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Akamai lands big Anthropic deal valued up to $20 billion
Tech Optimization
September 24, 2026

Akamai lands big Anthropic deal valued up to $20 billion

Akamai landed a cloud deal with Anthropic that could be worth as much as $11.6 billion over seven years. The deal, which is focused on distributed infrastructure and software, revolves around CPU workloads and point to edge AI use cases. ...
Agentic AI deployments: What you should, and shouldn't do
Data to Decisions
September 24, 2026

Agentic AI deployments: What you should, and shouldn't do

First, there was the rush to agentic AI deployments. Then, there was the euphoria from the dreams of returns. That was followed by the despair of tokenmaxxing. And now it's time to learn from a few battle scars. ...
Veltris CEO Chandrana on vertical AI, industrial AI use cases
Data to Decisions
September 24, 2026

Veltris CEO Chandrana on vertical AI, industrial AI use cases

Hiral Chandrana, CEO of Veltris, said vertical AI projects are likely to have the most potential because of the combination of curated data, industry-specific workflows with guardrails and automation will drive business outcomes. ...
AWS report delivers CxO view of AI projects
Board Strategy
September 23, 2026

AWS report delivers CxO view of AI projects

Amazon Web Services released a report on delivering value from AI projects based on interviews with 150 C-level executives and the biggest takeaway is that business outcomes need to lead and these efforts are about organization design and change management as much as the technology....
Microsoft opens its Maryland quantum research center
Data to Decisions
September 22, 2026

Microsoft opens its Maryland quantum research center

Microsoft said it has opened its quantum research center in the University of Maryland's Discover District and said it will provide topological qubits built on its Majorana 2 quantum chip for independent testing and evaluation by the Defense Advanced Research Projects Agency (DARPA)....
OpenAI adds GPT-6 Luna and Sol, touts lower prices
Data to Decisions
September 22, 2026

OpenAI adds GPT-6 Luna and Sol, touts lower prices

OpenAI launched GPT-6 Sol and GPT-6 Luna in a fast follow to GPT-6 Astra. As OpenAI rounded out its GPT-6 family it also signaled that prices would come down. ...
Alibaba touts new AI chip, Qwen Intelligence and age of machine intelligence
Data to Decisions
September 22, 2026

Alibaba touts new AI chip, Qwen Intelligence and age of machine intelligence

Alibaba launched its Zhenwu V900, its most powerful AI chip that has three times the performance of its predecessor. Alibaba CEO Eddie Wu said the chip along with the Qwen family of models is designed to deliver a full AI stack in China and user in an era of quot;machine intelligence.quot; ...
Splunk Reimagines Observability in the AI Era
Event Update
September 21, 2026

Splunk Reimagines Observability in the AI Era

At its recent conference, Splunk outlined how it is reimagining its platform around these questions, bringing together observability, AI-powered security operations, and its growin...
Chirag Mehta
Hannah Mason
Nvidia’s Nemotron hit enterprise AI inflection point
Data to Decisions
September 20, 2026

Nvidia’s Nemotron hit enterprise AI inflection point

Nvidia's open Nemotron models are at an inflection point where they're likely to be the most dominant AI tools for enterprises. Simply put, you'll either tailor Nemotron models on your own or consume them via your enterprise software vendor. ...
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