30
‘Now We Can Know Everything and Do Anything,’ Jensen Huang Says at Dreamforce
Salesforce unveiled Koa, its first CRM reasoning model post-trained on NVIDIA Nemotron 3 Super, announced during Jensen Huang's Dreamforce keynote.
At Salesforce Dreamforce, NVIDIA CEO Jensen Huang joined Marc Benioff onstage as Salesforce announced Koa, its first CRM reasoning model, post-trained from NVIDIA Nemotron 3 Super using NeMo RL, NeMo Gym, and NeMo AutoModel. Koa was fine-tuned on a proprietary synthetic dataset drawn from nearly three decades of enterprise CRM deployments across 14+ industries, with no customer data used in training or inference. On Salesforce's CRM Bench of real-world tasks, Koa matches or exceeds leading model performance on CRM actions with 3x fewer errors. Koa already powers an employee agent in Slack, enters customer pilots in October with Formula 1, UChicago Medicine, Baxter Credit Union, 1-800Accountant, Engine, and Xero, and reaches general availability in Winter 2026 in U.S. regions.
58
30
What must happen for AI’s trillion-dollar gamble to pay off
Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.
Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.
35