CB Insights May 7, 2025
The top 3 cloud providers globally are racing to support AI agents and the companies enabling them. This report analyzes their strategies — based on partnerships, startup investments, and internal projects — to see how they’re capitalizing on this next wave of monetization in AI.
As the AI boom accelerates, the top 3 global cloud providers — Amazon, Microsoft, and Google — are racing to capture a larger share of enterprise AI spend. Central to this shift is the rise of AI agents: intelligent systems capable of performing multi-step tasks, interacting autonomously with tools and data, and automating business workflows.
Drawing on CB Insights’ Business Graph, which links data across private investments, business relationships, and public company disclosures, we surface...
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