从云计算到能动智能：下一个万亿美元服务浪潮-

Googlecloud

ThetransformativepotentialofagenticAIandthestrategicimperativeforGoogleCloudpartners

Tableofcontents

Foreword

Executivesummary

03

04

01

02

03

04

05

06

ConclusionAppendices

06

UnderstandingagenticAI:Thenextfrontier

09

Solvingreal-worldproblems:

ThegrowingdemandforagenticAI

13

Theopportunity:

SizingtheagenticAImarket

19

Thestrategicimperativeforpartners:Howserviceswillevolveinanagenticworld

26

AgenticAIinaction:Howpartnerscanhelptransformkeyindustries

56

60

61

PartneringwithGoogleCloud:Co-creatingtheagenticfuture

Shapingthefuture2

Foreword

TheemergenceofagenticartificiaIinteIIigence(AI)marksapivotaImomentintechnoIogy,

promisingtoreshapeindustriesandredefinehowbusinessesoperateandcreatevaIue.ForGoogIeCIoudpartners,thisrepresentsnotjustanewtechnoIogicaIwavebutaprofound

opportunitytoIeadcustomersintoamoreinteIIigent,automated,andproductivefuture.ThisreportisintendedforexecutiveIeaderswithinITserviceorganizations,providingactionabIeinsightsandastrategicframeworktoguidethedeveIopmentofanagenticAIstrategyfor

2025andbeyond.

ThefindingsandperspectivessharedwithinthesepagesarethecuIminationofrigorous,

bottom-upanaIysis,whereweexaminedtheindustries,roIes,andtasksthatstandtomostbenefitfromagenticAI.ThisquantitativeresearchwassuppIementedbyfindingsfromin-

depthinterviewswithGoogIeCIoud’sownIeadersandITservicepartnersattheforefrontofAIdeveIopment.Theseconversationscoveredtopicssuchassourcesofcustomer

demand,emergentusecases,adoptionbarriers,andtheopportunitiesforservicepartnerstoevoIvetheircommerciaIapproach.Thismixofdata-drivenanaIysisandreaI-worIdmarketcommentaryyieIdedafocusedandactionabIeviewofagenticAIopportunitiesthatwiII

emergegoingforward.

ThisreportshowsthatagenticAIopensuptwosignificantIayersofopportunity—iteIevatesthevaIueoftraditionaIimpIementationengagements,andforpartnersreadytobroaden

theirremit,itcreatesacIearrunwaytoevoIveintobroadertransformationpartners.This

reportwiIIshowhowpartnerscandeepencustomerreIationshipsbyheIpingthemsoIve

theirmostfundamentaIbusinesschaIIenges,aIIeviateIong-standingindustrypainpoints,andunIocknew,sustainabIerevenuestreams.WebeIievethatbyunderstandingtheIandscape,identifyinghigh-potentiaIusecases,anddeveIopingtargetedcapabiIities,partnerscan

achieveremarkabIegrowthanddifferentiation.

ConsiderthisreportacomprehensiveguidetonavigatingtheexcitinganddynamicworIdof

agenticAI.OurgoaIistospotIighttheemergingdemandsignaIsforagenticAIandguidepartnerstowardsthepainpointsthatwiIIdrivethemostvaIueforcustomersacrossindustries.

KevinIchhpurani

President,GIobaIPartnerEcosystem&ChanneIs,GoogIeCIoud

Shapingthefuture3

Shapingthefuture4

Executivesummary

AgenticAIrepresentsacriticaIIeapforwardinAIadvancement,offeringnoveI

capabiIitiestotackIedeepIyentrenchedindustrypainpointsthatenterpriseshavefacedforyears.Thiswaveofinnovationisnotjustaboutimprovingproductivity—agentswiIIenabIeafundamentaIreimaginationofenterpriseworkfIows,makingbusinessesfaster,moreadaptive,andbetterattunedtocustomerneeds.

Inan‘agenticworId,’AIagentswiIIthereforeunIockvaIueinnearIyeveryindustryandworkfIow—whetheritisstreamIiningerror-pronecIaimsadjudicationin

Insurance,proactiveIymanaginginventorymisaIignmentsinIndustriaIs,deIiveringhyper-personaIizedexperiencesatscaIeinRetaiI,oracceIeratinganaIyticaI

processesduringpharmaceuticaIdrugdiscovery.AsaresuIt,agenticAIcanstructuraIIyredefinehowenterprisesgeneratevaIueandcompete.

