Accenture: only 10–20% of enterprise workflows justify frontier models. That comes from an Anthropic premier partner and an OpenAI elite partner. At Investor Day, Accenture described its job for model partners: turning AI commits into consumption.

Dynatrace needed 9 years to reach its first $1B through AWS Marketplace. By our math, Anthropic may now be adding $1B every ~12 days through cloud marketplaces.

AI alliances grew 3.7x in three years. They nearly doubled in 2025 alone (BCG). For alliance and tech leaders, it shows how central partnerships are now for AI strategy.

Salesforce pioneered the app marketplace with AppExchange 20 years ago. Now it is rebuilding it on the hyperscaler playbook. Salesforce knows that playbook from the seller side. It crossed $5B in sales on AWS Marketplace and is among its fastest-growing sellers.

AI traffic to Shopify tripled YoY. AI-driven orders tripled too. And orders from new buyers through AI channels ran at ~2x the rate of other channels. This data is a preview of what's coming to cloud marketplaces, as agentic AI search and buying becoming a norm.

Kyndryl’s hyperscaler revenue grew 48% to $2B in the last 12 months. The alliance-linked stream is growing >3X the rate of Kyndryl Consult. That gap shows where the growth momentum is.

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.