从云计算到能动智能：下一个万亿美元服务浪潮-

Thetransformativepotentialofagentic

AIandthe

strategicimperativeforGoogleCloudpartnersGooglecloudUnderstandingagenticAI:ThenextfrontierSolvingreal-worldproblems:ThegrowingdemandforagenticAITheopportunity:SizingtheagenticAImarketThestrategicimperativeforpartners:

Howservices

will

evolve

in

an

agentic

worldAgentic

AIinaction:Howpartnerscan

helptransformkeyindustriesPartneringwithGoogleCloud:Co-creatingtheagenticfuture010203040506Conclusion

Appendices03040609131926566061ForewordExecutive

summaryShapingthefuture

2Tableof

contentsForewordTheemergenceofagenticartificiaIinteIIigence

(AI)

marksa

pivotaI

moment

in

technoIogy,promisingtoreshapeindustriesandredefine

how

businesses

operate

and

createvaIue.

For

GoogIeCIoudpartners,thisrepresentsnotjusta

new

technoIogicaIwave

but

a

profoundopportunityto

Ieadcustomersintoa

moreinteIIigent,automated,

and

productive

future.This

reportisintendedforexecutiveIeaderswithin

ITservice

organizations,

providing

actionabIe

insightsandastrategicframeworktoguidethedeveIopmentof

an

agenticAIstrategyfor2025and

beyond.Thefindingsandperspectivessharedwithinthesepagesare

the

cuImination

of

rigorous,bottom-upanaIysis,whereweexaminedtheindustries,roIes,and

tasks

that

stand

to

most

benefitfromagenticAI.ThisquantitativeresearchwassuppIementedbyfindingsfromin-depthinterviewswithGoogIeCIoud’sown

Ieadersand

ITservice

partners

atthe

forefront

ofAIdeveIopment.Theseconversationscoveredtopicssuchassourcesofcustomerdemand,emergentusecases,adoptionbarriers,and

the

opportunitiesfor

service

partners

toevoIvetheircommerciaIapproach.Thismixofdata-driven

anaIysis

and

reaI-worId

market

commentaryyieIdedafocusedandactionabIeviewofagenticAIopportunitiesthatwiIIemergegoingforward.This

reportshowsthatagenticAIopensuptwosignificant

Iayersof

opportunity—it

eIevates

thevaIueoftraditionaIimpIementationengagements,andfor

partners

readyto

broadentheirremit,itcreatesacIear

runwayto

evoIve

into

broader

transformation

partners.ThisreportwiIIshow

howpartnerscandeepencustomer

reIationships

by

heIpingthemsoIvetheir

mostfundamentaI

businesschaIIenges,aIIeviate

Iong-standingindustrypain

points,and

unIock

new,sustainabIe

revenuestreams.We

beIievethat

byunderstandingthe

Iandscape,

identifyinghigh-potentiaIusecases,anddeveIopingtargeted

capabiIities,

partners

canachieveremarkabIegrowthanddifferentiation.ConsiderthisreportacomprehensiveguidetonavigatingtheexcitinganddynamicworIdofagentic

AI.OurgoaIistospotIighttheemergingdemandsignaIsforagenticAIandguidepartners

towardsthepainpointsthatwiIIdrivethemostvaIueforcustomersacrossindustries.KevinIchhpuraniPresident,GIobaI

Partner

Ecosystem&

ChanneIs,GoogIeCIoudShapingthefuture

3Agentic

AIrepresentsacriticaIIeapforwardin

AIadvancement,offeringnoveIcapabiIitiestotackIedeepIyentrenchedindustrypainpointsthatenterpriseshave

facedforyears.

Thiswaveofinnovationisnot

justaboutimprovingproductivity—

agents

wiII

enabIe

a

fundamentaI

reimagination

of

enterprise

workfIows,makingbusinessesfaster,moreadaptive,andbetterattunedtocustomerneeds.Inan‘agenticworId,’AIagentswiIIthereforeunIockvaIueinnearIyevery

industry

andworkfIow—whetheritisstreamIiningerror-pronecIaimsadjudicationinInsurance,proactiveIymanaginginventorymisaIignmentsin

IndustriaIs,deIivering

hyper-personaIizedexperiencesatscaIein

RetaiI,oracceIeratinganaIyticaIprocessesduringpharmaceuticaIdrugdiscovery.AsaresuIt,agenticAIcan

structuraIIyredefinehowenterprisesgeneratevaIueandcompete.EnterprisesareaIreadyseeingthetransformativepotentiaIofagentic

AI,withseveraIproofpointsquickIyemerging.

