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）在公司超過第二季度收益預期後飆升。首席執行官比爾·麥克德莫特將該公司描述爲人工智能的“獨角獸”。
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，麥克德莫特強調了ServiceNow強勁的季度表現，並表示該公司已成爲企業人工智能軟件的獨家平台。
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業線上均超出分析師預期，營收增長22％，剩餘業績承諾增長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.
“這是一個平台，一個乾淨的特斯拉-玻璃，在50年的混亂上方，我們已經將其用Gen AI賦能，” ServiceNow的首席執行官說。
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.
客戶加入ServiceNow的原因是他們需要運行端到端運營，而ServiceNow的人工智能企業軟件平台可以幫助他們徹底改變他們的業務，他們看到了強大的投資回報率。
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."
麥克德莫特指出，ServiceNow在人工智能方面採用了與大多數公司不同的方法，通過提供特定領域的大型語言模型（LLM），以低廉、安全、快速的方式運行。
ServiceNow has improved productivity by up to 55%, so the bottom-line improvement is evident and keeps customers coming back, he said.
ServiceNow的生產力提高了多達55％，因此底線的改善是顯而易見的，並且使客戶不斷回流。
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.
該公司在第二季度簽訂了11筆大於100萬美元的交易，Now Assist業務翻了一番。麥克德莫特表示，Gen AI帶動了大部分增長。
Related Link: ServiceNow Q2 Earnings: Revenue Beat, EPS Beat — 'ServiceNow Intends To Reinvent Every Workflow, In Every Company, In Every Industry With GenAI'
相關鏈接：ServiceNow Q2 Earnings：Revenue Beat，EPS Beat ——“ServiceNow意圖使用GenAI重新發明每個公司的所有工作流程，在所有行業板塊中都是如此。”
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（納斯達克股票代碼：NVDA）驅動。麥克德莫特表示，兩家公司多年來一直在構建模型。
"So this is not wet paint. We've been at this for a while," the ServiceNow CEO said.
“因此，這不是溼漆。我們已經做了很長時間了，” ServiceNow首席執行官說。
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.
因爲兩家公司多年前建立了聯繫，所以ServiceNow的整個人工智能堆棧都是建立在Nvidia的“驚人技術”之上的。麥克德莫特說，ServiceNow開始將AI用於IT，然後迅速將其移入員工體驗，然後將重點放在客戶體驗上。
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.
來自Nvidia的計算能力正在驅動ServiceNow平台，來自其他公司的數據正在幫助其饋送其RaptorDb，使該公司能夠以大規模處理大量數據，並以比任何其他企業軟件平台快27倍的速度處理分析性查詢。
"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.
“我們對此感到非常高興，我們的客戶也很喜歡。這就是爲什麼我們是獨角獸，並且比其他所有公司都要快增長，”麥克德莫特說。
NOW Price Action: ServiceNow shares were up 15.39% at $843.45 at the time of publication Thursday, according to Benzinga Pro.
ServiceNow股價在發佈時上漲15.39％，至843.45美元，根據Benzinga Pro的數據。
- Meta Platforms AI Ambitions Soar With Llama 3.1: An 'Inflection Point In The Industry'
- Meta platforms的人工智能野心隨着Llama 3.1的推出而飆升：行業板塊的拐點
Photo: Courtesy of Nvidia.
照片：英偉達提供。
譯文內容由第三人軟體翻譯。