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The Board
August 10, 2026

Enterprise Technology Intelligence Monthly Update: August 2026

Board Strategy
Enterprise technology is returning to a broader operating agenda. AI remains an important catalyst, but it no longer needs to consume the entire board and executive agenda. July’s evidence points to a more durable set of priorities: growth, resilience, sustainable operations, trusted information, infrastructure…
Esteban Kolsky
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Analyst Blog
August 12, 2026

Beyond Public Models: The Return of Enterprise Control

The discussion about open-source AI has inherited too much baggage from the software industry. Most executives, technologists, and advisers understand open source through Linux, da...
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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Alibaba Cloud surges in Q1, AI lab efforts losing money
Data to Decisions
August 20, 2026

Alibaba Cloud surges in Q1, AI lab efforts losing money

Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foundational model efforts. ...
Stripe buys OpenRouter
Matrix Commerce
August 19, 2026

Stripe buys OpenRouter

Stripe said it will acquire OpenRouter in a move that looks to combine financial services and payments with model routing and token usage. ...
Why Google's purchase of Spirit Airlines data matters
Data to Decisions
August 19, 2026

Why Google's purchase of Spirit Airlines data matters

Google's acquisition of Spirit Airlines data for $10 million could be a punchline or a template for future deals for companies looking to develop industry specific models. Bet on the latter. ...
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