Enterprise Technology Intelligence Book: Board Executive Summary, May 2026

Published May 05, 2026
Esteban Kolsky
Chief Distiller, Board Advisor

Executive Summary

This month’s thread: AI has crossed from novelty into controlled execution. The market still talks about models, agents, and intelligence, but spending has shifted to the infrastructure required to make AI usable: data, security, governance, compute power, and the people able to redesign work around it.

In this report, learn more about:

  1. Enterprise Technology Spend Is Detaching From Economic Caution
  2. Infrastructure Has Become the Budget Center of AI Execution
  3. Frontier Models Are Becoming Enterprise Inputs, Not Strategy
  4. Context Has Shifted From Availability to Authority
  5. Cybersecurity Has Become the Near-Term Frontier Technology Priority
  6. Agentic AI Has Moved From Capability Theater to Controlled Execution
  7. AI Talent Strategy Is Moving From Skills Acquisition to Work Redesign
  8. AI Ecosystem Dependency Is Becoming a Software Strategy Risk

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