$NOW might be the biggest AI mispricing in the market.
Bill McDermott says ServiceNow can become a $1T company by 2030.
$NVDA CEO Jensen Huang says it could 100x.
Anthropic says it’s essential infrastructure.
OpenAI is integrating deeply with it.
Amazon Web Services, Microsoft Azure, and Google Cloud are all expanding partnerships.
And vibecoding an alternative would probably cost 10x more than just using ServiceNow.