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The Board

Enterprise Technology Intelligence Monthly Update: January 2026

Board Strategy
Economic slowdown is real. Although the fear of a recession has declined in recent weeks (from 40% to 30% before the Christmas season, according to a distillation of forecasts), other indicators reflect a slowdown in economic activity. The year started with hopes of returning to…
Esteban Kolsky
The Board

Enterprise Technology Intelligence Monthly Update: December 2025

Board Strategy
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…
Esteban Kolsky
The Board

Enterprise Technology Intelligence Monthly Update: October 2025

Board Strategy
The October 2025 edition of Constellation's Enterprise Technology Intelligence Book unpacks the economic realities now defining the AI era. As the cost of running frontier models rises and enterprises move past the pilot everything phase, leaders are shifting focus to…
Esteban Kolsky
The Board

Enterprise Technology Intelligence Monthly Update: September 2025

Board Strategy
Executive SummaryThe September 2025 edition of Constellation's Enterprise Technology Intelligence Book examines how AI economics is reshaping enterprise strategies from infrastructure investments and cloud modernization to the growing skepticism around agentic AI. As…
Esteban Kolsky
The Board

Enterprise Technology Intelligence Monthly Update: November 2025

Board Strategy
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…
Esteban Kolsky