RH dealing with the devil (Micro-shaft)
I don't really blame RH for wanting to "partner" with Micro-shaft with cloud services (etc.) but I strongly suspect they might end up being swallowed later on...
(history suggests this pattern)
As for IBM, they've been committed to using Linux for quite a while now, so I'm pretty sure they'll be happy to make hardware that Linux runs on (and software solutions that run on them). No danger to RH there, as far as I would guess.
But RH needs to make sure they have an 'ass protector' already installed (and properly configured to defend against Micro-shaft). They're sneaky little buggers and RH doesn't need a "surprise".