ServiceNow CEO Highlights Long-Running Partnership With Nvidia, 'Lightening Fast' AI Models That Run Inexpensively: 'We're The Unicorn'
ServiceNow CEO Highlights Long-Running Partnership With Nvidia, 'Lightening Fast' AI Models That Run Inexpensively: 'We're The Unicorn'
ServiceNow Inc (NYSE:NOW) shares are soaring Thursday after the company beat earnings estimates for the second quarter. CEO Bill McDermott characterized the company as the "unicorn" of AI following the print.
ServiceNow股票（NYSE：NOW）在公司超过第二季度收益预期后飙升。首席执行官比尔·麦克德莫特将该公司描述为人工智能的“独角兽”。
What To Know: Thursday on CNBC's "Squawk On The Box," McDermott highlighted ServiceNow's strong quarterly performance and said the company has become the exclusive platform for enterprise AI software.
在CNBC的“ Squawk on the Box”上，麦克德莫特强调了ServiceNow强劲的季度表现，并表示该公司已成为企业人工智能软件的独家平台。
ServiceNow beat analyst estimates on the top and bottom lines in the second quarter as revenue grew 22% and remaining performance obligations jumped 31%.
ServiceNow在第二季度在上下行业线上均超出分析师预期，营收增长22％，剩余业绩承诺增长31％。
"This is one platform, one clean sheet of glass that resides above 50 years of mess, and we have powered it with Gen AI," the ServiceNow CEO said.
“这是一个平台，一个干净的特斯拉-玻璃，在50年的混乱上方，我们已经将其用Gen AI赋能，” ServiceNow的首席执行官说。
Customers are jumping on board with ServiceNow because they have end-to-end operations to run and ServiceNow's AI enterprise software platform helps completely transform their businesses, and they are seeing strong returns on investment, he said.
客户加入ServiceNow的原因是他们需要运行端到端运营，而ServiceNow的人工智能企业软件平台可以帮助他们彻底改变他们的业务，他们看到了强大的投资回报率。
McDermott noted ServiceNow takes a different approach to AI than most by offering domain-specific large language models (LLMs) that run inexpensively, are secure and are "lightning fast."
麦克德莫特指出，ServiceNow在人工智能方面采用了与大多数公司不同的方法，通过提供特定领域的大型语言模型（LLM），以低廉、安全、快速的方式运行。
ServiceNow has improved productivity by up to 55%, so the bottom-line improvement is evident and keeps customers coming back, he said.
ServiceNow的生产力提高了多达55％，因此底线的改善是显而易见的，并且使客户不断回流。
The company's Now Assist business doubled on a quarter-over-quarter basis after the company inked 11 deals that were greater than $1 million in the second quarter. Most of that growth is being driven by Gen AI, McDermott said.
该公司在第二季度签订了11笔大于100万美元的交易，Now Assist业务翻了一番。麦克德莫特表示，Gen AI带动了大部分增长。
Related Link: ServiceNow Q2 Earnings: Revenue Beat, EPS Beat — 'ServiceNow Intends To Reinvent Every Workflow, In Every Company, In Every Industry With GenAI'
相关链接：ServiceNow Q2 Earnings：Revenue Beat，EPS Beat ——“ServiceNow意图使用GenAI重新发明每个公司的所有工作流程，在所有行业板块中都是如此。”
Why It Matters: The ServiceNow platform is powered by NVIDIA Corp (NASDAQ:NVDA). The two companies have been working together building models for more than five years, McDermott said.
ServiceNow平台由NVIDIA Corp（纳斯达克股票代码：NVDA）驱动。麦克德莫特表示，两家公司多年来一直在构建模型。
"So this is not wet paint. We've been at this for a while," the ServiceNow CEO said.
“因此，这不是湿漆。我们已经做了很长时间了，” ServiceNow首席执行官说。
Because the two companies connected years ago, ServiceNow's entire AI stack was built on the back of "amazing technology" from Nvidia. ServiceNow started using AI for IT, then quickly moved it into the employee experience before focusing on the customer experience, McDermott said.
因为两家公司多年前建立了联系，所以ServiceNow的整个人工智能堆栈都是建立在Nvidia的“惊人技术”之上的。麦克德莫特说，ServiceNow开始将AI用于IT，然后迅速将其移入员工体验，然后将重点放在客户体验上。
The compute power coming from Nvidia is powering the ServiceNow platform and data from other companies is helping feed its RaptorDB, allowing the company to ingest massive amounts of data at scale and process analytic queries 27 times faster than any other enterprise software platform, he said.
来自Nvidia的计算能力正在驱动ServiceNow平台，来自其他公司的数据正在帮助其馈送其RaptorDb，使该公司能够以大规模处理大量数据，并以比任何其他企业软件平台快27倍的速度处理分析性查询。
"We're thrilled about it and our customers are loving it. That's why we're the unicorn and we're growing faster than all the other ones," McDermott said.
“我们对此感到非常高兴，我们的客户也很喜欢。这就是为什么我们是独角兽，并且比其他所有公司都要快增长，”麦克德莫特说。
NOW Price Action: ServiceNow shares were up 15.39% at $843.45 at the time of publication Thursday, according to Benzinga Pro.
ServiceNow股价在发布时上涨15.39％，至843.45美元，根据Benzinga Pro的数据。
- Meta Platforms AI Ambitions Soar With Llama 3.1: An 'Inflection Point In The Industry'
- Meta platforms的人工智能野心随着Llama 3.1的推出而飙升：行业板块的拐点
Photo: Courtesy of Nvidia.
照片：英伟达提供。