EnterprisesareaIreadyseeingthetransformativepotentiaIofagenticAI,with

severaIproofpointsquickIyemerging.Today,morethan90%ofenterprisesreportinterestindepIoyingagenticAIsoIutionswithinthenextthreeyears,accordingtoBCG’smostrecentITBuyerPuIseCheck,andsoftwarecompanies’pubIicfiIings

arementioningagenticAI12timesmoretodaycomparedtoayearago.ThistrendisfurtherunderscoredbythefactthattheIargestenterprisesoftwarevendorsaretreatingagenticAIasastrategicpriority,asevidencedbyrecentproductIaunchesandstrategicacquisitionstosupporttheiragenticAIambitions.

Giventhiscontext,thePartnerEcosystemhasanimmenseopportunitytoheIp

enterprisesreaIizethevaIuethatagentscanbring.IntotaI,agenticAIrepresentsapotentiaI~$1TmarketopportunityforagenticAIservicesgIobaIIy,with$350Bto$450BintheU.S.aIone—afigurethatsurpassestheestimated$320BU.S.spendontraditionaIservicestoday—andifagenticAIfoIIowsasimiIartrajectoryto

cIoudcomputing,weexpect$300Bto$600BofthegIobaIservicesopportunitytobereaIizedby2035-2040,thoughIikeIyaconservativetimeIinegiventhe

currentmomentumandpaceofadoption.WithinthisIandscape,distinctvaIuepooIsarefastemergingwherepartnerscandeIiveroutsizedimpactthroughagenticAIdepIoyment.Therefore,partnersmustactquickIytocapturethe

significantopportunityahead.

Partnersmustalsoembracetheirincreasinglyimportantroleaslong- termpartnerstoenterprises,drivinginitiativesthatcloselyalignwith‘top-of-the-house’businessobjectives.Tothatend,moreonuswill

beplacedonthemtofundamentallyredesigntraditionalbusiness

processesaroundagents,andasagenticdeploymentsscale,partnerswillbeexpectedtodelivernewformsofongoingsupport,includingagenticfleetorchestrationoragentevaluation/measurement.This

evolutioninresponsibilitywillopenupnewopportunitiesforpartnerstoexplorealternativemonetizationmodels,includingtransaction-

based,outcome-based,andSaaS-likerecurringfeestructures.

Asacontinuedsignalofapartner-firstapproach,GoogleCloud

willequippartnerswithresourcestocapitalizeonthisopportunity,

providingdifferentiatedmarketintelligence,accesstoourenterprisecustomerbase,andarobustecosystemofcutting-edgeagentic

tools.Tothatend,Googlehasalreadyintroducedanumberof

capabilitiesenablingthepartnerecosystemtojump-starttheagenticAItransformationjourneyforcustomers.Atthebeginningofthe

journey,customerslackawarenessandwanttoseevalueearly.

PartnerscanrundiscoveryworkshopswithGoogleintheroomtohelptheircustomersevaluateagentusecases,aswellasquickly

createagentprototypesforpitchesusingVertexAIanditsfamilyofcutting-edgemulti-modalGeminimodels.

Duringthebuildstage,manyenterprisesworryiftheirdatapipelineissufficientlyready.PartnerscanuseBigQuery’sAItoolsandmodernconnectorsacrosssystemstoquicklyactivateagentswithless

structureddatathanneededpreviously.Finally,asagenticsolutionsscale,drivinguseradoptioninaproductiveandsustainablemanneriskey.Partnerscanhelpestablishtherightchangemanagementandagentlifecyclehabitsfortheirclients,leveragingtraininganddomainexpertiseavailablewithintheGoogleCloudecosystem.

Theseresourcesserveasapowerfulstartingpoint,further

enhancedbyindustry-leadingAIresearchfromDeepMind,world-classTPUinfrastructure,andastrongcommitmenttoopen-sourcecollaborationthroughinitiativesliketheAgentDevelopmentKit

(ADK)andtheAgent2Agent(A2A)protocol.Thisholisticapproach,combinedwithco-innovationprogramsandpartnersupport,is

Shapingthefuture5

designedtofuelyoursuccess.

Thefutureof

agenticAIwillbeshapedbythosewholead;partnerswhoactdecisivelynowwillnotjust

participateinthisevolution—theywilldefinethe

category.

