从云计算到能动智能：下一个万亿美元服务浪潮（英）

The transformative potential of agentic AI and the strategic imperative for Google Cloud partners2Shaping the futureSolving real-world problems: The growing demand for agentic AIUnderstanding agentic AI: The next frontierThe opportunity: Sizing the agentic AI marketThe strategic imperative for partners: How services will evolve in an agentic worldAgentic AI in action: How partners can help transform key industriesPartnering with Google Cloud: Co-creating the agentic future03040609131926566061010203040506ForewordExecutive summaryConclusionAppendicesTable of contents3Shaping the futureThe emergence of agentic artificial intelligence (AI) marks a pivotal moment in technology, promising to reshape industries and redefine how businesses operate and create value. For Google Cloud partners, this represents not just a new technological wave but a profound opportunity to lead customers into a more intelligent, automated, and productive future. This report is intended for executive leaders within IT service organizations, providing actionable insights and a strategic framework to guide the development of an agentic AI strategy for 2025 and beyond.The findings and perspectives shared within these pages are the culmination of rigorous, bottom-up analysis, where we examined the industries, roles, and tasks that stand to most benefit from agentic AI. This quantitative research was supplemented by findings from in-depth interviews with Google Cloud’s own leaders and IT service partners at the forefront of AI development. These conversations covered topics such as sources of customer demand, emergent use cases, adoption barriers, and the opportunities for service partners to evolve their commercial approach. This mix of data-driven analysis and real-world market commentary yielded a focused and actionable view of agentic AI opportunities that will emerge going forward.This report shows that agentic AI opens up two significant layers of opportunity—it elevates the value of traditional implementation engagements, and for partners ready to broaden their remit, it creates a clear runway to evolve into broader transformation partners. This report will show how partners can deepen customer relationships by helping them solve their most fundamental business challenges, alleviate long-standing industry pain points, and unlock new, sustainable revenue streams. We believe that by understanding the landscape, identifying high-potential use cases, and developing targeted capabilities, partners can achieve remarkable growth and differentiation.Consider this report a comprehensive guide to navigating the exciting and dynamic world of agentic AI. Our goal is to spotlight the emerging demand signals for agentic AI and guide partners towards the pain points that will drive the most value for customers across industries.Kevin IchhpuraniPresident, Global Partner Ecosystem & Channels, Google Cloud3Shaping the futureForeword4Shaping the futureAgentic AI represents a critical leap