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Capgemini's survey of 1,300 executives found 93% have taken the sovereignty question to the board, while only 14% can see across their own dependencies, an imbalance that makes the retreat from full independence an exercise in arithmetic, not strategy.
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A procurement lead can answer the board's first sovereignty question in about a minute: yes, we have discussed it, the minutes are filed. The second question, which single supplier failing would stop the company shipping, takes a quarter and an outside firm. Only 14% of organisations told Capgemini they have end-to-end visibility into the dependencies across their broader technology ecosystem [5], which leaves roughly seven in eight debating an exposure at board level that they cannot enumerate [6]. What teams tell themselves is that sovereignty is a hosting decision: choose the region and sign the data processing addendum. What they do is renew. More than a third, 36%, say moving away from a critical technology provider would take upwards of twelve months [7], and one in ten say they have no viable alternative provider whatsoever [8]. That last tenth has nothing left to negotiate with. Against those numbers, "resilient interdependence" is an accurate label rather than the climbdown it sounds like. Two-thirds now use it to mean selective control over the technologies that matter most, with partnerships for everything else [3]. It travels unevenly: 75% in Europe take that definition against half in the US [4]. So does the purpose. In the UK 56% and in continental Europe 52% call sovereignty risk mitigation and resilience-building, against 41% in Asia-Pacific [9], while in the US 52% see it primarily through a compliance lens and 40% as a resilience tool [10]. The preparedness data runs the other way, and the mechanism is worth naming. Compliance framing produces artefacts that somebody audits, which is why compliance-driven programmes end up with a runbook while concern on its own usually stays undocumented. Among organisations that recently suffered operational disruptions, 42% have contingency plans, rising to almost two-thirds in the US and falling to a little over a third in Europe and Asia-Pacific [11], even though European and Asian firms report significantly greater concern about keeping critical operations running through geopolitical disruption than American or British ones [19]. Then the price. Just under half of executives say they are willing to pay a digital sovereignty premium, which the survey puts at 23% on average [12]. On EUR 1m of annual spend that is EUR 230,000 a year for capability the organisation already has [13]. Four in five name operational resilience against geopolitical volatility as the leading driver of these programmes [14], and three quarters put AI at the front of the queue [15], which is also the layer where duplicating a stack costs the most and where the 23% gets tested first. The programmes cluster in aerospace and defence and in transportation, the same list Europe's own tech sovereignty package targets [21]. Mistral's EUR 3bn raise at a valuation above EUR 21bn, with the European Commission's Scaleup Europe Fund among the co-leads, is the supply side betting the premium gets paid [16]. Karine Brunet, Capgemini's chief operations and delivery officer, put the conclusion as knowing rather than owning: complete independence is rarely achievable in interconnected ecosystems, so the goal is a clear understanding of technology dependencies sufficient to regain control and flexibility over risk [17]. It is a defensible position, and as The Next Web observed, it is also a description of consultancy work [18]. The usable version is a 2x2 for whoever owns the vendor list. First axis: do you know what breaks if this supplier goes away. Second axis: could you be off it inside twelve months. Mapped and substitutable is where sovereignty language is safe to use in a board paper. Mapped and not substitutable is where a 23% premium buys something real, a second source or an escrowed exit. Unmapped and substitutable is a fortnight of work for one competent engineer.
Ranked by verification strength, evidence, and original report placement.
A Capgemini Research Institute survey of 1,300 business and technology executives, published on Tuesday, found that 93% of large organisations have discussed digital sovereignty at board level.
59% of surveyed organisations say full digital sovereignty is not a realistic goal.
Two-thirds of organisations now define sovereignty as resilient interdependence, meaning selective control over the technologies that matter most combined with partnerships for everything else, rather than owning the stack.
The resilient interdependence definition is taken by 75% of organisations in Europe and by half in the United States.
Only 14% of organisations say they have end-to-end visibility into the dependencies across their broader technology ecosystem.
36% of organisations say moving away from a critical technology provider would take upwards of twelve months.
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Evidence-backed comparisons of source perspectives and observed adoption signals. Read the methodology
Which Builder, Operator, and Investor concerns the observed source mix emphasized—not a truth score.
Evidence, demonstrated adoption, hype gap, incentives, and confidence are assessed independently, each on its own current evidence. How these are measured.
One vendor survey, self-reported throughout
Every percentage in this story traces to Capgemini research that no one else has read independently. The disclosure is better than most vendor work -- 1,300 executives named as the sample, 866 organisations and five dimensions named for the companion index -- but the regional contrasts that carry the argument, 75% against half on the definition and two-thirds against a third on contingency plans, arrive without base sizes. Self-reported visibility is also the softest measurement available: an executive claiming end-to-end dependency mapping is asserting it rather than showing it. The one figure verifiable elsewhere is Mistral's round.
Agenda item widely adopted, the work much less so
Board discussion is close to universal at 93%, and four in five organisations name geopolitical resilience as the driver. The operational markers sit far below that: 14% claim end-to-end dependency visibility, and among firms that were actually disrupted only 42% held a contingency plan. Mistral's EUR 3bn round shows money moving on the same thesis, but the survey measures intent on the buyer side, not deployed sovereignty programmes.
Sponsor's optimism trimmed in the telling
The Next Web works against the grain of the research it relays, leading on the 59% who call full sovereignty unrealistic and giving the twelve-month switching figure more weight than any statement of board intent. That restraint keeps the gap small. What holds it above zero is the origin of the two most quotable findings: board-level attention and a stated willingness to pay 23% more are exactly the results that flatter a firm selling dependency work, and neither has met a procurement cycle yet.
The firm mapping the dependencies sells the map
Capgemini sells dependency mapping and integration, and its survey concludes that dependency mapping is the answer -- a circularity The Next Web names rather than hides, calling Brunet's knowing-not-owning framing a description of consultancy work. The Mistral comparison carries its own interest: a European model vendor raising on sovereignty demand, with an EU-backed fund among the co-leads. None of that makes the numbers wrong, but every named party benefits if the 23% premium holds.
Internally consistent, externally unchecked
The arithmetic inside the findings hangs together: 14% claiming full visibility sits comfortably with an index flagging 86% significant supply-chain exposure, and the switching figures fit both. What we cannot support is anything about follow-through, since the only evidence of money is a valuation on the vendor side and a premium executives say they would pay. It all traces back to a single publisher and a single sponsor, inside the same week.
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1 article · September 8, 2026