GCP – Shaping the future together with our partners: 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.

The strategic leap for partners: From implementer to transformer

Leading in the agentic era means moving beyond technology implementation. To drive fundamental business transformation with agentic AI, SIs need to secure “quick wins” to deliver immediate ROI while simultaneously building toward “big bets” on long-term innovation. By providing value on high-impact workflows, partners can build the credibility and reusable IP needed to tackle the bespoke, multi-agent systems that will define the future. This journey is guided by six core principles:

1. Identify pain points and build prototypes: Focus on solving high-value, customer-specific pain points to drive differentiation, delivering working prototypes to prove value from day one.

2. Reimagine core business processes: Evolve the delivery to go beyond pure technical and systems execution, with initial focus on upfront consultative AI design to help customers restructure business processes by co-designing agentic workflows.

3. Use new tools to solve data gaps: Create opportunities to quickly overcome clients’ perceived data readiness challenges by using generative AI tools and modern inter-agent communication protocols to activate agents with less structured datasets.

4. Deploy agents at scale: Manage change and embed agents into business workflow, and establish processes to track agent performance. Bring robust change management capabilities to accelerate deployment and deliver clear ROI.

5. Manage the full agentic lifecycle: Deliver new forms of ongoing support, such as orchestrating agentic fleets, evaluating agent performance and refreshing agent knowledge. Create long-term competitive advantage by investing in reusable IP and reference integrations.

6. Innovate commercially: Consider different pricing models to align with the nature of agentic AI. Explore recurring, transaction-based, or outcome-based structures that reflect the measurable impact agents deliver.

Our commitment: Building the industry’s best agentic AI ecosystem with you

We are committed to supporting our partners at every level with a partner-first approach to services and delivery. We continue to infuse partners into every layer of our agentic AI stack to enable a truly open and thriving ecosystem, including:

• Open Innovation and thought leadership: We are committed to open-source contributions like the Agent Development Kit (ADK) and the Agent2Agent (A2A) protocol, fostering interoperability with support from over 100 industry leaders like ServiceNow and Workday. Our best-in-class infrastructure and pioneering AI research is powered by Google AI and DeepMind, who will continue to bring partners the leading technologies available.

• A purpose-built stack for agents: We provide a comprehensive toolkit to build, deploy, scale and commercialize agentic solutions with maximum interoperability. With best in class security and governance at all layers to ensure seamless and secure rollout of many agents across an enterprise. At its foundation, partners have choice across GPUs, TPUs and 200+ AI models. Partners can solve data readiness issues using BigQuery, develop custom agents on a unified platform with Vertex AI, commercialize them through the Google Cloud Agent Marketplace and make available to users on Agentspace.

• A thriving partner ecosystem: Our partner-first commitment extends beyond technology. We are increasing resources to help you address customer demand for AI agents, including a 2x increase in funding AI opportunities over the past year alone. We will continue to invest in your success with increased funding for critical partner training and enhanced co-selling programs to help you close larger deals, faster.

The future of AI will be shaped by those who lead from the front. The partners who act decisively now will not just participate in this evolution – they will define the category. I am thrilled about the journey ahead. I invite you to download the full analysis to explore these insights in greater detail and continue to share your perspectives on how best we can co-create the agentic future.

<sup>1.  Google Cloud commissioned Boston Consulting Group to analyze agentic AI TAM for services partners.
2. IDC InfoBrief, sponsored by Google Cloud, Google Cloud AI: Driving Opportunity and Growth for Global Consulting & Systems Integrator Partners, doc #US53276025, April 2025</sup>