Salesforce Introduces Koa, Its First CRM Reasoning Model Built on NVIDIA Nemotron

Yahoo Finance ·

On September 15, 2026, Salesforce and NVIDIA announced Koa, the first CRM reasoning model designed for Agentforce, powered by NVIDIA Nemotron. Developed through close technical cooperation, Koa leverages nearly thirty years of Salesforce deployment data to help enterprise agents navigate multi-step workflows. In Salesforce CRM Benchmark evaluations, Koa matched or surpassed leading models while reducing errors by threefold. No actual customer data was utilized during training; instead, the model relied on proprietary synthetic datasets spanning over fourteen industries. Additionally, both companies are introducing Nemotron-based solutions into Missionforce, delivering secure and accelerated computing environments tailored for government and heavily regulated sectors.

AI 시장 분석

Salesforce and NVIDIA have partnered to announce Koa, the first inference model built on 27 years of CRM data. Powered by NVIDIA Nemotron, this model handles complex, multi-step enterprise workflows and reduces errors threefold. This collaboration is expected to accelerate the adoption of AI technology in the enterprise and public sectors, driving earnings improvements for related companies.

상승 영향

DYAX 전담 분석

The announcement of Salesforce's Koa model serves as an opportunity to simultaneously strengthen NVIDIA's hardware and Salesforce's software competitiveness in the AI-driven enterprise automation market. In particular, the threefold reduction in error rates and customized inference capabilities will accelerate enterprise customers' AI adoption speed, directly contributing to the revenue growth of both companies.

The bullish scenario involves additional demand generated by the expansion of AI into public and regulated industries (Missionforce), while the bearish scenario is the delay in enterprise AI adoption budget execution. Indicators to watch in the future include the growth rate of active Agentforce customers and the revenue share of NVIDIA accelerated computing.

AI가 생성한 분석으로 투자 자문이 아닙니다.

DYAX Investor Sentiment

Bullish (Long) 39% · Bearish (Short) 61%

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