IBM Study: Limited Control and Rising Dependencies Leave Enterprises Exposed in the Age of AI
IBM's The Calculus of AI Sovereignty study, based on 1,000 senior executives surveyed between February and April 2026 across 16 countries and 17 industries, reveals that 91% of respondents do not fully understand their AI dependencies, and 71% find switching their primary AI vendor or model difficult. Surveyed leaders report an average of six AI-related disruptions over the past two years, with 81% saying a seven-day vendor outage would cause severe or critical disruption. Organizations with the most advanced AI control capabilities protect 55% more operating profit from AI-driven disruptions, yet only 7% of surveyed organizations operate at this level. The study underscores the growing urgency for enterprises to strengthen AI sovereignty and build adaptable, resilient AI systems.

*this image is generated using AI for illustrative purposes only.
A new global study by the IBM Institute for Business Value, published on June 17, 2026, finds that as enterprises embed AI deeper into core business operations, most surveyed organizations remain locked into AI systems they cannot easily change—reinforcing the growing importance of AI sovereignty to maintain business continuity and performance. Titled The Calculus of AI Sovereignty, the study is based on insights from 1,000 senior executives responsible for AI, data, technology, or related enterprise capabilities across 16 countries and 17 industries.
Key Findings: Dependency and Lack of Visibility
The study highlights a widespread inability among enterprises to adapt or switch AI systems, creating significant operational constraints. A majority of surveyed executives report challenges across multiple dimensions of AI control, as summarized below:
| Finding: | Share of Respondents |
|---|---|
| Do not fully understand AI dependencies across vendors, models, and infrastructure: | 91% |
| Say switching their primary AI vendor or model would be difficult: | 71% |
| Say meeting data residency and sovereignty requirements across geographies is challenging: | 68% |
| Say a seven-day vendor outage would cause severe or critical disruption: | 81% |
Surveyed leaders report an average of six AI-related disruptions over the past two years, largely driven by vendor services. Respondents also cite unexpected changes across the AI ecosystem, including price increases, usage restrictions, model deprecations, and performance degradation.
The Cost of Lost Control
IBM Senior Vice President and Chair, EMEA and APAC, Ana Paula Assis, said in the study foreword: "AI has introduced new forms of dependency that evolve faster than traditional governance, procurement, or technology cycles were designed to handle. That is why AI sovereignty has become one of the most defining leadership issues of this moment. The stakes are no longer technical; they are economic. Any loss of control can translate directly into margin pressure, compliance exposure, or outright business disruption."
Performance Gap Between Leaders and Laggards
The study identifies a significant performance divide between organizations that have built advanced AI control capabilities and those that have not. Key findings on this gap include:
- Organizations with the most advanced AI control capabilities see less AI downtime and protect 55% more operating profit from AI-driven disruptions.
- Only 7% of surveyed organizations operate at this advanced level, signaling a widening gap between those building adaptable AI systems and those constrained by dependency.
- 72% of surveyed executives say they would accept a 20% cost increase to maintain AI vendors if it improved strategic flexibility.
Multi-Vendor Environments: Strategy vs. Reality
Most surveyed organizations (73%) describe their AI environments as intentionally multi-vendor. However, vendor diversity in practice appears to be driven less by deliberate strategy and more by internal and operational realities. The leading drivers cited by respondents are:
- Independent business unit decisions and geographic necessity, each cited by 69% of respondents.
- Legacy complexity—reflecting mergers, acquisitions, and historical decisions—cited by 57% of respondents.
Study Methodology
The IBM Institute for Business Value, in collaboration with Oxford Economics, conducted a global survey between February and April 2026 to examine how organizations structure control across the AI stack and how these choices relate to resilience, performance, and operating economics. The study is based on responses from 1,000 senior executives across 16 countries and 17 industries. Additional analysis identified distinct AI control profiles by segmenting organizations based on how they structure control across data, models, infrastructure, and applications.
How will the demand for AI sovereignty reshape the competitive landscape for cloud and infrastructure providers over the next five years?
What specific regulatory frameworks might emerge globally to enforce data residency and mitigate the risks of vendor lock-in?
Will the 7% of organizations with advanced AI control capabilities consolidate market share through superior resilience and operating margins?


























