IBM didn’t buy RedHat for their Linux business - it is all about buying the #2 Cloud Tools company, and a company in the running for top Kubernetes tools.
There are literally only two upstream players in Kubernetes. Red Hat and Google. First, if you don’t understand what I mean with “upstream” then research it or don’t both replying to me. Second, this is essentially a minor negative for IBM for the price they paid (but a better outcome than not buying RHT) and a positive to just about nobody who is public. There is literally no other publicly traded company that benefits. My read is that this is… just about a 100% disaster for NTNX. There virtualization product is based on KVM, which Red Hat controlled via their Qumranet acquisition years ago. It’s probably a strong negative to Oracle, which loses based on the consolidation of OpenJDK players. Maybe Docker or Heptio gets acquired.
You all should listen to Smorgasbord1 more, and Tinker and Bert less.