--- title: "Nvidia gives away LangChain's agent software, and DXC, which licenses it, posted bookings down 10%" description: "Nvidia's October 30 NemoClaw post ships LangChain's tuned Deep Agents harness free, with its own sandbox and tracing bolted beside it. The enterprise paying to license that layer, DXC, printed the other half of the story on October 29: agent usage six times higher, bookings down 10 percent, a cut to the year." publisher: "The Inference" section: "Platforms" published: 2026-10-31T16:16:40.732Z modified: 2026-10-31T16:16:40.732Z canonical: https://theinference.org/article/nvidia-gives-away-langchain-s-agent-software-and-dxc-which-licenses-it-posted-bookings-down-10 language: en keywords: "Nvidia, LangChain, DXC Technology, AI Agents, Earnings, Enterprise Software" --- # Nvidia gives away LangChain's agent software, and DXC, which licenses it, posted bookings down 10% > Nvidia's October 30 NemoClaw post ships LangChain's tuned Deep Agents harness free, with its own sandbox and tracing bolted beside it. The enterprise paying to license that layer, DXC, printed the other half of the story on October 29: agent usage six times higher, bookings down 10 percent, a cut to the year. On October 30, 2026, [Nvidia](https://theinference.org/markets/companies/nvidia) [published a developer post expanding NemoClaw](https://blockchain.news/news/nvidia-expands-nemoclaw-blueprints-for-specialized-ai-agents), its open agent stack, to three supported harnesses: OpenClaw, Hermes Agent and [LangChain](https://theinference.org/markets/companies/langchain) Deep Agents [1]. The Deep Agents blueprint packages tuning LangChain did in July: adjusting prompts, tools and middleware for Nvidia's Nemotron 3 Ultra without retraining the model, which Nvidia says brought it to near-frontier performance at roughly 10x lower cost per run than leading closed models [1]. [LangChain's own launch release](https://finance.yahoo.com/technology/ai/articles/langchain-nvidia-launch-nemoclaw-deep-150000260.html) put a number on it: an aggregate eval score of 0.86 at $4.48 per run, against $43.48 for the next closest model, about a tenth [2]. Nvidia now hands that tuning out for nothing, with its OpenShell policy sandbox and NeMo Relay tracing shipped beside the harness [1]. ## The enterprise paying to license that layer printed a rough quarter [DXC Technology](https://theinference.org/markets/companies/dxc-technology), the IT services firm that licenses LangChain to run Oasis, the agent platform it sells to enterprises [3], [reported fiscal second quarter 2027 revenue of $3.03 billion](https://www.marketscreener.com/news/earnings-flash-dxc-dxc-technology-company-reports-q2-revenue-3-03b-vs-factset-est-of-2-98b-ce785fdadc8ff720) on October 29, down 4 percent but ahead of the [FactSet](https://theinference.org/markets/companies/factset) estimate of $2.98 billion [4]. The rest was uglier: bookings fell 10 percent, book-to-bill was 0.8, and free cash flow came in at $91 million [3]. DXC cut full-year guidance to a 5 to 5.5 percent organic revenue decline and non-GAAP EPS of $2.25 to $2.50, against the FactSet estimate of $2.58 [4]. ## Usage compounds, bookings do not Oasis utilization rose sixfold quarter over quarter, two pilots are running with new customers, and more than 5,700 employees have earned AI certifications since June [3]. But customers now ask for two-year contracts where they used to sign five [3], and the revenue line shows what that does to a services business: *Chart: **DXC revenue fell year over year in all ten quarters through June 2026** Line chart of DXC Technology quarterly revenue across ten calendar quarters, falling from $3.39 billion to $3.00 billion, with year-over-year declines in every quarter shown.* *DXC Technology quarterly revenue, USD billions, calendar quarters through June 2026; the September 2026 quarter, reported October 29, printed $3.03 billion. Year-over-year change is negative in all ten quarters. Source: DXC SEC filings via company_series, retrieved October 31, 2026. [6]* The only segment that grew was insurance software, $394 million, up 23.1 percent, and mostly on a one-time contract modification [5]. That is also the unit [DXC](https://theinference.org/markets/companies/dxc-technology) confirmed is in ongoing discussions to sell; Reuters reported advanced talks at $2.4 billion on October 19 [4]. *Chart: **Insurance is the only DXC segment that grew in fiscal Q2 2027** Column chart of DXC fiscal Q2 2027 revenue by segment: Consulting and Engineering $1.21 billion, Global Infrastructure Services $1.43 billion, Insurance Software $394 million, with Insurance highlighted as the only growing segment.