Amazon holds 64% of the customer service AI partnerships that the three largest cloud providers signed with AI agent startups in 2024 and 2025, according to CB Insights partnership data. Microsoft held 27% and Google 9% in a market CB Insights put at $1.6 billion in 2025.

The research firm counted 95 partnerships between Amazon, Google and Microsoft and AI agent startups over the past two years, and found each provider leading a different segment. Zendesk, kore.ai, Gorgias and Intercom have each crossed $100 million in annual recurring revenue in customer service AI, according to the report, which tied Amazon's lead to its real-time voice, chat and data infrastructure.

Software development is Google's strongest area. Google accounts for 57% of hyperscaler partnerships with coding AI startups, ahead of Microsoft at 25% and Amazon at 19%. Revenue in the category has grown quickly, CB Insights noted, with Anysphere, the maker of Cursor, reaching $1 billion in annual recurring revenue, Replit reaching $240 million and Harness projecting $250 million. Both Replit and Anthropic's Claude Code run on Google Cloud.

Microsoft leads in regulated industries, holding 77% of hyperscaler partnership share in legal and healthcare during 2024 and 2025. The report cited legal AI company Harvey's $150 million, two-year commitment to Microsoft Azure as an example of startups being drawn into Microsoft's Copilot distribution. In healthcare, RhythmX AI is integrated into Dragon Copilot, which documents more than 13 million patient encounters.

CB Insights said the way partnerships cluster by use case offers an early view of which application areas each provider expects to grow fastest.

Source: CB Insights -- https://www.cbinsights.com/research/hyperscalers-are-carving-up-the-ai-agent-market/