RH strategy was mostly focused around OpenShift lately, which makes complete sense. Kubernetes is the next datacenter OS, just as ESX (and virtualization in general) was in the past 15 years and it's going to drive a radical shift in the enterprise IT world in the coming years. IBM (as an active member of the kubernetes community) see that huge opportunity and are doubling down on their efforts.
Any bets on the next player in this space to be acquired by an IT behemoth? Docker and Rancher both come to mind.