AMÁLIA · The Three Hard Questions.

📊 Full opportunity report: AMÁLIA · The Three Hard Questions. on ThorstenMeyerAI.com — validation score, market gap, and execution plan.

TL;DR

Portugal’s AMÁLIA LLM, funded with €5.5 million, is now operational and outperforms many models on Portuguese benchmarks. However, key structural questions remain about its openness, native data sufficiency, and optimization goals, impacting national AI policy.

Portugal’s €5.5 million AI project, AMÁLIA, is now operational, with the model available to hundreds of academic users and outperforming previous open models on Portuguese benchmarks. However, critical structural questions about its openness, native data, and goals remain unanswered, raising concerns about the broader European sovereign-LLM movement.

AMÁLIA is a consortium project involving approximately 60 researchers from Portugal’s leading research institutions, including NOVA, IST, and IT. The project was announced in December 2024, with the base version completed by September 2025, and officially launched on October 1, 2025. The model is trained as a continuation of the EuroLLM multilingual foundation, not from scratch, and handles text-only tasks with plans for multimodal capabilities in future versions.

Technical evaluations show AMÁLIA outperforms previous open models on European Portuguese benchmarks and surpasses models like Qwen 3-8B on most Portuguese-specific tasks, although it still trails Qwen on some benchmarks like ALBA. The training data includes approximately 107 billion tokens, with about 5.8 billion tokens from Portuguese web archives, representing roughly 5.5% of the total pre-training mixture.

Despite these advances, questions about the model’s openness, the adequacy of native-language data, and the strategic goals guiding its development have been raised by critics such as Duarte O.Carmo, who emphasizes the need for transparency and clear objectives in national AI efforts.

AMÁLIA · The Three Hard Questions.
DISPATCH / MAY 2026 ESSAY · EUROPEAN SOVEREIGN LLMs · AMÁLIA · PT-PT
▲ Standalone Essay EU Sovereign AI · May 2026
Standalone Essay · European Sovereign AI · The AMÁLIA Case Study

AMÁLIA
The three hard
questions.

Portugal spent €5.5M to build a European Portuguese LLM. The base version is operational, the benchmarks beat Qwen 3-8B on most pt-PT tasks. So why are the most important questions still unanswered?

Last month, Duarte O.Carmo published the sharpest public analysis of AMÁLIA — Portugal’s state-funded European Portuguese large language model. He prefaces his critique with the necessary diplomatic apparatus before doing what almost nobody else in the European-sovereign-LLM discourse has been willing to do publicly: asking hard questions about whether the work, as released, actually does what it set out to do. This piece is a structural extension of his analysis. The AMÁLIA case study exposes three hard questions every national LLM effort needs to answer publicly — and the broader European sovereign-LLM movement has been operating without explicit answers to any of them.

▲ The structural editorial finding
The European sovereign-LLM movement is a real, important, underexamined structural phenomenon — and the public discourse around it is still treating individual model launches as the unit of analysis rather than the structural pattern they collectively form. €100M+ in publicly disclosed European funding deserves the discourse Duarte O.Carmo’s analysis models. The questions are real. They have answers. The answers determine whether the agenda succeeds.
— standalone essay · the AMÁLIA case study · may 2026
€5.5M
Portuguese government investment · December 2024 announcement
60 researchers across NOVA · IST · IT · FCT consortium · 450K academic users via IAedu
5.5%
Clearly pt-PT share of 107B extended pre-training tokens
5.8B Arquivo.pt tokens · EuroLLM base mixture pt-PT share not cleanly disclosed
Qwen>AMÁLIA
Qwen 3-8B still beats AMÁLIA on ALBA · team’s own pt-PT benchmark
AMÁLIA beats Qwen on most other pt-PT tasks · the structural paradox
Jun2026
Final version target · the strategic positioning moment
Base completed Sep 30 2025 · final June 2026 will determine structural answer
AMÁLIA €5.5M PORTUGUESE GOVERNMENT INVESTMENT · 60 RESEARCHERS · NOVA / IST / IT / FCT · BASE OPERATIONAL · FINAL JUNE 2026 Q1 · OPENNESS “FULLY OPEN SOURCE” CLAIM VS OLMO OPERATIONAL STANDARD · WEIGHTS / DATA / LOGS NOT YET PUBLIC Q2 · DATA 107B EXTENDED PRE-TRAINING · 5.8B CLEARLY pt-PT (5.5%) · QWEN 3-8B BEATS AMÁLIA ON ALBA Q3 · OPTIMIZATION LINGUISTIC COMPETENCE VS COUNTRY-KNOWLEDGE DEPTH · STRUCTURAL POSITIONING QUESTION EU LANDSCAPE ITALIAN MINERVA · GERMAN ALEPH ALPHA · FRENCH MISTRAL · OPENEUROLLM CONSORTIUM · SWISS APERTUS CLOSING THE EU SOVEREIGN AI AGENDA IS A SERIOUS PROJECT THAT DESERVES SERIOUS PUBLIC DISCOURSE · O.CARMO MODELS WHAT THAT LOOKS LIKE AMÁLIA €5.5M · 60 RESEARCHERS · ~5.5% pt-PT IN MID-TRAINING · JUNE 2026 STRATEGIC MOMENT
The three hard questions · structural extension of O.Carmo

Three questions every national LLM effort needs to answer publicly.

