Good morning, CIOs. Nvidia this week joined the ranks of companies like OpenAI, Microsoft, Amazon and Google in aiming to help businesses build AI agents with its own platform, NeMo microservices.

As the WSJ's Belle Lin reports, the move to sell software for agents is not outside the chip giant's playbook of building an ecosystem of AI systems and software to work with its chips. See, for example, its popular Compute Unified Device Architecture, or CUDA.

Joey Conway, a senior director of generative AI software for enterprise at Nvidia, tells the WSJ that traditionally it has been difficult for developers to train models while preparing their corporate data. That’s one gap NeMo microservices aims to fill, he said, by making agent-building easier with a system for incorporating private business data.

While agent adoption has been limited so far this past year, Nvidia anticipates a shift. 

Nvidia pegs the size of the AI agent market at $1 trillion—roughly the same as the enterprise software market that it predicts agents will replace. Read the story.

Scientists sent quantum messages a record distance over traditional network. Scientists at Toshiba Europe have sent quantum information across a record-breaking 158 miles using ordinary computers and fiber-optic cables.

👉 Why it's important. This is the first time coherent quantum communication—an ultrasecure means of transmitting data—has been achieved using existing telecommunications infrastructure, without the expensive cryogenic cooling that is typically required.

IBM benefits from focus on AI, automation. The uncertain macroeconomic backdrop is prompting businesses to rethink their spending, CFO James Kavanaugh tells the Journal. “Clients are focused on cost efficiency, cash preservation and liquidity,” Kavanaugh said. “Our automation portfolio plays extremely well to that.”

First-quarter sales across IBM’s automation portfolio rose 14%, helping buoy the company’s software segment 7% higher, to $6.34 billion and offset consulting and infrastructure segments, which saw sales fall. IBM posted a profit from continuing operations of $1.05 billion, compared with $1.58 billion in the same period a year earlier.

ServiceNow upbeat after earnings. The enterprise software company reported better-than-expected financial results and forecast second-quarter subscription revenues to be above Wall Street expectations. “The leaders I talk to are very focused on the future,” CFO Gina Mastantuono told Barron’s. “They’re mindful of the environment, but they absolutely can’t hold back on investing for their future.”

California Bar exam used questions developed with AI. A spokesperson for the State Bar of California tells the LA Times that the subset of multi-choice questions written with AI for the February exam were reviewed by subject matter experts for legal accuracy, among  other factors.

VIPs call for stopping OpenAI's for-profit move. A group of AI luminaries, including Nobel laureates Geoffry Hinton. Oliver Hart and Joseph Stiglitz, signed their names to a letter submitted to the California and Delaware attorneys-general calling for action against OpenAI's planned conversion from a non-profit company Ten ex-OpenAI staffers also signed the letter, which warned that the restructuring would give too much control of the development of artificial general intelligence to a for-profit company, FT reports. 

Starlink rival sputters. More than a year into its manufacturing program, Amazon's Project Kuiper has produced just a few dozen satellites, Bloomberg reports. The space venture is racing to meet a Federal Communications Commission deadline of more than 1,600 satellites in orbit by summer 2026.

President Trump has met his biggest opponent—and it’s the stock market. (WSJ)

President Trump tossed cold water on the idea of raising tax rates on the highest-income Americans, ending for now a Republican flirtation with higher taxes at the top to help pay for his broader agenda. (WSJ)

Russia killed at least nine people and injured 70 others in an overnight attack on Kyiv, its biggest aerial bombardment of Ukraine’s capital this year, as U.S.-mediated talks to end the war stall. (WSJ)

Florida Gov. Ron DeSantis has drafted and pitched bill language for the current legislative session that would cut restrictions on the hours that minors can work. (WSJ)

The WSJ CIO Journal Team is Steven Rosenbush, Isabelle Bousquette and Belle Lin.

The editor, Tom Loftus, can be reached at thomas.loftus@wsj.com.