AI Index Report 2026

AI policy is no longer just about regulation — it's about capacity

Chapter 8 of the AI Index 2026 shows governments racing to build and control the infrastructure, data, talent, and models behind AI. National strategies are spreading to lower-income economies, legislative activity is climbing at every level, and compute remains concentrated in a handful of countries. The numbers:

44AI supercomputing clusters in Europe & Central Asia, 2025 (3 in 2018)
77data-localization measures in East Asia & Pacific (through 2024)
102AI witnesses in US congressional hearings, 2025 (5 in 2017)
37% industry share of US congressional AI witnesses (13% in 115th)
20US$ billions of US public AI investment, 2013–2024
4US$ billions of European AI public commitments, 2013–2024

8.2 — National AI strategies are spreading to the periphery

More countries adopted national AI strategies in 2024–2025, with the fastest growth among economies that had no formal AI policy five years ago. The data tracks policy intent, not implementation.

In 2024, more than half of newly adopted national AI strategies came from emerging economies — a marked shift in AI governance from earlier years, when high-income countries dominated. As of 2025, additional countries across sub-Saharan Africa, Central Asia, and the Middle East have strategies in active development.

New frameworks at the edges

  • Sub-Saharan Africa surfaced new strategies in Ethiopia, Ghana, and Nigeria, while South Africa has one already in development.
  • South and Central Asia saw frameworks emerge in Sri Lanka and Nepal; Latin America and the Caribbean added Costa Rica and Jamaica, with Mexico's in development.
  • High-income economies kept contributing, but more slowly and with a focus on consolidation — European countries such as Malta released updated strategies to align with EU AI Act requirements.

As more countries adopt strategies, a consensus is rising that AI can be a lever to bolster state capacity. The next challenge, the report notes, is implementation and regulatory capacity — particularly in Africa, where many countries still lack formal strategies and risk falling behind in AI governance and readiness.

8.3 — AI sovereignty, unevenly distributed

AI sovereignty — a state's capacity to act and decide independently across the AI stack — is emerging as a central principle of national policy. But the infrastructure underpinning it is concentrated in a few regions.

Compute: a sevenfold gap

Between 2018 and 2025, Europe and Central Asia expanded state-backed AI supercomputing clusters from 3 to 44, largely driven by the European High Performance Computing Joint Undertaking (EuroHPC JU). North America grew nearly sevenfold to 41 clusters, and East Asia (excluding China) about fourfold to 27. By contrast, South Asia, the Middle East and North Africa, and Latin America and the Caribbean each only doubled or tripled — reaching 2, 3, and 8 clusters respectively by 2025.

Data: three regional clusters

  • Through 2024, East Asia and the Pacific had adopted 77 data-localization measures, followed closely by sub-Saharan Africa (71) and Europe and Central Asia (66).
  • Moderate-localization regions include the Middle East and North Africa (44), Latin America and the Caribbean (36), and South Asia (24).
  • North America remains a striking outlier at just 3 measures, reflecting a long-standing 'flow-first' policy orientation that favors free cross-border data flows.

Model production remains concentrated, with the United States and China accounting for a disproportionate share of global activity, even as open-source development diffuses more broadly. Private firms — through OpenAI's Stargate and Nvidia's 'AI Factory' partnerships — are increasingly central to building what many governments designate as national AI infrastructure.

AI witnesses in US congressional hearings grew twentyfold

Number of witnesses in US congressional AI-related hearings, by year. The count rose from 5 in 2017 to 102 in 2025, with the sharpest jump after generative AI emerged in late 2022.

AI witnesses in US congressional hearings grew twentyfold2017: 5520172022: 181820222023: 13113120232025: 1021022025

State-backed AI supercomputing, by region

Cumulative number of public or public-private AI supercomputers by 2025. Europe & Central Asia (44) and North America (41) lead among non-China regions; South Asia trails at just 2. (China leads overall at 85.)

State-backed AI supercomputing, by regionEurope & Central Asia: 4444Europe & Central AsiaNorth America: 4141North AmericaEast Asia & Pacific: 2727East Asia & PacificLatin America & Caribbean: 88Latin America & CaribbeanMiddle East & N. Africa: 33Middle East & N. AfricaSouth Asia: 22South Asia

8.4 — Federal deregulation, state-level acceleration

In 2025, US federal policy shifted toward deregulation even as state legislatures passed a record number of AI bills — a tension that defines the year's policymaking.

Among G20 countries, the United States passed the most AI-related bills between 2016 and 2025 (25 in total), followed by South Korea (17). At the state level the totals are far larger: California enacted 62 AI-related bills over the period, more than double any other state, followed by Maryland (28), Virginia (25), and Utah (24). Two states — Missouri and Rhode Island — have enacted none.

Federal reversal

Early in 2025 the federal direction changed: the administration rescinded Biden's Executive Order 14110 and issued 'Removing Barriers to American Leadership in Artificial Intelligence,' reorienting policy toward fewer constraints. Federal AI-related regulations still rose to 58 in 2025 (from one in 2016), with the Executive Office of the President alone issuing 28. In December 2025, a further executive order directed the Department of Justice to set up an AI Litigation Task Force to challenge state AI laws in court.

States fill the vacuum

In the absence of a federal framework, states moved ahead on their own — with targeted protections against discrimination, misinformation, and abuse, plus chatbot disclosure rules, watermarking and provenance requirements, and even a 'right to compute.' The US Senate also struck a proposed 10-year federal moratorium on state AI regulation from a major spending bill, allowing states to keep legislating.

AI bills enacted by US state, 2016–2025

Number of AI-related bills passed into law, cumulative sum 2016–2025, for the most active states. California leads with 62 — more than double any other state.

AI bills enacted by US state, 2016–2025California: 6262CaliforniaMaryland: 2828MarylandVirginia: 2525VirginiaUtah: 2424UtahNew York: 1818New YorkTexas: 1717Texas

8.1 — The year's defining policy moves

From state chatbot laws to global governance summits. Tap any card for the full context and its numbers.

Utah's Mental Health Chatbot Act

HB 452 (March 2025) made Utah a leader in regulating AI chatbots in sensitive settings.

state law

Montana's Right to Compute Act

SB 212 (April 2025) established the first state-level 'right to compute' — a pro-innovation framework.

state law

US Take It Down Act

Signed May 2025, the federal law targets nonconsensual intimate imagery — including AI deepfakes.

federal law

EU AI Act takes effect

The first phase of the EU's landmark regulation took effect in February 2025, banning high-risk uses.

regulation

California's SB 53 safety law

Signed September 2025, SB 53 requires large model developers to disclose safety protocols.

state law

A fracturing global governance order

At the Paris AI Action Summit, the US and UK refused to sign a declaration backed by 60 countries.

governance

The chapter in five lines

Headline findings from Chapter 8 · Policy & Governance.

AI policy is no longer just about regulation — governments are now investing to build their own infrastructure, data, talent, and models.
— Chapter 8 · Policy & Governance
In 2024, more than half of newly adopted national AI strategies came from emerging economies.
— Chapter 8 · Policy & Governance
Between 2018 and 2025, Europe and Central Asia expanded state-backed AI supercomputing clusters from 3 to 44.
— Chapter 8 · Policy & Governance
AI witnesses in US congressional hearings grew twentyfold, from 5 in 2017 to 102 in 2025 — and industry's share nearly tripled to 37%.
— Chapter 8 · Policy & Governance
US public AI investment was about $20.4 billion over 2013–2024 — against $285.9 billion in US private investment in 2025 alone.
— Chapter 8 · Policy & Governance

Read the full Policy & Governance chapter

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