According to a recent Futurum survey, sovereign cloud adoption is a challenge for the majority of AI decision makers, particularly those in health care, energy, and financial services. But few companies make it a top-three vendor selection criterion, he adds. For example, in manufacturing, only 20% use sovereign cloud when choosing vendors, 19% in financial services, and 14% in healthcare. “There’s a gap between them saying it’s important and then using it as a key factor in procurement,” Patience says.
But Red Hat does not itself operate cloud infrastructure, he says. “It is a software and support play, not a cloud play,” he says. Still, for some customers, that could be a feature, not a limitation. “If they’re looking for software tools other than those from a hyperscaler, then Red Hat is in the picture,” he says.
