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Story perspectives

AI Spending Soars: CNCF Unveils Neoclouds and Innovations

11/19/2025

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Story summary
  • At KubeCon North America 2025, the Cloud Native Computing Foundation (CNCF) projected hundreds of billions of dollars in AI inference-related spending over the next 18 months.
  • CNCF leaders highlighted the emergence of neoclouds—AI-first clouds—and the importance of Kubernetes in managing AI workloads.
  • Solo.io introduced Agentregistry, an open-source platform to track AI agents and bolster enterprise adoption of AI technologies within Kubernetes environments.