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.

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.

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

$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.

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.

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.

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.

Everyone says you need CEO buy-in for partnerships. Workiva’s CEO just showed what it actually looks like — and it’s more deliberate than most realize.

75% of enterprises want service providers to build their key Agentic AI use cases. Not internal teams. Partners. And C-suite is leading the charge, 2X+ more likely than mid-management to buy from partners.