Duarte O.Carmo’s framing maps cleanly onto the structural argument. Each question lands specifically in AMÁLIA — and the broader European sovereign-LLM movement has been operating without explicit answers to any of them.

The three hard questions · what AMÁLIA reveals about national LLM development
Each question is sourced from O.Carmo’s analysis. Each generalizes beyond AMÁLIA to every European sovereign-LLM project. The June 2026 final release is the moment several of these resolve — for AMÁLIA specifically and as precedent for the movement.
▲ Question 01 · Openness
How open is “fully open,” really?
FINDING: Technical report claims “fully open source.” As of mid-May 2026: weights, training data, training logs NOT public. Only Arquivo.pt processing scripts open.
The Olmo standard: weights + data + code + training logs all open. AMÁLIA currently sits closer to “open weights” (not even fully that yet) than “open source.” The European sovereign-LLM movement’s structural position depends on operational openness being real, not just marketing.
O.CARMO“Maybe it’s a matter of time. Maybe it’s research-in-progress.”
▲ Question 02 · Data
How much native-language data is enough?
FINDING: 5.8B pt-PT / 107B total = 5.5% in mid-training. SFT 17-18%. Qwen 3-8B still beats AMÁLIA on ALBA — the team’s own headline pt-PT benchmark.
The Minerva comparison: Italy trained from scratch on ~500B IT+EN tokens. Order of magnitude more native-language exposure. Continuation pre-training on multilingual foundation may not produce sufficient specialization to beat scale-advantaged general models on the very benchmark designed to favor specialization.
O.CARMO“How much more could we benefit from additional pre-training data in Portuguese?”
▲ Question 03 · Optimization
What should we be optimizing for?
FINDING: Benchmarks measure grammar / syntax / pt-PT/pt-BR bias / general knowledge in Portuguese. Missing dimension: does the model know more about Portugal than larger frontier models?
The strategic position: sovereign-LLM competitive structural position is not “match frontier on overall capability” but “exceed frontier on country-specific knowledge depth.” “What’s the most famous dessert in Aveiro? Who was president of Portugal 1978-1985?” Current benchmarks don’t measure this.
O.CARMO“A model smaller, but with much more intrinsic knowledge about Portugal.”

The three questions form a structural feedback loop. Q3 (optimization target) determines Q2 (data volume needed) which conditions Q1 (openness sufficient for community contribution). The European sovereign-LLM movement collectively benefits from these questions becoming standard methodology disclosure, not exceptional critique.

The data accounting · the empirical center of Question 02
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Portuguese language AI language model

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107 billion tokens. 5.8 billion clearly pt-PT.

The structurally tractable question with a structurally surprising answer. For a model whose entire stated purpose is European Portuguese prioritization, the native-language share of extended pre-training is 5.5%. The implications cascade into every other question.

AMÁLIA extended pre-training composition · token accounting
From the AMÁLIA technical report (Vieira et al., arXiv 2603.26511) and O.Carmo’s analysis. EuroLLM base mixture pt-PT share is not cleanly disclosed — that portion may contain additional Portuguese data of unclear pt-PT vs pt-BR composition.
Extended pre-training: 107B tokens total
5.8B clearly pt-PT · 5.5% From Arquivo.pt Portuguese national web archive. The only cleanly identified European Portuguese component of the AMÁLIA-specific training mixture.
101.2B EuroLLM base mixture · 94.5% Multilingual European foundation. Contains some Portuguese — but pt-PT vs pt-BR composition not cleanly disclosed. Methodologically the structurally important opacity.
▲ The Qwen 3-8B paradox · what it suggests structurally
Qwen 3-8B — Alibaba multilingual general-purpose model with no specific European Portuguese training emphasis — outperforms AMÁLIA on ALBA, the team’s own headline pt-PT benchmark. Scale advantage may compensate for specialization gap when specialization is only 5.5% of training mixture.
The openness comparison · the empirical center of Question 01
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multilingual large language model

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The Olmo standard. AMÁLIA’s current state.

