Enterprise Technology Intelligence Monthly Update: November 2025
Executive Summary
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 on 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.