Today,morethan90%ofenterprisesreport

interestindepIoyingagenticAIsoIutionswithinthenextthreeyears,accordingto

BCG’smostrecentITBuyerPuIseCheck,andsoftware

companies’pubIicfiIingsare

mentioning

agentic

AI12times

more

today

compared

to

a

year

ago.

This

trendisfurtherunderscoredbythefactthattheIargestenterprisesoftwarevendorsare

treatingagentic

AIasastrategicpriority,asevidencedbyrecentproductIaunches

andstrategicacquisitionstosupporttheiragentic

AIambitions.Giventhiscontext,thePartnerEcosystemhasanimmense

opportunity

to

heIpenterprisesreaIizethevaIuethatagentscanbring.

IntotaI,agenticAIrepresents

apotentiaI~$1TmarketopportunityforagenticAIservicesgIobaIIy,with$350Bto

$450BintheU.S.aIone—afigurethatsurpassestheestimated$320BU.S.spend

ontraditionaIservicestoday—andifagenticAIfoIIowsasimiIartrajectorytocIoudcomputing,weexpect$300Bto$600BofthegIobaIservicesopportunity

tobereaIizedby2035-2040,thoughIikeIya

conservativetimeIine

given

thecurrentmomentumandpaceofadoption.

WithinthisIandscape,distinctvaIue

pooIsarefastemergingwherepartnerscandeIiveroutsizedimpactthrough

agenticAIdepIoyment.Therefore,partnersmustactquickIytocapturethesignificantopportunityahead.Shapingthefuture

4ExecutivesummaryPartnersmustalsoembracetheirincreasinglyimportantroleas

long-

termpartnerstoenterprises,drivinginitiativesthatcloselyalignwith

‘top-of-the-house’businessobjectives.Tothatend,moreonuswillbeplacedonthemtofundamentallyredesigntraditionalbusinessprocessesaroundagents,andasagenticdeploymentsscale,partners

willbeexpectedtodelivernewformsofongoingsupport,including

agenticfleetorchestrationoragentevaluation/measurement.Thisevolutioninresponsibilitywillopenupnewopportunitiesfor

partners

toexplorealternativemonetizationmodels,includingtransaction-based,outcome-based,andSaaS-likerecurringfeestructures.Asacontinuedsignalofapartner-firstapproach,GoogleCloudwillequippartnerswithresourcestocapitalizeonthisopportunity,providingdifferentiatedmarketintelligence,accesstoourenterprise

customerbase,andarobustecosystemofcutting-edgeagentictools.Tothatend,Googlehasalreadyintroducedanumberofcapabilitiesenablingthepartnerecosystemto

jump-starttheagentic

AItransformation

journeyforcustomers.Atthebeginningofthejourney,customerslackawarenessandwanttoseevalueearly.PartnerscanrundiscoveryworkshopswithGoogleintheroomto

helptheircustomersevaluateagentusecases,aswellasquicklycreateagentprototypesforpitchesusing

VertexAIanditsfamilyof

cutting-edgemulti-modalGeminimodels.Duringthebuildstage,manyenterprisesworryiftheirdatapipeline

is

sufficiently

ready.

Partners

can

use

BigQuery’s

AI

tools

and

modernconnectorsacrosssystemstoquicklyactivateagentswithlessstructureddatathanneededpreviously.

Finally,asagenticsolutions

scale,drivinguseradoptioninaproductiveandsustainable

manner

iskey.

