Pulumi bets infrastructure’s next decade belongs to AI agents

Pulumi CEO Joe Duffy says that a year ago, VPs of infrastructure didn't think 'agentic AI' and 'infrastructure' belonged in the same sentence. Today, AI agents already drive 20% of all operations on Pulumi's platform, up from virtually zero a year ago, and Duffy thinks it could be 100% in the future. The company is shipping a bundle of capabilities for the 'agentic infrastructure era,' including free ephemeral accounts, a CLI makeover for agents, and extended Neo integration. Pulumi's use of general-purpose programming languages gives it an edge over Terraform's HCL for AI agents. Case studies include a healthcare customer clearing 400,000 compliance violations with Neo and migrating 500 Terraform workspaces in one hour.