6

01

UnderstandingagenticAI:Thenextfrontier

6

Shapingthefuture

Shapingthefuture7

AgenticAIunlocksthefullpowerofAI

RecentbreakthroughsinartificiaIinteIIigence(AI)haveunIockedpowerfuInewcapabiIities.AgenticAIrepresentsthenextstepinappIyingtheseadvances,creatingsystemsthatcan

autonomousIyreason,makedecisions,andtakeactiontoachievespecificgoaIs.

ByIeveragingtheIatestAImodeIs,agentic

systemscangobeyondsimpIetaskexecution,Iiketextgeneration,toindependentIymanagecompIexprocessesandinteractdirectIywithbusinesssoftware.

ThismakesagenticAIparticuIarIysuitedfor

reaI-worIdbusinesschaIIenges.AnAIagentcanmonitoritsenvironment,understandchangingcontexts,createpIans,andexecutethem

acrossdifferentdigitaIsystems—aIIwithoutconstanthumansupervision.ThisaIIowsthemtohandIecompIex,muIti-stepworkfIowsanddeIivertangibIebusinessoutcomesinawaythatpreviousautomationandAIcouIdnot.

Trueparadigmshift,notjustAutomation2.0

Variousdebatespersistaboutwhether

agentsaresimpIyanewformofautomationorsomethingmuchgreater.ThefactsoffercIearsupportfortheIatter.

Enterprisesexperiencedbenefitsfrom

thefirst‘evoIution’ofbusinessprocess

automation,commonIyknowntodayas

RoboticProcessAutomation(RPA).RPAbotsgaveenterprisesawaytoautomatehighIystructured,repetitivetaskswithinstabIe

environments.TheyfoIIowedpredefined

scriptsandoftenstruggIedwhentheywere

facedwithchangesorunexpectedconditions.

SeparateIy,theriseofgenerativeAI(genAI)introducedapowerfuItooIforunstructured,creativetasks.ItsabiIitytoperformwith

human-Iikeproficiencydroverapid,

widespreadadoption;accordingtoGoogIeCIoud’s2025StateofAIInfrastructure

report,98%oforganizationsareusingor

experimentingwithit.However,usinggenAIaIonetotransformcorebusinessprocessesanddeIivercIearROIhasprovenchaIIenging.

AgenticAIovercomestheseIimitationsby

combiningthereasoningpowerofgenAI

withtheabiIitytotakeactioninbusiness

systems.AgentscanhandIecompIex,muIti-stepworkfIows,Iearnfromoutcomes,andadapttonewinformation—aIIautonomousIy.ThisaIIowsenterprisestomovebeyond

simpIetaskautomationandbeginredesigningcoreprocesses.

Thisstep-changeincapabiIityhasmeaningfuIimpIicationsforhowenterprisesrun.TakingareaI-worIdexampIeinthecontextofinsurancecIaimsadjudication,RPAhasIongstruggIed

withexceptions,suchasinterpreting

unstructuredclaimsdescriptionsordealingwithambiguitygeneratedbyincompIete

documentation,oftenescaIatingcases

whenexactconditionsaren’tmet.Agentic

AItransformsthis.AgentscanutiIizegenAItoextractreIevantdetaiIsfrommuItimodaI

inputs,thenvaIidatethemagainstpoIicyruIesandmemberhistory,andretrievesupportingdocumentswithoutreIyingonrigidIogic.It

movesbeyondsimpIeauto-adjudicationbyproactiveIycoordinatingwithothersystemstogathermissingdocumentsandassessriskfrommuItimodaIdata.Anagentcanthen

Shapingthefuture8

orchestratethefull,end-to-endresolution,fromautonomouslyprocessingawiderscopeofclaimstoinitiatingpayment,significantlyimprovingstraight-throughprocessingratesandfreeingupspecialistsforhigh-judgmentwork.

Alternatively,considerpersonalizationinmarketing.GenAIexcelsatcreating

personalizedcontentelements(e.g.,uniqueemailsandadcall-to-actionsor

evendistinctAI-renderedimagestosuitindividualpreferences).However,genAIstrugglestoorchestrateentireindividualcustomerjourneysordynamically

adaptinreal-timewithoutmarketingteamsmanuallydefiningintricatejourneyrulesandcampaignparameters.AgenticAIcanharnessgenAIcapabilitiesto

autonomouslymanagehyper-personalization.Itbuildsandrefinesindividual

profilesfromonlinepatterns,purchasesdata,andcustomer-provideddata,usesgenAIforunique“N-of-1”contentcreation,andcrucially,determinestheoptimaltiming,sequence,andchannelsforinteractionsacrossthefulljourney.This

enablestrulyadaptive,optimizedmarketingexperiencesatscale.

