AI Set for ~$1T Global Market for Systems Integrator Services

If you needed more convincing that AI is ballooning into a multi-trillion dollar market, a new joint report from Google Cloud and the Boston Consulting Group found that agentic AI is set to create an approximately $1 trillion global market for systems integrator (SI) services.

Agentic AI market in full swing

The market for agentic AI is a potential boon for partners, with over 90 percent of enterprises reporting interest in deploying agentic AI solutions within the next three years, signaling widespread imminent adoption, the report found.

According to the new report, if agentic AI follows a similar trajectory to cloud computing, it is expected that $300 billion to $600 billion of the global services opportunity will be realized by 2035-2040. But even they believe this to be a conservative estimate.

Building an Agentic AI ecosystem

AI’s transformation power is truly unlocked when it is tailored to each industry’s specific nuances, according to Google Cloud. Individual sectors face unique structural challenges, regulatory demands, and operational workflows that agentic AI solutions can and must address.

In six key industries, Google Cloud highlights the transformative potential of agentic AI:

1. Technology, Telecommunications, Media, Entertainment, and Gaming (Tech/TMEG): Agentic AI presents a $125 billion to $175 billion global opportunity for SI services within this sector. By augmenting high-impact workflows, agentic AI enables Tech/TMEG organizations to unlock productivity, reduce manual overhead, and deliver more consistent and adaptive customer experiences.
2. Retail and CPG: Agentic AI presents a $150 billion to $200 billion global opportunity for SI services. It helps Retail and CPG organizations deliver more responsive, efficient, and personalized customer experiences at scale by connecting real-time signals to coordinated action.
3. Financial Services/Insurance: Agentic AI presents a $125 billion to $175 billion global opportunity for SI services in this sector. Agents support tasks like code generation, report creation, and workflow optimization to help Financial Services and Insurance organizations increase accuracy, reduce compliance risk, and deliver faster, more responsive customer experiences.
4. Healthcare/Life Sciences: For this industry, agentic AI offers a $100 billion to $150 billion global opportunity for SI services with core areas in revenue cycle automation for healthcare providers and payers; care coordination and patient journey support for healthcare providers; drug delivery acceleration in life sciences; and clinical trial operations in life sciences.
5. Automotive/Industrial: Agentic AI offers a $200 billion to $250 billion global opportunity for SI services in this arena. Agentic AI can enable faster, more coordinated action across machines, systems, and frontline teams, while helping Automotive and Industrial organizations operate with greater efficiency, agility, and reliability.
6. Public Sector: Finally, the Public Sector has a $125 billion to $175 billion global opportunity for SI services from Agentic AI. It offers significant value for IT specialists, data analysts, and technical support staff across public institutions.

“Taken together, the use cases across these six industries reflect a growing shift in what enterprise customers expect: not just tools or platforms, but solutions that directly address their most pressing pain points, such as claims delays, inventory, mismatches, fragmented service delivery, and more,” Google Cloud wrote. “Agentic AI presents a way to meet those expectations, but it won’t implement itself. SIs are uniquely positioned to close the gap between ambition and execution by helping clients identify the right entry points, design agentic workflows that map to real business processes, and scale those solutions across organizations.”

The next step for partners: Moving beyond implementation

To drive transformation with agentic AI, SIs need wins in the short term and in the long term. By providing value on high-impact workflows, partners will need to build the credibility and reusable intellectual property (IP) for handling bespoke, multi-agent systems guided by six core principles, Google Cloud says, including:

• Identify pain points and build prototypes: Focus on solving high-value, customer-specific pain points to drive differentiation to deliver functional prototypes to prove value immediately.
• Reimagine core business processes: Evolve delivery to focus on upfront, consultative AI design, helping customers restructure their business processes by co-designing agentic workflows that extend beyond technical and systems execution.
• Utilize new tools to address data gaps: Create opportunities to overcome clients’ perceived data readiness challenges by leveraging generative AI tools and modern inter-agent communication protocols to engage agents with less structured datasets.
• Deploy agents at scale: Manage change and embed agents into business workflow, and establish processes to track agent performance by bringing change management capabilities to speed deployment and deliver clear ROI.
• Manage the full agentic lifecycle: Deliver new forms of ongoing support, such as orchestrating agentic fleets, evaluating agent performance, and refreshing agent knowledge. Develop a long-term competitive advantage by investing in reusable IP and reference integrations.
• Innovate commercially: Consider different pricing models that align with the nature of agentic AI, with structures that reflect either recurring, transaction-based, or outcome-based pricing, all of which are tied to the measurable impact delivered by agents. 

Partnering with Google Cloud

Google Cloud is taking a partner-first approach to services and delivery by providing open innovation and thought leadership, a purpose-built stack for agents, and a thriving partner ecosystem.

Partnering with Google Cloud provides organizations with tools such as the Agent Development Kit (ADK), the Agent2Agent (A2A) protocol, BigQuery, Vertex AI, and Agentspace, along with the necessary resources and support for building, deploying, and scaling impactful agentic AI solutions.

“Our commitment to partners’ success extends beyond technology. Google Cloud offers a thriving ecosystem and comprehensive support to help our thousands of partners build and scale their agentic AI practices,” the report states. “We understand that our partners’ success is our success, and we are committed to providing the resources and investment you need to move fast and capitalize on the significant downstream revenue opportunities that agentic AI presents with speed.”

It wasn’t long ago that Google Cloud added new AI-powered tools to assist partners with working faster, smarter, and with less friction. Read more about the new additions, SOW Analyzer and Bot-Assisted Live Chat, that build on Google’s growing list of partner-focused AI tools.