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The Board

February 3, 2026

Enterprise Technology Intelligence Monthly Update: February 2026

Board Strategy

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…

Esteban Kolsky

Quarks

January 20, 2026

Reflections on the Future and the Opportunity in Intelligent Work

Future of Work

Have you ever attended an event and just had something stick in your head for days or even weeks? Months? Smartsheet ENGAGE, in early November 2025, raised just such a question: What matters in the reality of work?

Liz Miller

Big Idea

January 16, 2026

Measuring Go-to-Market Success of Agentic AI: Five Critical KPIs

Revenue & Growth Effectiveness

This report outlines five KPIs that growth organizations can leverage to both guide their use of agentic AI tools and measure their effectiveness. These KPIs span from productivity gains for human workers to improvements in business outcomes, including conversion rates and overall customer satisfaction. Learn…

Martin Schneider

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Analyst Blog

February 02, 2026

Compute as an Export: India’s Strategy to Attract AI Infrastructure and Ecosystem Growth

Innovation & Product-led Growth

For a decade, the global view of India in technology was shaped by talent and services. The AI era sets up a different contest: compute becomes the export, data centers become economic infrastructure, and the partner economy becomes a growth engine....

Chirag Mehta

Analyst Blog

February 01, 2026

Is there value for AI after GenAI?

Board Strategy

What happens after GenAI. LLM and GenAI took over in 2025, even “evolving” into Agentic AI. The problem? LLM has limited abilities, like any other single-solution model, and quickl...

Esteban Kolsky

Orbits Blog

January 27, 2026

Scaling Resilience Through Strategic Partnerships: How Boards Build Pivotable Ecosystems Amid Tech Tectonics

Board Strategy

Boards that simply approve partnership agreements and wait for quarterly reports are governing for compliance, not resilience, and this distinction will determine which companies s...

Dr. David Bray

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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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AWS CEO Garman said space data centers likely to take longer

Data to Decisions

February 03, 2026

AWS CEO Garman said space data centers likely to take longer

AWS CEO Matt Garman said data centers in space will happen, but timelines are likely to be a lot longer than expected. ...

AMD's Q4 data center, PC revenue drives results

Tech Optimization

February 03, 2026

AMD's Q4 data center, PC revenue drives results

AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...

Intel to make GPUs; CEO Tan riffs on AI adoption

Data to Decisions

February 03, 2026

Intel to make GPUs; CEO Tan riffs on AI adoption

Intel CEO Lip-Bu Tan said the chipmaker will make GPUs as well as CPUs and is striving to run two interdependent businesses with its foundry and product units. ...

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DisrupTV

January 30, 2026

AI, Critical Thinking, and Geopolitical Risk: Inside DisrupTV’s Deep Dive on Gemini, Multimodal AI, and Global Resilience | DisrupTV Ep. 426

Future of Work

From “activation energy” and agent orchestration to donkeycorns and relationship capital, DisrupTV 425 explains what actually separates AI hype from real business impact....

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CR Conversations

January 30, 2026

Meta vs. Microsoft: Michael Ni on the AI CapEx Divergence | With Mike Ni

Revenue & Growth Effectiveness

In this latest segment on the Schwab Network, CR analyst Michael Ni breaks down the contrasting AI investment stories of two tech giants. ...

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ConstellationTV

January 28, 2026

Securing AI for Cybersecurity at Enterprise Scale | With Mark Hughes, IBM

Digital Safety, Privacy & Cybersecurity

Learn how AI agents are transforming threat detection, incident response, and identity management, and why governance and security by design are critical to safe AI adoption....

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