$553B customer commits. 531% multicloud database growth. 243% AI infra growth. Oracle just showed what partner-led AI-cloud growth really looks like. For months, Wall Street questioned whether this was real demand or just AI narrative. Oracle’s last quarter performance gave a clear answer.

Cloud commits across AWS, Azure and GCP jumped to nearly $900B last quarter - up from $531B just one quarter prior.

Google Cloud revenue up 48% YoY. Cloud’s backlog jumped from $155B to $240B in just 3 months.

During our recent Google Cloud Marketplace event, we brought together leaders from Google Cloud, MongoDB (6X Partner of the Year), Quantum Metric (~60% of revenue influenced by GCP), and Tackle to break down what it actually takes to scale on Google Cloud Marketplace.

The latest CIO survey by Redpoint suggests the software battle is changing. The hard part is no longer just getting added as a vendor. It is staying on the list at all.

Okta closed ~$750M in TCV on AWS Marketplace last year growing 45%+ YoY. Their total revenue grew 12%. Marketplace grew ~4X faster. That gap tells you a lot about where enterprise software distribution is heading.

CRO of a fast-growing AI company told me recently: once his sellers saw that Marketplace + co-sell can strengthen every part of MEDDPICC, there was no going back.

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

If Marketplace only shows up at the end of the deal, it’s not a GTM motion. It’s firefighting.

This may be the clearest signal yet that partnerships are now central to enterprise AI strategy. In Accenture’s latest report, ecosystem moved to the digital core.

60% of NVIDIA’s business now comes from top 5 hyperscalers. At GTC Jensen Huang just showed what clouds actually want from strategic partners.

AvePoint grew SaaS revenue 37% YoY to $88.9M in a market where many SaaS vendors are slowing. Their fastest-growing motion? Channel now drives 57% of ARR.

SentinelOne just crossed $1B in revenue, growing 22% YoY — and nearly a third of that flows through just 2 channel partners. That’s not a “side channel”. That’s the business.

DocuSign just showed what happens when an AI product forces a real partner and marketplace transformation. In one quarter, partner-contributed bookings grew 30%+ YoY, and a 3-year deal was closed via Microsoft Marketplace where Microsoft “really leaned in” and was “a big part of the sale.”

CrowdStrike hit ~$1.5B in TCV on AWS Marketplace last year, growing ~50% YoY. Even at scale, marketplace revenue isn’t slowing down. It’s compounding.

AWS AI crossed $15B+ run rate — putting it in the same revenue tier as OpenAI and Anthropic. Andy Jassy’s shareholder letter confirmed: the AI business on AWS isn’t a forecast. It’s already massive.

AI-forward buyers are driving digital spend according to McKinsey. The most AI-mature group is ready to transact $1M+ deals through end-to-end digital self-serve.

Anthropic just turned its committed AI spend into a new distribution channel for software. Meet Claude Marketplace — same idea as cloud marketplaces, different spelling. But does Anthropic already have enough commits to make this work?