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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

Enterprise research, distilled. Real-time analysis from the Constellation pipeline.
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
insights live
Constellation Research Insights
Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan
McDonald’s strategy bets on AI, digital capabilities
Data to Decisions
October 2, 2026

McDonald’s strategy bets on AI, digital capabilities

McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies. ...
Eli Lilly: Lessons from running an AI factory
Data to Decisions
October 1, 2026

Eli Lilly: Lessons from running an AI factory

Eli Lilly's AI factory is seeing strong usage running experiments at scale and the company has been able to save on token expenditures with control over its models and data. ...
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Insights
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October 2, 2026

CoreWeave'e AI Cloud: From Infrastructure to the AI Loop

Tech Optimization
Forge is CoreWeave's statement on the quot;AI loop,quot; or the full set of steps it takes to make AI genuinely useful inside an organization. It's built on CoreWeave's metal-to-model thinking: everything connects back to the hardware layer, so you can optimize across the entire stack, not just the parts you can see fr...
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