Sharing new report on the potential of agentic AI

Partners have always been central to the Google Cloud ecosystem, becoming more and more instrumental in bringing Google’s AI innovations to enterprises. I am inspired by how partners have already built more than 1,000 agentic use cases across every domain to solve deeply entrenched pain points for our shared customers.

The emergence of agentic AI marks a true paradigm shift for technology, promising to reshape industries and redefine how businesses operate and create value. For our incredible ecosystem of partners, this represents a profound opportunity to lead customers into a more intelligent and automated future.

To chart this new territory, we’re releasing a new analysis today that provides a strategic framework for the journey ahead: Shaping the Future: The Transformative Potential of Agentic AI and the Strategic Imperative for Google Cloud Partners. 

An unprecedented opportunity for our partners

Our analysis¹ reveals that agentic AI is set to create a ~$1T global market for agentic AI services for partners. To put this in context, the projected $350B to $450B opportunity in the U.S. alone is larger than the entire U.S. traditional partner services market today.

Last year, our partner ecosystem influenced nearly 80% of Google Cloud’s incremental revenue growth. This year, IDC² expects our global system integrators to grow their Google Cloud AI practices as much as 100% as customers see increasing ROI. Now, with agentic AI, our partner ecosystem can build on this incredible momentum. Today, more than 90% of enterprises report interest in deploying agentic AI solutions within the next three years. Leading software players are also signaling their conviction, with agentic AI mentions in public filings 12x more today vs a year ago. The pace of adoption is electric and distinct value pools are fast emerging. Our ecosystem must act quickly to tap into the substantial, immediate opportunity already at stake.