This month’s thread: the economic and operating model shift from AI as “capability” to AI as “execution” and what that does to software spend, governance, and workforce planning.

As AI spending by enterprises slows due to AI optimization, how will the economy fare in 2026—and more importantly, what will it mean for enterprise technology budgets? KPMG wrote, “We enter 2026 looking in two directions at once. One face sees the promise of AI and the stock market returns it is generating. The other…

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 predictable, stable growth and is…

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 conversations toward resilient hybrid…

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 sustainable infrastructure, private platforms, and…

The 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 organizations move past pilot fatigue and face new financial…