Enterprise Technology Intelligence Book: Board Executive Summary, May 2026
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:
- Enterprise Technology Spend Is Detaching From Economic Caution
- Infrastructure Has Become the Budget Center of AI Execution
- Frontier Models Are Becoming Enterprise Inputs, Not Strategy
- Context Has Shifted From Availability to Authority
- Cybersecurity Has Become the Near-Term Frontier Technology Priority
- Agentic AI Has Moved From Capability Theater to Controlled Execution
- AI Talent Strategy Is Moving From Skills Acquisition to Work Redesign
- AI Ecosystem Dependency Is Becoming a Software Strategy Risk
