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264 – AI Unleashed: Microsoft & NVIDIA Drive $1 Billion Marketplace Deals & Agentic AI Revolution
Recorded Live at Ultimate Partner LIVE in Redmond, WA
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Is your business ready for 2026?
Welcome back to the Ultimate Guide to Partnering® Podcast.
Join Microsoft’s Sandy Gupta and NVIDIA’s Pat Lee as they explore the monumental shifts driven by AI in the software landscape. Discover why “ISV” is transforming into “SDC” (Software Development Company) , the dramatic reduction in AI token costs and hallucination rates, and the acceleration of cloud migrations. Learn about Microsoft’s commitment to a “marketplace first” approach and a single $1 billion marketplace deal this quarter , and NVIDIA’s vision of embedding AI into every application. This discussion highlights the emergence of agentic AI, the convergence of ISVs and SIs, and the critical importance of embracing AI for all partners to drive significant business outcomes and avoid being left behind.
We’re curating the very best of these moments—fireside chats, expert panels, and executive insights—so you can stay ahead of the curve and fully aligned to where Microsoft and the industry are heading.
And this is just the beginning.
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Key Takeaways:
- The terminology for independent software vendors (ISVs) is evolving to Software Development Companies (SDCs) to reflect a broader scope of software innovation.
- The cost of AI tokens has dramatically decreased, and AI hallucination rates have significantly gone down, leading to greater democratization of AI.
- Cloud migrations are accelerating, largely driven by AI, which is broadening opportunities across the entire value chain for the ecosystem.
- Microsoft is adopting a “marketplace first” approach, with a single $1 billion marketplace deal projected for this quarter, indicating a massive shift in how software is sold and consumed.
- Agentic AI, characterized by headless agents focused on specific tasks, is a rapidly emerging area with significant potential for business process automation and interoperability across different applications.
- The industry is witnessing a convergence of ISVs and system integrators (SIs), as customers require both robust software and hands-on implementation and change management support.
If you’re ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community.
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Transcript:
Key Tags:
AI innovation, software development companies, SDC, cloud marketplace, NVIDIA AI, agentic AI, digitaansfol trrmation, B2B technology, strategic partnerships, ecosystem growth, Microsoft Azure, AI monetization, enterprise AI, d
Published on 2 months ago