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Partner Blog | Cloud & AI Platforms series part 1: Capturing the market opportunity

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JillArmourMicrosoft
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Aug 28, 2025

By Dave Miller, Cloud & AI Platforms Partner Strategy Lead

Across industries, organizations are racing to modernize, unify data, and embrace AI. At the center of this transformation are Microsoft partners, guiding customers through disruption and redefining what’s possible. With more than 150 million developers building on GitHub, 13 million apps running on Azure, and over 70,000 organizations innovating with Azure AI Foundry, the ecosystem is creating new ways to reimagine business processes and deliver AI-powered outcomes.  

 

This momentum is reshaping entire markets. AI adoption is expanding margins, sparking new waves of customer investment, and opening opportunities of unprecedented scale: a projected $777 billion SME market by FY26 (Microsoft, based on IDC research), a $592 billion enterprise market driving large-scale cloud and AI adoption, and a $311 billion SMB opportunity representing nearly all global businesses. 

 

Businesses that seize this opportunity are becoming Frontier Firms: organizations embedding AI into every layer of their operations. They aren’t just streamlining—they are reinventing customer engagement, enriching employee experiences, securing their infrastructure, and accelerating innovation.

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Published Aug 28, 2025
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