AI Vendor Concentration Watch turns provider dependency, switching friction, contract leverage, and fallback weakness into one reusable board-facing supplier-risk surface.
Diversify the foundation-model layer, ring-fence bundled cloud AI renewals, port compliance evidence off vendor-specific shapes, reduce data-egress friction, and negotiate growth workflows with a visible fallback story before the next board cycle.
Tier: LOCKED_IN
Owner: Chief Product Officer
Audience: Board technology committee
Narrative: One vendor is absorbing too much of the model-layer decision surface.
Concentration score: 86
Stand up one board-visible fallback path for every customer-facing model workflow above the premium margin threshold.
Tier: CONCENTRATED
Owner: Platform engineering lead
Audience: Board finance committee
Narrative: Convenience is drifting into stack-level dependency.
Concentration score: 79
Force one renewal packet that prices AI, cloud, and identity together and separately before the next contract cycle.
Tier: WATCHLIST
Owner: Risk and compliance lead
Audience: Board risk committee
Narrative: Compliance packaging is reusable, but still too dependent on one external proof shape.
Concentration score: 68
Publish one vendor-neutral evidence index and force every trust packet to resolve through it first.
Tier: CONCENTRATED
Owner: Head of data
Audience: Board strategy committee
Narrative: The estate can grow, but it cannot pivot cheaply enough yet.
Concentration score: 74
Create one provider-neutral export bundle for prompts, evals, and tuning traces before the next major vendor negotiation.