In a significant strategic maneuver aimed at dominating the enterprise AI landscape, Salesforce has dramatically expanded its long-standing partnership with Amazon Web Services (AWS) while setting an ambitious revenue target of over $60 billion by fiscal year 2030.[1][2][3] This dual focus on deep technological integration and aggressive financial growth underscores Salesforce's strategy to embed its AI-powered CRM platform at the core of business operations, leveraging AWS's formidable cloud infrastructure to accelerate adoption and innovation.[4][1][5] The collaboration and revenue goals signal a clear intention to not only defend but expand its market leadership in an era increasingly defined by artificial intelligence.

The heart of the expanded alliance lies in a series of deep product integrations designed to break down data silos and provide customers with a seamless, secure, and powerful environment for developing and deploying AI.[4][6] A cornerstone of this initiative is making select Salesforce products, including its pivotal Data Cloud, Sales Cloud, and Service Cloud, available for the first time on the AWS Marketplace.[7][8][9] This move simplifies procurement and billing for customers, allowing them to use their existing AWS commitments to purchase Salesforce services.[8][10] More strategically, it exposes Salesforce's portfolio to the vast customer base of the world's leading cloud provider, creating a powerful new sales channel.[11] The integrations also introduce Zero-ETL (extract, transform, and load) connections between Salesforce Data Cloud and AWS data services, reducing the complexity and cost for businesses to unite their data for a comprehensive view of their customers.[7][9]

A central pillar of the partnership is the "bring your own AI model" (BYOM) capability, which deeply connects Salesforce's Einstein AI platform with Amazon SageMaker, AWS's machine learning service.[12][13] This integration empowers data scientists and developers to build custom AI models in SageMaker using their Salesforce data and then seamlessly deploy those models across the Salesforce Customer 360 platform in real time.[12][13] Further cementing the AI focus, Salesforce now supports Amazon Bedrock, a service that provides access to a range of leading foundation models through a single API.[4][7] This integration, funneled through the Einstein Trust Layer, gives customers the flexibility to use preferred large language models from companies like Anthropic, Cohere, and Amazon itself to power generative AI features within their Salesforce applications, ensuring data privacy and governance are maintained.[4][14][15]

This deepened alliance with AWS is a critical component of Salesforce's plan to achieve its newly announced revenue target of over $60 billion by fiscal year 2030.[2][3][5] Announced at its Dreamforce investor event, this goal, which excludes any impact from the pending acquisition of Informatica, is designed to reassure investors and signal a return to sustained double-digit growth.[16][17][18] The company projects an organic compounded annual growth rate of over 10% from fiscal 2026 through 2030.[2][3][5] Achieving such a target relies heavily on the accelerated adoption of its high-margin AI and data offerings.[2] The company is already seeing significant momentum, with its Data and AI division reaching $1.2 billion in revenue in the second quarter, a 120% year-over-year increase.[2][3] The simplified access and enhanced capabilities offered through the AWS partnership are expected to be a major catalyst for this growth, making it easier for enterprises to invest in and scale their use of Salesforce's AI-powered CRM.

The strategic implications of this fortified partnership reverberate across the competitive cloud and enterprise software markets. It represents a powerful counter-maneuver against rivals, most notably Microsoft, which leverages its own Azure cloud infrastructure to bolster its Dynamics 365 business applications and its partnership with OpenAI. By uniting the leading CRM provider with the leading cloud provider, the Salesforce-AWS alliance offers a compelling, integrated, and open ecosystem for businesses.[4][6] The emphasis on an open model ecosystem, allowing customers to choose their preferred AI models via Amazon Bedrock, directly addresses market demand for flexibility and avoids vendor lock-in.[14] This "co-opetition," where tech giants collaborate in one domain while competing in others, sets a new standard for customer-centric solutions and pressures competitors to offer similar levels of interoperability and choice.

In conclusion, the expansion of the Salesforce-AWS partnership is far more than a technical update; it is a foundational strategic realignment designed for the era of enterprise AI. By simplifying access through the AWS Marketplace, breaking down data barriers with seamless integrations, and providing unparalleled choice in AI models, the collaboration is poised to accelerate innovation and drive significant customer value. This technological push is inextricably linked to Salesforce's ambitious financial targets, providing a clear roadmap for how the company intends to nearly double its revenue within the decade. As businesses increasingly turn to generative AI to enhance productivity and personalize customer experiences, the integrated, secure, and open platform offered by Salesforce and AWS presents a formidable force that will likely shape the competitive dynamics of the technology industry for years to come.