Partnerscanhelpestablishtherightchange

managementand

agentlifecyclehabitsfortheirclients,leveragingtraininganddomain

expertiseavailablewithintheGoogleCloudecosystem.Theseresourcesserveasapowerfulstartingpoint,furtherenhancedbyindustry-leadingAIresearchfrom

DeepMind,world-

classTPUinfrastructure,andastrongcommitmenttoopen-source

collaborationthroughinitiativesliketheAgent

Development

Kit(ADK)andtheAgent2Agent(A2A)protocol.Thisholisticapproach,

combinedwithco-innovationprogramsandpartnersupport,isdesignedtofuelyoursuccess.Shapingthefuture

5The

futureofagentic

AIwillbe

shapedbythose

wholead;partners

whoactdecisively

now

willnot

justparticipateinthis

evolution—they

willdefinethecategory.6601Understanding

agentic

AI:

The

nextfrontierShapingthefuturescriptsandoftenstruggIedwhentheywerefacedwithchangesorunexpectedconditions.SeparateIy,theriseofgenerativeAI(genAI)

introducedapowerfuItooIforunstructured,

creativetasks.ItsabiIitytoperformwithhuman-Iikeproficiencydroverapid,widespreadadoption;accordingtoGoogIe

CIoud’s2025StateofAI

Infrastructurereport,98%oforganizationsareusingorexperimentingwithit.

However,usinggenAI

aIonetotransformcorebusinessprocesses

anddeIivercIear

ROIhasprovenchaIIenging.AgenticAIovercomestheseIimitationsbycombiningthe

reasoningpowerofgenAIwiththeabiIitytotakeaction

in

businesssystems.AgentscanhandIecompIex,muIti-

stepworkfIows,Iearnfromoutcomes,and

adaptto

newinformation—aIIautonomousIy.

ThisaIIowsenterprisestomove

beyondsimpIetaskautomationand

beginredesigningcoreprocesses.Thisstep-changeincapabiIityhasmeaningfuI

impIicationsforhowenterprisesrun.Takinga

reaI-worIdexampIeinthecontextofinsurance

cIaimsadjudication,

RPAhasIongstruggIedwithexceptions,suchasinterpretingunstructuredclaimsdescriptionsordealing

withambiguitygeneratedbyincompIetedocumentation,oftenescaIatingcaseswhenexactconditionsaren’tmet.AgenticAItransformsthis.AgentscanutiIizegenAI

toextractreIevantdetaiIsfrommuItimodaIinputs,thenvaIidatethemagainstpoIicyruIes

andmemberhistory,andretrievesupporting

documentswithoutreIyingonrigidIogic.

ItmovesbeyondsimpIeauto-adjudicationby

proactiveIycoordinatingwithothersystems

togathermissingdocumentsandassessrisk

frommuItimodaIdata.AnagentcanthenAgenticAI

unlocksthefull

power

of

AIRecentbreakthroughsinartificiaIinteIIigence

(AI)haveunIockedpowerfuInewcapabiIities.

AgenticAIrepresentsthenextstepinappIying

theseadvances,creatingsystemsthatcanautonomousIyreason,makedecisions,

andtakeactiontoachievespecificgoaIs.ByIeveragingtheIatestAImodeIs,agenticsystemscangobeyondsimpIetaskexecution,

Iiketextgeneration,toindependentIymanage

compIexprocessesandinteractdirectIywith

businesssoftware.Thismakesagentic

AIparticuIarIysuitedforreaI-worIdbusinesschaIIenges.

AnAIagentcan

monitor

its

environment,understand

changingcontexts,createpIans,andexecutethemacrossdifferentdigitaIsystems—aIIwithout

constanthumansupervision.

ThisaIIowsthem

tohandIecompIex,muIti-stepworkfIowsand

deIivertangibIebusinessoutcomesinaway

thatpreviousautomationand

AIcouIdnot.True

paradigm

shift,

notjust

Automation2.0VariousdebatespersistaboutwhetheragentsaresimpIyanewform

ofautomation

orsomethingmuchgreater.Thefactsoffer

cIearsupportfortheIatter.Enterprisesexperiencedbenefitsfromthefirst‘evoIution’ofbusinessprocessautomation,commonIyknowntodayasRobotic

ProcessAutomation(RPA).

