Cloud commits across AWS, Azure and GCP jumped to nearly $900B last quarter - up from $531B just one quarter prior.

Cloud commitments just reached ~$900B — a roughly 2X increase in 12 months.

Google Cloud revenue up 48% YoY. Cloud’s backlog jumped from $155B to $240B in just 3 months.

Many companies are still debating whether marketplace should be comp neutral. Top alliance leaders—backed by their exec team—have moved past that.

And if hyperscalers “only” source 10–20% of deals, are Marketplace and co-sell overrated?

AI spend is projected to jump from $1.76T (2025) to $2.52T (2026). The number is big.

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

Cloud account managers at AWS, Azure, and Google carry quotas that would make most CEOs sweat - often $100M+ a year.

Cloud commits crossed $500B, reaching $531B. Milestones matter, but only if your sellers can turn commits into won deals on cloud marketplaces.

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

Software captures 1% of US GDP. White-collar payroll is 20% - that gap explains why the world’s largest VC, a16z raised $15B and now all-in on AI.

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

Workiva is the type of SaaS company AI could disrupt. Reporting + compliance + governance is where AI is moving fast.

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

Rule of scaling in 2026: you don’t scale alone.

Alphabet Inc. crossed a $4T market cap last week and landed the kind of alliance that reshapes an ecosystem: Apple.

Agents won’t sell your product. Smart packaging and GTM will.

If there is one chart that shows how fast the AI ecosystem is knitting itself together, it’s the MCP growth curve.