* *DXC Technology revenue by segment, fiscal Q2 2027 ended September 30, 2026, USD billions. Insurance growth was driven largely by a one-time contract modification. Sources: CRN, October 29, 2026; TradingKey earnings call transcript, October 29, 2026. [5][3]* ## The bill lands up-stack, where Nvidia sits Nvidia gives the harness away and charges for what surrounds it: the Nemotron model, the OpenShell runtime, the NeMo Relay, the silicon [1]. LangChain's July release argues the systems around the model, the memory, traces and tuning data, are the enterprise's own IP worth paying to own [2]. The catch is that Nvidia's blueprint ships its own relay beside the harness, while LangChain's paid product, LangSmith, counts more than 7,000 customers including Nvidia itself [2]. One free harness layer, two distributors, two owners of the tracing bill. ## What the free stack still owes The strongest counterpoint to the bearish split: DXC's management says enterprise AI is complex enough that outside providers still get paid, and a free harness leaves LangSmith's observability business untouched [3][2]. But the free stack bleeds too. In August, [researchers found a flaw in NemoClaw's Ollama configuration](https://www.darkreading.com/cyber-risk/nemo-claw-networking-llm-poisoning-openclaw) that let a single web page poison the model behind an OpenClaw agent; it is patched on macOS and Linux, and not on Windows [7]. That is the trust and safety market DXC is selling into with its agent assurance offerings [5]. ## What prices every agent framework Watch two readings. DXC [guides fiscal Q3 organic revenue down about 6 percent](https://www.tradingkey.com/news/transcripts/262256539-tradingkey) and non-GAAP EPS to about $0.55 [3]; whether sixfold Oasis usage converts shows up there, and in whether the $2.4 billion insurance sale closes [4][5]. Then watch whether Nvidia's blueprint becomes a paid NeMo license [1]. The Inference covered DXC's LangChain license and [Salesforce](https://theinference.org/markets/companies/salesforce)'s January 2027 harness bundle in [its October 30 Platforms piece](https://theinference.org/article/dxc-pays-to-license-the-agent-harness-salesforce-will-bundle-free); the new facts since are the third free bundle and DXC's own numbers on what a paying enterprise gets back [1]. Harness: free. Sandbox, relay, model, silicon: priced somewhere. ## Takeaway The agent harness layer Nvidia now gives away is what DXC pays LangChain to license; DXC's sixfold agent usage arrived with bookings down 10 percent and a cut to full-year guidance. ## Sources 1. [Blockchain News, NVIDIA expands NemoClaw blueprints for specialized AI agents, 30 October 2026](https://blockchain.news/news/nvidia-expands-nemoclaw-blueprints-for-specialized-ai-agents) 2. [PR Newswire via Yahoo Finance, LangChain and NVIDIA Launch NemoClaw Deep Agents Blueprint for Enterprise Agents, 8 July 2026](https://finance.yahoo.com/technology/ai/articles/langchain-nvidia-launch-nemoclaw-deep-150000260.html) 3. [TradingKey, DXC Technology Q2 FY2027 Earnings Call: Guidance Cut as Bookings Weaken, 29 October 2026](https://www.tradingkey.com/news/transcripts/262256539-tradingkey) 4. [MarketScreener / MT Newswires, Earnings Flash (DXC) Q2 Revenue $3.03B vs FactSet Est $2.98B, with Reuters and guidance headlines, 29 October 2026](https://www.marketscreener.com/news/earnings-flash-dxc-dxc-technology-company-reports-q2-revenue-3-03b-vs-factset-est-of-2-98b-ce785fdadc8ff720) 5. [CRN, DXC CEO Fernandez: AI Strategy Moves From Experimentation To Commercial Adoption, 29 October 2026](https://www.crn.com/news/ai/2026/dxc-ceo-fernandez-ai-strategy-moves-from-experimentation-to-commercial-adoption) 6. [DXC Technology, quarterly figures from its SEC filings, retrieved 31 October 2026](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001688568) 7. [Dark Reading, Finding Nemo(Claw): Networking Issue Allows for LLM Poisoning in OpenClaw, 25 August 2026](https://www.darkreading.com/cyber-risk/nemo-claw-networking-llm-poisoning-openclaw) --- Nvidia gives away LangChain's agent software, and DXC, which licenses it, posted bookings down 10% — The Inference. Canonical: https://theinference.org/article/nvidia-gives-away-langchain-s-agent-software-and-dxc-which-licenses-it-posted-bookings-down-10