RPAbots

gaveenterprisesawaytoautomatehighIy

structured,repetitivetaskswithinstabIeenvironments.TheyfoIIowedpredefinedShapingthefuture

7orchestratethefull,end-to-endresolution,fromautonomouslyprocessinga

widerscopeofclaimstoinitiatingpayment,significantlyimprovingstraight-

throughprocessingratesandfreeingupspecialistsforhigh-judgmentwork.Alternatively,considerpersonalizationinmarketing.GenAIexcelsatcreatingpersonalizedcontentelements(e.g.,uniqueemailsandadcall-to-actionsorevendistinctAI-renderedimagestosuitindividualpreferences).

However,gen

AIstrugglestoorchestrateentireindividualcustomer

journeysordynamicallyadaptinreal-timewithoutmarketingteamsmanuallydefiningintricate

journey

rulesandcampaignparameters.AgenticAIcanharnessgenAIcapabilitiestoautonomouslymanagehyper-personalization.

Itbuildsandrefines

individualprofilesfromonlinepatterns,purchasesdata,andcustomer-provideddata,uses

gen

AI

for

unique“N-of-1”content

creation,and

crucially,determines

the

optimal

timing,sequence,andchannelsforinteractionsacrossthefull

journey.Thisenablestrulyadaptive,optimizedmarketingexperiencesatscale.Examplesliketheseabound,andtheywillcontinuetoproliferateasagentic

capabilitiesimprove,allowingenterprisestofundamentallyreimaginetheir

businessprocesses.MarketingjourneysManual

A/B

testing

campaigns

withbroad

audiences

and

tweaked

withimpreciseresultsAnalyzereal-timedatatoproactively

create‘N-of-1”experiences,optimizead

campaigns,and

forecast

trends

tomaximizecustomerlifetimevalueGo-to-marketCreate

outreach

email

templatebasedonprompts,andhandofftosalesrepresentativetosendtoprospectivecustomerDrivefullsalesmotionautonomouslywith

creative

discovery,tailoredoutreach,winningpitches,&tactfulfollow-upstoacceleratedealvelocityCustomerserviceHandlebasiccustomerinquiries(thetypical~80%),using

basic,pre-definedscriptresponsesAgents

anticipate

customer

needs,resolve

complex

issues

in

real-time,andbuildlastingcustomerloyaltyateveryserviceinteractionAsystemofagentsingestsreal-timesignalstoforecastdemand,autonomouslytriggersreplenishment,andreroutesshipmentstopreventdisruptionsPlannersusehistorical

data

andstatic

rules

to

forecast

demand,often

leadingto

misalignedinventory

andcostly

manualexception

handlingShapingthefuture

8Examples

The‘old’world

TheagenticworldExhibit1.1:AgenticAIbuildsonRPAandgenAItotakeactionsautonomouslytoachievebusinessoutcomesSupplychainShapingthefuture

902Solvingreal-worldproblems:Thegrowing

demandforagentic

AIShapingthefuture

9SlowcontentcreationManualcontentcreationreducesspeedtomarket,personalizationDelayed,error-proneclaimsManual

processes

and

siloed

dataslowprocessingininsuranceclaimsDisruptiveequipmentfailuresMaintenanceisreactive,issuesidentifiedpost-failureDelaysinbenefitdeliveryEligibility

checks

requirefragmenteddata&manualreviewChronicstaffingshortagesShortagesofmedical,nursing,and

admin.staffcreatedelaysandcarecoordinationgapsInefficientcustomerserviceSupportofteninconsistent/delayedandcauseschurnMediacontentmisuseLimitedrightsoversightdrivescompliance&revenue

gapsRisky,manualKYCchecksInconsistentidentityreviewscausecomplianceriskInadequatesafetyoversightReactivesafetymonitoringincreasesincidentriskPermitdelaysstallactivityRequirescoordinationacrossteamsandmanualvalidationError-pronebilling/claimsManualbillingprocesses

leadtodenials,delays,adminburdenDisjointedcust.experienceEvolvingcustomerexpectationsandfragmentedexperiencesreducesloyaltyandrevenueProlongedserviceoutagesManualtriageoftelconetworkeventsdelaysresolutionSlow,fragmentedreportingData

