IBM’s recent acquisitions of Red Hat, HashiCorp, and its planned purchase of Confluent reflect a deliberate strategy to build the infrastructure required for enterprise AI. According to IBM’s Sanil Nambiar, AI depends on consistent hybrid cloud runtimes (Red Hat), programmable and automated infrastructure (HashiCorp), and real-time, trustworthy data (Confluent). Without these foundations, AI cannot function effectively.

Ari Zilka, founder of MyDecisive.ai and former Hortonworks CPO, argues that most observability vendors now offer essentially identical, reactive dashboards that highlight problems only after systems are already broken. After speaking with all 23 observability vendors at KubeCon + CloudNativeCon North America 2025, Zilka said these tools fail to meaningfully reduce mean time to resolution (MTTR), a long-standing demand he heard repeatedly from thousands of CIOs during his time at New Relic.

Former GitHub CEO Thomas Dohmke’s claim that AI-based development requires progressive delivery frames a conversation between analyst James Governor and The New Stack’s Alex Williams about why modern release practices matter more than ever. Governor argues that AI systems behave unpredictably in production: models can hallucinate, outputs vary between versions, and changes are often non-deterministic. Because of this uncertainty, teams must rely on progressive delivery techniques such as feature flags, canary releases, observability, measurement and rollback. These practices, originally developed to improve traditional software releases, now form the foundation for deploying AI safely. Concepts like evaluations, model versioning and controlled rollouts are direct extensions of established delivery disciplines.

Most enterprises today run workloads across multiple IT infrastructures rather than a single platform, creating significant operational challenges. According to Nutanix CTO Deepak Goel, organizations face three major hurdles: managing operational complexity amid a shortage of cloud-native skills, migrating legacy virtual machine (VM) workloads to microservices-based cloud-native platforms, and running VM-based workloads alongside containerized applications. Many engineers have deep infrastructure experience but lack Kubernetes expertise, making the transition especially difficult and increasing the learning curve for IT administrators.

GPUs dominate today’s AI landscape, but Google argues they are not necessary for every workload. As AI adoption has grown, customers have increasingly demanded compute options that deliver high performance with lower cost and power consumption. Drawing on its long history of custom silicon, Google introduced Axion CPUs in 2024 to meet needs for massive scale, flexibility, and general-purpose computing alongside AI workloads. The Axion-based C4A instance is generally available, while the newer N4A virtual machines promise up to 2x price performance.

Enterprises are racing to deploy AI services, but the teams responsible for running them in production are seeing familiar problems reemerge—most notably, silos between data scientists and operations teams, reminiscent of the old DevOps divide. In a discussion recorded at AWS re:Invent 2025, IBM’s Thanos Matzanas and Martin Fuentes argue that the challenge isn’t new technology but repeating organizational patterns. As data teams move from internal projects to revenue-critical, customer-facing applications, they face new pressures around reliability, observability, and accountability.

Rob Whiteley, CEO of Coder, argues that the biggest winners in today’s AI boom resemble the “picks and shovels” sellers of the California Gold Rush: companies that provide tools enabling others to build with AI. Speaking on The New Stack Makers at AWS re:Invent, Whiteley described the current AI moment as the fastest-moving shift he’s seen in 25 years of tech. Developers are rapidly adopting AI tools, while platform teams face pressure to approve them, as saying “no” is no longer viable.

Nvidia Distinguished Engineer Kevin Klues noted that low-level systems work is invisible when done well and highly visible when it fails — a dynamic that frames current Kubernetes innovations for AI. At KubeCon + CloudNativeCon North America 2025, Klues and AWS product manager Jesse Butler discussed two emerging capabilities: dynamic resource allocation (DRA) and a new workload abstraction designed for sophisticated AI scheduling.

At KubeCon North America 2025, GitLab’s Emilio Salvador outlined how developers are shifting from individual coders to leaders of hybrid human–AI teams. He envisions developers evolving into “cognitive architects,” responsible for breaking down large, complex problems and distributing work across both AI agents and humans. Complementing this is the emerging role of the “AI guardian,” reflecting growing skepticism around AI-generated code. Even as AI produces more code, humans remain accountable for reviewing quality, security, and compliance.

The Cloud Native Computing Foundation has introduced the Certified Kubernetes AI Conformance Program to bring consistency to an increasingly fragmented AI ecosystem. Announced at KubeCon + CloudNativeCon North America 2025, the program establishes open, community-driven standards to ensure AI applications run reliably and portably across different Kubernetes platforms. VMware by Broadcom’s vSphere Kubernetes Service (VKS) is among the first platforms to achieve certification.

