Observability Industry Review: Volume 18 - Kubernetes Monitoring

研报英文原文证据摘录

Observability Industry Review: Volume 18 - Kubernetes Monitoring

Equity Research

30 July 2026

U.S Software

Observability Industry Review:

Volume 18 - Kubernetes

U.S. SoftwareMonitoring

POSITIVE

We believe Kubernetes' emergence as the dominant AI U.S. Software

Raimo Lenschow, CFAorchestration layer positions Datadog as a key beneficiary

given its infrastructure-first architecture, full-stack +1raimo.lenschow@barclays.com212 526 2712

Kubernetes visibility, and growing AI-powered capabilities. BCI, US

Eamon Coughlin

+1 212 526 6142The following companies are privately held and are not under coverage by Barclays Research:

eamon.coughlin@barclays.com

Grafana and Prometheus. Information about these companies is being provided for information

BCI, US

purposes only and is not an investment recommendation by Barclays Research.

Data Science & Applied AI

Theme of the Quarter – Kubernetes Monitoring: We believe that Datadog's strong Fan Gao, CFA(v)

performance can potentially be linked to rapid Kubernetes adoption over time. When looking +1 212 526 8404

from an historical lens, Kubernetes can be viewed as the catalyst that shifted observability fan.gao@barclays.com

monitoring from infrastructure focused tools (e.g. SolarWinds) to cloud-native observability BCI, US

platforms. Kubernetes has become the primary control panel for modern AI infrastructure, with

the Cloud Native Computing Foundation reporting that 66% of organizations now run

generative AI workloads on Kubernetes (more below). As enterprises deploy LLM inference and

MLOps pipelines across large Kubernetes clusters, they generate large volumes of telemetry

driving growing demand for observability platforms. This has created a large opportunity for