Executive Summary

The December 2025 edition of Constellation’s Enterprise Technology Intelligence Book breaks down how economic uncertainty, AI model strategy, and long-term infrastructure planning are shaping 2026 roadmaps. CIOs are reassessing data center investments, boards are shifting conversations toward resilient hybrid architectures, and early AI adopters are surfacing the first KPI-driven proof points of value. The briefing also examines Google’s emerging position in the AI race and why enterprises must design private, modular platforms to support the next decade of compute demand.

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