fragmentation

drives

slow,

error-pronecomplianceSuboptimalload

planningStatic

truckload&route

plans

missconsolidationopportunitiesDelayedpolicyresponseAgencieslackcapacitytoanalyze,act

on

new

legislationSlow,error-pronediagnosesManualdiagnosticspronetodelays

andinconsistencyRisingcostofinputsPricesnotoptimizedtoprotectrevenueundercostpressureSlowcreationofnarrativesPlayerimmersionlimitedwithfewbranchingnarrativesGeneric

wealthadviceStaticadvicemissesclientneedswithoutpersonalizationInventorymisalignmentManualallocationdecisionslagreal-timeneedsLimitedfraudoversightFragmenteddataandmanualreviewdelaydetectionManualR&DslowsdiscoveryDocumentation-heavy

R&D

slowsdrugdiscoveryMisaligned/unsoldinventoryProductinventoryfluctuatesfrequentlyandunpredictablyUnoptimizedpricingyieldFixedpricesinflexibleto

real-timedemand/availabilitySlowloanunderwritingFragmenteddataslowsapprovalsandlimitsaccessUnpredictableleadsourcingSourcingleadsin

B2B

requires

higheffort,withunclearROISlowdisseminationofinfoUrgent

public

updates

slowed

bymanualcommunicationworkflowsInefficienciesinclinicaltrialsSlowsitestartupdelaysclinicaltrialsSlowpersonalizedmarketingHigh

cost

and

slow

turnaround

forhighly

personalized

marketingUnlockingtheindustry’sdeeplyentrenchedchallengesThepowerofthenewagentic

AIparadigmliesinitspotentialtohelpenterprisessolvemacro

industrychallenges—theso-called‘trillion-dollarproblems’thatexistforeachindustry.In

Retail,these

pain

points

include

rising

input

costs

that

threaten

margin

or

large-scalecustomer

service

inefficiencies.In

Healthcare,it’s

staffing

shortages

in

clinics

or

persistentissuesinpatientbilling.InFinancialServices,it’serror-proneanddelayed

insuranceclaimsand

Know

YourCustomer(KYC)processes,drivingcostleakageandelevatedcompliancerisks.

The

exhibitbelowcrystallizesthatseveralofthesemacropainpointsexist,andthateachindustry

facesitsownuniqueconcoctionofthesechallenges.Exhibit2.1:

Manylong-standingpainpointsexist

across

industriesToaddressthesepainpoints,enterprisescannowuseaconstellationofagentsthataretailoredtoindustry-specificandbusiness-specificneeds.InConsumerPackagedGoods(CPG),aninventoryplanning

AIagentcouldcontinuouslyforecastdemandusing

livestructuredandunstructureddata,andthenautonomouslyorchestrateresponsesliketriggeringreplenishment,reroutingshipments,oradjustingwarehousethroughputrequirements

in

real-time

to

prevent

disruptions.In

Healthcare,a

care

coordination

agent

can

dynamicallyorchestratepersonalizedcareplans,ensuringpatientfollow-upsarescheduled,Roleofagents:Industrieshavegrappledwithlong-standingpainpointsthathave

hinderedenterprisesfrommaximizinggrowthandproductivitypotentialExamplesofkeyindustrypain

points

Non-exhaustiveShapingthefuture

10FinancialServices/InsuranceTech/TMEGAuto/IndustrialPublicSectorHealthcare/LifeSciencesRetail/CPGNote:

