Agentic AI Layer 2: Platform & Orchestration Companies

The Orchestrators of Agent Symphonies

Enterprise Platform Giants

  • Salesforce Agentforce has emerged as the early enterprise leader with 1,000 deals already closed. Benioff’s “hard pivot” from copilots to agents reflects a fundamental insight: “Agentic AI is what AI was meant to be” — proactive problem-solvers, not reactive assistants. Companies like Accenture use Agentforce to automate sales processes, while The Adecco Group automates candidate prequalification.
  • ServiceNow and SAP embed agents directly into workflow and resource planning, betting that agents work best when invisible — seamlessly integrated into existing business processes rather than standalone tools.
  • IBM WatsonX takes the governance angle, recognizing that “scaling systems need strong compliance frameworks to keep things running smoothly without sacrificing accountability.” In regulated industries, this defensive moat could prove insurmountable.

The Cloud Infrastructure Layer

  • AWS, Google Cloud, and Azure are building the orchestration services that let enterprises deploy agent fleets. The battle here isn’t about individual agents but agent orchestration — who can manage thousands of agents working in concert across an enterprise.
  • Glean’s recent launch of Glean Agents shows how specialized platforms can carve out niches by focusing on “secure and compliant” agent deployment at scale. For enterprises worried about data leakage and compliance, these focused solutions often win over broader platforms.
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