Signal Half worry about regional compute dependence, and they see less opportunity in volatility

Summary

IBM asked executives, without requiring them to name countries, whether they are concerned about relying too heavily on compute resources located in certain regions. Half said yes. Further analysis found that executives with this concern are 26% less likely than others to view volatility as an opportunity. In the same survey, 55% worry that geopolitical events could affect their access to compute. IBM uses these results to argue that without AI sovereignty, organisations may not adapt quickly enough in a crisis. The signal links geographic dependence in AI infrastructure to a more defensive strategic outlook.