El surgimiento de la IA abierta: implicaciones estratégicas para los sectores de la empresa y nata para la nube

The emergence of open agentic AI standards is reshaping the landscape of enterprise automation and cloud-native infrastructure. At the forefront of this transformation is the Agentic AI Foundation (AAIF), a collaborative initiative launched in 2025 under the Linux Foundation and co-founded by OpenAI, Anthropic, and Block. This foundation aims to establish universal protocols for autonomous AI systems, ensuring interoperability, safety, and scalability across industries. For investors, the AAIF's open standards-such as AGENTS.md, the Model Context Protocol (MCP), and the Goose framework-represent a critical inflection point, creating opportunities for early-stage infrastructure and platform players to thrive in a rapidly evolving market.

The AAIF's Open Standards: A New Infrastructure Layer

The AAIF's foundational projects are designed to address fragmentation in agentic AI development. AGENTS.md, developed by OpenAI, provides a universal standard for coding agents to operate consistently across repositories and toolchains, with adoption by over 60,000 open-source projects. Anthropic's Model Context Protocol (MCP) enables AI models to integrate seamlessly with tools and data sources, now deployed in over 10,000 servers globally and adopted by platforms like Microsoft Copilot and Claude. Meanwhile, Block's Goose framework offers a local-first infrastructure for building agentic workflows, emphasizing reliability and extensibility according to the foundation's announcement. Together, these standards create a neutral, collaborative ecosystem that reduces vendor lock-in and accelerates enterprise adoption.

Early-Stage Beneficiaries: Infrastructure and Platform Players

The AAIF's open standards are already attracting a diverse array of infrastructure and platform companies, many of which are positioned to benefit from the growing demand for agentic AI solutions.

1. Rapid Innovation and Hexaware Technologies are leading the implementation of MCP in enterprise environments, particularly in finance, healthcare, and logistics. These companies specialize in embedding intelligent context into workflows, translating business requirements into structured protocols.

2. Mirantis, a Kubernetes-native infrastructure provider, has joined the AAIF as a Silver Member and is developing the MCP AdaptiveOps framework to simplify large-scale deployment of MCP servers according to company press release. This aligns with the broader trend of cloud-native companies leveraging AAIF standards to streamline AI integration.

3. Activepieces and Goose are enabling sophisticated automation by connecting AI agents to external systems via MCP, with Activepieces integrating over 400 MCP servers to orchestrate workflows.

4. Chroma, GreptimeDB, and Semgrep are leveraging MCP servers to enhance semantic search, real-time analytics, and code analysis, respectively. These use cases underscore the versatility of AAIF standards in enterprise applications.

Notably, major cloud providers have aligned with the AAIF, signaling industry-wide support for open governance and shared infrastructure. However, the AAIF's platinum and gold members-such as Bloomberg, Cloudflare, and SAP-also represent a broader coalition of companies investing in open standards to avoid proprietary fragmentation according to industry analysis.

Strategic Implications for Enterprises and Cloud-Native Sectors

The adoption of AAIF standards is driving a paradigm shift in enterprise AI strategies. By enabling AI agents to operate autonomously while adhering to organizational governance, these standards reduce integration costs and enhance productivity. For example, MCP's universal protocol allows enterprises to define ethical boundaries and compliance rules for AI systems, ensuring alignment with business priorities. Similarly, AGENTS.md simplifies the deployment of coding agents across diverse repositories, accelerating software development cycles.

Cloud-native infrastructure is also evolving to support agentic AI. Companies like Mirantis and Activepieces are demonstrating how MCP and Goose can be integrated into DevOps pipelines, enabling AI agents to manage repositories, CI/CD workflows, and infrastructure-as-code tasks. This trend is particularly relevant for enterprises seeking to automate repetitive tasks while maintaining control over data and workflows.

Investment Outlook: A Market in Expansion

The agentic AI market is projected to grow at a compound annual rate of 43% from 2024 to 2032, driven by enterprise-scale automation and foundational AI research. For investors, the AAIF's open standards represent a unique opportunity to capitalize on early-stage infrastructure players. Companies like Rapid Innovation, Mirantis, and Activepieces are well-positioned to benefit from the increasing demand for interoperable, open-source solutions. Additionally, the AAIF's governance model-similar to Linux and Kubernetes-ensures long-term community-driven development, reducing the risk of proprietary fragmentation.

However, challenges remain. While the AAIF promotes collaboration, companies like Meta are pursuing closed approaches, highlighting a potential divide in the agentic AI landscape. Investors should prioritize firms with strong ties to the AAIF and demonstrated adoption of its standards, as these are likely to dominate the next phase of growth.

Conclusion

The rise of open agentic AI standards marks a pivotal moment for enterprise and cloud-native sectors. By fostering interoperability and reducing integration barriers, the AAIF's initiatives are enabling a new generation of autonomous AI systems. For investors, the early-stage beneficiaries-ranging from infrastructure providers to platform developers-offer compelling opportunities in a market poised for rapid expansion. As the AAIF continues to shape the future of agentic AI, companies aligned with its open standards will play a defining role in this transformation.