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Research

Latest Research

Explore our latest publications, videos and analysis to stay ahead of technology trends.
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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

Latest Blog Posts

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Analyst Blog
September 20, 2026

Workforce and Organization: Experienced Judgment Is the Constraint

Board Strategy
In 2017, Attention Is All You Need introduced the Transformer architecture that became foundational to today's generative AI. One of its breakthroughs allowed AI to pay attention to many parts of the information at once rather than processing them one after another. Nine years later, machine attention can operate at a ...
Esteban Kolsky
Analyst Blog
September 17, 2026

Business Value and the Limits of ROI

Board Strategy
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...
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
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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. ...
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Event Update
September 21, 2026

Splunk Reimagines Observability in the AI Era

Digital Safety, Privacy & Cybersecurity
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...
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