Google Cloud sees its marketplace as the launchpad for the agentic enterprise

Enterprise software buyers are moving fast — and they’re no longer shopping the way they used to. The shift toward platform-centric, outcome-driven procurement is accelerating the new agentic reality that’s transforming how work gets done, creating a rare window for companies that have positioned themselves at the intersection of distribution and autonomous AI.

As Google LLC’s cloud business posts a $20 billion annual run rate and a $462 billion committed spend backlog, the Google Cloud Marketplace is emerging as the distribution backbone of the agentic enterprise, according to Dai Vu (pictured), managing director of the Cloud Marketplace at Google Cloud.

“We believe this is a massive transformation. This is not a slow upgrade,” Vu said. “We think it’s a fundamental organizational and economic rewiring that’s going to be as transformational as the Industrial Revolution, because you’re moving beyond just simple augmentation for productivity and now you have this collection of intelligent systems that can plan, they can reason, they can execute multi-steps, achieve very complex goals and do it completely autonomously and own end-to-end workflows. We’re making a big bet on that.”

Vu spoke with Rebecca Knight at Red Hat Summit 2026, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed agentic reality, the growth of Google Cloud Marketplace and the Red Hat Lightspeed Agent now available to IT administrators. (* Disclosure below.)

Agentic reality reshapes the cloud marketplace model

Enterprise buyers increasingly want complete solutions — combinations of products, services, data and AI models — rather than point tools, and that shift is playing directly into the marketplace model, Vu noted. To meet that demand, Google has launched the Gemini Enterprise Agent Platform, which now hosts more than 2,000 agents from companies including ServiceNow Inc. and Oracle Corp., available for enterprise deployment.

“Think of it as an end-to-end platform to enable companies to build, scale, govern and optimize agents,” Vu said. “From there, we can put these agents into everyday workflows.”

That governance layer is central to the agentic reality argument. Enterprises are not yet willing to let agents act fully autonomously, but that could change as observability and audit trail tooling matures within the platform, Vu noted. A concrete example of the direction of travel is the Red Hat Lightspeed Agent for Google Cloud, now available in beta on the Google Cloud Marketplace, which gives IT administrators managing Red Hat Enterprise Linux a conversational interface for configuration, vulnerability queries and optimization. To further accelerate partner readiness for agentic reality, Google has committed $750 million to its partner ecosystem, covering technical workshops, deployment incentives and access to forward-deployed engineers. That investment reflects a broader urgency — the time for partners to position themselves in the agentic economy is now, Vu noted.

“You have to embrace what I say is the agentic reality. There are some people who are still fighting it, if you will,” he said. “But I would say embrace that it’s coming. In fact, it’s here already.”

Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of Red Hat Summit 2026:

(* Disclosure: Google Cloud sponsored this segment of theCUBE. Neither Google Cloud nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)

Photo: SiliconANGLE