Enterprise Software Leaders Build AI Agents With NVIDIA
NVIDIA announced an enterprise-focused Agent Toolkit at GTC Taipei — including NemoClaw blueprints, Nemotron open models (Nemotron 3 Ultra), OpenShell secure runtime and CUDA‑X agent skills — and new partnerships with major software players. Nemotron 3 Ultra is a 550B‑parameter Mixture‑of‑Experts model claiming up to 5x faster inference and ~30% lower cost, expected June 4. NemoClaw is available now and OpenShell is in early preview. Major enterprise software and cybersecurity vendors (Cadence, Synopsys, CrowdStrike, Palantir) and platform partners (Microsoft, SAP, ServiceNow, Red Hat, Canonical) are integrating the stack. Market implications: an expanded software and services revenue pathway for NVIDIA, stronger enterprise adoption of agentic AI that could drive incremental demand for NVIDIA compute, and potential upside for integrated software partners that leverage Nemotron-enabled agents.