# 专题日跟踪 · 云原生 · 2026-09-03

> 日期：2026-09-03（Asia/Shanghai）。原文摘录保持源语言。不改写数字。对应卷宗 `topics/cloud-native.md`。本日无新的 K8s 发行版 GA；原料为 2025-06～2026-08 已公开稿。

## 摘要

- **Nutanix（2026-08-26）**：dual-native + NAI 2.8 GA；NKP 2.19 **soon**（Metal / AHV 全栈 / AI 目录 Kubeflow·Milvus·Slurm）。新闻稿自称 NKP 获 **CNCF Kubernetes AI Conformant**——本跟踪未打开 CNCF 认证名单页核到该 Logo，卷宗标厂商自称。
- **Gateway API Inference Extension**：Kubernetes 官方博客 2025-06-05 介绍 InferencePool / InferenceModel，把网关变成模型感知推理入口（非普通 Service）。
- **llm-d**：CNCF 项目页写 **Sandbox，接受日 2026-03-12**；2026-03-24 欢迎博文。KServe 与 vLLM 之间的分布式推理中间件。
- **CNCF Kubernetes AI Conformance（2026-03-24）**：认证平台近翻倍；KAR 对齐 v1.35（原地改 Pod 资源、agentic 工作流）。完整名单以 CNCF 公告为准，禁止给未核厂商贴 Logo。
- **NVIDIA Dynamo 1.0**：厂商博文——KV 感知路由器可作 Inference Gateway 的 EPP 插件。
- **VergeIO（2026-05-12）**：K8s **支持层 GA**（CSI/CCM/Autoscaler/Rancher node driver），明确 **不是发行版**。
- **IREN 收购 Mirantis（2026-08-04 完成）**：Mirantis 博文承诺 k0rdent 继续开源、服务全市场。控制面是否保持中立是分析观察点，不是已发布特性名。
- **HPE Morpheus 档位表**：VME **Containers & Kubernetes Not included**；Advanced 起 HKS。禁止把 9.0 CNCF K8s 集成写进 VME。
- 本日无 FusionCube/FusionOne/Proxmox K8s 新品。iSula 仅见 FusionCube Software 页，1000H 功能表仍是 VM。

## 原文摘录

### [Introducing Gateway API Inference Extension](https://kubernetes.io/blog/2025/06/05/introducing-gateway-api-inference-extension/)

- 来源：kubernetes.io / June 05, 2025

> Gateway API Inference Extension was created to address this gap by building on the existing Gateway API, adding inference-specific routing capabilities while retaining the familiar model of Gateways and HTTPRoutes. By adding an inference extension to your existing gateway, you effectively transform it into an Inference Gateway, enabling you to self-host GenAI/LLMs with a “model-as-a-service” mindset.
>
> InferencePool Defines a pool of pods (model servers) running on shared compute … An InferencePool is similar to a Service but specialized for AI/ML serving needs …

### [llm-d | CNCF](https://www.cncf.io/projects/llm-d/)

- 来源：CNCF 项目页

> llm-d is a Kubernetes-native, high-performance distributed LLM inference framework built on vLLM and the Kubernetes Gateway API Inference Extension, providing intelligent inference scheduling, prefix-cache-aware routing, prefill/decode disaggregation, hierarchical KV offloading … llm-d was accepted to CNCF on March 12, 2026 at the Sandbox maturity level.

