$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.

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?

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.

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.

AvePoint grew SaaS revenue 37% YoY to $88.9M in a market where many SaaS vendors are slowing. Their fastest-growing motion? Channel now drives 57% of ARR.

JFrog’s cloud business crossed $243M in revenue (up 45% YoY) driving overall growth to 24%.

90% of transactions through partners. 50%+ co-selling with all three hyperscalers.

17% jump in a year means that partnerships are now a CEO-level transformation lever, not a side program.

Wall Street underestimated AWS.