Salesforce eyed for Nvidia’s open-source AI platform as growth slows
Salesforce is among the firms Nvidia approached to integrate its open-source AI agent platform NemoClaw ahead of its annual developer conference. Salesforce’s organic revenue growth slowed to 7-8% while ServiceNow delivered 21% subscription growth and a 57% free cash flow margin, prompting analysts to prefer ServiceNow.
1. Nvidia Partnership Talks
Salesforce has been approached by Nvidia for potential integration with its open-source AI agent platform NemoClaw. NemoClaw will enable deployment of AI agents to automate tasks across enterprise applications and can operate independently of Nvidia hardware.
2. Salesforce's Organic Growth Deceleration
In early 2026, Salesforce’s organic revenue growth decelerated to 7-8%, reflecting slower uptake of its Agentforce AI tools. Despite maintaining strong profitability, the company’s growth rate has lagged behind key competitors.
3. Comparison to ServiceNow
ServiceNow reported 21% subscription revenue growth and a 57% free cash flow margin, outpacing Salesforce’s recent metrics. This performance, coupled with an aggressive share buyback program, has led analysts to favor ServiceNow over Salesforce for long-term AI-driven growth.