AI Infra Industry Trends: From Compute Bottlenecks to Ecosystem Evolution

A practitioner’s perspective on AI infrastructure trends: evolving bottlenecks, roles of CPU/GPU/scheduling, ecosystem shifts, and compute demand across training, inference, and Agent workloads.

This slide deck offers a practitioner’s perspective on the key trends in AI Infrastructure: the core bottleneck has shifted from “compute scarcity” to “efficiency governance”, GPU virtualization and intelligent scheduling deliver the highest ROI, the cloud-native ecosystem is upgrading from “application scheduling” to “compute scheduling”, and Agent workloads will drive a new scheduling paradigm.

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Slide: AI Infra Industry Trends

Key Topics

  • Evolving AI Infra Bottlenecks — From compute scarcity to efficiency governance
  • Real Roles of CPU / GPU / Scheduling — How each layer functions in production
  • Cloud Native × Open-Source Scheduling — The shift from Cloud Native to AI Native
  • Training / Inference / Agent Compute Demand — Resource characteristics and trend analysis by scenario

About the Speaker

Jimmy Song, CNCF Ambassador and founder of the Cloud Native Community (China). Long-time practitioner in cloud-native infrastructure and AI Infrastructure, focusing on GPU compute scheduling, virtualization, and open-source ecosystem development.