplies GPUs for 52% of all tracked infrastructure projects, and the index concludes that no sovereign compute project outside China is currently achievable without reliance on the U.S. technology stack. Investment is heavily concentrated, with the UAE and Japan accounting for over two-thirds of total disclosed sovereign AI spending, and the Middle East and East Asia together representing more than 80% of global disclosed investment. For financial institutions, the index documents a structural dependency dynamic in which government AI spending globally functions as a downstream demand channel for a narrow set of U.S. hardware and platform vendors, while also flagging that disclosed investment figures conflate announced roadmaps, signed contracts, and deployed capital, making aggregate spending figures unreliable as measures of actual deployed spend.
498 other tracked developments touching the same claims.