Examplesliketheseabound,andtheywillcontinuetoproliferateasagenticcapabilitiesimprove,allowingenterprisestofundamentallyreimaginetheirbusinessprocesses.

ExamplesThe‘old’worldTheagenticworld

Marketing

journeys

ManualA/Btestingcampaignswithbroadaudiencesandtweakedwithimpreciseresults

Analyzereal-timedatatoproactivelycreate‘N-of-1”experiences,optimizeadcampaigns,andforecasttrendstomaximizecustomerlifetimevalue

Go-to-market

Createoutreachemailtemplatebasedonprompts,andhandofftosalesrepresentativetosendtoprospectivecustomer

Drivefullsalesmotionautonomouslywithcreativediscovery,tailored

outreach,winningpitches,&tactfulfollow-upstoacceleratedealvelocity

Customerservice

Handlebasiccustomerinquiries(thetypical~80%),usingbasic,pre-definedscriptresponses

Agentsanticipatecustomerneeds,resolvecomplexissuesinreal-time,andbuildlastingcustomerloyaltyateveryserviceinteraction

Plannersusehistoricaldataand

signalstoforecastdemand,autonomouslytriggersreplenishment,andreroutes

shipmentstopreventdisruptions

staticrulestoforecastdemand,

oftenleadingtomisalignedinventoryandcostlymanualexceptionhandling

Asystemofagentsingestsreal-time

Supplychain

Exhibit1.1:AgenticAIbuildsonRPAandgenAItotakeactionsautonomouslytoachievebusinessoutcomes

Shapingthefuture9

02

Solvingreal-

worldproblems:

Thegrowingdemandfor

agenticAI

Shapingthefuture9

Shapingthefuture10

Unlockingtheindustry’sdeeplyentrenchedchallenges

ThepowerofthenewagenticAIparadigmliesinitspotentialtohelpenterprisessolvemacroindustrychallenges—theso-called‘trillion-dollarproblems’thatexistforeachindustry.

InRetail,thesepainpointsincluderisinginputcoststhatthreatenmarginorlarge-scale

customerserviceinefficiencies.InHealthcare,it’sstaffingshortagesinclinicsorpersistent

issuesinpatientbilling.InFinancialServices,it’serror-proneanddelayedinsuranceclaimsandKnowYourCustomer(KYC)processes,drivingcostleakageandelevatedcompliancerisks.Theexhibitbelowcrystallizesthatseveralofthesemacropainpointsexist,andthateachindustryfacesitsownuniqueconcoctionofthesechallenges.

Roleofagents:Industrieshavegrappledwithlong-standingpainpointsthathavehinderedenterprisesfrommaximizinggrowthandproductivitypotential

