Amazon’s AWS returned to its highest growth rate in nearly three years, posting 20.2% YoY growth on a $132 billion annualized run rate.

Microsoft delivered a blockbuster Q1 FY26 with Azure growing 40% and total commercial RPO exploding to $392 billion—up 51% year-over-year—while revealing capacity constraints will persist through at least June 2026.

Cloud commits just crossed $500B— AWS hit a record $200B alone. Milestones matter, but only if your sellers can turn commits into won deals on Marketplace.

Three numbers defined Cloud GTM in 2025: $531B, 62%, $2B

In 2026 “cloud marketplaces will solidify their role as the app store of the GenAI era” - latest S&P Global Market Intelligence research highlights.

Riot Games is aiming for 90% of software procurement via Marketplace.

Cloud commits crossed $500B, reaching $531B. Milestones matter, but only if your sellers can turn commits into won deals on cloud marketplaces.

Co-sell ≠ “cloud sells for you.”

Cloud account managers at AWS, Azure, and Google carry quotas that would make most CEOs sweat - often $100M+ a year.

Enterprise buyers are pragmatically rewriting IT budgets around AI, cloud, and security.

Here’s a tricky math behind the AI build-out:

Last week Accenture flipped the switch on its new org model.

Just as we’ve been tracking the “$2B Marketplace club”, Palo Alto Networks + Google Cloud announced a partnership expansion — and PANW crossing $2B in sales on Google Cloud Marketplace.

Netskope just showed that a partner-first GTM can win over Wall Street.

Last week Oracle rewrote the AI-cloud narrative.

Agents won’t sell your product. Smart packaging and GTM will.

If there is one chart that shows how fast the AI ecosystem is knitting itself together, it’s the MCP growth curve.

NVIDIA and OpenAI just reset the bar for partnership strategy.