“Safety is paramount in a lot of ways. It’s job one,” Huang said. “However, safety is an engineering problem. We’re developing computing systems after all … If you build a product or a service and you’re not confident in its functionality, capability or safety, then don’t release it.”
He reiterated that innovation and leadership should coincide with safety and security . “Innovation, speed and safe products — it’s a false choice,” Huang said. “You could definitely have both at the same time. So run as fast as you can. But if you feel at any given point in time the company’s out of control, or the product’s not going to be safe, take a pause and make sure you get it right.”
Throughout his talk, Huang offered a positive vision for the future of AI. He noted he was among the first to push back on the notion that AI would end the software industry. He also pushed back on the idea that AI is a threat to jobs.
“As a result of our ambition, and with the productivity boost we get from AI, the sky’s the limit,” he added. “Engage AI. Don’t get left behind.”
“Every company, every enterprise, every country would become an AI company,” Huang said. “It’s going to be an agentic enterprise.”
“The sky is especially the limit for our Trailblazers,” Benioff said, referring to the company’s customer and developer community. “I think this technology, the way it empowers people … the technology can partner with them to do this in incredible new ways.”
Because NVIDIA Nemotron is open, Salesforce was able to fine-tune and run the model entirely within its own infrastructure. Salesforce controls the weights, the model runs on Salesforce’s systems and no customer data is used during training or inference.
“Not a single byte of customer data was used,” said Rohan Kumar, Salesforce’s president of platform and engineering, who introduced Koa before Huang took the stage.
Open models went from 30% at the beginning of last year to now some 70%, Huang explained. “People are both adopting closed models at exponential rates, but also building their own custom AIs — because every single software company is an AI company, and every single enterprise is going to be an agentic and AI enterprise.” NVIDIA is one of them — running on Salesforce across sales, service, marketing and operations, and currently piloting Agentforce for customer-support workflows.
Koa was built using supervised fine-tuning and reinforcement learning with NVIDIA NeMo RL, NeMo Gym and NeMo AutoModel.
The training corpus covers synthetic enterprise scenarios across 14+ industries — manufacturing, financial services, healthcare and travel.
In Salesforce’s CRM Bench, a model benchmark that includes a suite of real-world tasks like updating an opportunity, routing a case, or scheduling a follow-up, Koa already matches or exceeds leading model performance on CRM actions with 3x fewer errors.
Koa is already running inside Salesforce, powering an employee agent in Slack, and is moving into customer pilots in October as a customer-selectable model in Agentforce, starting with Formula 1, UChicago Medicine, Baxter Credit Union, 1-800Accountant, Engine and Xero. General availability is expected winter 2026 in U.S. regions.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://blogs.nvidia.com/blog/jensen-huang-dreamforce/#primary
- https://blogs.nvidia.com/blog/author/brian-caulfield/
- https://blogs.nvidia.com/blog/jensen-huang-dreamforce/#disqus_thread
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Informational only. No financial advice. Do your own research.