$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.

Traditional IT budgets are tightening, yet agentic AI and outsourcing spending are expanding. How do you square that circle?

In November, Gartner made a bold prediction: by 2028, 90% of B2B buying will be intermediated by AI agents - pushing $15T via “agent exchanges”.

In 2026 “cloud marketplaces will solidify their role as the app store of the GenAI era” - latest S&P Global Market Intelligence research highlights.

Snowflake hit $2B on AWS Marketplace in 2025 alone, setting a new benchmark.