Allen Institute for AI’s Olmo project defines what “fully open” operationally requires. Olmo doesn’t lead frontier benchmarks. That’s not the point. The point is to be the structural reference for openness. AMÁLIA’s “fully open source” claim should track to the operational standard.

What “fully open” means · five operational dimensions
The Olmo standard versus AMÁLIA current release status as of mid-May 2026. The June 2026 final release will determine which structural position AMÁLIA ultimately stakes — and sets precedent for every subsequent European national-LLM project.
▲ Dimension
▲ OLMO STANDARDAllen Institute for AI
▲ AMÁLIA CURRENTAs of mid-May 2026
Weights
✓ OPENPublic download · every checkpoint
✗ NOT YETNot publicly available
Training data
✓ OPENFull corpus inspectable
✗ NOT YETArquivo.pt-derived dataset not public
Training code
✓ OPENFull infrastructure
◐ PARTIALOnly Arquivo.pt processing scripts
Training logs
✓ OPENReproducible run analysis
✗ NOT YETNot publicly available
Methodology
✓ OPENOperational-level disclosure
◐ ACADEMICarXiv-report level, not operational
The fair reading: AMÁLIA is research-in-progress. Final version targets June 2026 — weights may release with that. The team likely has legitimate reasons (review, licensing, infrastructure) for current state. The structural critique is not “they’re hiding the weights.” It is that “fully open source” is a specific claim with specific operational meaning, and the movement collectively benefits from holding the claim to that standard. Olmo defines it. National LLM projects should match it.
The European sovereign-LLM landscape · strategic positioning
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AI model training dataset

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Four strategic positions. AMÁLIA between two and three.

Approximately €100M+ in publicly disclosed European sovereign-LLM funding across the major initiatives. The structural question every project faces: what is the actual competitive position you’re staking? Four options — none mutually exclusive — but each requiring different commitments.

European sovereign-LLM landscape · four strategic positions
Italian Minerva, German Aleph Alpha, French Mistral, OpenEuroLLM consortium, Swiss Apertus, Italian Velvet, AI Sweden, Norwegian-LLM efforts, plus AMÁLIA. Each stakes a different combination of these positions. The competitive structural position is the one each project is willing to commit to operationally.
▲ POSITION 01 · GENERAL CAPABILITY
Match the frontier on overall benchmarks
The bet: European compute, European data, European talent can match US/Chinese frontier scale. Structurally hard — requires substantial compute and talent retention against US compensation packages.
PLAYERSOpenEuroLLM consortium · Mistral · partially Velvet · scale-investment dependent
▲ POSITION 02 · SOVEREIGNTY · OPENNESS
Exceed on compliance · data sovereignty · openness
The bet: European enterprises and governments will pay capability premium for sovereign deployment. Plausible but structurally fragile if capability gap grows beyond sovereignty premium can compensate.
PLAYERSAleph Alpha · OpenEuroLLM · AMÁLIA (partial via “fully open” claim) · regulatory-readiness dependent
▲ POSITION 03 · COUNTRY-KNOWLEDGE DEPTH
Exceed on cultural · historical · linguistic depth
The bet: “this model knows more about my country than frontier models do.” Structurally defensible — but requires country-specific knowledge benchmarks and training data investment current projects haven’t fully deployed.
PLAYERSMinerva (explicit, ~500B IT+EN from scratch) · AMÁLIA (partial via benchmarks, not yet via data) · O.Carmo’s argued direction
▲ POSITION 04 · APPLICATION SPECIALIZATION
Vertical depth in regulated industries
The bet: healthcare, legal, finance, government — country-specific specialization in regulated industries where sovereignty + capability combine. Probably most commercially viable but requires deep vertical integration.
PLAYERSMistral · Velvet (Almawave) · Aleph Alpha · commercial actors · vertical-integration dependent
▲ Where AMÁLIA actually positions · the unresolved question
Current AMÁLIA release sits between Positions 02 and 03 without clearly committing to either. Openness claim partially supports 02. Benchmark architecture partially supports 03. The June 2026 final release will be the strategic moment. Releasing as truly fully open with substantially more pt-PT training data and country-knowledge benchmarking stakes a clear 02+03 position.
Closing argument · what national LLM efforts should hold themselves to
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Three standards. For AMÁLIA and the movement.

The structural critique generalizes beyond AMÁLIA. Italy, France, Germany, Switzerland, the OpenEuroLLM consortium, and every subsequent national project benefit from public discourse holding national LLM efforts to operational standards on openness, data accounting, and strategic positioning.

