I’ve been deep-diving into what AWS, Azure, and Google are actually building for AI agents—and I’ll be honest, there’s a fundamental shift happening in how we’ll build autonomous systems. The three hyperscalers are making radically different bets on the future of work.
The Reality Check
All three major hyperscalers—AWS, Microsoft Azure, and Google Cloud Platform—provide full-stack solutions encompassing orchestration, deployment, security, observability, and integration capabilities. The choice between platforms increasingly depends on existing enterprise infrastructure, specific framework preferences, required runtime characteristics, and ecosystem integration needs rather than fundamental capability gaps.
When I first examined AWS AgentCore, I thought “this is impressive infrastructure.” The most mature marketplace ecosystem. The deepest tooling, built on 15+ years of cloud services. Eight-hour runtimes, isolated microVMs, seven integrated services. Then I realized—they’re not just building faster AI. They’re building systems that can actually think and act over extended periods.
Azure took a different path. They’re saying: “Most enterprises live in the Microsoft 365 ecosystem. Let’s embed agents there with built-in identity management and multi-agent orchestration.” Smart. Pragmatic. Different.
Google’s playing an interesting game. They’ve released the Agent Development Kit with persistent memory and an open protocol called A2A. Translation? They’re betting that agent interoperability and a framework-agnostic approach are the real competitive advantages.
Why This Matters for You
The marketplace is projected to hit $163 billion by 2030, with agents representing $24.4 billion. But numbers don’t tell the real story.
What matters is this: companies building internal agent marketplaces—treating agents as managed products with governance frameworks—are quietly pulling ahead. They’re not running scattered pilots anymore. They’re deploying reusable agents as organizational assets.
Most enterprises? Still stuck asking “should we build an agent?” Meanwhile, forward-thinking organizations are asking “how do we govern and orchestrate dozens of them?”
The Three Philosophies
AWS is betting on depth and runtime longevity. Azure is betting on ecosystem integration. Google is betting on openness and protocol standardization.
None of them are wrong. Your choice depends on where your organization lives today—and where you want it to be in 2027.
Here’s My Honest Take
The adoption of agentic AI—evidenced by marketplace growth projections and partner ecosystem expansion—signals that enterprises are moving from experimentation to production deployment.
Fifteen months ago, the conversation was “generative AI or not.” Today, it’s “which hyperscaler’s agent architecture aligns with our strategy?” That’s progress. But it also means the clock is ticking.
The gap between experimentation and real deployment is widening. Organizations that figure out governance, lifecycle management, and internal marketplaces now won’t just be faster—they’ll build moats their competitors can’t cross.
Where’s your organization in this journey? Are you still in pilot mode, or have you started thinking about what production-scale agent governance actually looks like?
I’m genuinely curious. Drop a comment.