Half of NVIDIA’s $75B data center revenue now comes from outside the big clouds. The AI buildout just gained a second engine — and last quarter it grew faster than the first.

There is a popular myth right now: AI products are so powerful that customers just find them, try them, swipe a credit card, and revenue explodes.

Google Cloud Next last week had many AI announcements, but the biggest partner signal was clear: Google is turning agentic AI into an ecosystem motion.

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?

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.

Software captures 1% of US GDP. White-collar payroll is 20% - that gap explains why the world’s largest VC, a16z raised $15B and now all-in on AI.

AI spend is projected to jump from $1.76T (2025) to $2.52T (2026). The number is big.