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Holding·last review3 May 2026

Of the eleven claims this publication has published against the 2 August 2026 EU AI Act enforcement deadline, the four operational-evidence claims (AM-108 data residency, AM-046 audit-evidence under four hours, AM-117 AI-BOM procurement, AM-120 works council workflow) carry materially higher risk of moving from Holding to Partial in Q3 2026 than the two governance-process claims (AM-047 Head of AI Governance role, AM-051 centralised-vs-federated). Materially higher risk is defined as: at least three of the four operational-evidence claims will be downgraded to Partial or Not holding by 1 October 2026, while at least one of the two governance-process claims will remain Holding.

The deadline-anchored slice that complements the quarterly Q2/Q3 review bulletin (AM-115). Audits the corpus's own predictions against what is actually happening in enterprise procurement 91 days out from 2 August 2026 enforcement window. Falsifiable: either three of four operational claims downgrade by 1 Oct 2026, or AM-127 moves to Not holding. Numerical threshold (3 of 4 operational, 1 of 2 governance) keeps the claim auditable on the publicly visible status of the eleven cited claims on 1 Oct 2026. Article 113 deadline distinction (2 Aug 2026 Annex III high-risk vs 2 Aug 2027 Annex II embedded products) explicitly stated up-front. Vendor claims hedged where primary documentation not located. AI-BOM procurement gap, works council consent workflow gap, and audit-evidence assembly gap are the three operational surfaces most likely to drive the downgrades. Cadence is 60-day to align with the deadline; this piece becomes the recurring quarterly state-of-AI series picking one slice of the corpus to trace through the ledger.

Published
3 May 2026
Last reviewed
3 May 2026
Next review
+15d· 1 Jul 2026
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The claim: Of the eleven claims this publication has published against the 2 August 2026 EU AI Act enforcement deadline, the four operational-evidence claims (AM-108 data residency, AM-046 audit-evidence under four hours, AM-117 AI-BOM procurement, AM-120 works council workflow) carry materially higher risk of moving from Holding to Partial in Q3 2026 than the two governance-process claims (AM-047 Head of AI Governance role, AM-051 centralised-vs-federated). Materially higher risk is defined as: at least three of the four operational-evidence claims will be downgraded to Partial or Not holding by 1 October 2026, while at least one of the two governance-process claims will remain Holding.

About this register

The Reporting register tracks claims published from articles addressed to senior enterprise IT leaders — CIOs, IT directors, heads of platform. Claims are reviewed on a 30–90 day cadence; each review either reaffirms the claim, marks one substantive part as Partial, or marks it Not holding once the underlying evidence has been overtaken.

Recent corrections in Reporting

  • AM-132 · Partial · 10 Jun 2026

    One of four legs unanchored on re-review. The claim text attributes '12% of deployments clearing 300%+ ROI with 88% at or below break-even at 12-18 months' to the Stanford DEL 2026 Enterprise AI Playbook. Full-text verification on 10 Jun 2026 found no such figure in that source: the playbook (Pereira, Graylin, Brynjolfsson, Apr 2026) studies 51 successful deployments by design and contains no ROI distribution, no 300%-plus cohort, and no break-even measurement point (full finding at AM-029, correction of 10 Jun 2026). The only verified figure carrying the same 12/88 numerals is IDC research with Lenovo (via CIO.com, Mar 2025): roughly 88% of AI proof-of-concepts never reach production and roughly 12% graduate — a pilot-to-production graduation metric, not an ROI distribution. The Gartner 28%, McKinsey 23%/17%, and MIT NANDA 95% legs verify; they support a small high-performing tail and a large struggling body, but none documents the two-peak bimodal shape the claim asserts. Status Up -> Partial.

  • AM-129 · Partial · 10 Jun 2026

    One of three read-against anchors unanchored on re-review. The claim text cites 'Stanford Digital Economy Lab Enterprise AI Playbook (12/88 bimodal ROI distribution at 12-18 months)' and frames the realistic ROI band around 'the highest-discipline 12% cohort'. Full-text verification on 10 Jun 2026 found the playbook contains no 12/88 distribution, no bimodal ROI shape, and no 12-18-month ROI measurement point (full finding at AM-029, correction of 10 Jun 2026). The claim's core negative finding — no mid-market enterprise has produced a documented +240% ROI in 90 days under audited conditions — is unaffected; the McKinsey State of AI 2025 and MIT NANDA legs verify and continue to support it. The '12% cohort' framing has no verifiable referent. The only verified figure carrying the 12/88 numerals is IDC's pilot-graduation finding (roughly 88% of AI proof-of-concepts never reach production; via CIO.com, Mar 2025), a different metric. Status Up -> Partial.

  • AM-201 · Partial · 10 Jun 2026

    One of four named datasets unanchored on review. The claim text names 'Stanford DEL's 12% clearing 300%+ ROI vs 88% at or below break-even' as one of four independent datasets. Full-text verification on 10 Jun 2026 found the Stanford DEL Enterprise AI Playbook contains no such distribution — it studies 51 successful deployments by design and carries no ROI-realisation failure data (full finding at AM-029, correction of 10 Jun 2026). The McKinsey (23% scaling, 17% EBIT-attribution), Gartner (28% fully paying off), and MIT NANDA (95% no measurable P&L impact) datasets verify; the claim's spine stands on three datasets rather than four. The only verified figure carrying the 12/88 numerals is IDC's pilot-graduation finding (roughly 88% of AI proof-of-concepts never reach production; via CIO.com, Mar 2025), a different metric from an ROI distribution. Status Up -> Partial.

Reviews coming up in Reporting

  • AM-063 · Holding · next +11d (27 Jun 2026)

    AI agents executing financial transactions need a four-control bundle (action-approval gates by blast radius, kill-swit…

  • AM-061 · Holding · next +11d (27 Jun 2026)

    Production agentic-AI costs at scale routinely run multiples of POC projections, and a layered optimisation programme c…

  • AM-003 · Partial · next +11d (27 Jun 2026)

    GPT-5 Pro's tiered-subscription model forces enterprises to classify problems by computational difficulty — $200/month…

Referenced within Agent Mode AI by · 2 pieces