ExamplesofkeyindustrypainpointsNon-exhaustive

Tech/TMEG

Slowcontentcreation

Manualcontentcreationreducesspeedtomarket,personalization

FinancialServices/

Insurance

Delayed,error-proneclaims

Manualprocessesandsiloeddataslowprocessingininsuranceclaims

Auto/Industrial

Disruptiveequipmentfailures

Maintenanceisreactive,issuesidentifiedpost-failure

PublicSector

Delaysinbenefitdelivery

Eligibilitychecksrequire

fragmenteddata&manualreview

Healthcare/

LifeSciences

Chronicstaffingshortages

Shortagesofmedical,nursing,andadmin.staffcreatedelaysandcarecoordinationgaps

Retail/CPG

Inefficientcustomerservice

Supportofteninconsistent/delayedandcauseschurn

Mediacontentmisuse

Limitedrightsoversightdrivescompliance&revenuegaps

Risky,manualKYCchecks

Inconsistentidentityreviewscausecompliancerisk

Inadequatesafetyoversight

Reactivesafetymonitoringincreasesincidentrisk

Permitdelaysstallactivity

Requirescoordinationacrossteamsandmanualvalidation

Error-pronebilling/claims

Manualbillingprocessesleadtodenials,delays,adminburden

Disjointedcust.experience

Evolvingcustomerexpectationsandfragmentedexperiences

reducesloyaltyandrevenue

Prolongedserviceoutages

Manualtriageoftelconetworkeventsdelaysresolution

Slow,fragmentedreporting

Datafragmentationdrivesslow,error-pronecompliance

Suboptimalloadplanning

Statictruckload&routeplansmissconsolidationopportunities

Delayedpolicyresponse

Agencieslackcapacitytoanalyze,actonnewlegislation

Slow,error-pronediagnoses

Manualdiagnosticspronetodelaysandinconsistency

Risingcostofinputs

Pricesnotoptimizedtoprotectrevenueundercostpressure

Slowcreationofnarratives

Playerimmersionlimitedwithfewbranchingnarratives

Genericwealthadvice

Staticadvicemissesclientneedswithoutpersonalization

Inventorymisalignment

Manualallocationdecisionslagreal-timeneeds

Limitedfraudoversight

Fragmenteddataandmanualreviewdelaydetection

ManualR&Dslowsdiscovery

Documentation-heavyR&Dslowsdrugdiscovery

Misaligned/unsoldinventory

Productinventoryfluctuatesfrequentlyandunpredictably

Unoptimizedpricingyield

Fixedpricesinflexibletoreal-timedemand/availability

Slowloanunderwriting

Fragmenteddataslowsapprovalsandlimitsaccess

Unpredictableleadsourcing

SourcingleadsinB2Brequireshigheffort,withunclearROI

Slowdisseminationofinfo

Urgentpublicupdatesslowedbymanualcommunicationworkflows

Inefficienciesinclinicaltrials

Slowsitestartupdelaysclinicaltrials

Slowpersonalizedmarketing

Highcostandslowturnaroundforhighlypersonalizedmarketing

Note:BasedoninterviewswithpartnersandGoogleindustrysolutionleaders;Source:PartnerandGoogleinterviews,BCGanalysis

Exhibit2.1:Manylong-standingpainpointsexistacrossindustries

Toaddressthesepainpoints,enterprisescannowuseaconstellationofagentsthat

aretailoredtoindustry-specificandbusiness-specificneeds.InConsumerPackaged

Goods(CPG),aninventoryplanningAIagentcouldcontinuouslyforecastdemandusinglivestructuredandunstructureddata,andthenautonomouslyorchestrateresponses

liketriggeringreplenishment,reroutingshipments,oradjustingwarehousethroughput

requirementsinreal-timetopreventdisruptions.InHealthcare,acarecoordinationagentcandynamicallyorchestratepersonalizedcareplans,ensuringpatientfollow-upsarescheduled,

Shapingthefuture11

Roleofagents:Butinour‘newworld,’AIagentscansolvethesepainpointstounlocktransformationalvaluepoolsacrossindustries

Agenticsolutionstokeyindustrypainpoints

FinancialServices/

Tech/TMEG

Marketing/personalizationagent

Generatespersonalizedcontentfromanalyzingaudiencebehavior

Permitting&licensingagent

Validatesapplications,auto-issueslicensesandpermits

Legislativeanalysisagent

Identifiesimpactofnewlegislation,routestodepartments

Frauddetectionagent

Monitorstransactions,etc.,to

detectandactonpotentialfraud

Communicationsagent

Draftsmessages,routestoapprovalteams,publishes

Note:BasedoninterviewswithpartnersandGoogleindustrysolutionleaders;Source:PartnerandGoogleinterviews,BCGanalysis

KYCverificationagent

Verifiesidentityandflagsrisksforonboarding

Reporting/complianceagent

Preparesandsubmitsregulatoryreports

Wealthadvisoragent

Generatestailoredfinancialplans+monitorsportfolios

Customerexperienceagent

Recommendspersonalizedoffers,supportacrosscustomerjourney

Pricinganalystagent

Optimizespricesbasedonmarkettrendsanddemands

Inventoryplanningagent

Forecastsdemandandtriggersreplenishment

Safetycomplianceagent

Monitorssafetydataandinitiatesriskresponse

Logisticsoptimizationagent

Planstruckloadsandroutesalongsidesupplychainagent

Inventoryallocationagent

Rebalancesstockacrosssitesusingdemand/supplysignals

Auto/Industrial

Predictivemaint.agent

Predictsequipmentfailures,triggersmaintenancetasks

Rev.cyclemgmt.agent

Automateskeyrevenuecycletasks–validatesclaims,manages

submission,denials,andfollow-ups

Customerserv./returnsagent

Resolvesserviceissuesandprocessesrefunds/returns

B2Bsalesagent

Sourcesleadsbasedonsalesgoalsandpropensitytobuy

Medicaldiagnosticsagent

Analyzesdata/imagingtogeneratediagnosticsuggestions

Marketingcampaignagent

Generatesandpublishescreatives,refinesaccordingtoperformance

Dynamicpricingagent

Adjustspricingbasedondemand,time,capacity,etc.

