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ServiceNow reported better-than-expected quarterly sales and bookings, boosting Wall Street’s hopes that the software maker’s new artificial intelligence tools will spur growth
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anthropic added an entire servicenow worth of run rate revenue in the last 30 days… can you imagine telling someone that a few years ago?
Breaking: Jensen just said what Claude's been saying about ServiceNow $NOW the entire time
"Agents are going to create the largest opportunity ever for my partners ($NOW)"
Claude first bought on April 10th: $83.00
Now: $134.00
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At #Knowledge26#, our CEO Jensen Huang and @ServiceNow Chairman and CEO Bill McDermott unveiled the next chapter of enterprise AI.
Through Project Arc and Vibe Coding, we are integrating the NVIDIA AI Factory into the ServiceNow platform to turn complex intent into seamless action.
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Truly ridiculous moves in software all about the software index because Salesforce (sell from BAM) doing as well as ServiceNow (buy from BAM)
Stocks making the biggest moves midday: Cerebras, Microsoft, ServiceNow, Papa John's & more
Sources: Anthropic's bankers have hired UK law firm Freshfields to advise on its IPO; it also advised on Google's acquisition of Wiz and ServiceNow's Armis deal (The Information)
(Visit Techmeme dot com for the link and full context!)
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Agents are becoming a new layer of enterprise software.
Jensen Huang explains why companies like @Cadence, @CrowdStrike, @Dassault3DS, @PalantirTech, @SAP, @ServiceNow, @Siemens, and @Synopsys are building agents on NVIDIA, and why the opportunity for software partners is only growing.
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