Enterprise technology leaders are navigating a period of volatility and reinvention. In this month’s update, Esteban Kolsky distills the key forces shaping boardroom strategy — from economic instability and AI infrastructure investment to the rise of agent orchestration and decision automation.
The report explores how enterprises are redefining the build-versus-buy equation, rethinking private platforms for distributed AI, and optimizing adoption beyond generative models. It also tracks emerging signals around OpenAI’s enterprise expansion, budget season spending shifts, and the long-term implications of AI-driven compute demand.
For executives and board members, this briefing serves as a roadmap for balancing innovation with governance — and for making the strategic choices that will define competitiveness in 2026 and beyond.
