In his Next keynote, Thomas Kurian said ~75% of GCP customers now use Google AI products.

He also said Google has thousands of agents and services across industries, reaching billions of people through the global scale of the Partner Network.

Google is describing AI adoption as a partner-scaled transformation.

Yesterday’s partner announcement made this clear. GCP committed $750M to accelerate agentic AI development across its 120,000-member partner ecosystem.

What the $750M actually funds:

• New tools and resources

• Forward-deployed engineering teams

• Dedicated Gemini Enterprise practices

• Enterprise-ready agents

This is partner capacity building, not just marketing. Google is trying to help partners move customers from AI interest to AI production to scale.

Numbers back this up

Google says its system integrator partners already have 330K experts trained on implementing Google AI for customers.

It also said more than 80% of the top 100 SaaS companies use Gemini models.

That tells you where the ecosystem is going. AI adoption is becoming both a services motion and an ISV modernization motion.

For services partners, the opportunity is to help customers redesign workflows, organize data, govern agents, modernize systems, and drive adoption.

For ISVs, the opportunity is to use Gemini Enterprise Agent Platform to build agents into existing products and workflows.

Gemini Enterprise Agent Marketplace: distribution is moving inside the workflow

In the keynote, Google showed partner-built agents from its ecosystem discoverable directly inside Gemini Enterprise.

Partner-built agents from Atlassian, Lovable, Salesforce, ServiceNow, etc., are now discoverable and deployable where enterprise employees work.

Marketplace is moving closer to the workflow.

Customers discover agents where employees already work, deploy them inside Gemini Enterprise and connect them into business processes.

That could create a new distribution layer for ISVs and a new packaging layer for services partners.

This is the evolution of the Cloud GTM playbook.

Combined with native MCP integration, GCP is also making cloud services more accessible to agents. ISVs can connect agents to MCP servers and extend workflows across systems more easily.

Three implications for alliance leaders:

1. Partner capacity is now bottleneck & unlock

   AI demand is high, but customers need trained teams that can implement, govern, and drive adoption. $750M fund has specific buckets, so map your org to the right one.

2. Agent packaging becomes a new GTM skill

   Services partners and ISVs need to turn expertise into repeatable agents.

3. Distribution is moving inside enterprise workflows

   Gemini Enterprise is a new surface for discovering and deploying partner solutions.

How are you positioning your partner strategy for the GCP agentic push?

Sources: Opening keynote, GCP $750M annoucement