Red Hat Digital Sovereignty & Lightwell: EMEA Analyst Take
Red Hat’s EMEA Analyst Update advanced three strategic themes: OpenShift crossing $2B ARR, the GA of Confirmed Sovereign Support for EU customers, and the launch of Project Lightwell, a Red Hat and IBM supply chain security clearinghouse. ECI Research analysis finds the sovereignty and supply chain security plays are structurally durable, backed by regulatory mandates and a €5B engineering commitment to secure 150,000-plus open-source packages.
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