Omdia is part of Informa TechTarget

This website is owned and operated by Informa TechTarget, part of a global network that informs, influences and connects the world’s technology buyers and sellers. All copyright resides with them. Informa PLC’s registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. TechTarget, Inc.’s registered office is 275 Grove St. Newton, MA 02466.

header banner coverage

Omdia: Hyperscaler cloud marketplace sales to hit $163 billion by 2030

October 6, 2025

Hyperscaler cloud marketplace sales to hit $163 billion by 2030

LONDON, October 6, 2025: New research from Omdia has revealed that enterprise software sales through hyperscaler cloud marketplaces - led by AWS, Microsoft, and Google Cloud - are projected to surge from $30 billion in 2024 to $163 billion by 2030.

This growth reflects increasing enterprise adoption of marketplace procurement and a sharp rise in agentic AI sales. Omdia forecasts a five-year compound annual growth rate (CAGR) of 29.1% from 2025 to 2030, as vendors across the IT industry – from large global software vendors to ISV startups – increasingly embrace hyperscaler marketplaces as a primary route to market.

Strategic Cloud Spending Becomes Key Marketplace Driver

A key driver of this market is the continued growth of upfront multi-year cloud commitments by enterprise customers.  Currently, there are estimated to be close to $470 billion in cloud commitments across AWS, Microsoft Azure, and Google Cloud, a proportion of which customers can spend on third-party marketplace purchases. The accelerating pace of this spend is demonstrated by the nearly $30 billion of new commitments added in Q2 2025 alone. Customers are moving from opportunistically using marketplace purchases to burn down unused commitments to more strategic marketplace procurement, negotiating cloud commitments to include budget for a broader set of vendor products that align with their cloud adoption strategies.

Share of channel spend via hyperscaler cloud marketplaces

Notably, channel partners continue to adapt to this new procurement method rather than being displaced by it, supported by partner private offers and distributor models from all three of the major hyperscalers. By 2030, Omdia predicts that partners will facilitate nearly 60% of all marketplace transactions helping customers manage their commitments, purchase across multiple cloud marketplaces, and provide expertise and support across the full customer lifecycle. Beyond this, in the agentic age, partners are developing their own AI offerings and platforms, enabling them to capture a growing share of the billions of dollars transacted through these marketplaces.

Hyperscaler cloud marketplace spend by technology in 2025

Foundational Software Dominates as AI and Security Accelerate

Three technology categories will account for 63% of total spending via marketplaces: Infrastructure Software ($10.5 billion), DevOps ($9.1 billion), and Business Applications ($9.1 billion). These categories are the foundational tenets of customer environments, and power both the front end and back end of increasingly complex cloud environments.

As enterprises advance their cloud maturity, the AI marketplace presents tremendous opportunities, particularly through agentic AI. Microtransactions and the continued growth of multi-agent protocols will drive a total spend of $24.4 billion on the back of a 37% CAGR. Cybersecurity represents another high-growth area, projected to reach $31 billion by 2030 with a 31% CAGR, as integrated security platforms become essential, creating additional opportunities for cybersecurity vendors and their partner ecosystems.

“Hyperscaler marketplaces continue to see rapid momentum as a route to market for vendors across the technology industry. A small but growing number of ISVs are now reaching - and exceeding - $1 billion of annual sales through AWS, Google Cloud Marketplace and Microsoft Azure Marketplace, as they activate both partners and distributors to reach a broader set of cloud customers and drive an increasing share of sales. Agentic AI will be one of the fastest-growing categories through marketplaces in the next five years. The hyperscalers are competing hard to win the race as a channel for agentic AI through their agent marketplaces, because this accounts for an ever-greater proportion of cloud consumption,” said Alastair Edwards, Chief Analyst at Omdia.

Lets connect

More insights

Assess the marketplace with our extensive insights collection.

More insights

Hear from analysts

When you partner with Omdia, you gain access to our highly rated Ask An Analyst service.

Hear from analysts

Omdia Newsroom

Read the latest press releases from Omdia.

Omdia Newsroom

Solutions

Leverage unique access to market leading analysts and profit from their deep industry expertise.

Solutions