The Good, the Bad and the GenAI Opportunity in Cloud Ecosystems
Hyperscalers and their partners need each other more than ever
In the current cloud and IT market, the success of both hyperscalers and their partners has never been so intertwined. Partners, most critically consultants, systems integrators, managed services providers and ISVs, are the most important route to market for hyperscalers to achieve growth. And for those partners, their business models depend on large-scale cloud environments that incorporate AI, generative AI (GenAI) and other emerging technologies that their customers desire.
In this TBR Insights Live session, Principal Analyst Allan Krans, Senior Analyst Catie Merrill and Senior Analyst Alex Demeule preview TBR’s latest partner research for hyperscalers, IT services providers and ISVs. The team also shares exclusive feedback from all parties within these ecosystems, taken from TBR’s new Voice of the Partner, Hyperscaler report, which identifies areas that are still working and still challenging for these partnerships as well as the direction these relationships will go moving forward.
In the below session on opportunities within the cloud ecosystem you’ll learn:
- The most critical elements for a successful partnership
- Partner perceptions of Amazon Web Services, Microsoft and Google Cloud
- The ways GenAI is impacting partner activity and opportunity, including how AI ISVs partner differently with hyperscalers
- How hyperscalers’ marketplaces serve GenAI tools (and how hyperscalers deploy capital)
- The current challenges within ecosystems
- Where the greatest opportunity for future success lies
Excerpt from The Good, the Bad and the GenAI Opportunity in Cloud Ecosystems
Hyperscalers value partner capabilities over exclusivity and even pricing
Key takeaways:
- The biggest thing hyperscalers value in their partners is proficiency and the ability to demonstrate skills.
- Cloud providers say their priority partner groups are:
1.SIs
2.GenAI ISVs
3.MSPs
- Over the next year, recruiting new partners will be a bigger priority than more effectively tiering existing partners.

Excerpt from TBR Insights Live session “The Good, the Bad and the GenAI Opportunity in Cloud Ecosystems”
Visit this link to download the presentation’s slide deck.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.