BasedoninterviewswithpartnersandGoogleindustrysolutionleaders;Source:PartnerandGoogle

interviews,

BCG

analysisexecuted,andadaptedbasedonincomingpatientdata,alleviatingpressurefromchronic

staffingshortages.InFinancial

Services,aKYC

verificationagentcanintelligentlyinterpretawidearrayofunstructuredinformationtoauto-

completetheentiredocumentverificationprocess.Meanwhile,aloanissuanceagentcanmovebeyondsimplechecklistapprovals,

managing

complex

risk

identificationworkflowstoexecuteloanapprovaldecisions

autonomouslywithholistic

judgment.Suchexamplesexistineveryindustry,whereagentic

AIcanofferapowerfulnewtoolkittoaddress

previouslyintractablepainpoints.Asaresult,

the

agenticera

willreshapehowenterprises

solve

theircoreproblems,augmentinghumancapabilities

todrivesubstantialproductivityandcustomer

value.Indoing

so,agents

willenablehuman

workers

toshift

their

focus

fromroutineexecution

tohigher-

value

strategic

tasks,andallowenterprises

todeliveranew

waveofimprovementinbothtop-lineperformance(through

faster

speed-to-marketandbettercustomerengagement),

andbottom-lineefficiency(throughroutine

task

automation,optimizedresourceallocation,and

proactiveriskdetection).Agentic

AIdemandsignalsEnterprisesarealreadyacknowledgingthe

transformativepotentialofagenticAItosolve

long-standingindustrypainpoints

and

havestartedtotakeaction.

Morethan90%

ofenterprisesplantoincorporate

agenticAIinthenextthreeyears,with

the

highestRoleofagents:Butinour‘newworld,’AIagentscansolvethesepain

pointstounlocktransformationalvaluepoolsacrossindustriesCommunicationsagentDraftsmessages,routestoapprovalteams,publishesPermitting&licensing

agentValidates

applications,auto-issueslicensesandpermitsLegislativeanalysisagentIdentifies

impact

of

new

legislation,

routestodepartmentsFrauddetectionagentMonitors

transactions,etc.,todetect

and

act

on

potential

fraudKYCverificationagentVerifies

identity

and

flags

risks

foronboardingReporting/complianceagentPreparesandsubmitsregulatoryreportsWealthadvisoragentGeneratestailoredfinancialplans+monitorsportfoliosMarketingcampaignagentGeneratesandpublishescreatives,refinesaccordingtoperformanceCustomerexperienceagentRecommendspersonalizedoffers,supportacrosscustomer

journeyPricinganalystagentOptimizespricesbasedonmarket

trendsanddemandsInventoryplanningagentForecastsdemandandtriggersreplenishmentB2B

sales

agentSourcesleadsbasedonsalesgoals

andpropensityto

buySafetycomplianceagentMonitorssafetydataandinitiatesriskresponseLogisticsoptimizationagentPlanstruckloadsand

routesalongsidesupplychainagentInventoryallocationagentRebalancesstockacrosssites

usingdemand/supplysignalsShaping

the

future11Tech/TMEGMarketing/personalization

agentGeneratespersonalizedcontent

fromanalyzingaudiencebehaviorRetail/CPGCustomerserv./returnsagentResolvesserviceissuesandprocessesrefunds/returnsAuto/IndustrialPredictivemaint.agentPredictsequipmentfailures,triggersmaintenancetasksExhibit2.2:AgenticAIsolutionscansolvelong-standingpainpointsacrossall

industriesRightscomplianceagentMonitorscontentusage,flagsviolations,flagstolegalteamDynamicpricingagentAdjustspricingbasedondemand,time,capacity,etc.FinancialServices/InsuranceHealthcare/LifeSciencesPublicSectorNote:

BasedoninterviewswithpartnersandGoogleindustrysolutionleaders;Source:PartnerandGoogle

interviews,

BCG

analysisRev.cyclemgmt.agentAutomateskeyrevenuecycletasks

–validatesclaims,managessubmission,denials,andfollow-upsAgenticsolutionstokeyindustrypainpointsMedicaldiagnosticsagentAnalyzesdata/imagingtogenerate

diagnosticsuggestionsDrugdiscovery

R&DagentFindstargetsandmoleculesfromscientificdataClaimsadjudicationagentAutomates

claims

validation,fraudchecks,andpayoutsNetworkoperationsagentDetectsandresolvesoutagesby

analyzingtelemetrydata,etc.BenefitsprocessingagentVerifies

eligibility

and

approvesbenefitsacrosssystemsCarecoordinationagentCoordinatesfullpatient

journeyincl.careplans,readmission,etc.NarrativedesignagentGeneratesbranchingstorylines,

dialoguetrees