Amazon, Microsoft, and Google are converging on the same enterprise agent architecture
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Convergence on enterprise agent architecture by big three clouds is strategically critical and directly relevant.
Amazon, Microsoft, and Google have converged on a common enterprise agent architecture comprising runtime, memory, tool gateway, identity, observability, and governance, now surfaced as Amazon Bedrock AgentCore, Microsoft Foundry, and the Gemini Enterprise Agent Platform. This mirrors the PaaS evolution from fragmented infrastructure to a unified platform contract, but no open-source equivalent of Cloud Foundry or Heroku has emerged to standardize agent portability. Without such a contract, agent workloads remain tightly coupled to a single cloud provider's managed stores, telemetry, and identity, making migration as costly as pre-PaaS application lock-in.