The etcd project — a distributed key-value store older than Kubernetes — recently faced significant challenges due to maintainer turnover and the resulting loss of unwritten institutional knowledge. Lead maintainer Marek Siarkowicz explained that as longtime contributors left, crucial expertise about testing procedures and correctness guarantees disappeared. This gap led to a problematic release that introduced critical reliability issues, including potential data inconsistencies after crashes.

Helm — originally a hackathon project called Kate’s Place — turned 10 in 2025, marking the milestone with the release of Helm 4, its first major update in six years. Created by Matt Butcher and colleagues as a playful take on “K8s,” the early project won a small prize but quickly grew into a serious effort when Deus leadership recognized the need for a Kubernetes package manager. Renamed Helm, it rapidly expanded with community contributors and became one of the first CNCF graduating projects.

Kubernetes has relied on role-based access control (RBAC) since 2017, but its simplicity limits what developers can express, said Micah Hausler, principal engineer at AWS, on The New Stack Makers. RBAC only allows actions; it can’t enforce conditions, denials, or attribute-based rules. Seeking a more expressive authorization model for Kubernetes, Hausler explored Cedar, an authorization engine and policy language created at AWS in 2022 and later open-sourced. Although not designed specifically for Kubernetes, Cedar proved capable of modeling its authorization needs in a concise, readable way. Hausler highlighted Cedar’s clarity—nontechnical users can often understand policies at a glance—as well as its schema validation, autocomplete support, and formal verification, which ensures policies are correct and produce only allow or deny outcomes.

JupyterLite, a fully browser-based distribution of JupyterLab, is enabling new levels of global scalability in technical education. Developed by Sylvain Corlay’s QuantStack team, it allows math and programming lessons to run entirely in students’ browsers — kernel included — without relying on Docker or cloud-scale infrastructure. Its most prominent success is Capytale, a French national deployment that supports half a million high school students and over 200,000 weekly sessions from essentially a single server, which hosts only teaching content while computation happens locally in each browser.

AWS’s approach to Elastic Kubernetes Service has evolved significantly since its 2018 launch. According to Mike Stefanik, Senior Manager of Product Management for EKS and ECR, today’s users increasingly represent the late majority—teams that want Kubernetes without managing every component themselves. In a conversation on The New Stack Makers, Stefanik described how AI workloads are reshaping Kubernetes operations and why AWS open-sourced an MCP server for EKS. Early feedback showed that meaningful, task-oriented tool names—not simple API mirrors—made MCP servers more effective for LLMs, prompting AWS to design tools focused on troubleshooting, runbooks, and full application workflows. AWS also introduced a hosted knowledge base built from years of support cases to power more capable agents.

At KubeCon + CloudNativeCon in Atlanta, the panel of experts - Kate Goldenring of Fermyon Technologies, Shaun O'Meara of Mirantis, Sean O'Dell of Dynatrace and James Harmison of Red Hat -explored whether the cloud native era has evolved into an AI native era — and what that shift means for infrastructure, security and development practices. Jonathan Bryce of the CNCF argued that true AI-native systems depend on robust inference layers, which have been overshadowed by the hype around chatbots and agents. As organizations push AI to the edge and demand faster, more personalized experiences, Fermyon’s Kate Goldenring highlighted WebAssembly as a way to bundle and securely deploy models directly to GPU-equipped hardware, reducing latency while adding sandboxed security.

AWS re:Invent has long featured CTO Werner Vogels’ closing keynote, but this year he signaled it may be his last, emphasizing it’s time for “younger voices” at Amazon. After 21 years with the company, Vogels reflected on arriving as an academic and being stunned by Amazon’s technical scale—an energy that still drives him today. He released his annual predictions ahead of re:Invent, with this year’s five themes focused heavily on AI and broader societal impacts.

DevOps practitioners — whether developers, operators, SREs or business stakeholders — increasingly rely on telemetry to guide decisions, yet face growing complexity, siloed teams and rising observability costs. In a conversation at KubeCon + CloudNativeCon North America, IBM’s Jacob Yackenovich emphasized the importance of collecting high-granularity, full-capture data to avoid missing critical performance signals across hybrid application stacks that blend legacy and cloud-native components. He argued that observability must evolve to serve both technical and nontechnical users, enabling teams to focus on issues based on real business impact rather than subjective judgment.

Major banks once built their own Linux kernels because no distributions existed, but today commercial distros — and Kubernetes — are universal. At KubeCon + CloudNativeCon North America, AWS’s Jesse Butler noted that Kubernetes has reached the same maturity Linux once did: organizations no longer build bespoke control planes but rely on shared standards. That shift influences how AWS contributes to open source, emphasizing community-wide solutions rather than AWS-specific products.