Last week at our Google Next Strategic Debrief, alliance leaders from Google Cloud, NVIDIA, IBM, Conviva and others gathered to decode the $93Bn+ opportunity in the GCP marketplace.

Our San Francisco gathering last week brought together alliance leaders to dissect Google's AI Agent strategy and translate Next '25 announcements into actionable revenue strategies:

Subhash Jawahrani, Head of Databases & Analytics at Google Cloud Marketplace, shared how Google's infrastructure is evolving to support AI-native applications across six product lines. His insights into Google Agentspace (GCP fastest-growing enterprise offering) showcased how the new Agent Gallery, Agent Designer, and Chrome Enterprise integration are transforming how companies across industries use AI and operate.

The multi-agent economy promised by Google's Agent Development Kit and Agent2Agent Protocol is creating opportunities for partners to build specialized agents that extend Google's core technology and help customers solve their key use cases.

Trunal Bhanse, CEO of Clazar, unpacked Google's AI monetization flywheel, where ISVs can build, leverage communities, co-sell solutions, and monetize through its marketplace.

His data point from our recent research that 63% of companies view co-selling as the primary reason to be listed on cloud marketplaces reinforced why integration into Google's ecosystem is crucial in 2025.

Jobi George, Global VP of Business Development at Weaviate, highlighted the emergence of AI-native and agentic stacks. Leaning on his experience scaling marketplace revenue at multiple high-growth companies we discussed co-sell with attendees looking to accelerate their GCP marketplace.

Throughout our discussions, one message was clear: the need for complete solution via co-building with partners is driving a shift in how cloud sellers approach the market.

Google Cloud's $7+ partner revenue multiplier is reinforcing the opportunity to lean into joint (AI) monetization - partners are now generating over $7 for every $1 of GCP consumption.

Special thank you to Subhash Jawahrani not only for his insights but for hosting us at Google's office, and to Dai Vu, Managing Director of Google Cloud Marketplace, for helping turn this event into reality.

And a big thank you to our partner Clazar, whose Cloud Sales Acceleration Platform is helping companies like Pinecone, Perplexity, and others power their marketplace success through automation.

As AI Agent Marketplace (with 100+ agents already live on GCP) emerges as a key distribution channel for AI partner solutions, the question becomes: are you building for the cloud marketplace of yesterday, or the AI agent ecosystem of tomorrow?