DrugdiscoveryR&Dagent

Findstargetsandmoleculesfromscientificdata

Claimsadjudicationagent

Automatesclaimsvalidation,fraudchecks,andpayouts

Networkoperationsagent

Detectsandresolvesoutagesbyanalyzingtelemetrydata,etc.

Benefitsprocessingagent

Verifieseligibilityandapprovesbenefitsacrosssystems

Carecoordinationagent

Coordinatesfullpatientjourneyincl.careplans,readmission,etc.

Narrativedesignagent

Generatesbranchingstorylines,dialoguetrees,characterarcs

Rightscomplianceagent

Monitorscontentusage,flagsviolations,flagstolegalteam

Loansunderwriteragent

Assessesborrowriskandissuesapprovals

Clinicaltrialopsagent

Onboardssitesandenrollseligiblepatients

Cross-industryusecasesNon-exhaustive

Healthcare/LifeSciences

Insurance

PublicSector

Retail/CPG

Exhibit2.2:AgenticAIsolutionscansolvelong-standingpainpointsacrossallindustries

executed,andadaptedbasedonincoming

patientdata,alleviatingpressurefromchronicstaffingshortages.InFinancialServices,aKYCverificationagentcanintelligentlyinterpreta

widearrayofunstructuredinformationtoauto-completetheentiredocumentverification

process.Meanwhile,aloanissuanceagent

canmovebeyondsimplechecklistapprovals,managingcomplexriskidentification

workflowstoexecuteloanapprovaldecisionsautonomouslywithholisticjudgment.Such

examplesexistineveryindustry,whereagenticAIcanofferapowerfulnewtoolkittoaddresspreviouslyintractablepainpoints.

Asaresult,theagenticerawillreshape

howenterprisessolvetheircoreproblems,

augmentinghumancapabilitiestodrive

substantialproductivityandcustomervalue.In

doingso,agentswillenablehumanworkersto

shifttheirfocusfromroutineexecutiontohigher-valuestrategictasks,andallowenterprisesto

deliveranewwaveofimprovementinboth

top-lineperformance(throughfasterspeed-

to-marketandbettercustomerengagement),andbottom-lineefficiency(throughroutinetaskautomation,optimizedresourceallocation,andproactiveriskdetection).

AgenticAIdemandsignals

EnterprisesarealreadyacknowledgingthetransformativepotentialofagenticAIto

solvelong-standingindustrypainpointsandhavestartedtotakeaction.Morethan90%ofenterprisesplantoincorporateagentic

AIinthenextthreeyears,withthehighest

Shapingthefuture12

interestcurrentlyincustomerserviceand

abroadsetofanalyticsusecases(e.g.,

businessintelligence,advancedpredictive

analytics),accordingtothemostrecentBCGITBuyerPulseCheck.

Recognizingtheemergingdemand,leading

softwarecompaniesandinvestorsaredrivingbothpublicmindshareandcapitalinvestmentintheiragenticAIstrategies.LeadingSaaS

vendorsareinvestingsignificantlyvia

differentchannels:launchingpre-builtagentsolutionsandplatforms(e.g.,Salesforce’s

introductionofAgentforce),makingstrategicacquisitions(e.g.,Informatica,Moveworks),

andcollaboratingcloselywithotherstobuildouttheagenticecosystem(e.g.,Workday

AgentPartnerNetwork).Thesesignals

provideastrongindicationofseculargrowthforagenticAIdeploymentsgoingforward,

creatingaprimeenvironmentforGoogle

Cloud’spartnerstobringenterpriseagenticAIimplementationstomarket.

Exhibit2.4:SoftwarecompaniesandinvestorsaredoublingdownonagenticAI

EnterpriseinterestinagenticAIisalreadysubstantial...

Q:WhichusecasesofagenticAIisyourcompanymostinterestedinimplementing?(N=565,BCGITBuyers

PulseCheck,Dec2024)

<10%

Analytics48%

Customerservice45%

Riskprevention36%

Customerrelation35% Sales&renewals33% Productdev32%Marketingandads31%KYC&riskprofiling25%Finance/accounting20%HRmanagement19%

Internalcomms19%

Supplychain17%

Externalcomms16%

ITBuyerPulseCheck

Dontplanto incorporateagenticAIfornext3Ys

Plantoincorporate agenticAI

>90%

Softwarecompaniesandinvestorsare

acceleratingpublicmindshareandcapitaldepl