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Holding·last review12 May 2026

Across the publicly disclosed 2025-2026 U.S. federal and EU member-state agentic AI procurements, contract renewals are running materially below the broader enterprise SaaS renewal benchmark — driven primarily by audit-evidence failures under OMB M-24-10 §5 and EU AI Act Article 12, not by technical performance — and the renewal-rate gap is the leading early indicator that public-sector agentic AI is following the Salesforce-for-government 2010s adoption curve, not the cloud-for-government 2015s curve.

Claim created at publish. The causal framing (audit-evidence failures as primary driver) is the durable finding; a specific renewal-rate percentage is not asserted because USAspending.gov data lags 60-120 days behind contract events and agentic AI is not a separately reported procurement category. Evidence base: USAspending.gov contract records, GSA AI Acquisition Resource Center disclosures, Stanford HAI Government AI Tracker, ICO/CNIL/Garante enforcement decisions on public-sector AI logging failures. Review cadence: 60-day, consistent with data-lag reality. Three triggers to Partial: Q3 2026 GSA renewal data showing rates within 5pp of enterprise SaaS benchmark; OMB M-24-10 secondary guidance narrowing §5 scope; named EU supervisory authority enforcement action citing technical-performance (not audit-evidence) failures as primary basis. Sister claims: AM-046 (EU AI Act Article 12 audit-evidence template), AM-138 (vendor MSA renewal post-enforcement checklist), AM-013 (Q1 2026 governance charter gap).

Published
12 May 2026
Last reviewed
12 May 2026
Next review
+23d· 11 Jul 2026
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The claim: Across the publicly disclosed 2025-2026 U.S. federal and EU member-state agentic AI procurements, contract renewals are running materially below the broader enterprise SaaS renewal benchmark — driven primarily by audit-evidence failures under OMB M-24-10 §5 and EU AI Act Article 12, not by technical performance — and the renewal-rate gap is the leading early indicator that public-sector agentic AI is following the Salesforce-for-government 2010s adoption curve, not the cloud-for-government 2015s curve.

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-008 · Partial · 17 Jun 2026

    Source-text figure re-review: Google's 2024 Environmental Report reports a 28% year-over-year increase to 8.1 billion gallons, not the 33% (from a 6.1 billion 2023 base) asserted at publish. The 8.1B 2024 figure and the Microsoft WUE 0.30 L/kWh / 39%-improvement figure are unchanged and verified. Article corrected to 28% and the unsupported 6.1B base removed; the claim text retains the original figure with this correction per the Holding-up protocol.

  • 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.

Reviews coming up in Reporting

  • AM-063 · Holding · next +9d (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 +9d (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 +9d (27 Jun 2026)

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