ServiceNow says its hyperscaler partnerships are ramping up faster than planned — and it now shows up in the margins. It crossed $1B in AWS Marketplace transactions and listed its AI agents on the Microsoft marketplace — same quarter.

50% of AI companies are scaling their FDE model as a permanent part of their go-to-market. 38% of them call FDEs a revenue driver. 30% charge customers nothing for the work.

54% of S&P 500 companies talk about AI productivity on earnings calls. Only 2% connect these gains to revenue. That gap barely moved last quarter - and may be the biggest partner opportunity in enterprise AI.

98% of enterprises are increasing AI spend and 81% also plan to raise total tech budgets, up from 65% just six months ago. That comes from Battery Ventures​' latest State of Enterprise Tech Spending survey of senior tech leaders managing $66B+ in annual spend. So the budget signal is hard to ignore.

90% of companies rely on partners for agentic AI. And 85% plan to expand partner engagement - new BCG research. Here is a breakdown of who customers partner with, and how they choose partners.

Last week Microsoft made the AI implementation race much bigger: $2.5B investment and 6,000 people embedded with customers. That is 2.5x AWS’s new Forward Deployed Engineering investment and 3.3x Google Cloud’s partner fund.

AWS last week put $1B behind a new AI GTM channel: co-build directly with customers. The company is creating a Forward Deployed Engineering organization with thousands of experts embedded inside customer teams.

Rubrik’s cloud ARR grew an impressive 43% last quarter to $1.39B. 68% of it flows through 3 distributors with channel amplifying Cloud and direct GTM. Two GTM engines running at once. Here is how they fit together.

OpenAI reportedly spent $5.73B on sales and marketing last year - 44% of revenue. Why OpenAI is spending Salesforce-like money to sell AI and still invest $150M in partners?