ServiceNow reported a 24% increase in Q2 revenue, with its AI Annual Contract Value (ACV) surpassing $1 billion. The company also partnered with NVIDIA to develop Project Arc, aiming to launch an autonomous desktop agent. Salesforce saw an 11% revenue growth in the same period, with its Agentforce Annual Recurring Revenue (ARR) exceeding $1.5 billion, and anticipates AI and data ARR to surpass $4 billion. Analysts suggest that ServiceNow, as a cross-platform "system of action," holds a greater advantage in enterprise AI. Meanwhile, Salesforce, with its lower forward P/E ratio and stock repurchase program, is considered a more stable option for value investors.