### [CNCF Nearly Doubles Certified Kubernetes AI Platforms](https://www.cncf.io/announcements/2026/03/24/cncf-nearly-doubles-certified-kubernetes-ai-platforms/)

- 来源：CNCF / March 24, 2026, KubeCon EU Amsterdam

> The latest release introduces stricter v1.35 requirements, officially codified as Kubernetes AI Requirements (KARs) … Support for “Agentic” AI Workloads: Ensures that certified platforms can reliably support complex, multi-step AI agents. … Mandatory v1.35 Alignment: This includes supporting Stable In-Place Pod Resizing …

### [Nutanix Gives Enterprises the Freedom…](https://www.nutanix.com/press-releases/2026/nutanix-gives-enterprises-the-freedom-to-run-production-agentic-ai-their-way)

- 来源：Nutanix / Aug. 26, 2026

> NKP 2.19 will be available soon. It is expected to provide streamlined container management for bare metal and virtualized environments, with a built-in AI catalog designed for building and running agentic AI applications.
>
> CNCF Certified Kubernetes AI Conformant Platform: NKP has attained formal CNCF certification to validate that NKP provides the standardized APIs and capabilities required to reliably operate enterprise AI workloads.
>
> Nutanix treats virtual machines and containers as first-class infrastructure…

### [VergeIO Delivers Kubernetes Support](https://www.verge.io/press-release/vergeio-delivers-kubernetes-support/)

- 来源：VergeIO / May 12, 2026

> VergeIO is not introducing a Kubernetes distribution. The support layer assumes customers already run a distribution they trust — RKE2, K3s, vanilla upstream, or a vendor distribution — and provides the platform underneath. Four components ship in this release: CSI Driver … Cloud Controller Manager … Rancher Node Driver … Rancher UI Extension …
>
> All four components are generally available now and downloadable as Helm charts from the verge-io repository on GitHub.

### [IREN Completes Acquisition of Mirantis](https://www.globenewswire.com/news-release/2026/08/04/3338169/0/en/iren-completes-acquisition-of-mirantis.html)

- 来源：GlobeNewswire / Aug. 4, 2026

> IREN Limited … today announced that it has completed its acquisition of Mirantis, Inc.

### [Mirantis Acquisition: What It Means for Open Infrastructure](https://www.mirantis.com/blog/on-the-acquisition/)

- 来源：Mirantis 博客

> Our contributions to k0rdent, Kubernetes, k0s, OpenStack and more continue. … k0rdent remains open source. … It is why the governance structure of the combined entity is designed to preserve Mirantis’s independence and its ability to serve the whole market, not just one participant in it.

### [How NVIDIA Dynamo 1.0 Powers Multi-Node Inference…](https://developer.nvidia.com/blog/nvidia-dynamo-1-production-ready/)

- 来源：NVIDIA Technical Blog

> A previous Dynamo release introduced a plugin that allows users to combine the Kubernetes-native Inference Gateway extension routing and Dynamo’s KV-aware router. … Dynamo’s KV-aware router can run inside the Inference Gateway to benefit from integration with routing plugins, filters, and other gateway capabilities in Kubernetes-based environments.

### [HPE Morpheus Software 档位对照](https://www.hpe.com/us/en/morpheus-software.html)

- 来源：HPE 产品页（2026-09 检索）

> VM essentials … Containers & Kubernetes—Not included
> Advanced … HKS Kubernetes
> Enterprise … Full K8s ecosystem

### [XO 6.5](https://xen-orchestra.com/blog/xen-orchestra-6-5/)

- 来源：Xen Orchestra 博客 / 2026-06

> On the Kubernetes side, our CSI driver gets a fresh release, and further down we share a first look at our Cluster API provider, a glimpse of where Kubernetes-on-Vates is heading.

## 对专题档案的影响

- NKP 2.19 与 Nutanix「CNCF AI Conformant」必须保持 **soon / 厂商自称**，直到有 GA 说明或 CNCF 名单截图。
- Inference Gateway / llm-d / Dynamo / DRA 写入「AI 时代变化」，不要写成 18 家都已集成。
- VergeIO 行是「支持层 GA、非发行版」；Proxmox/Scale 仍是 VM 套 K8s。
- VME 无 K8s；FusionCube iSula ≠ KubeVirt；FusionOne 无公开原生 K8s。
- IREN/Mirantis：合同层观察「控制面是否绑 IREN 算力」，不发明产品名。