与「ServiceNow」相关的搜索结果

Meta 宣布推出名为“Meta Enterprise Platform”的企业服务平台，正式把服务企业客户作为公司未来的核心业务支柱之一。 Meta 打算把自家的底层技术开放给各类公司和开发者使用。初期开放的技术包括智能助手 Muse、商业助手 Meta Business Agent、编程工具 Muse Code 以及相关的软件开发接口，方便企业把 Meta 的 AI 能力直接接入到自己的业务流程中。 为了负责这项新业务，Meta 挖来了企业软件领域的资深管理者 CJ Desai 出任首席企业平台官，直接向扎克伯格汇报。CJ Desai 之前担任过 MongoDB 的首席执行官，也在 Cloudflare 和 ServiceNow 担任过核心高管。 Meta 表示，后续会把保护数据隐私和系统安全放在首位，帮助不同规模的公司借助 Meta 的 AI 工具提高运转效率、拓展客户群。 官方公告：

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.

The narrative that AI will wipe out enterprise SaaS overnight is one of the most misunderstood ideas circulating in markets right now, and the evidence does not support it (Save this). @DavidSacks made this case directly and the logic is worth working through carefully. Salesforce is a system of record debugged by millions of customer support tickets over twenty five years, stress tested across thousands of enterprise deployments and deeply embedded into revenue operations at the largest companies on earth. The idea that a CFO will replace that with probabilistically generated code from an AI assistant without compliance guarantees, integration depth, audit trails, and enterprise support infrastructure is not how these decisions actually get made. The market has been pricing in the existential version of this risk anyway and the results have been extreme. Over $1 trillion in SaaS market cap was erased in the first week of February 2026 alone. Global SaaS spending is still projected to grow from $318 billion in 2025 to $512 billion in 2028 which is not the trajectory of a category being killed. The operating reality is entirely disconnected from the stock price narrative. ServiceNow beat earnings nine consecutive quarters in a row and its stock crashed 11% on the same day. Salesforce raised its full year forecast to $41.5 billion on record results and the stock still fell. Sacks makes an important distinction between survivability risk and value capture risk. The survivability risk, enterprises ripping out Salesforce for AI generated software is largely overstated. The SaaS products genuinely at risk are narrow ones charging high prices for underused features with no proprietary data and low switching costs. The value capture risk is real and it is the more sophisticated threat. AI orchestration layers like Claude CoWork are being designed to sit above all of these tools pulling data from Salesforce, ServiceNow, and Snowflake simultaneously and owning the user's primary workspace in the process. If enterprise users move from living inside Salesforce to living inside an AI agent that calls into those systems on their behalf, the SaaS platforms do not disappear but rather become infrastructure. The expansion revenue, the premium pricing power and the next decade of value creation all migrate to whoever owns that orchestration layer.

Every software company just got a second life and Jensen just explained why (Save this). The conventional fear was straightforward, AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS. Jensen Huang stood on stage at Computex 2026 and walked through exactly why that logic is backwards. Agents don't replace software, they consume it at machine speed, around the clock, without weekends. Here's the actual architecture Jensen laid out. An agent isn't just a large language model but rather an LLM sitting inside a harness that manages memory, orchestrates tool use, routes context, and plans iterative actions. That harness has to constantly call tools, spreadsheets, databases, browsers, and code engines, with every reasoning loop triggering another tool call. A human might use Salesforce 40 hours a week, an agent running inside a company uses it 168 hours a week and never misses a context window. The GitHub data Jensen showed on stage makes it tangible, 90 million pull requests merged, 1.4 billion commits, and 20 million new repositories created every month. As of April 2026, GitHub is processing 275 million commits per week on pace for roughly 14 billion by year end, a 14x explosion in a single year and AI agents are the source. Pull requests opened by AI agents went from 4 million in September 2025 to 17 million in March 2026 more than 4x in six months. That's AI becoming the largest software user on earth. Goldman Sachs quantified the downstream effect last month, token consumption is expected to multiply 24x by 2030, reaching 120 quadrillion tokens per month globally. A traditional chatbot consumes roughly 1,000 tokens per session, an embedded copilot burns 5,000 tokens per day while a continuously running enterprise agent? Over 100,000 tokens per day. The software companies that figured this out first are already printing money, Salesforce Agentforce hit $800 million ARR growing 169% year over year, with 29,000 deals closed. ServiceNow's Now Assist crossed $600 million in ACV, just raised its full year target to $1.5 billion, and told investors that when its agents replace a 20-person support team, total ServiceNow spend by that customer grows more than 5x even after accounting for reduced seat licenses. Workday delivered 1.7 billion AI actions across its platform in fiscal 2026. The key unlock Jensen pointed to and what investors need to understand is MCP, the model context protocol is the interface layer that makes software agent-readable. Software that supports MCP can be called by any agent, from any model, through any harness. Anthropic created it, OpenAI, Microsoft, and Google all adopted it and it was donated to the Linux Foundation. It is effectively becoming the HTTP of agentic computing. Software companies with native MCP support are plugged into the agent economy. Software companies still waiting are one product cycle away from becoming invisible to the fastest-growing category of software users in history.

I’m 44 years old and used to work at JPMorgan Chase. My monthly income is $110,000. My June advice: $SNDK (SanDisk) — Don’t buy $OKLO (Oklo Inc) — Don’t buy $ASRC (Astrotech) — Don’t buy $RKLB (Rocket Lab) — Buy at $116–$122 $NOW (ServiceNow) — Buy at $126–$131 $SIDU (Sidus Spaces) — Buy at $3.66–$4.38 $ASTS (AST SpaceMobile) — Buy at $100–$106 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

Bitget上线13支新股票合约： 亿航智能 $EH Eve Holding $EVEX AeroVironment $AVAV 克雷托斯防务 $KTOS 红猫控股 $RCAT Axon Enterprise $AXON 洛克希德·马丁 $LMT 雷神技术 $RTX 诺斯罗普·格鲁曼 $NOC 3倍做多国防航空ETF $DFEN ServiceNow $NOW IBM $IBM NetApp $NTAP 点击图片即刻开启交易 👇

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

ServiceNow (NOW) could be the most important AI stock of 2026. Trump, their CEO and 6 in Congress are buying as FAST as they can while it's down 50% on the year. 7 reasons I believe it's the next AI winner:🧵

黄仁勋在GTC台湾大会又点名了8家软件公司，AI智能体不是掘墓人而是送钱人！ 被老黄点名的8个方向赶紧看过来 👇 1. 楷登电子 Cadence $CDNS 做芯片设计EDA工具的龙头，英伟达、AMD等背后的设计发动机。 2. CrowdStrike $CRWD 全球网络安全SaaS龙头，AI Agent进入企业后安全需求爆炸式增长。 3. 达索系统 Dassault $DSY 工业仿真与3D设计软件巨头，航空、汽车、制造业核心工具。 4. Palantir $PLTR AI数据分析与决策平台龙头、政府与大型企业数据中枢。 5. SAP $SAP 全球企业ERP霸主，掌握财务、供应链、采购等核心数据。 6. ServiceNow $NOW 企业工作流自动化平台龙头，未来AI Agent接管办公。 7. 西门子 Siemens $SIE 工业自动化与数字化工厂巨头，AI+工业结合的核心平台之一。 8. 新思科技 Synopsys $SNPS 芯片设计EDA三巨头之一，与Cadence双雄并立。 总而言之，软件公司不想死的，都来用英伟达建设 Agent！ $NVDA