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AI Business & IndustryFortune AIPublished: Oct 3, 2026, 06:00 JST

Diana David: AI leaders' widest gap is talent, 57% vs 4%

Diana David: AI leaders' widest gap is talent, 57% vs 4%

3 Key Points

  1. What happened

    At Fortune's AIQ Summit, ServiceNow's Diana David said the widest gap in its Enterprise AI Maturity Index is talent, with 57% of pacesetters investing in AI upskilling versus 4% of others.

  2. Why it matters

    That gap suggests pacesetters pull ahead less through technology than through people, and David described their edge as operational discipline and transformation, not just tools.

  3. What to watch

    ServiceNow plans to add agentic AI to next year's AIQ, and David said she can't promise there won't be another dip after scores rebounded to 51 this year.

WHO IT HITSThis lands on HR and learning-and-development leaders who design AI training, since 42% of employees in the report say they aren't getting enough AI training. It also concerns executives weighing AI budgets, after earlier spending without productivity gains.

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Context & Analysis

ServiceNow's index started in 2024, and David said the early assumption was that scores would only climb. Instead the average fell from 44 to 35, a drop Kahn placed several years into the generative AI boom, before rebounding to 51 this year. David attributed the dip to AI noise that had not yet filtered into company value.

The gap David describes runs alongside a broad experiment already underway: about 59% of surveyed companies are past the pilot phase, but only 9% run agentic, autonomous, multi-step workflows that aren't checked by a human at every step. Among pacesetters that share is 36%, against 2% of others. Meanwhile, 59% of organizations lack long-term HR plans for AI, and 42% of employees say they aren't getting enough AI training. The report puts pacesetters' average ROI at 160%.

David's prescription, rather than a top-down redesign, is to set a vision, align data, choose workflows, assign ownership and iterate, with ServiceNow's AI Control Tower offered as one way to see across an organization. Whether that discipline translates into the commercial value she wants next year's AIQ to measure, and whether the rebound to 51 holds, is the open question for the executives she is addressing.

FAQ
What exactly separates the AI pacesetters from other companies?
In the Enterprise AI Maturity Index, the widest single gap is attracting, hiring and retaining AI talent, at 68% versus 10%. Pacesetters also lead on unified data (64% vs. 14%) and on having a clear, strong AI vision (around 57% vs. 21%).
Why did the index score fall before rebounding?
Diana David said the average score fell from 44 to 35 because AI was everywhere but hadn't filtered into company value. Scores then rebounded to 51 this year, though she can't promise there won't be another dip next year.
Which industries appear among the AI leaders?
Technology companies took about one in five spots on Fortune's AIQ 75, followed by financial services, David said. Construction and engineering took six spots, and food and healthcare five each.

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