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Business Value and the Limits of ROI
Analyst Blog
September 17, 2026

Business Value and the Limits of ROI

This is the first in a series looking at a new structure for planning and investing in enterprise technology over the next few years. The introduction can be found here. AI ha...
OpenAI's new misalignment disclosure framework a solid start
Digital Safety, Privacy & Cybersecurity
September 17, 2026

OpenAI's new misalignment disclosure framework a solid start

Many software companies issue vulnerability reports and patches. OpenAI has a new spin where it discloses when its AI agents go wild with a new misalignment disclosure process....
Why every AI agent should be treated like an insider threat
Digital Safety, Privacy & Cybersecurity
September 16, 2026

Why every AI agent should be treated like an insider threat

Every AI agent inside your environment is an insider threat. Defending against that takes more than another large language model. It takes deterministic architecture, specialized AI matched to the problem, and an overlay that can govern the security tools you already bought. That's the core pitch from DigitalNet.ai....
Salesforce launches AIforce, fleshes out platform play
Data to Decisions
September 15, 2026

Salesforce launches AIforce, fleshes out platform play

Salesforce launched AIforce, which operates as an interface layer that brings the company’s platform to an AI interface. Here's a rundown of Salesforce's Dreamforce announcements....
Salesforce still has pricing work to do
Data to Decisions
September 13, 2026

Salesforce still has pricing work to do

Salesforce's Dreamforce conference kicks off this week in San Francisco and rest assured there will be plenty of innovations ranging from Agentforce, Slack and Headless 360 and a broad platform narrative. What Salesforce should really rally around is having every customer leave Dreamforce with an understanding of how i...
Oracle Q1 strong and so is capital expenditures
Data to Decisions
September 10, 2026

Oracle Q1 strong and so is capital expenditures

Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
Adobe reports solid Q3, tops 1 billion monthly active users
Next-Generation Customer Experience
September 10, 2026

Adobe reports solid Q3, tops 1 billion monthly active users

Adobe’s third quarter results handily topped estimates and the company said its AI-first annual recurring revenue was up 150% from a year ago. Incoming CEO Anil Chakravarthy walked through the business unit results. ...
Nvidia's supply chain integrates Palantir
Data to Decisions
September 10, 2026

Nvidia's supply chain integrates Palantir

Nvidia's supply chain will leverage Palantir as the two companies aim to expand sovereign AI and custom Nvidia Nemotron open models into more enterprises. ...
Apple launches iPhone Duo, its first foldable: My observations
Innovation & Product-led Growth
September 9, 2026

Apple launches iPhone Duo, its first foldable: My observations

Apple launched the iPhone Duo, its first foldable iPhone, and the device will run you $2,000 as a starter price. The iPhone Duo was the headliner during Apple's annual iPhone and Apple Watch event, which was the first under new CEO John Ternus. Here's a look. ...
CFOs taking on more AI oversight, says Deloitte
Data to Decisions
September 9, 2026

CFOs taking on more AI oversight, says Deloitte

Chief financial officers and finance leaders are increasingly taking the lead on AI projects with a focus on capital allocation, governance and cost controls, according to a Deloitte report. ...
Palantir, Nebius forge sovereign AI, data pact
Data to Decisions
September 9, 2026

Palantir, Nebius forge sovereign AI, data pact

Palantir named Nebius its preferred sovereign AI infrastructure provider in a move that will bring more enterprise clients to the neocloud AI infrastructure provider. ...
Research
September 8, 2026

Enterprise Technology Intelligence Monthly Update: September 2026

This month’s thread: AI is moving from stand-alone adoption into the operating fabric of the enterprise, changing how technology itself is managed. For 2027, the emerging model is more dynamic: modular architecture, dynamic capital allocation, workforce planning, and controls designed for systems that increasingly act ...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor
Research
September 8, 2026

Enterprise Technology Intelligence Book: Board Executive Summary, September 2026

This month’s thread: AI is exposing a broader change in how enterprises manage technology. Architecture must become more adaptable, technology investment more dynamic, workforce planning more closely tied to productive capacity, and enterprise context more deliberately preserved, and controls must be capable of governi...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor
Microsoft adds native app building to Copilot Studio
Future of Work
September 8, 2026

Microsoft adds native app building to Copilot Studio

Microsoft said it is adding the ability to build apps natively in Copilot Studio in a move that aims to bring apps, agents and workflows together integrated with enterprise governance. ...
How Oracle Is Reinventing the Database for the AI Era
September 8, 2026

How Oracle Is Reinventing the Database for the AI Era

In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
R "Ray" Wang
Holger Mueller
Why you should arbitrage your AI models like your vendors do
Data to Decisions
September 6, 2026

Why you should arbitrage your AI models like your vendors do

Enterprise software vendors are arbitraging open weight models, developing their own options and using the frontier AI labs when needed. Take notes since you'll likely be doing the same LLM portfolio management as you wrangle your AI budget. ...
Adobe names Chakravarthy CEO
Next-Generation Customer Experience
September 3, 2026

Adobe names Chakravarthy CEO

Adobe said Anil Chakravarthy, president of Adobe's Customer Experience Orchestration business and worldwide field operations, will become its next CEO replacing Shantanu Narayen Dec. 1. ...
OpenAI launches GPT-6 Astra
Future of Work
September 3, 2026

OpenAI launches GPT-6 Astra

OpenAI launched GPT-6 Astra to customers in its Daybreak program. Astra will roll out to a select group of customers before broad availability....
Nvidia’s $12.93 billion Hugging Face acquisition validates open weight models
Innovation & Product-led Growth
September 3, 2026

Nvidia’s $12.93 billion Hugging Face acquisition validates open weight models

Nvidia said it will buy Hugging Face in a deal valued at $12.93 billion. Nvidia said the deal is to expand its developer ecosystem and improve Hugging Face's infrastructure. The reality is that Nvidia sees Hugging Face as a way to solidify itself as a platform play for open weight models. ...
Will enterprises learn to love Meta AI models again?
Data to Decisions
September 3, 2026

Will enterprises learn to love Meta AI models again?

Meta released Muse Spark 1.3 and said it improves coding and agentic tasks, promised that Watermelon, an improved model is on deck, and said Muse Spark open weight releases are coming. You can get into performance, prices and nuances of the Muse models, but Meta’s big AI bet will boil down to whether enterprises and de...
HPE delivers strong Q3, ups fiscal 2026 outlook due to AI demand
Tech Optimization
September 2, 2026

HPE delivers strong Q3, ups fiscal 2026 outlook due to AI demand

Hewlett Packard Enterprise delivered strong fiscal third quarter results as it rides AI-based servers as well as traditional data center gear. HPE projected fiscal 2026 revenue growth of 34% to 37% followed by revenue growth of 13% to 17% in fiscal 2027....
Cybersecurity vendors ride Mythos-inspired spending wave
Digital Safety, Privacy & Cybersecurity
September 2, 2026

Cybersecurity vendors ride Mythos-inspired spending wave

Anthropic CEO Dario Amodei may be the best marketer for cybersecurity software in the industry's history. You simply can't have a cybersecurity earnings call without talking about the quot;Mythos momentquot; and the reality that AI agents can wreak havoc on enterprise infrastructure. ...
Palo Alto Networks delivers strong Q4, sets outlook
Digital Safety, Privacy & Cybersecurity
September 1, 2026

Palo Alto Networks delivers strong Q4, sets outlook

Palo Alto reported a strong fourth quarter and 34% revenue growth powered by its next-generation security products. Separately, Palo Alto Networks said it will acquire Console, an agentic AI cybersecurity company. ...