Open‑source Vendors as AI Infrastructure Bets

Private equity interest in SUSE shows investors are treating enterprise open‑source Linux vendors as pieces of AI infrastructure that can capture rising demand. That turns previously community‑focused projects into strategic commercial assets whose ownership and governance will shape who controls the stack for AI deployments. — If PE and strategic buyers consolidate open‑source infrastructure, that will affect competition, vendor lock‑in, and how governments and enterprises negotiate control over critical AI supply chains.