ServiceNow and Salesforce stocks surged 6% and 4% respectively on multi-billion-dollar AI contracts with the US government. Salesforce secured a $5.6 billion, 10-year contract with the US Army for AI-driven military modernization and intelligent systems integration across defense operations. ServiceNow deployed AI-powered government solutions across nearly all 50 US states through its FedRAMP High-authorized OneGov platform, bolstering its capabilities with the acquisition of Moveworks. Both companies participate in the US Tech Force initiative launched in December 2025 alongside Coinbase and Robinhood, suggesting crypto firms are building institutional relationships with Washington. FedRAMP High authorization represents a significant competitive moat for ServiceNow against newer entrants in this space.
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