The chain runs.Nobody governs it.

The EU Biotech Act, Chinese fermentation capacity, Singapore executing a national bioprocessing strategy — the supply chain conversation now carries national security dimensions. The organisations with AI-enabled supply intelligence and a governance layer above it will make different decisions than those without.

Every AI decision in supply chain is downstream of data about materials, capacity, logistics and regulatory status across a distributed network. If that data is fragmented — disconnected CDMO systems, inconsistent cold chain records, unstructured filing data — every AI forecast inherits that fragmentation. The governance problem begins before the model runs.

When an AI forecast recommends a sourcing decision that results in a supply failure, who carries the consequence? The supply chain lead who approved the forecast. The CDMO whose capacity data fed the model. The platform vendor whose algorithm generated the recommendation. The answer is not yet clear at most organisations — and that unclarity is itself a governance gap.