I see you've never worked in a compliance environment before.

Executives only react to share price movements. If share prices are high because whatever investors think, then execs will just open another champagne bottle.

Steve Jobs was the last tech CEO who didn't care about wall street and only care about quality products and consumers saying that if customers are happy, then the share price will take care of itself. But most companies are share price first, customer later.

IBM? Redhat?

I think there's some context missing here. For those who don't remember, the CIA back in like 2014 or so built out private data centers with classified versions of AWS services and all IC workloads that don't require specialized hardware was supposed to be using. DOD historically used it as well for classified cloud workloads, but wanted its own, and this was the JEDI contract, which was also supposed to go to Amazon, until Trump got into a fight with Jeff Bezos in 2019, canceled the contract, and awarded it to Microsoft instead. Amazon sued, and Biden decided to just award the contract to everyone and split it between all the major cloud vendors. That still doesn't mean anyone can actually use it without FedRAMP approval, but well, there you go.

The alternative was AWS, which has been operating at every classification level for over a decade at this point. It's now split between Amazon, Microsoft, Oracle, and Google, which is especially amusing because Google withdrew from the original bid process when they were still pretending to give a shit that their employees don't like working for the military.