Global spending on artificial intelligence is projected to hit $2.5 trillion in 2026, representing a 44% increase from the previous year.
Despite this surge in capital, many large organisations are facing fragmentation. Intelligence accumulates in isolated silos. Sales agents remain unaware of open support tickets while marketing systems personalise content without visibility into what finance already knows about a customer. Each function may perform well in isolation, but the enterprise as a whole learns little and has less information to act upon.
The transition from using AI as a simple tool to treating it as an operating model—what this report calls the “agentic shift”—demands something more fundamental than better models or faster infrastructure. It requires connecting people, processes, and data in real time, along with the governance and control to act on that intelligence reliably.
This means rethinking both architecture and operating models simultaneously. First, rebuilding data infrastructure for accessibility rather than volume. Second, replacing fixed tech stacks with composable architectures that can evolve as models and tools change. And, lastly, resolving questions of AI sovereignty, including where intelligence runs, who controls it, and how it operates across organisational and jurisdictional boundaries.
Key findings include the following:
Enterprise AI’s scaling problem is structural
Process-first companies are pulling ahead. Global AI spending is rising sharply and model capabilities are advancing faster than most organisations can integrate them. Yet the majority of enterprises are still not growing revenue through AI or fundamentally rethinking how they operate. The companies generating sustained returns share a common discipline. They treat process redesign as the work that precedes model selection, building for how the technology will evolve rather than retrofitting roles and workflows after deployment. For them, the agentic shift begins with the operating model.
Data readiness, not data abundance, is what makes AI compoundable
Most enterprises discover too late that having data and having AI-ready data are very different things. A sovereign, composable foundation—one that queries and prepares data where it resides, without migration or centralisation—can convert raw data estates into intelligence that AI agents can act upon. As data residency laws, multicloud environments, and structural complexity make centralisation increasingly impractical, sovereign control over where models run and data lives is what keeps that adaptability intact.
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This content was produced by Insights, MIT Technology Review’s custom content arm, not its editorial staff. It was researched and written by humans, with any AI tools that may have been used limited to production processes under human oversight.
