黄仁勋Dreamforce演讲：Salesforce发布基于Nemotron
‘Now We Can Know Everything and Do Anything,’ Jensen Huang Says at Dreamforce
Salesforce结合英伟达开源底座发布垂直领域推理模型，展示了企业级Agent落地的完整闭环，对关注行业应用的同学极具参考价值。
Know everything. Do anything.
无所不知，无所不能。
That was the message NVIDIA founder and CEO Jensen Huang brought to Salesforce Dreamforce Tuesday, joining CEO Marc Benioff onstage in an appearance that coincided with the announcement of Koa — Salesforce’s first CRM reasoning model, built on NVIDIA Nemotron 3 Super.
这是英伟达（NVIDIA）创始人兼首席执行官黄仁勋周二在 Salesforce Dreamforce 大会上带来的信息。他与首席执行官马克·贝尼奥夫（Marc Benioff）同台亮相，此次亮相恰逢 Koa 的发布——Koa 是 Salesforce 首个 CRM 推理模型，基于英伟达 Nemotron 3 Super 构建。
Huang didn’t just take the stage. He walked into the crowd — threading through the audience at Moscone Center, mic in hand, with Benioff alongside. “We’re all following you, bro,” Benioff told Huang at one point, drawing applause.
黄仁勋不仅仅是登台演讲。他走入人群——手持麦克风，穿过莫斯康中心（Moscone Center）的观众席，贝尼奥夫在一旁陪同。贝尼奥夫曾对黄仁勋说：“我们都在跟着你，兄弟。”此言引发现场掌声。
“With electricity, we could power everything,” Huang said, tracing the arc of industrial revolutions. “With the internet, you can find anything. And now, with artificial intelligence as an infrastructure layer across the planet, we can know everything and do anything.”
“有了电力，我们可以驱动万物，”黄仁勋追溯着历次工业革命的脉络。“有了互联网，你可以找到任何信息。而现在，随着人工智能作为基础设施层遍布全球，我们可以无所不知，无所不能。”
That arc led directly to the announcement. Salesforce’s first reasoning model was built by post-training NVIDIA Nemotron 3 Super on a proprietary synthetic dataset drawn from nearly three decades of enterprise CRM deployments.
这一演进脉络直接引出了该发布的背景。Salesforce 的首个推理模型是在专有合成数据集上对 NVIDIA Nemotron 3 Super 进行后训练而成的，该数据集源自近三十年的企业 CRM 部署经验。
AI Safety
AI 安全
When Benioff asked Huang about AI safety, Huang was direct.
当贝尼奥夫向黄仁勋询问关于 AI 安全的问题时，黄仁勋的回答直截了当。
“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.”
“安全在许多方面都是至关重要的。它是首要任务，”黄仁勋说。“然而，安全是一个工程问题。毕竟我们正在开发计算系统……如果你开发的产品或服务对其功能、能力或安全性没有信心，那就不要发布它。”
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.”
他重申，创新与领导力应与安全和保障同步进行。“创新、速度与安全可靠的产品——这是一个虚假的二选一，”黄仁勋说。“你完全可以同时拥有两者。所以尽可能快地奔跑。但如果觉得在任何时刻公司失去了控制，或者产品无法保证安全，就停下来，确保做正确的事。”
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.
在整个演讲中，黄仁勋描绘了 AI 未来的积极愿景。他指出，自己是首批反对“AI 将终结软件行业”这一观点的人之一。他还反驳了 AI 会威胁就业的说法。
“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.”
“由于我们的雄心壮志，以及从 AI 中获得的生产力提升，未来无限广阔，”他补充道。“拥抱 AI，不要落后。”
“Every company, every enterprise, every country would become an AI company,” Huang said. “It’s going to be an agentic enterprise.”
“每家公司、每个企业、每个国家都将变成一家 AI 公司，”黄仁勋说。“这将是一个智能体企业（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.”
“对于我们的Trailblazers来说，天空才是极限，”Benioff说，指的是公司的客户和开发者社区。“我认为这项技术，它赋予人们能力的方式……技术可以与他们合作，以令人难以置信的新方式完成这项工作。”
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.
由于NVIDIA Nemotron是开源的，Salesforce能够完全在其自身基础设施内对该模型进行微调并运行。Salesforce控制权重，模型在Salesforce的系统上运行，且在训练或推理过程中不使用任何客户数据。
“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.
“没有使用一个字节的客户数据，”Salesforce平台与工程总裁Rohan Kumar说，他在黄仁勋登台之前介绍了Koa。
Open models went from 30% at the beginning of last year to now some 70%, Huang explained.
Huang解释说，开源模型的比例从去年年初的30%增长到目前的大约70%。
“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.”
“人们既在以指数级速度采用闭源模型，也在构建自己的定制AI——因为每家软件公司都是AI公司，每家企业都将成为具有智能体能力的AI企业。”
NVIDIA is one of them — running on Salesforce across sales, service, marketing and operations, and currently piloting Agentforce for customer-support workflows.
NVIDIA就是其中之一——在Salesforce的销售、服务、营销和运营中运行，目前正在为客服工作流试点Agentforce。
Koa was built using supervised fine-tuning and reinforcement learning with NVIDIA NeMo RL, NeMo Gym and NeMo AutoModel.
Koa是使用监督微调和强化学习构建的，使用了NVIDIA NeMo RL、NeMo Gym和NeMo AutoModel。
The training corpus covers synthetic enterprise scenarios across 14+ industries — manufacturing, financial services, healthcare and travel.
训练语料库涵盖了14个以上行业的合成企业场景——包括制造业、金融服务、医疗保健和旅游业。
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.
在Salesforce的CRM Bench（一个包含更新商机、路由案例或安排跟进等现实世界任务套件的模型基准测试）中，Koa在CRM操作方面的表现已经匹配或超越领先模型，且错误率降低了3倍。
In Use Now
现已投入使用
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.
Koa已经在Salesforce内部运行，为Slack中的员工智能体提供动力，并将于10月作为Agentforce中可选的客户模型进入客户试点阶段，首批试点客户包括Formula 1、UChicago Medicine、Baxter Credit Union、1-800Accountant、Engine和Xero。预计于2026年冬季在美国地区正式全面可用。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力