Three standards · what European sovereign-LLM efforts should adopt
Each standard generalizes from AMÁLIA to the movement. None is unreasonable. All are already met by some comparable project (Minerva, Olmo, Apertus). The argument is for these standards becoming norms across all European sovereign-LLM efforts.
01Openness
Hold “fully open source” claims to operational standards
Olmo defines the standard. National LLM projects claiming the same status should match the operational release, not just the marketing positioning. The European sovereign-LLM movement’s competitive position against US/Chinese frontier developers depends on the openness differentiator being real, not just marketed.
02Data
Publish complete native-language data accounting
“How much pt-PT is in this model” should be answerable from the public documentation. The norm exists in Minerva, Olmo, Apertus, and other comparable projects. National LLM projects should adopt clean data composition disclosure as standard methodology — not an exceptional ask.
03Target
Optimize explicitly for country-specific knowledge depth
The competitive structural position for sovereign LLMs is “this model knows more about my country than the frontier models do.” Building the benchmarks, training data, and evaluation infrastructure for that target requires explicit commitment. Linguistic competence is necessary but not sufficient; cultural-knowledge depth is the defensible position.

The European sovereign-AI agenda is a serious strategic project that deserves serious public discourse. O.Carmo’s analysis is what serious public discourse looks like. Appropriately diplomatic. Structurally rigorous. Willing to ask the hard questions in public when the public investment justifies it. More of this is needed — across every European sovereign-LLM project, not just AMÁLIA.

— Standalone Essay · The AMÁLIA case study · May 2026
Source dossier · the receipts
Colophon · Standalone Essay

Set in Source Serif 4 (display), EB Garamond (essay body), IBM Plex Sans & IBM Plex Mono. Standalone essay register · not part of the security franchise. Free to embed with attribution.

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Standalone essay · European sovereign AI · the AMÁLIA case study · May 2026

€5.5M · 5.5% · Q3 unresolved · Jun 2026

Implications for Portugal’s AI Sovereignty and Policy

The development of AMÁLIA highlights the broader challenge facing European nations in balancing open AI development with strategic control. The unresolved questions about openness, native data, and goals directly influence Portugal’s AI sovereignty, its ability to compete with global models, and the transparency of public investments in AI. Addressing these issues publicly could set a precedent for responsible national AI strategies across Europe, ensuring models serve local needs while maintaining openness and accountability.

European Sovereign-LLM Efforts and Structural Challenges

Across Europe, multiple countries and initiatives, including Italy’s Minerva, Germany’s Aleph Alpha, and France’s Mistral, are developing sovereign-language models with similar funding and strategic ambitions. These efforts are often characterized by questions of how open models should be, how much native-language data is enough, and what their primary objectives should be. The European movement is still grappling with these fundamental issues, often launching models without explicit answers to these core questions. Portugal’s AMÁLIA exemplifies this pattern, with its public funding and national scope making the questions more urgent and publicly relevant.

“AMÁLIA is an impressive piece of work, but it raises fundamental questions about openness and strategic direction that remain unaddressed.”

— Duarte O.Carmo

Unanswered Questions About AMÁLIA’s Strategic and Technical Foundations

It remains unclear how open the final version of AMÁLIA will be, whether the native Portuguese data used is sufficient for future improvements, and what the ultimate strategic goals of the project are beyond benchmarking success. It is also uncertain how the Portuguese government and research institutions will address these questions publicly as the project progresses toward its final release in June 2026.

Next Milestones and Public Clarifications Expected by June 2026

The final version of AMÁLIA is scheduled for release in June 2026, and it is expected that researchers and policymakers will address the current questions about openness, native data sufficiency, and strategic objectives. Additionally, the project team may release more detailed documentation or open-source components to clarify these issues. Monitoring how Portugal’s government and research institutions communicate these priorities will be key to understanding the model’s future role and European AI policy directions.

Key Questions

What are the main concerns about AMÁLIA’s openness?

Critics question whether the model will be fully open, given the strategic importance of transparency and control over AI development, especially in a national context.

Is the native Portuguese data used in AMÁLIA sufficient?

While the model includes about 5.8 billion tokens from Portuguese web archives, some experts argue this may not be enough for comprehensive language understanding or future improvements.

What are the strategic goals behind AMÁLIA?

The official goal is to develop a high-performance Portuguese language model for academic and public use, but critics urge clarification on whether it aims for commercial competitiveness, sovereignty, or both.

Will the model be open source?

It is not yet confirmed whether AMÁLIA will be fully open source, though the project’s emphasis on openness remains a key question for the European sovereign-LLM movement.

What happens after the final release in June 2026?

Researchers and policymakers will likely evaluate the model’s capabilities, transparency, and strategic fit, potentially leading to policy adjustments and further development based on the unresolved questions.

Source: ThorstenMeyerAI.com

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