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The Board
August 10, 2026

Enterprise Technology Intelligence Monthly Update: August 2026

Board Strategy
Enterprise technology is returning to a broader operating agenda. AI remains an important catalyst, but it no longer needs to consume the entire board and executive agenda. July’s evidence points to a more durable set of priorities: growth, resilience, sustainable operations, trusted information, infrastructure…
Esteban Kolsky
Analyst Blog

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Analyst Blog
August 12, 2026

New Release: 39 Constellation ShortList™ Updates for Q3 2026

Data to Decisions
Constellation Research is pleased to announce the first wave of Q3 2026 Constellation ShortList™ updates, highlighting leading vendors across some of today's most important enterprise technology markets....
Analyst Blog
August 9, 2026

Beyond RAG: Where Enterprise AI Value Will Come From

Data to Decisions
Retrieval-augmented generation (RAG) solved an important early problem for enterprise AI. Large language models could produce useful responses, but they lacked access to current, p...
Michael Ni
Esteban Kolsky
Analyst Blog
August 9, 2026

The Charlatans at the Inflection Point

Board Strategy
Artificial intelligence has crossed enough adoption, investment, and executive attention thresholds to become mainstream, but it has not yet crossed the threshold into predictable ...
Esteban Kolsky
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Constellation Research Insights
Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan
Are Nvidia AI factories 'an investable asset class'?
Data to Decisions
August 11, 2026

Are Nvidia AI factories 'an investable asset class'?

Nvidia and private equity and investment firms have signed a $500 billion memorandum of understanding to fund AI infrastructure. The big question is whether Nvidia's argument that AI factories are quot;an investable asset classquot; holds up to scrutiny. ...
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