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The Board
September 8, 2026

Enterprise Technology Intelligence Monthly Update: September 2026

Board Strategy
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
The Board
September 8, 2026

Enterprise Technology Intelligence Book: Board Executive Summary, September 2026

Board Strategy
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…
Esteban Kolsky
Best Practices
September 1, 2026

Agentic AI Washing: The Oracle Data Report Card

Data to Decisions
How Oracle AI Database, Oracle Autonomous AI Database, and Oracle Autonomous AI Lakehouse Rate Against the Agentic AI-Washing Checklist
Holger Mueller
Analyst Blog

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Analyst Blog
September 26, 2026

Enterprise Intelligence and Context: The Economics of Difference

Board Strategy
For decades, enterprises created scale by reducing variation. Processes became repeatable, systems became easier to operate, and situations that did not fit the model became exceptions. People absorbed those exceptions because they could understand why one customer, transaction, or circumstance differed from another (h...
Esteban Kolsky
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Constellation Research Insights
Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan
AMD acquires WorldNet for $8.2 billion, adds AI model research heft
Innovation & Product-led Growth
September 28, 2026

AMD acquires WorldNet for $8.2 billion, adds AI model research heft

AMD said it is acquiring World Labs for $8.2 billion in a deal that gives the chipmaker more heft in AI models that extend into robotics and physical AI. The acquisition also lands Dr. Fei-Fei Li, an AI pioneer known for creating ImageNet, at AMD....
MongoDB's Ittycheria back in CEO fold
Data to Decisions
September 28, 2026

MongoDB's Ittycheria back in CEO fold

MongoDB is swapping CEOs just hours ahead of its investor day in New York as CJ Desai stepped down to lead Meta Enterprise Platform. Dev Ittycheria has been appointed interim CEO of MongoDB. ...
Meta launches Meta Enterprise Platform led by CJ Desai
Data to Decisions
September 28, 2026

Meta launches Meta Enterprise Platform led by CJ Desai

Meta is taking another swing at the enterprise. The company launched Meta Enterprise Platform in move that will aim to replicate the success of Amazon Web Services and Google Cloud. CJ Desai stepped down as CEO of MongoDB to lead the Meta enterprise push....
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